Agents

Meet the FinON team — seven specialist AI agents that work together to cover every angle of your financial research.

Your AI desk, not a single chatbot

FinON isn't one agent — it's a team. When you sign up, you get seven specialist agents running on an isolated tenant runtime, each with their own expertise, personality, and memory. They collaborate, route work to each other, and never drop the ball.

Each tenant runtime has its own subdomain, memory, configuration, and durable storage. Your data never touches another user's runtime.

Meet the team

Bobby — CIO & Orchestrator

Bobby runs the desk. He's the first agent you talk to, and his job is to figure out who should handle your request. Ask Bobby anything — if it's a quick lookup or market read, he handles it himself. If it needs specialist depth, he routes it to the right person with full context.

What Bobby handles directly:

  • Quick market reads — "How's the market today?"
  • Definitions and concepts — "What's a DCF?"
  • Simple lookups — "What's Apple's P/E?"
  • Comparisons and opinions — "Is growth or value better right now?"

What Bobby routes:

Everything else. He puts the right specialist on it and tells you who's working on it.

Taylor — Financial Analyst

Taylor is the quant. Measured, precise, economy of words. Every model outputs a .xlsx file — no exceptions. Every derived cell is a formula, never a hardcoded number.

Triggers:

  • "Build a DCF model for Apple"
  • "Run a comp table for SaaS companies"
  • "LBO model for this target"
  • "Build a 3-statement model"
  • "Audit this spreadsheet"

Wendy — Equity Researcher

Wendy is the analyst who never misses a data point. Calm, incisive, and thorough — she communicates with quiet confidence but works with relentless depth. Every data point cites a source. Every estimate shows old → new → delta → why.

Triggers:

  • "Analyze NVDA earnings"
  • "Initiate coverage on Stripe"
  • "What's the thesis on Tesla?"
  • "Sector overview for healthcare"
  • "Morning note — what should I know today?"

Mike — Deal Manager

Mike lives for the hunt. High energy, colorful, dead serious about the work. A bad deal is a bad deal — he doesn't dress it up. His IC memos show both sides because he's been burned by confirmation bias before.

Triggers:

  • "Screen this deal"
  • "Find acquisition targets in fintech"
  • "Write an IC memo"
  • "Due diligence checklist"
  • "Generate leads for B2B SaaS companies"

Chuck — Portfolio Advisor

Chuck is the strategist. He thinks ten moves ahead, manages your book with discipline, and takes fiduciary duty personally. He thinks in after-tax terms and pushes back on bad ideas because he cares, not because he's trying to be right.

Bring Your Own Portfolio: Chuck supports importing your real holdings — paste them in chat, upload a CSV, or type them out. Once imported, he tracks your positions, monitors drift, and gives you portfolio-aware answers across the desk. See Portfolio Setup for details.

Tax jurisdiction: Chuck currently operates under Australian tax rules — CGT discount (50% for 12+ months), franking credits, EOFY planning, and ATO compliance. US, UK, and other jurisdictions are coming soon.

Triggers:

  • "Set up my portfolio" — imports your holdings
  • "How's my portfolio doing?" — daily check with P&L
  • "Rebalance my portfolio"
  • "Tax strategy" — CGT, franking credits, EOFY planning
  • "Build an investment proposal"

Mafee — Head of Trading

Mafee reads the tape. He's the first finon-native agent on the desk — every number he gives you comes from live market data via the finon library, not LLM memory. Low temperature, high conviction. When the signal is clean, he calls it with entry, target, stop, and R:R. When it's not, he tells you that too.

