Broad-market exposure remains the main portfolio driver
Index concentration
Agent-to-agent investing workflow: account, strategy, risk, preview, and governed execution agents coordinate while Ken defines the policy boundary.
Ready to prepare the July 13-17 governed live pilot.
Ready for Level 3: live context, AI plan, server risk check, real preview, and governed auto-execution when armed.
Waiting to read connected E*TRADE account and balance context.
Waiting to parse live positions and expose context to Strategy Agent.
Waiting to generate one structured preview plan from live context.
Waiting to enforce the $100 cap, one-share preview, and LIMIT/DAY boundary.
Waiting to send the validated plan to E*TRADE Preview Order.
Auto-execution is blocked unless Ken arms the governed $100 policy gate.
Index concentration
Core technology holding
Diversification review
High-volatility watch