Proof of Implementation
Real agentic AI systems, real results. See exactly how we build autonomous agents that deliver measurable outcomes.
JARVIS: Autonomous Investment Analysis System
Internal Framework Demonstrating Agentic AI Capabilities
⚠️The Challenge
- Manual investment analysis required 10-15 hours per week
- Screening 14 ETFs for opportunities was time-consuming and prone to delays
- Daily portfolio monitoring for stop losses required constant vigilance
- Market condition analysis had to compete with other priorities
- Weekly reporting consumed valuable weekend time
🤖The Solution
Built JARVIS, an agentic AI framework with specialized autonomous agents working 24/7:
ETF Screener Agent
Automatically screens 14 ETFs using technical indicators (200 SMA, MACD, RSI). Identifies Stage 2 opportunities and ranks by potential.
Portfolio Monitor Agent
Daily position checks against stop losses, exit signals, and risk parameters. Instant alerts on critical changes.
Market Insights Agent
Automated analysis of Chris Vermeulen's YouTube content. Transcribes videos, extracts actionable insights, and maps to portfolio.
Performance Tracker Agent
Monthly validation of strategy effectiveness. Tracks realized gains, compares to benchmarks, identifies patterns.
Heartbeat System
Fully autonomous orchestration. Runs daily market analysis, weekly screening, monthly performance reviews without human intervention.
⚙️Technology Stack
- Claude Code for orchestration and decision-making
- Alpaca API for real-time market data (200+ day history)
- Progressive disclosure context system for efficient memory management
- Autonomous scheduling with heartbeat execution
- Obsidian integration for second-brain knowledge management
📊Results
Impact: This framework demonstrates exactly what we build for clients—autonomous AI systems that work 24/7, make intelligent decisions, and deliver measurable time savings.
💡How This Applies to Your Business
Sales Pipeline Monitoring
Same framework autonomously qualifies leads, tracks deal progress, and alerts on opportunities requiring attention.
Customer Support
24/7 AI agents handle FAQs, route complex issues, and provide instant responses—just like JARVIS monitors markets continuously.
Operations Reporting
Automated dashboards and alerts that run on schedule, just like JARVIS's heartbeat system.
Knowledge Management
Extract insights from documents, videos, and data sources automatically—like JARVIS analyzes market commentary.
Ready for Your Own AI Transformation?
We can build similar systems for your business—autonomous agents that work 24/7, make intelligent decisions, and deliver measurable results.