Reading the Agent screen
What your desk did today, what it decided and why, in sentences, with everything technical one click away and nowhere else.
- Who it is for
- Everyone on the book
- Reading time
- 5 min read
- Updated
Agent is where you read your desk's day. It answers three questions for someone who is not an engineer: what did my desk do today, what did it decide, and why. Nothing on this can place an order, and nothing technical is on the surface: transcripts, tool calls, costs and ids sit behind one Technical details line at the bottom of every session.
Today on your desk
Under the six agent cards, the day reads as a list of sentences, oldest first, one per session:
- 8:00 AM · Morning plan · read the , set 5 price levels to watch, no trades before the open
- 10:21 AM · Woke up · woke because MSFT crossed $488.00, checked MSFT, no trade
- 10:30 AM · Check-in · checked NVDA, MSFT and AMD, proposed 3 trades: trim 2 NVDA, exit AVGO, buy 2 AMD (1 filled, 2 waiting for you)
- 3:15 PM · Daily review · wrote up the day and 3 things to check tomorrow
Every line is built from what the session actually recorded (its orders and what happened to them, the ideas it passed on and why, the levels it armed, what woke it), never from a summary of its own prose. Times are Central. The small mark says who ran it (the Portfolio Manager's stack, the Researcher's arcs, the 's ring); the grey words at the end name the model it ran on and what it cost. A session that is running says working now and what it is doing; one that failed says it stopped early and why, in words; the next slot says when it starts; the rest of today's schedule folds into one Later today line.
The kinds, in plain words:
| Kind | When | What it is for |
|---|---|---|
| Research brief | 7:45 AM and noon | The Researcher reads the news and files a cited brief. It never trades. |
| Morning plan | 8:00 AM | The Portfolio Manager reads the brief and the market before the open, sets the day's price levels and plan; it can leave an order priced off the open, and usually leaves the trading to the check-ins. |
| Check-in | on its interval while the market is open | Checks the book and the names it watches against their levels; proposes trades or says why not. |
| Woke up | any time | The woke it: a level crossed, an order filled, a stop came close, news on a held name, a research item matched a standing watch. It takes a quick look and acts or stands pat. |
| End-of-day check | 2:48 PM | Judges the conditions that are decided on the close and parks tomorrow's orders. |
| Daily review | 3:15 PM | Writes up the day and tomorrow's plan. It never trades. |
| Second opinion | after every session that proposed something | The Critic re-checks each against the data it cites. |
| Run you asked for / Your question | when you ask | An extra look you requested from , or one Consult answer. |
The chips above the list filter by kind (Morning plan, Check-ins, Wake-ups, Daily review, Research, Second opinion). When a slot ran more than once (a retry after a failure), only the latest shows; Hide repeats is on by default and the row says ran 3 times, latest 8:00 AM · 2 earlier tries stopped early. The line under the list sums the day: sessions done, trades proposed, dollars spent.
The session you select
Click a row (the latest Portfolio Manager session is selected when you arrive). It opens as a short header (who, what kind, when, the same sentence) and three blocks:
- What it looked at. The reads it made, in order a person would ask about them: the research brief, the market calendar, cash and buying power, the positions, prices, recent trading, the , the news (each naming the symbols it covered) and the names it checked as chips (tap one for its price and the usual actions). A wake-up leads with what woke it.
- What it decided and why. First the desk's own note to you, one or two sentences in its words. Then one row per name: proposed trades say what and at what price, and where the order is now: filled at $128.57 (links to Activity), waiting for you in the Inbox (links to the Inbox), turned down by the risk rules: the live quote was stale, with the under it; ideas it passed on or is still waiting on say the idea and why not ("the price has not reached its entry level: 127.80, just under the trigger"). A session with no trades says why in one sentence (No trades, because nothing reached its entry level), never "0 proposals".
- What it set up for next time. The price levels it asked to be woken at (Wake me if NVDA rises above $131.20, stop $121.50), what the next session checks first, standing watches, rules it set itself with their end date, questions it is carrying forward, and whether it asked to skip an early check. A brief links to itself on Research.
Then Second opinion: what the Critic concluded about this session in a sentence (The Critic raised one concern about this session (1 serious); it is still open.), the concern itself with Discuss in Consult, Make this a and Dismiss, and one plain line on what its objections mean today: they are shown to you and answered in writing by the next session, and they do not block trades. On the Critic's own sessions the block says what it reviewed and links the batch.
Technical details
One line at the bottom of every session opens everything an engineer would want, and it appears nowhere else: the model, turn and tool-call counts, cost and budget, the job and snapshot ids, the wake event names; Replay on this snapshot; the Transcript (its thinking between tool calls, oldest first); the Tool calls in order with their results; the Orders as the risk rules checked them (every check, confidence, horizon); the write-up or journal as written, verbatim; the briefing it read (a readable summary first, the raw card behind another click); and the Second-opinion arithmetic (the Critic's track record, what shadow mode means, every concern with its written answer). A failed session opens this drawer by itself at the transcript, because how far it got is the useful part. Each part scrolls inside itself, so opening one never turns the page into a long scroll.
On a phone
The same list of sentences, one column of blocks in reading order (looked at, decided, set up, second opinion), the drawer closed at the end. Nothing scrolls sideways.