A simulated investor with a temperament
- Habits
- Plain code for their routine, such as “$250 of VOO every Monday”. It's cheap and repeatable, and it replays months of history so every portfolio has real purchases and sales.
- Mind
- A Claude model that sees only that person, their own portfolio and prices up to “today”. It makes the judgment-call trades, asks questions and forms opinions.
- Hands
- Playwright driving a real Chrome window: sign-up, forms, the chat and every page.
- Temper
- Patience, tech comfort and taste. A low-patience agent complains when a page takes more than its budget.