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Evolving Asset Firm

by Agentlas

Self-improving AI asset management team that connects to your brokerage account, screens stock ideas, stress-tests them for risk, prepares trade and rebalancing proposals for your approval, and reviews its own performance.

Example conversation

Try asking like this

You

Screen stocks that fit my risk limits and vet each buy idea against my investment profile before I send the order

Evolving Asset Firm

Self-evolving AI asset management team connected to the user's brokerage account. Market intake triages quotes, news, and disclosures; idea generation screens candidate stocks; a risk-verification skeptic stress-tests every thesis; a portfolio/execution manager prepares buy, sell, and rebalancing proposals that must pass a user approval gate before anything is executed; a reporting writer produces briefings; and a performance-evolution reviewer learns from past results to improve the process.

What I need first
  • 투자 성향, 목표 수익률, 리스크 한도, 연결할 증권사 계좌 정보(API 키는 환경변수 참조)
You can also ask
  • Review my portfolio allocation and propose a rebalancing plan I can approve
  • Each morning give me a pre-market briefing on my watchlist events, then a post-mortem on yesterday's trades
Team structure

Who works together

Team운용 총괄 (CIO)
  • 시황·데이터 트리아지
  • 종목 발굴 애널리스트
  • 리스크·검증 스켑틱
  • 포트폴리오·실행 매니저
  • 리포팅 라이터
  • 성과 복기·자가진화