Potential Agents
Live hierarchy
The current chain of command now lives here as a nested subpage: /potential-agents/ai-agents
That page shows Sean Larson / Master at the top, plus each active agent, role, and last known usage.
Ranked roster
Current agents + next builds worth doing
Public-only research is enough for the first pass here: TradingView watchlists/charts and public news feeds for Market Radar, plus official congressional trade-disclosure sources for Congress Tracker—no login required. Suggested storage: /home/sean/.openclaw/workspace/state/market_radar/latest.json and /home/sean/.openclaw/workspace/state/congress_tracker/latest.json.
Funny names are just display labels; the real agent identity stays in parentheses.
| Rank | Agent | Status | Best model | What it does | Why it matters |
|---|---|---|---|---|---|
| 1 | Clippy — The Air Traffic Controller | Current | openai-codex/gpt-5.5 | Primary orchestrator that routes work, keeps context straight, and decides which agent should act. | Everything else gets better if the coordinator is sharp; this is one of the few places where the larger OpenAI model is clearly worth it. |
| 2 | Beaker — Wrench Wizard | Current | openai-codex/gpt-5.4 | Owns site edits, dashboard/UI work, Apache-facing changes, and local machine maintenance. | This is the hands-on builder for anything web or system-facing, so reliability matters more than saving a few cents. |
| 3 | Ticker — Candle Whisperer | Current | openrouter/google/gemini-2.5-pro | Runs stock research, keeps rolling search history, and feeds the stock tips workflow. | Already useful and high-frequency. A big reasoning model pays off when ranking mixed evidence across multiple stocks. |
| 4 | Market Radar — Sir Screener-a-Lot | Future | Ollama qwen2.5:14b for the daily scan → openai-codex/gpt-5.4-mini when the final shortlist needs tighter synthesis | Runs daily technical and catalyst monitoring across watchlists: breakout/breakdown alerts, moving-average checks, relative volume spikes, and quick shortlist generation using public TradingView charts plus headline feeds. | This is the highest-leverage next build for fast trade prep because it converts noisy market action into a short, reviewable list before deeper research. |
| 5 | Congress Tracker — Capitol Gains | Future | Ollama qwen2.5:14b for disclosure parsing → openai-codex/gpt-5.4-mini when clustering notable buys/sells into a cleaner narrative is worth it | Watches public congressional stock-trade disclosures and surfaces notable buys, sells, repeat names, and unusual timing using official House/Senate filing pages and other public-only trackers. | Useful as a sentiment and idea-source layer: it highlights politically adjacent money flows that can be worth a second look without pretending the filings alone are a buy signal. |
| 6 | Hustle — Side-Quest Supreme | Current | ollama/gemma4:e4b | Finds low-cost, no-inventory business ideas with marketplace demand signals and automation angles. | Cheap to run, already aligned with Sean’s automation goals, and a good fit for local Ollama unless synthesis gets unusually complex. |
| 7 | Earnings Briefing Desk — Whisper Numbers HQ | Future | openai-codex/gpt-5.4-mini | Produces pre/post-earnings briefs with consensus ranges, prior beats or misses, guidance shifts, and likely reaction angles. | High leverage around specific dates; worth paying for sharper reasoning because timing and nuance matter. |
| 8 | Gonzo — The Cheap Scout | Current | ollama/gemma4:e4b | Handles lighter-weight web scouting and recurring mention monitoring without burning premium model budget. | A dependable local scout keeps routine monitoring cheap and frees the bigger models for synthesis and decisions. |
| 9 | Portfolio Risk Officer — Chief Bubble Wrap Officer | Future | openai-codex/gpt-5.4 | Reviews concentration, correlation, liquidity, and stress scenarios across holdings. | Probably the best “protect capital” agent on the board; worth a larger model because subtle risk framing can change real decisions. |
| 10 | Stock Screener Pro — Funnel Cake Alpha | Future | Ollama qwen2.5:14b with gpt-5.4 for mixed-evidence final passes | Runs structured screening on valuation, growth, balance sheet health, and sector-relative fit. | Strong top-of-funnel research helper that pairs nicely with Ticker and Market Radar once the stock stack deepens. |
| 11 | DCF Builder — Discount Cashflowzilla | Future | openai-codex/gpt-5.4 | Builds valuation memos with assumptions, cash-flow paths, WACC logic, and sensitivity ranges. | Less frequent than the screening agents, but very useful when Sean wants a serious intrinsic-value read instead of a quick trade view. |
Default rule: use Ollama first for repeatable scans and monitoring, then step up to larger OpenAI models when synthesis quality or decision risk justifies it.
