Description
A Claude Sonnet 4.6-powered AI portfolio strategy where every trade decision, stock selection, position size, and cash allocation is decided by the model. Instead of holding a fixed basket, the agent studies momentum, volatility, volume, technical signals, market trends, VIX, rates, earnings, insider activity, 13F data, and portfolio performance before deciding where capital should go. It can choose what to buy, how much to allocate, and when to keep cash aside if risk looks high. Users control capital, loss limits, and risk rules, while safeguards help avoid trades when data is stale, missing, or unreliable.