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An Agent is a single investing Agent with the power of a full team — a dedicated workspace with its own style, memory, research, portfolios, and tasks. It works independently from your other Agents: every conversation, every piece of research, every scheduled task happens inside that Agent’s own world and does not leak into the others. Different Agents are different specialists, each with its own investing style. A value-investing Agent and a momentum-trading Agent should not share assumptions, so they live as separate Agents. That keeps each one’s context clean and its behavior easy to reason about.

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What an Agent contains

Each Agent holds:
  • Conversations and session history — the running record of what you have asked and discussed
  • A Profile — the Agent’s identity, style, and how it works for you
  • Portfolios — the portfolios this Agent runs, each with its own positions, cash, orders, and performance
  • Playbooks — the investment strategy behind each portfolio
  • Generated research files — reports and briefs the Agent has produced
  • Scheduled tasks — recurring workflows the Agent runs on its own
  • Channel connections — web, mobile, Telegram, WeChat

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When to create multiple Agents

Create separate Agents when two jobs should not share assumptions. The test is simple: if combining them into one workspace would muddy the context or make a scheduled task ambiguous, split them; if they naturally share the same universe and rules, keep them together. For concrete starting patterns and how to set one up, see Create your first Agent.

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Good Agent instructions

An Agent’s standing instructions should describe stable preferences, the things that are true across every conversation: 
Focus on evidence from filings, financial statements, and earnings calls. Separate facts from assumptions. Always include risks and what would invalidate the thesis.
Avoid instructions that are temporary or too broad. A one-off request like “analyze AAPL today” belongs in chat, not in the Agent’s permanent instructions. Anything you would want applied to your hundredth conversation belongs here; anything you want once belongs in the chat.

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Profile, portfolios, and Playbooks

These three fit together. The Agent’s Profile sets the Agent’s identity and style, and applies across everything it does. Each portfolio the Agent runs carries its own Playbook — the strategy that drives that portfolio’s universe, risk rules, and trading. The Profile is Agent-wide; a Playbook is per portfolio.