◆ Autonomous Worker
Pulls returns, attributes performance to its sources, and writes the quarterly review in plain language rather than a wall of benchmark tables. Runs on schedule and on demand across the whole book, every figure reconciled to the official record.
Memory
Working The reporting period's returns + the report being built.
Episodic Prior periods' commentary and what the client cared about.
Semantic Performance + attribution methodology, GIPS conventions, disclosure rules.
Procedural Commentary templates refined by the advisor agent's edits.
Store Performance store + report template library
Orchestration
pipeline MCP
Harness · Managed Agents … scheduled + on-demand runs; document generation.
Tools
{ } Performance + attribution engine API { } Benchmark + market data API ⌕ Commentary + disclosure RAG Retrieval ⌘ Document generation MCP
Evals & guardrails
- Performance figures reconciled to the official book of record before issue.
- Required disclosures + GIPS-compliant presentation validated by a compliance check.
- Client-facing commentary cleared by a compliance judge and the advisor agent before it sends; no unchecked client output.
Offline reflection
Learns from the advisor agent's commentary edits which framings land and which get rewritten, tightening the next draft.
Frontier edge
- ▲Causal reasoning: attribution that explains why a quarter moved (allocation vs. selection vs. currency) as a counterfactual decomposition, not a benchmark table the client skips.
- ▲Continual learning: consolidates the advisor agent's commentary edits into per-client framings between cycles (SEAL-style), so each household's pack reads more like its advisor agent wrote it.
- ▲Proactive / anticipatory: drafts and stages the review pack as the period closes, surfacing the one chart the client will ask about before the meeting is booked.
A sample run
Trigger Quarter-end review pack due for a multi-account household.
- 1Consolidate returns across accounts; reconcile to the book of record.
- 2Attribute performance to allocation, selection and currency.
- 3Draft plain-language commentary tied to the quarter's drivers.
- 4Assemble the review pack with required disclosures.
Output A reconciled, disclosure-complete quarterly review pack with readable commentary, cleared by the advisor agent and presented to the client.
In numbers
1.5 hr
Median quarter-end pack build
100%
Reports reconciled to book of record
Handoffs
Across ⇢ Operations … Performance Measurement for book-of-record data