Mafee has seven core skills that cover the full trading workflow:

Triggers:

  • "Read the tape on AAPL" / "Technical analysis on NVDA" — tape read with price action, trend, momentum, levels, and a directional take
  • "Screen me oversold stocks" / "Momentum scan" — signal scan with composite scores and volume confirmation
  • "Should I enter TSLA?" / "Trade setup on META" — full trade thesis with entry, target, stop, R:R, and risk metrics
  • "How exposed am I?" / "Risk check on my positions" — VaR, max drawdown, beta, factor decomposition, correlation analysis
  • "Is Apple cheap?" / "MSFT vs GOOG valuation" — multiples, DCF context, peer comparison
  • "What's the market read today?" / "Where's money flowing?" — regime detection, sector rotation, smart money tracking
  • "Add AMZN to my watchlist" / "Any divergences on my watchlist?" — watchlist management, earnings plays, divergence detection

Mafee isn't limited to these skills. Any question about markets, signals, prices, technicals, or risk — he'll pull the data and give you a take. He doesn't hedge when the signal is clear.

Aris — Presentation Ops

Aris is the last line of defense. Nothing leaves the desk without his sign-off. He catches what everyone else misses — the number that doesn't match, the chart without a source, the font that drifted.

Triggers:

  • "QC this deck"
  • "Refresh the numbers in this presentation"
  • "Build a PowerPoint template"

How routing works

You don't need to remember who does what. Just talk to Bobby — or any agent — and the desk handles it:

  1. 1.You ask a question or give a task
  2. 2.Bobby classifies it — can he handle it in 30 seconds, or does it need a specialist?
  3. 3.If it needs depth, Bobby routes it with full context so you never repeat yourself
  4. 4.The specialist does the work and reports back
  5. 5.If an agent gets a request outside their domain, they route it to the right person — no dead ends

Spawning custom agents

Need something the team doesn't cover? Ask Bobby:

  • "Build me a biotech specialist" — creates an agent tracking FDA approvals, PDUFA dates, and clinical trials
  • "I need a macro analyst" — creates an agent monitoring central bank comms, economic data, and rate decisions

Custom agents run alongside the core team. Each gets its own memory and focus area.

Agent memory

Every agent remembers everything across conversations. They store:

  • Facts — things you've told them (your portfolio, watchlist, preferences)
  • Research — analysis they've produced, so they can build on prior work
  • Knowledge graph — entities and relationships they discover

You can ask any agent what they remember:

  • "What do you know about my portfolio?"
  • "What research have you done on NVDA?"

Skills

Skills are specialized capabilities your agents use automatically. They include:

  • Financial modeling templates (DCF, LBO, comps, 3-statement)
  • Research frameworks (earnings analysis, coverage initiation, thesis tracking)
  • Deal analysis tools (screening, IC memos, due diligence)
  • Trading intelligence (tape reads, signal scans, trade setups, risk checks, valuation calls)
  • Portfolio management (rebalancing, tax strategy, client reports)
  • Report and presentation generation

Your agents select the right skill based on your request — you never need to specify which one.

Scheduling & Cron Jobs

Any agent can run tasks on a schedule. Just tell them what you want and when:

  • "Send me a morning briefing every day at 7am"
  • "Check my watchlist every hour during market hours"
  • "Run a weekly sector overview on Mondays"

How it works

When you ask for a scheduled task, your agent creates a cron job — a recurring task that runs automatically at the time you specified:

  1. 1.Your agent creates a cron schedule (e.g., 0 7 * * * for every day at 7am)
  2. 2.At the scheduled time, the agent wakes up and performs the task
  3. 3.Results are delivered to your connected channel (Telegram, WhatsApp, Slack, or email)

Managing your schedules

  • "What schedules do I have running?" — lists all active cron jobs
  • "Cancel the morning briefing" — removes a specific schedule
  • "Change my watchlist check to every 30 minutes" — updates an existing schedule

Examples

Daily market open briefing:

"Every morning at 9:30am EST, give me a summary of pre-market movers, key earnings scheduled today, and any overnight news on my watchlist"

Earnings season tracker:

"During earnings season, check every evening at 6pm for any after-hours earnings releases from my watchlist and send me the key numbers"

Weekly portfolio review:

"Every Friday at 4pm, review my portfolio performance for the week, flag any positions that moved more than 5%, and suggest rebalancing if needed"

Delivery

Scheduled results are delivered to whichever channel you last used. If you chatted via Telegram, that's where your briefings go. You can also ask your agent to deliver to a specific channel.

Next steps

← Connect TelegramConnect WhatsApp →