An autonomous AI agent that keeps a portfolio within a client-defined downside limit, through an option overlay.
Inside the promise
Measured on the 2026-09-03 19:46 UTC cycle. Every figure here moves with the market.
Of the $9,998 this client allowed themselves to lose, $4,161 has gone on protection and $3,809 is the furthest the portfolio can still fall before the puts take over - today’s prices down to their strikes. That leaves $2,028 unused.
| Holding | Shares | Value | Weight | Protection |
|---|---|---|---|---|
| AAPL | 100 | $32,802 | 34.6% | long 1 × 310 put |
| IWM | 100 | $29,508 | 31.1% | long 1 × 275 put |
| CASH | — | $23,473 | 24.7% | not exposure |
| BIL | 100 | $9,142 | 9.6% | not exposure |
| Total | $94,924 | 100.0% |
fully hedged partly hedged — the fill is how much not held, or not recorded
| When | Who | Instrument | What happened | |
|---|---|---|---|---|
| 2026-09-03 19:46 | 🤖 agent | — | checked the portfolio | ✓ |
| 2026-09-03 19:46 | 🤖 agent | — | our records and the broker disagreed; the broker won | ✓ |
| 2026-09-03 14:17 | 🤖 agent | — | book settled | ✓ |
| 2026-09-03 14:17 | 🤖 agent | AAPL | bought protection: 1 contract at $26.55 each | ✓ |
| 2026-09-03 14:17 | 🤖 agent | — | worked out what protection this portfolio needs | ! |
| 2026-09-03 13:53 | 👤 client | AAPL | bought 100 shares of AAPL | ✓ |
| 2026-09-02 19:38 | 🤖 agent | XLF | bought protection: 9 contracts at $3.15 each | ✓ |
| 2026-09-02 19:38 | 🤖 agent | — | sold 9 contracts of protection back; no longer needed | ✓ |
| 2026-09-02 19:16 | 🤖 agent | XLF | the safety checks stopped this order | × |
| 2026-09-02 19:16 | 🤖 agent | — | sold 9 contracts of protection back; no longer needed | ✓ |
| 2026-09-02 18:46 | 🤖 agent | — | this protection is no longer needed, but could not be sold today | ! |
| 2026-09-02 18:03 | 👤 client | XLF | sold 900 shares of XLF | ✓ |
| 2026-09-01 13:46 | 🤖 agent | XLF | bought protection: 9 contracts at $3.5 each | ✓ |
| 2026-08-31 14:19 | 🤖 agent | IWM | bought protection: 1 contract at $15.06 each | ✓ |
| 2026-08-31 14:19 | 🤖 agent | XLF | the order is waiting at our price; nothing bought yet | ! |
| 2026-08-28 17:07 | 🤖 agent | IWM | placed an order to buy protection | ✓ |
| 2026-08-28 17:07 | 🤖 agent | XLF | placed an order to buy protection | ✓ |
| 2026-08-28 15:44 | 👤 client | BIL | opened with 100 shares of BIL | ✓ |
| 2026-08-28 15:44 | 👤 client | XLF | opened with 900 shares of XLF | ✓ |
| 2026-08-28 15:44 | 👤 client | IWM | opened with 100 shares of IWM | ✓ |