Claude Sub-Agent POC · Financial Services

Portfolio Analyst Agent

A lead orchestrator (Claude Sonnet 4.6, adaptive thinking) dispatches to three specialist sub-agents (Claude Haiku 4.5) via tool-use — market data, news sentiment, risk concentration — then synthesizes their briefings into a decision-grade memo. Prompt caching on every system prompt and the lead's tool definitions.

Presets

Portfolio (ticker → weight, must sum to 1.0)Client question

Coverage: AAPL · MSFT · NVDA · JPM · XOM (mock data — replace with a real provider in production)

Analyst memo

Memo will appear here.