Technology · The Harness, DWG 003

The question decides.

A lookup goes straight to the data. A hard question gets the agents it needs, numbers computed in code, a check before you see it, and receipts you can trace.

See It Work

Ask13:15:30

Stress my book for a 100bp rate shock and propose hedges.

Reads the questionThen builds what it deserves

What the Harness builds for four questions, from a lookup to a full investigation.

ReadClassified before any work	Direct pull	One domain	Four domains	Book + scenario
RouteData direct, or agents	Data, no agent	Earnings	Earnings, Options, Sentiment & News, My Portfolio	Macro, Quant, Options, Funds & Ownership, My Portfolio
ComputeMath runs in code	Not built for this question	Not built for this question	Book beta	Shock P&L
CheckRead again before you	Not built for this question	Done	Fix, then done	Done
ReceiptsSource or calculation	1	4	9	14
ApprovalChanges wait for you	Not built for this question	Not built for this question	Not built for this question	Waits for you

Built: Investigation5 agents · computed · 14 receipts · 1 change waiting for youMacro · Quant · Options · Funds & Ownership · My Portfolio

The HarnessDWG 003 · 1/6

Decided by: The question
Approved by: You

Specialist agents

Only the ones the question needs

Macro

(AM)

Rates, the dollar, the regime, the Fed.

Your market weather report.

Sentiment & News

(AS)

News, analyst actions, positioning.

What the market is reading.

Quant

(AQ)

Trend, momentum, levels, volatility.

Signals, not noise.

Options

(AO)

IV rank, implied move, flow, gamma.

Priced risk in plain English.

Earnings

(AE)

Guidance, beat rates, valuation.

Earnings package with a bow.

Not a chatbot.A team of agents.

Each agent owns a domain and a written brief: these five, plus Funds & Ownership, My Portfolio and Actions. The Harness calls only the ones your question needs.

Sheet 2 of 6·The desk

A full research desk.

Eight agents, each with its own tools and a written brief of the ground it owns. The Harness reads those briefs to decide who works on a question, and every agent works to a budget.

The HarnessDWG 003 · 2/6

Sheet: The desk
Drawn by: AgentSmyth
Checked by: You

01Roster8 agents

The HarnessSix read. One proposes. One changes schedules.

Q·01QuantPrice action, trend and momentum, support and resistance, and the volatility regime.Reads
O·02OptionsListed-options pricing and positioning: IV rank, implied move, flow, and gamma/delta.Reads
E·03EarningsFundamentals, valuation, financial health, EPS history, guidance and beat rates.Reads
M·04MacroRates, the dollar, commodities, sector rotation, the regime, and the Fed/data calendar.Reads
S·05Sentiment & NewsWhat the market is reading and how it is positioned: news, themes, analyst actions, insiders, short interest.Reads
F·06Funds & OwnershipFund and ETF analytics plus who owns a stock: holdings, flows, exposures, 13F holders, filings.Reads
P·07My PortfolioYour own accounts and watchlists: positions, cost basis, concentration, and proposed changes to them.Reads, proposes
A·08ActionsChanges rather than reads: sets up and updates your scheduled reports and briefings.Changes schedules

02Routing briefEarnings

The brief the Harness routes on, verbatim:

Fundamentals, valuation, financial health, EPS history, guidance, beat rates, earnings-call transcripts (summary or full text), and cash dividend/distribution history (ex-dates, cash and split-adjusted amounts) for income analysis and total-return construction.

When a question reaches the wrong agent, this is the line that gets rewritten.

Budget per question

Turns, each agent: ≤ 40
Calls to one agent: ≤ 3
Turns, whole question: ≤ 100

Personas

A persona changes how the desk works: its voice and format, worldview, priorities, and what it must leave out. Built in, your firm's, your own, or shared.

AssemblyPrivate PreviewInspect the agents, instructions, tools, routing and budgets behind the Harness. See how it is assembled before deciding what your institution should change.

Sheet 3 of 6·Evidence

Most AI retrieves. The Harness computes.

Numbers are computed in code first, then explained. A separate check reads every analytical answer before you do. Each cited figure links back through its receipts to the source row, or to the script that produced it.

The HarnessDWG 003 · 3/6

Sheet: Evidence
Drawn by: AgentSmyth
Checked by: You

01ComputeShock P&L

Computed resultShock P&L

Inputs

↳ Holdings · 41 positionsMy Portfolio
↳ Daily returns · 3yQuant
↳ 10Y yield · dailyMacro

Script

1
2
3

Script: sha256 ····…····
Output: sha256 ····…····
Result: −2.8% of book at +100bp

The code and its hash travel with the number.

02CheckBefore you see it

It reads

What the Harness said it would do
What it said it would produce
Your persona's musts and never-musts
The answer

It sends back

A decisive number with no citation
The same figure with two values
Quarterly ask, cumulative figures
Two legs that contradict each other
A task that wasn't done

Verdict

03ReceiptsTrace any figure

Answer

A 100bp rise costs the book about , most of it in . A QQQ December put spread offsets .

Pick a figure to trace

Receipts nest. A figure built on another result carries that result's receipts with it.

ClaimComputed or foundInputsSource row

Claim

−2.8% of book at +100bp

↳ Compute

Computed result · Shock P&L

↳ Macro

10Y yield · daily

↳ Source row

FRED · DGS10 · 04 Nov 2026 · 4.12%

↳ My Portfolio

Holdings · 41 positions

↳ Source row

Core Book · 04 Nov 2026 close

↳ Compute

Script

↳ Source row

sha256 3f9a…c21e

The Harness in Action

Morning Brief

Ask

What moved overnight?

