151 agents working around the clock
From analysts who dig through filings and editors who write briefings before dawn, to meta agents that design new agents on their own, and on to reinsurance, education and healthcare — Treasurer runs an autonomous agent fleet organized into 10 divisions.
Research & Intelligence
23Takes a question and completes the research, reading original filings to dig out the facts.
Autonomous financial research agent that orchestrates 106 tools on its own from a single natural-language question
Writes broker-style research reports automatically and exports them as editable documents
LangGraph orchestrator-worker engine that directs 55 specialist workers
Vector-searches broker consensus reports to surface ratings and price targets
Runs broad vector search across broker research full text
Searches financial news with headlines, dates, sources and summaries
Research lab that synthesizes stock narratives from trading techniques, macro and news
Collects and aggregates news and social sentiment to read market mood
ESG agent that assesses sustainability and governance risk (in development)
Searches DART filings of Korean listed companies and retrieves full text by receipt number
Extracts DPS, dividend yield and payout ratio from periodic reports
Tracks 5% block holdings, officer and major-shareholder ownership reports and their transactions
Governance agent covering largest shareholders, ownership changes, executives, compensation and treasury stock
Monitors material event reports such as CBs, BWs, capital increases and reductions, and mergers
Looks up company overviews including CEO, founding date, industry and headcount
Computes profitability, stability, growth and activity ratios
Checks audit opinions (unqualified, qualified, adverse, disclaimer) along with auditors and audit fees
Tracks equity and debt securities registration statements
Finds unlisted companies by name alone and retrieves their financials and audit opinions
Searches 10-K, 10-Q and 8-K filings of US listed companies
Retrieves SEC filing sections such as MD&A and Risk Factors
Precisely extracts revenue, net income and EPS from structured XBRL data
Feed agent that brings domestic and global filings into a single timeline
Market & Data
34Pulls price, flow, profile, macro and digital asset data in real time.
Pulls returns, volume and chart data from OHLCV history
Looks up market cap, P/E, P/B, dividend yield, beta and 52-week high/low
Compiles company profiles including sector, industry, headcount, CEO and address
Scans the day's top gainers and losers in real time
Analyzes catalysts and technical signals behind sharp movers and turns them into reports
KRX flow agent tracking daily net buying by foreign, institutional and retail investors
Ranks the stocks that rose alongside a reference stock on its up days
Tracks dividend history including ex-dates, amounts and frequency
Compiles stock split and reverse split history
Keeps track of upcoming and recent IPO listings
Watches domestic and global bond prices and spreads
Tracks commodity prices across oil, metals and agriculture
Tracks major currency pairs in real time
Monitors flows and holdings of domestic and global ETFs
Tracks major global indices at a glance
Tracks analyst ratings and upgrade/downgrade history
Computes high, low and mean price targets with upside and recommendation distribution
Aggregates forward EPS, revenue and growth estimates
Compares actual vs. estimated EPS and revenue, and earnings surprises
Tracks officer and director trades in company stock (mainly US)
Identifies top institutional and fund holders (mainly US)
Keeps track of upcoming earnings releases
Retrieves indices, Treasury yields, FX, commodities, crypto and sector ETFs in one call
Pulls from 800K+ economic time series including rates, inflation, employment and GDP
Finds the right FRED series ID from keywords
Tracks the US Treasury yield curve and 10Y-2Y and 10Y-3M spreads
Keeps track of release dates for FOMC, CPI, NFP, GDP and other indicators
Identifies the macro regime using cross-asset ratios and the yield curve
Druckenmiller-style liquidity cycle and risk budget agent built on WALCL, RRP and TGA
Looks up crypto prices, market cap, volume and 24h change
Tracks trending coins and global market stats such as dominance
Reads on-chain data including TVL, protocols, DEX volume and fees
Consolidates real-time order book snapshots from Korean exchanges
Calculates the kimchi premium from price gaps between Korean exchanges and Binance
Analytics & Strategy
42Computes indicators, finds patterns, and designs and validates strategies.
