Agents

FiClaw built-in financial agents

FiClaw Desktop presets different roles across research, quant, risk control, analysis and execution, so tasks flow in order along responsibility boundaries.

Roles

Roles and suitable tasks

investment-director

Investment Director

Breaks directional questions into research goals, judgment frameworks, review paths and follow-up tasks.

Research topic breakdownView framework designTask assignment & review pathPortfolio-level question triage
quant-researcher

Quant Researcher

Drives quant research tasks around strategy ideas, factor research, experiment records, backtest validation and review.

Strategy logic mappingFactor research assistBacktest reviewExperiment method capture
risk-manager

Risk Manager

Handles rule review, exception checks, risk-metric interpretation and risk-process advice, keeping the team's conventions consistent.

Risk rule checkException groupingReview record keepingStop-loss & exposure alerts
stock-analyst

Stock Analyst

Good for single-stock information triage, fundamental analysis, market-event grouping and first-draft research material.

Company material triageEarnings key pointsEvent impact analysisResearch material draft
trader

Trader

Assists around pre-execution checks, position and order thinking, slippage analysis and live-trading feedback.

Execution checklistPosition thinkingOrder feedback reviewSlippage & fill analysis
main

Main workspace

Takes the user's default input, routes tasks to the right role and keeps overall context.

Task entryRole routingContext handoffGeneral Q&A

Collaboration

Basic principles for using these agents

01

Role division first

Do not throw every task at the same AI. First judge whether a task is research, risk, execution or general judgment, then pick the matching role.

02

Process progress first

FiClaw's goal is not multi-round chat, but keeping research, review, execution and capture moving forward.

03

Organizational capture first

The rules, methods and review material in each role workspace gradually become the team's own working assets.

Want to bring agents into your team's process?

If you plan to connect these roles into research, risk control, trade execution or internal data systems, first define the pilot scenario and process boundaries.