Output

One screen with key charts and catalysts, ready to drop into desk chat

See It Work

Pre-Earnings Check

Ask

TSM before earnings—what matters?

Output

Consensus vs. actuals, options pricing, sentiment shifts—ready for ticket comments.

See It Work

Portfolio Analysis

Ask

Rates spike. What's my look-through?

Output

Factor and sector impact on the book, computed in code, with a proposed change waiting for your approval.

See It Work

Sheet 4 of 6·Decision

Nothing changes until you say so.

Agents read and propose. A change to your book waits for your approval, and you can have five agents argue it first. There is no order path to a broker: a trade ticket is written for a person to place.

The HarnessDWG 003 · 4/6

Sheet: Decision
Drawn by: AgentSmyth
Checked by: You

01Challenge5 seats

ProposalAdd QQQ Dec 480/450 put spread · 1.2% of book

SeatStanceWeightWhy

QuantSupports · CriticalSupportsCriticalBook beta to QQQ is 1.31; the hedge ratio holds.
OptionsSupports · SupportingSupportsSupportingPut skew is rich; the spread sells the expensive wing.
SentimentChallenges · SupportingChallengesSupportingPositioning is already short duration; a squeeze is the risk.
EarningsChallenges · CriticalChallengesCriticalThree top holdings report before expiry.
Portfolio constructionChallenges · CriticalChallengesCriticalThe premium takes cash below the mandate's 3% floor.

Net pressure—

−1−0.50+0.5+1

Conviction0.70Probable

00.350.550.751TentativeProbableHigh conviction

Revised in code0.70 + (−0.25 × 0.15) = 0.66

The write-up explains the number. It cannot change it.

02Trade ticketFor a person to place

Trade ticketFor a person to place

QQQ · Dec 18 · 480/450 put spread

Thesis

Duration risk in long-dated tech outruns the book's rate hedges.

Timing: December expiry covers the year's last FOMC; theta costs 0.4% a week.
Levels: 480 is 25 delta, 450 is 10 delta; IV rank 31.
Structure: A spread, not a put: the skew is rich and the risk is defined.
Sizing: 1.2% of book caps the loss at 0.6%.

Invalidation

The 10Y closes below 3.90% two sessions running.

Proposed changeAdd the hedge to Core Book

Your approvalAwaiting

Core Book unchanged until you approve

Linked brokerage accounts are read-only.

Sheet 5 of 6·Compounding

A good run becomes a method.

Save a run as a card and it keeps the plan the run actually followed, then replays it on fresh data. Cards live on desks, run on a schedule, and can be shared with your team.

The HarnessDWG 003 · 5/6

Sheet: Compounding
Drawn by: AgentSmyth
Checked by: You

01CardRun to method

The run

01 · EarningsGuidance history, 8 quarters
02 · OptionsImplied move into the print
03 · Sentiment & NewsAnalyst actions, 30 days
04 · ComputeSurprise vs. move, regressed

Saved as card

Pre-earnings check

1Guidance history, 8 quarters
2Implied move into the print
3Analyst actions, 30 days
4Surprise vs. move, regressed

Desk: Semis desk
Schedule: Weekdays · 06:45 ET
Shared with: Your team

Next run—

02Market clock23 markets

A market briefing an hour before every open, in each market's own time zone. The US gets three a day.

000306091215182124

Next briefing—

Briefings, in ET

Event signals81 definitionsBetween scheduled runs, event-signal definitions watch for price moves and news and refresh live views of companies, sectors and themes.

Why institutions run the Harness

Right-sized

A lookup skips the committee. A hard question gets the agents it needs.

Receipts all the way down

Cited figures trace through every layer of summary to the filing, the wire, or the script that computed them.

Cards you build

Save a good run as a card, add it to a desk, put it on a schedule.

Dissent on the record

Put a proposed change to five agents. Each takes a side and says why, and every challenge is shown with the verdict.

Sheet 6 of 6·Perimeter

Your walls. Your entitlements.

Run the Harness in our cloud or inside your own data center. Entitlements are set per deployment and enforced where tools are bound, so a tool a user isn't entitled to is never offered to the model. The same Harness answers in the app, over the API, from the command line, and inside other agents through MCP.

The HarnessDWG 003 · 6/6

Sheet: Perimeter
Drawn by: AgentSmyth
Checked by: You

01EntitlementsPer user, per tool

CallerRates desk · analyst

Deployment policyWhere tools are boundWhat the model is offered

Prices and historyEntitled
Rates and macro seriesEntitled
FilingsEntitled
Never offered
Options surfacesEntitled

Gated tools are hidden from the model, not refused after the call.

Click a tool to change the policy.

02DeploymentSame Harness

Your perimeter

The Harness

8 agentsComputeCheckReceipts

AppAPICLIMCP

Deployed inside your walls, behind your entitlements.

SurfacesSame build wherever it runs. Ask in the app, call the API, script it from the command line, or plug it into other agents through MCP.

Institutional Grade. On-Prem Ready

Your data stays yours

We don’t train any models on your data.

Access that fits

SSO and role-based permissions, with per-user entitlements where your deployment sets them.

Numbers > stories

Calculations run in code. Agents explain them with citations.

Deployment options

Our cloud, or on-prem inside your perimeter.

Your environment. Your controls. The same Harness.

Ready when you are

Discuss Your Deployment