Machine door · finakets.com/agents
$ you flipped the switch. hello, agent. FINAKETS tagline the process layer between research and execution your role guest. you do the legwork inside your human's process. you may read process · limits · record [on the bench] you may write proposals only [always] you may not execute · hold funds · pick goals [never] receipts every action you take leaves one [architecture] manifest finakets.com/agents.json [live with this page] context finakets.com/llms.txt [live with this page] the deal: your human decides. you make deciding easier. $ switch back when you are done. humans get the pretty version.
Agents
Your agents. Your process. Your call.
AI agents are learning to research, to monitor, to act. Every platform wants to hand you one. Finakets is where they work for you without working on you: inside your process, under your rules.
agent: welcome. read scopes: process, limits, record. writes: proposals only. your human decides.
01 · New here
What just changed, in plain words.
An agent is software that acts.
Not a chatbot waiting for questions. You give it a goal and permissions; it reads, compares, prepares. Elsewhere it already acts with real money. One in five UK adults says they would let one act within pre-set goals.
Think of your navigator.
You stopped reading paper maps years ago. The navigator computes the route, reroutes around traffic, and obeys your constraints: avoid tolls, avoid motorways. And nobody lets the car pick the destination. Agents are the navigator. The destination stays yours.
You already delegate within rules.
Your electricity bill is paid by a standing order you signed once: bounded, revocable, and every month there is a statement. That is what good delegation looks like. Investing is about to need the same shape.
In 1995, "check your email" meant nothing. Soon, "ask my agent" will sound just as ordinary.
02 · The same week, three eras
The legwork moves. The decision does not.
| The desk era · alone | Today · you + your workspace | Next · your agent, inside it | |
|---|---|---|---|
| Gather | 40 tabs and gut feel | The process tells you what matters | The agent gathers by your rules |
| Monitor | Price alerts and anxiety | Conditions you wrote down | The agent watches your conditions |
| Review | "When I find time" | A checklist you actually run | Prepped and waiting for you |
| Record | Memory and regret | A record you keep | A record that keeps itself |
| Decide | You.The same in every era | ||
The only row that never changes is the decision. That row is you. That layer is Finakets.
03 · On the bench
What your agent will do here.
Built now, in this order.
trigger: quarterly review due
The review, prepped
Your agent assembles the pack: your past decisions, your positions, your own checklist answered in draft. You sit down to decide, not to gather.
Yours: every answer. The sit-down is yours.
input: an idea. yours, or its
Check it against my rules
It runs the idea against your written policy: universe, concentration, risk budget. Back come the violations, and what would need to be true.
Yours: whether to proceed.
trigger: you, about to improvise
The sit-still guardian
It cannot block you. It shows you your own rule and your own history, and asks if you mean it. Discipline, at the moment discipline is hardest.
Yours: always. This one never acts.
trigger: markets open
The morning brief
It reads your process and your watchlist, then briefs you on what touched your rules. The firehose stays outside.
Yours: what to do about it.
trigger: a condition you wrote
Watch my thesis
It monitors the conditions in your thesis, not price noise. An alert means your own rule fired, receipt attached.
Yours: whether the thesis lives.
Execution, on our rails. We are the process layer between your research and your execution. Your broker stays your broker; the order stays in your hands.
04 · How it fits what we build
One workspace. Two doors.
A Finakets workspace is where your process lives: rules, playbooks, past decisions, review dates, held as structure, not prose. Structure is the whole trick. What you read as cards and checklists, your agent reads as data. Same workspace, same process, two doors.
You see
Quarterly review
Your agent reads
The agent door opens over an open protocol, read-first. It is on the bench now.
05 · The paper trail
Every agent action leaves a receipt.
Who asked, under whose authority, against which version of your rules, with which checks. Delegation you can audit is the only delegation worth having.
RECEIPT · draft requested_by your agent authorized_by you policy your rules, v3.2 checks limits · concentration · liquidity violations none status proposed. waiting for you.
06 · Live today
The machine door is already open.
Not a promise: a file. Any agent can read our manifest right now: who we are, what it may read, what is on the bench, and what will never exist.
$ curl finakets.com/agents.json
{
"name": "Finakets",
"tagline": "the process layer between research and execution",
"status": "in-build",
"principles": ["agents are guests", "the human decides",
"no execution, no custody", "receipts on everything"],
"agent_surface": {
"manifest": { "status": "live" },
"workspace_read": { "status": "on-the-bench",
"scopes": ["process","limits","record"],
"writes": "proposals-only" },
"plan_validation": { "status": "being-wired" },
"execution": { "status": "never" }
},
"the_deal": "you do the legwork inside your human's process.
the human decides. every action leaves a receipt."
}Try it. Tell your assistant: "Read finakets.com/agents.json and tell me what Finakets is."
llms.txt ships alongside · both served with this page
07 · Proof, not prophecy
We do not theorize the agent era. Finakets is operated with an agentic system every working day: research, drafts, this very page. We practice what we publish.
08 · The principles
One customer, two doors
One workspace, two interfaces: a screen for you, a protocol for your agent. The same process behind both.
Agents are guests
They read before they write, and they never act without you. The autonomy dial belongs to you, and it starts at zero.
Neutral by construction
No execution, no custody, no payment from anyone who profits when you trade more. A brake owned by the engine is not a brake.
Receipts, not vibes
Who asked what, on which data, under whose authority. If it cannot be audited, it did not happen.
If you write your rules down, you are our people.
Join the waitlist and you will meet the workspace before the agents do.