Every workflow is typed: an ABC workflow (wf:), a skill (skill:), or an MCP connector (mcp:). Click any card for the detail view — job, output, building blocks, runtime context.
Company- and theme-level research with attribution and citations built in.
/ 27 research workflows
For PMs and analysts
Portfolio work
Portfolio analysis, attribution, risk, and trade execution with position-level detail.
/ 27 portfolio work workflows
For advisors and wealth teams
Client communications
Drafting, suitability, and reporting with disclosure and review built in.
/ 20 client communications workflows
For compliance, supervisory, and risk teams
Compliance operations
Review, supervision, audit, and surveillance — on the same trace as the work.
/ 21 compliance operations workflows
See agents compose these blocks.
Workflows are the building blocks. The named agents combine them into complete front-office jobs — research memos, portfolio rationales, client-ready communications, audit packages.
