Scheduled agents that post updates to your AI Agents inbox
Enable or configure proactive agents that run on a schedule and post into your AI Agents thread list.
Daily News Scraper and Summarizer
Scrapes and summarizes key daily news updates relevant to your investments.
Configure news sources and keywords on the News page.
Market Trends
Notices market trends that might affect your portfolio — related news and large moves in listed holdings.
Outdated Valuations
Flags bank accounts and holdings without a recent valuation update and opens a thread you can respond to in chat.
Portal retriever
SoonFetches updates and documents from supported investor portals into FamilyOFX.
Have ideas or other proactive jobs you would like to see?