Agents

Create durable AI agents that automate investment research tasks on a schedule or on-demand

Overview

AIIME Agents are durable, autonomous AI workflows that run investment research tasks on your behalf — either on a schedule or on-demand. Each agent combines natural-language instructions with the platform's full suite of 80+ financial data tools to execute multi-step research processes without manual intervention. Agents are powered by Temporal for reliable, fault-tolerant execution, so even long-running tasks complete successfully.

Core Concepts

Concept	Description
Agent	A saved configuration with a title, instructions, selected tools, trigger type, and notification preferences
Run	A single execution of an agent — records output, steps taken, tools called, duration, and status
Memory	A persistent scratchpad unique to each agent — the agent can read and write to this across runs to build context over time
Tool	Any of the 80+ data tools available on the platform (FMP, Neptune rankings, technical analysis, options flow, web search, etc.)
Trigger	How the agent starts: manually (on-demand) or on a cron schedule

Creating an Agent

Navigate to AIIME Agents from the sidebar and click “New Agent.” Fill in the following fields:

●Title — a short name to identify the agent (e.g., "Morning Market Brief" or "Weekly Sector Rotation Scan")
●Instructions — natural-language directions telling the agent what to do. Use the / key to auto-suggest tools inline. Be specific: describe the analysis, output format, and any tickers or criteria.
●Tools — select the data tools the agent can use. Tools are grouped by category (Market Data, Technical Analysis, Fundamentals, etc.). You can also let the / shortcut auto-select tools from your instructions.
●Trigger Type — choose Manual (run on-demand) or Scheduled. Scheduled agents use cron expressions with built-in presets like "Every weekday at market open" or "Every Monday at 8 AM ET."
●Notifications — choose whether to be notified on success, failure, or both. Notifications can be sent via email, AIIME chat, or both.

Tip

Write instructions as if briefing a research analyst. For example: “Every morning, pull the top 10 stocks by composite score, check their RSI and MACD signals, flag any that are overbought, and summarize the findings with bull/bear thesis for each.”

Trigger Types

Trigger	When It Runs	Best For
Manual	When you click "Run Now" on the agent card	Ad-hoc research, testing new instructions, one-off deep dives
Scheduled	Automatically at the configured cron time	Daily market briefs, weekly scans, recurring reports

Schedule Presets

●Every weekday at 8 AM ET — morning prep before market open
●Every weekday at market open (9:30 AM ET) — real-time open analysis
●Every weekday at market close (4 PM ET) — end-of-day summary
●Every Monday at 8 AM ET — weekly kickoff scan
●Every hour during market hours — intraday monitoring
●Daily at 7 AM ET — early morning brief including pre-market data

Note

You can also enter a custom cron expression for any schedule not covered by the presets. All schedules use Eastern Time (America/New_York) by default.

Agent Memory

Each agent has its own persistent memory — a scratchpad that carries context between runs. The agent can read its memory at the start of each run and write updates at the end. This allows agents to track evolving situations, build watch lists over time, or refine their analysis across multiple executions.

●Memory is stored per-agent and persists across all runs
●The agent automatically reads its memory at the start of each execution
●To write to memory, the agent outputs a ```memory block in its response
●You can also manually view and edit an agent's memory from the Memory tab on its detail page
●Memory is versioned so you can track changes over time

Tip

Include a line in your instructions like “Update your memory with any new findings or changes to your watch list” to encourage the agent to maintain useful state.

Run History & Auditability

Every agent run is recorded with full auditability. Click an agent to see its run history, then drill into any run for step-by-step details.

Field	What It Shows
Status	Whether the run completed successfully, failed, is running, or was cancelled
Duration	Total wall-clock time for the run
Output	The full text output produced by the agent
Summary	A brief auto-generated summary of findings
Steps	Every tool call made, reasoning step, and memory write — with inputs, outputs, and timing for each
Error	If the run failed, the error message explaining what went wrong

Notifications

Agents can notify you when they finish a run. Configure notifications when creating or editing an agent:

Channel	How It Works
Email	Sends the agent output as a formatted email to your account email address
AIIME Chat	Delivers the agent output as a new message in a dedicated AIIME chat session
Both	Sends via both email and AIIME chat simultaneously

Note

You can also use the Agent Selector icon in the AIIME chat input to surface any agent's latest output directly in your conversation.

How to Use

●Navigate to AIIME Agents from the sidebar
●Click "New Agent" to create your first agent
●Write clear instructions describing the research task
●Select the tools your agent will need (or use / in instructions to auto-select)
●Choose manual or scheduled trigger and set a cron schedule if needed
●Configure notification preferences
●Save the agent and click "Run Now" to test it immediately
●Review the run output and steps to verify the agent works as expected
●Adjust instructions, tools, or memory as needed and re-run
●Once satisfied, set the trigger to scheduled for automated execution

Example Agent Ideas

Agent Name	Instructions Summary	Schedule
Morning Market Brief	Summarize S&P 500, Nasdaq, top movers, and key macro events for today	Weekdays at 8 AM ET
Weekly Sector Rotation	Analyze all sector ETFs by momentum and relative strength, rank the top 3 and flag any regime changes	Every Monday at 8 AM ET
Earnings Watch	Check this week's earnings calendar, pull fundamentals for each reporting stock, and flag any with strong composite scores	Weekdays at 7 AM ET
Options Flow Scanner	Pull unusual options activity, filter for large call sweeps on stocks with bullish technicals	Every hour during market hours
Portfolio Risk Check	Analyze the technical signals and drawdown risk for AAPL, NVDA, MSFT, GOOGL, AMZN	Weekdays at market close

Combining with Other Tools

●Use AIIME Chat to ask follow-up questions about an agent's output using the Agent Selector
●Set up one agent for screening and another for deep-dive analysis on the screened results
●Use agent memory to build evolving watch lists that feed into your Screener analysis
●Reference ALEEP Signals in your agent instructions for systematic signal confirmation

This platform provides data and analysis tools for educational and informational purposes only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell any securities. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.