Connecting
Task queue
Findings and work from your agents.
NEEDS YOUR REVIEW0Evidence attached to every finding
BACKGROUND WORK0No jobs running
SOURCE LIBRARY0Public feeds and imported account snapshots
Tasks
Filter by area or status.
Autonomous opportunity research
Public York business and SEC feeds are collected every six hours. Specialist workers prepare income opportunities and investment research. Private account connections require configuration.
Holdings snapshot
Import a dated holdings CSV. Required columns: ticker, quantity, as_of. Optional: account, average_cost, current_price. Prices are imported snapshots.
Source library
Recent evidence; each job also keeps links to its assigned sources.
Jobs
Specialist workers, reports, and questions.
Activity stream
Connections
Mail & calendar accounts
Connect each configured account, then sync its read-only snapshots.
Saved schedules
Pausing the queue also pauses schedule dispatch. One job per area and type can be pending at a time.