Morning position brief

Overnight moves and today's risks before the open

Snowflake, Tableau, MS Teams

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads positions, overnight prices and the news feed

Summarizes overnight moves in the book's positions, the news behind the largest ones and the events on today's calendar

Ranks the moves and matches them to catalysts

Lists the positions near a limit, a stop or an expiry

Sends the brief with the watch list attached

Delivers the brief to the portfolio manager before the market opens

Works in

Snowflake, Tableau, MS Teams

What it does

Summarizes overnight moves in the book's positions, the news behind the largest ones and the events on today's calendar
Lists the positions near a limit, a stop or an expiry
Delivers the brief to the portfolio manager before the market opens

Query and materialize warehouse data with your existing roles.

Surface published views and data sources in a run.

Deliver updates and approvals into Teams channels.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.