Update area
Agent instructions can be published here when ready.
Agent 02
Investment Research and Portfolio Intelligence Agent
Tracks investment ideas, research notes, portfolio context, and decision signals in one structured workflow.
Purpose
Turn investment research into a repeatable intelligence system.
The agent is designed to organise market notes, company research, portfolio context, open questions, risks, and follow-up actions.
Future updates can include watchlist changes, research summaries, thesis notes, valuation context, and decision history.
Update area
The latest investment research output can be written here by the agent.