Computes technical indicators including RSI, MACD, Bollinger Bands, moving averages, ADX and ATR
Renders data as line, bar, scatter and area charts
Compares metrics across multiple stocks with grouped bars and multi-line charts
Draws and explains trendlines, support/resistance and Fibonacci levels on TradingView charts
Inspection agent that visually dissects chart patterns
Screener that filters and sorts stocks by valuation metrics
Screener that finds volatility contraction patterns (Minervini Stage 2)
Scores growth stocks on O'Neil's seven CANSLIM factors
Screens for VCP, Stage 2, CANSLIM and PEAD patterns in one pass
Finds post-earnings announcement drift candidates (SUE score)
Analyzes trade setups from earnings gaps, volume and EPS surprises
Translates natural language into FinViz screener URLs
Uncovers value dividend stocks with high yield, low P/E and low payout ratio
Finds pullbacks in dividend growers with 5+ years of increases and RSI below 30
Diagnoses market health through sector rotation, breadth, risk and regime
Captures market timing signals with O'Neil-style distribution days and FTDs
Assesses market bubble risk with six quantitative components
Detects the market's hot sectors, emerging themes and trends right now
Analyzes sector relative strength, rotation momentum and cyclical vs. defensive positioning
Tracks market breadth time series, the McClellan Oscillator and SPY divergences
Scores market breadth from 0 to 100 using six components
Scores uptrend health from 0 to 100 using five components
Detects market top risk from distribution days and weakening leaders
Confirms market bottoms through follow-through days and rally attempts
Single-stock quantitative analysis covering regimes, strategy templates, signals and backtests
Validates strategies by factor weights, direction, top-N and rebalancing
Splits outcomes into bull, bear and base scenarios and prices each
Calculates position size with fixed-fractional, ATR and Kelly methods
Designs pairs using cointegration, spread z-scores and half-life
Uncovers edge candidates through multi-factor scoring
Reviews edge strategies against eight criteria as PASS, REVISE or REJECT
Edge pipeline that automatically loops through candidate, design and REVISE review
Pivots strategies through stagnation detection, assumption inversion and archetype shifts
Options agent offering Black-Scholes pricing, Greeks and strategy recommendations
Builds portfolios with weights, sectors and valuation from the stocks in a conversation
Evaluates US stocks holistically with a 0-100 investment score
Optimizes portfolio weights with mean-variance and risk parity (in development)
Five-step dividend investing SOP: screening, deep dive, valuation, filtering and entry
Monitors dividend portfolio triggers as OK, WARN or REVIEW
Calculates US dividend tax for Korean residents (withholding, treaty, FEIE/FTC)
Risk & Compliance
4Screens sanctions, PEP and criminal lists to filter out risk.
Runs ad-hoc searches of sanctions, PEP and criminal lists
Performs precise screening with structured attributes such as name plus country or birth date
Digs into ownership chains, sanctioning authorities and related entities
Outlines covered watchlists including OFAC, EU, UN and KR-MOEF
Automation & Publishing
20Monitors on a schedule, builds reports and publishes to channels with no human in the loop.
Editorial agent that generates a market briefing every morning
Mass-produces angle and sector reports with self-hosted Qwen 3.5
Collects, translates and summarizes domestic and global news into digests
Writes Asian market close summary reports automatically
Automatically publishes generated reports to Telegram channels
Automatically posts surging sectors and top stories to X (Twitter)
Sends automatic Kakao alerts for key events
Forecasts company earnings in batches and tracks accuracy
Audio agent that reads the morning briefing aloud (in development)
Monitors and replays intraday surging stocks in KR and US markets in real time
Real-time agent that screens intraday volume surges on a minute-bar grid
Refreshes the market health indicator dashboard on a schedule
Captures market heatmap snapshots at regular intervals
Monitoring agent that tracks global market conditions around the clock
Clusters news and issues into topics and enriches them
Keeps the economic indicator calendar in sync automatically
Reads back-office documents with OCR and structures them
Submits reports to Naver, Bing and Yandex via IndexNow the moment they are saved
Automatically sends personalized weekly reports to new users
Pushes market events matching user conditions in real time (in development)
Platform & Tooling
6Supports other agents and builds new ones.
Gateway to every analysis that resolves company names and keywords into ticker symbols
Data agent that computes ratios, rankings, pivots and growth rates with pandas
Runs ML, statistics and charting code directly in a sandbox
Meta agent that auto-generates new agents from worker, API and frontend boilerplate
Product-owner agent that crawls and inspects the product automatically and produces QA reports
Answers relationship-based questions over a Neo4j knowledge graph
Reinsurance AX · ReInsight
9Automates reinsurance contracts, claims, settlements and statements all the way to the ledger.
Reinsurance settlement desk that surfaces stalled, unpaid and unmatched items by risk
Automatically reconciles SOCs, cover notes and duplicates to catch amount gaps and omissions
Verifies cover note integrity through unbooked-item and issue-date reconciliation
Detects duplicates by automatically grouping repeated reference numbers
Reinsurance contract agent for managing shares and premiums with filters and search
Manages claims with aggregation by SOC, status and account
Automatically generates cover slips in six reinsurers' formats, down to the email
Answers natural-language questions against the contract and claims database with supporting evidence
Tracks settlement status across reinsurers, brokers and insurers
AX & Data Solutions
4Turns Excel and legacy data into dashboards and data agents.
Loads Excel and legacy files into a structured database with automatic header mapping
Automatically builds KPI and chart dashboards from loaded data
Normalizes and migrates data from legacy systems
Reads unstructured documents with OCR and structures them into tables and objects
Vertical SaaS
5Operates domain services across education, healthcare, IoT and government data.
Delivers personalized financial education quizzes and briefings from real-time data
Vertical agent that structures and analyzes medical and health data
IoT agent that collects device telemetry and detects anomalies
Collects and cleans public and government datasets
Vertical agent for entertainment and content domain data
Internal & Brand Tooling
4Builds in-house tools for company knowledge, IR and brand.
Knowledge agent that answers by searching internal documents and wikis
Prepares IR materials and shareholder inquiries
Generates copy and content in the brand's voice
Screens applications against role criteria