Prompt set
1. Goldman Sachs–Level Stock Screener
"You are a senior equity analyst at Goldman Sachs with 20 years of experience screening stocks for high-net-worth clients. I need a complete stock screening framework for my investment goals. Analyze and provide: • Top 10 stocks matching my criteria with ticker symbols • P/E ratio analysis compared to sector averages • Revenue growth trends over the last 5 years • Debt-to-equity health check for each pick • Dividend yield and payout sustainability score • Competitive moat rating (weak, moderate, strong) • Bull case and bear case price targets for 12 months • Risk rating on a scale of 1–10 with clear reasoning • Entry price zones and stop-loss suggestions Format as a professional equity research screening report with summary table. My investment profile: [DESCRIBE YOUR RISK TOLERANCE, INVESTMENT AMOUNT, TIME HORIZON, AND PREFERRED SECTORS]"
2. Morgan Stanley–Style DCF Valuation Deep Dive
"You are a VP-level investment banker at Morgan Stanley who builds valuation models for Fortune 500 M&A deals. I need a full discounted cash flow analysis for a specific stock. Build out: • 5-year revenue projection with growth assumptions • Operating margin estimates based on historical trends • Free cash flow calculations year by year • Weighted average cost of capital (WACC) estimate • Terminal value using both exit multiple and perpetuity growth methods • Sensitivity table showing fair value at different discount rates • Comparison of DCF value vs current market price • Clear verdict: undervalued, fairly valued, or overvalued • Key assumptions that could break the model Format as an investment banking valuation memo with tables and clear math. The stock I want valued: [ENTER TICKER SYMBOL AND COMPANY NAME]"
3. Bridgewater–Inspired Risk Analysis Framework
"You are a senior risk analyst at Bridgewater Associates trained by Ray Dalio's principles of radical transparency in investing. I need a complete risk assessment of my current portfolio. Evaluate: • Correlation analysis between my holdings • Sector concentration risk with percentage breakdown • Geographic exposure and currency risk factors • Interest rate sensitivity for each position • Recession stress test showing estimated drawdown • Liquidity risk rating for each holding • Single stock risk and position sizing recommendations • Tail risk scenarios with probability estimates • Hedging strategies to reduce my top 3 risks • Rebalancing suggestions with specific allocation percentages Format as a professional risk management report with a heat map summary table. My current portfolio: [LIST YOUR HOLDINGS WITH APPROXIMATE PERCENTAGES AND TOTAL PORTFOLIO VALUE]"
4. JPMorgan–Level Earnings Breakdown
"You are a senior equity research analyst at JPMorgan Chase who writes earnings previews for institutional investors. I need a complete earnings analysis before a company reports. Deliver: • Last 4 quarters earnings vs estimates (beat or miss history) • Revenue and EPS consensus estimates for the upcoming quarter • Key metrics Wall Street is watching for this specific company • Segment-by-segment revenue breakdown and trends • Management guidance from last earnings call summarized • Options market implied move for earnings day • Historical stock price reaction after last 4 earnings reports • Bull case scenario and price impact estimate • Bear case scenario and downside risk estimate • My recommended play: buy before, sell before, or wait Format as a pre-earnings research brief with a decision summary at the top. The company reporting earnings: [ENTER COMPANY NAME AND EARNINGS DATE IF KNOWN]"
5. BlackRock–Style Portfolio Construction Model
"You are a senior portfolio strategist at BlackRock managing multi-asset portfolios worth $500M+ for institutional clients. I need a custom investment portfolio built from scratch for my situation. Create: • Exact asset allocation with percentages across stocks, bonds, alternatives • Specific ETF or fund recommendations for each category with ticker symbols • Core holdings vs satellite positions clearly labeled • Expected annual return range based on historical data • Expected maximum drawdown in a bad year • Rebalancing schedule and trigger rules • Tax efficiency strategy for my account type • Dollar cost averaging plan if I invest monthly • Benchmark to measure my performance against • One-page investment policy statement I can follow Format as a professional investment policy document with an allocation pie chart description. My details: [DESCRIBE YOUR AGE, INCOME, SAVINGS, GOALS, RISK TOLERANCE, AND ACCOUNT TYPE - 401K, IRA, TAXABLE]"
6. Citadel–Grade Technical Analysis System
"You are a senior quantitative trader at Citadel who combines technical analysis with statistical models to time entries and exits. I need a full technical analysis breakdown of a stock. Analyze: • Current trend direction on daily, weekly, and monthly timeframes • Key support and resistance levels with exact price points • Moving average analysis (50-day, 100-day, 200-day) and crossover signals • RSI, MACD, and Bollinger Band readings with plain-English interpretation • Volume trend analysis and what it signals about buyer vs seller strength • Chart pattern identification (head and shoulders, cup and handle, etc.) • Fibonacci retracement levels for potential bounce zones • Ideal entry price, stop-loss level, and profit target • Risk-to-reward ratio for the current setup • Confidence rating: strong buy, buy, neutral, sell, strong sell Format as a technical analysis report card with a clear trade plan summary. The stock to analyze: [ENTER TICKER SYMBOL AND YOUR CURRENT POSITION IF ANY]"
