Agents
Understand how FinON agents work, what they can do, and how to customize them.
What is a FinON agent?
A FinON agent is an autonomous AI analyst that runs on dedicated infrastructure. It can research, analyze, model, and monitor — 24/7, without supervision.
Each agent runs on its own VM with its own subdomain, memory, and configuration. Your data never touches another user's instance.
Your default agent: FinON
When you sign up, you get the FinON agent — a full-stack financial analyst with capabilities across five domains:
| Domain | What it does |
|---|---|
| Financial Modeling | DCF, comps, LBO, 3-statement models |
| Equity Research | Earnings analysis, thesis tracking, sector overviews |
| Deal Analysis | Deal screening, IC memos, due diligence |
| Portfolio Management | Monitoring, rebalancing, tax-loss harvesting |
| Trading Intelligence | Signal generation, technical analysis, trade alerts |
Spawning specialist agents
Need a focused agent? Just ask:
"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
Specialist agents run alongside your main agent. Each gets its own memory and focus area.
Agent memory
Your agent remembers everything across conversations. It stores:
- Facts — things you've told it (your portfolio, watchlist, preferences)
- Research — analysis it's produced, so it can build on prior work
- Knowledge graph — entities and relationships it discovers
You can ask your agent what it remembers:
"What do you know about my portfolio?""What research have you done on NVDA?"
Skills
Skills are specialized capabilities your agent can use. They include:
- Financial modeling templates
- Research frameworks
- Data analysis tools
- Report generation
Your agent automatically selects the right skill based on your request.
Scheduling & Cron Jobs
Your agent can run tasks on a schedule. Just tell it 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. Under the hood:
- 1.Your agent creates a cron schedule (e.g.,
0 7 * * *for every day at 7am) - 2.At the scheduled time, the agent wakes up and performs the task
- 3.Results are delivered to your connected channel (Telegram, WhatsApp, Slack, or email)
Managing your schedules
You can manage cron jobs through natural language:
"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
- Getting Started — set up your account
- Connect Telegram — access your agent from your phone
- Connect WhatsApp — WhatsApp integration (coming soon)