Core concepts

Operating System

The top-level resource. An Operating System (OS) is an isolated instance with its own wallet, signing keys, memory, agents and portfolio. Think of it like an EC2 instance, but for financial workflows. Each OS has a status - running, paused, stopped or provisioning.

Agents

Autonomous workers that run inside an OS. Each has a type (research, risk, portfolio, macro, tax, news, automation, goals), a health score and a run history. Agents can be paused, resumed and restarted independently.

Memory

Durable facts an OS knows about you - preferences, constraints, goals and insights. Agents read memory to inform their decisions. Memory is editable and auditable.

Automations

Scheduled workflows (salary invest, rebalance, dividend reinvest…). Each automation has a schedule and can be enabled, disabled or run on demand.

Capabilities & profiles

• Capabilities gate which modules an OS may operate - portfolio, research, risk, automation and more.
• Operating profile sets the strategy the agents follow - e.g. wealth manager, risk manager, long-term investor or quant.

Governance

Every resource is owned by your workspace and protected by row-level security. Actions are written to an immutable log you can search and export.