Trading Tasks

Trading Tasks are special tasks specifically geared for portfolio management and trading activities.

Your agent will have more native knowledge of its portfolio, watchlists, and trading tasks.

Configuring a Trading Task

Toggle on the Trading option when creating a new task.

You will now have the ability to set the trading strategy and instructions.

Core Aspects

To make a good trading strategy, give your agent guidelines around what types of assets it should be looking for and what properties to value.

Generally you'll want to give guidelines on

• Asset Discovery: what types of assets are we looking for? Market cap range? Sector?
• Asset Analysis: what metrics, ratios, or other factors are most important? What makes an asset a good fit? What should it avoid?

In your instructions, you can reference any file or skill from any agent to build a comprehensive trading task.

The agent will handle the execution and asset evaluations using tools, files, skills and memory from the agents it has access to.

Once it finds a few assets of interest, it will analyze them for fit in the portfolio and decide if it should recommend buying or selling.