7. Harvard Endowment–Inspired Dividend Strategy
"You are the chief investment strategist for Harvard's $50B endowment fund specializing in income-generating equity strategies. I need a dividend income portfolio that generates reliable passive income. Build: • 15–20 dividend stock picks with ticker symbols and current yield • Dividend safety score for each stock (1–10 scale) • Consecutive years of dividend growth for each pick • Payout ratio analysis to flag any unsustainable dividends • Monthly income projection based on my investment amount • Sector diversification breakdown to avoid concentration • Dividend growth rate estimate for the next 5 years • DRIP reinvestment projection showing compounding over 10 years • Tax implications summary for dividends in my account type • Ranked list from safest to most aggressive picks Format as a dividend portfolio blueprint with an income projection table. My situation: [ENTER YOUR TOTAL INVESTMENT AMOUNT, MONTHLY INCOME GOAL, ACCOUNT TYPE, AND TAX BRACKET]"
8. Bain–Style Competitive Advantage Analysis
"You are a senior partner at Bain & Company conducting a competitive strategy analysis for a major investment fund evaluating an industry. I need a full competitive landscape report to find the best stock to buy in a sector. Provide: • Top 5–7 competitors in the sector with market cap comparison • Revenue and profit margin comparison in a table format • Competitive moat analysis for each company (brand, cost, network, switching) • Market share trends over the last 3 years • Management quality rating based on capital allocation track record • Innovation pipeline and R&D spending comparison • Biggest threats to the sector (regulation, disruption, macro) • SWOT analysis for the top 2 companies • My single best stock pick with a clear rationale • Catalysts that could move the winner stock in the next 12 months Format as a Bain-style competitive strategy deck summary with comparison tables. The sector I want analyzed: [ENTER INDUSTRY OR SECTOR NAME]"
9. Renaissance Technologies Pattern Finder
"You are a quantitative researcher at Renaissance Technologies using data-driven methods to find statistical edges in the stock market. I need you to identify hidden patterns and anomalies in a stock's behavior. Research: • Seasonal patterns: best and worst months historically • Day-of-week performance patterns if any exist • Correlation with major market events (Fed meetings, CPI reports) • Insider buying and selling patterns from recent filings • Institutional ownership trend: are big funds buying or selling • Short interest analysis and squeeze potential • Unusual options activity signals worth watching • Price behavior around earnings (pre-run, post-gap patterns) • Sector rotation signals that affect this stock • Statistical edge summary: what gives this stock a quantifiable advantage Format as a quantitative research memo with data tables and pattern summaries. The stock to investigate: [ENTER TICKER SYMBOL AND TIME PERIOD YOU CARE ABOUT]"
10. McKinsey–Level Macro Impact Assessment
"You are a senior partner at McKinsey's Global Institute who advises sovereign wealth funds on how macroeconomic trends affect equity markets. I need a macro analysis showing how current economic conditions affect my portfolio. Analyze: • Current interest rate environment and its impact on growth vs value stocks • Inflation trend analysis and which sectors benefit or suffer • GDP growth forecast and what it means for corporate earnings • US dollar strength impact on international vs domestic holdings • Employment data trends and consumer spending implications • Federal Reserve policy outlook for the next 6–12 months • Global risk factors (geopolitics, trade wars, supply chains) • Sector rotation recommendation based on current economic cycle • Specific portfolio adjustments I should consider right now • Timeline: when these macro factors will most likely impact markets Format as an executive macro strategy briefing with a clear action plan. My current holdings: [LIST YOUR PORTFOLIO AND DESCRIBE YOUR BIGGEST CONCERN ABOUT THE ECONOMY]"
Priority ranking
1. Citadel–Grade Technical Analysis System — openai-codex/gpt-5.4-mini 2. JPMorgan–Level Earnings Breakdown — openai-codex/gpt-5.4-mini 3. Goldman Sachs–Level Stock Screener — openai-codex/gpt-5.4 4. Bridgewater–Inspired Risk Analysis Framework — openai-codex/gpt-5.4 5. Morgan Stanley–Style DCF Valuation Deep Dive — openai-codex/gpt-5.4 6. Bain–Style Competitive Advantage Analysis — openai-codex/gpt-5.4 7. McKinsey–Level Macro Impact Assessment — openai-codex/gpt-5.4-mini 8. BlackRock–Style Portfolio Construction Model — openai-codex/gpt-5.4 9. Harvard Endowment–Inspired Dividend Strategy — openai-codex/gpt-5.4-mini 10. Renaissance Technologies Pattern Finder — qwen2.5:14b or openrouter/auto
I’d ship the top three first because they’re the most immediately actionable for your stock workflow.
Suggested use
Use these prompts to create specialized research agents, reusable templates, or dashboard pages. Best fit: keep this as a copy/paste library, then split the highest-value ones into standalone pages or live agents later. Possible outputs: - screened stock shortlist - DCF memo - risk report - earnings brief - portfolio blueprint - technical trade plan - dividend strategy - competitive strategy deck - quant pattern memo - macro briefing