Portfolio Agent
Understands your holdings, concentration, cost basis, and where each position sits inside the rest of the portfolio.
How AI Works
An AI decision system built to analyze your portfolio like a real investment team
BazaarLABS.ai does not rely on a single prompt or one generic chatbot answer. It uses a structured, multi-agent workflow to evaluate your holdings, test option setups, challenge weak ideas, and surface only the opportunities worth your attention.
Decision EngineOpenAIAnthropicPortfolioResearchOptionsRisk
Architecture overview
Not one model making a guess. A coordinated system designed to challenge every trade.
- Frontier OpenAI models for final recommendation generation and CIO-level synthesis
- Lighter specialist models for portfolio review, research checks, and committee scoring
- Multi-agent orchestration so one model is not trusted to do every job alone
Multi-agent flow
Each layer has a defined job before anything is shown to you
Research Agent
Builds the live thesis for each holding using company context, catalysts, earnings risk, and what changed recently.
Options Strategy Agent
Scans strikes, expiries, premium, downside buffer, and assignment tradeoffs across covered calls and cash-secured puts.
Risk Agent
Challenges every idea using volatility regime, event risk, liquidity, and position sizing discipline.
Decision Agent
Makes the final decision, explains the setup in plain English, and decides when the right answer is no trade or monitor only.
What the AI checks
The setup, not just the stock
- Strike selection, moneyness, and downside buffer
- Expiry windows, premium quality, and decay profile
- Implied volatility, liquidity, and market regime
- Earnings timing, event risk, and assignment tradeoffs
Why it earns trust
Every recommendation is challenge-tested before it reaches you
- Ideas are filtered through deterministic rules before the committee even reviews them
- Independent specialist agents can disagree before a final CIO-style synthesis is made
- No-trade and monitor-only outcomes are surfaced clearly when nothing deserves action
See it on your holdings