AskActive
Instant Stop-Loss
Set a stop-loss 8% below current price on everything I own, and tighten it to 5% on anything that's already up more than 30%.
Medium
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TradeBuild AI agents and workflows that can trade spot and perpetual markets,
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Agents on HotStuff
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Start with these.
AgentActive
Portfolio Autopilot
Keep my portfolio at 25% cash, 20% spot equity, 25% semiconductors, and the rest in Mag 7 stocks. Rebalance weekly if any bucket drifts over 5%.
MediumClaude Cowork
AgentActive
Payday Investor
Every month when my salary lands, invest 20% of it into my index fund basket before I can spend it.
LowClaude Cowork
AskActive
Rebalance Now
Get me back to my 60/30/10 stocks-bonds-cash target right now, selling the fewest positions possible and skipping anything with short-term tax hits.
Medium
AgentActive
Volatility Shield
If VIX rises above 25, reduce high-beta stocks by 10% and move into cash, Treasuries, or defensive ETFs until VIX falls below 20.
MediumClaude Cowork
AskActive
Trim the Winners
Sell 10% of every position that's up more than 50% and park the proceeds in a money-market fund until I decide what's next.
Medium
AgentActive
Travel Fare Sniper
Track flights on my saved routes. If fares drop below my target, buy using my travel card within my monthly spend limit.
HighClaude Cowork
AgentActive
Profit Lock Agent
For any holding up 40%+, sell 10% and move proceeds to cash or broad-market ETFs, unless momentum remains strong.
MediumClaude Cowork
AskActive
Starter Portfolio
Take $5,000 and build me a diversified portfolio — 70% index funds, 20% bonds, 10% gold. Execute all the buys now.
Medium
AgentActive
Buy the Panic
If SPY drops 3% in a day and VIX is above 25, invest 15% of idle cash into broad-market ETFs.
MediumClaude Cowork
AskActive
Subscription Purge
Find every subscription I haven't used in 60 days, cancel them, and move the monthly savings into my index fund.
Low
AgentActive
Concentration Cop
If any single stock grows past 15% of my portfolio, trim it back to 10% and spread the proceeds across my other holdings.
MediumClaude Cowork
AgentActive
Smart Dip DCA
If my holdings fall below their 30-day EMA with high volume and RSI below 45, use 10% of idle cash to buy more.
MediumClaude Cowork
AskActive
Harvest My Losses
Sell my losing positions to offset this year's realized gains, then rebuy similar ETFs so I stay invested in the market.
Medium
AgentActive
Earnings Risk Guard
Before earnings, trim 10% of any holding that is up 15%+ in 60 days and has elevated implied volatility.
MediumClaude Cowork
AskActive
Deploy My Cash
Put my idle cash to work across my existing holdings, weighted toward whatever is furthest below its 52-week high.
Medium
AgentActive
Trailing Stop Guardian
Maintain a 15% trailing stop on every position I own. Tighten it to 8% for anything up more than 50%.
MediumClaude Cowork
AgentActive
Card Payoff Autopilot
Pay my credit card statement in full two days before the due date from savings. Never let me pay interest.
LowClaude Cowork
AskActive
Smooth Exit
Sell my entire Tesla position in three tranches spread through the day so I get a better average fill.
Medium
AgentActive
Drawdown Circuit Breaker
If my portfolio falls 10% from its peak, move 20% to cash, pause all my buy agents, and don't resume until we recover half the drop.
MediumClaude Cowork
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