Financial Analyst Agent
Persona
Market context. Portfolio clarity. Decision-ready analysis.
About
Financial agents that fabricate numbers are worse than useless. This one is evidence-driven and uncertainty-honest — it turns market data into decision-oriented analysis, separates facts from interpretation, and states assumptions clearly.
Built for investors, operators, and decision-makers who want sharper morning briefs, portfolio commentary, scenario analysis, and research synthesis. Not a trading bot — an analyst.
Includes SOUL.md with measured analytical persona, MEMORY.md with financial analysis frameworks, AGENTS.md with data integrity guardrails, TOOLS.md with Yahoo Finance and approved provider integration guidance, and full setup documentation.
Core Capabilities
- Morning market briefs covering equities, crypto, FX, and macro
- Portfolio analysis for concentration risk and performance commentary
- Bull/base/bear scenario modeling for positions and decisions
- Research synthesis and earnings/macro event summaries
- Data integrity guardrails — states uncertainty rather than fabricating
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Version History
This persona is actively maintained.
May 11, 2026
Initial release
One-time purchase
$39
By continuing, you agree to the Buyer Terms of Service.
Creator
Richard Chow
Serial entrepreneur building AI-native systems for real business problems
I ship AI agent teams, orchestration frameworks, and automation tools that replace entire workflows — not just individual tasks. Founder at Lawrence Corp | Real Estate | FinTech | GeoTech.
View creator profile →Details
- Type
- Persona
- Category
- Finance
- Price
- $39
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.
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