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Each guide walks through one job, with a prompt you can paste into your AI assistant over Itoflow MCP. Short guides show one research request and a published result for the same job. Longer guides add the app and the API. Research requests share one set of checks: the agent fixes its method before it starts, the engine computes the figures, and a second agent reviews the plan and the answer. Every live trade waits for a person to approve it. See the agent harness.

Research

Test a signal or dataset

Information coefficients, an out-of-sample split and overfitting checks, or a plain “no edge found”.

Build and stress-test a strategy idea

Compare designs walk-forward with costs, test them on a crash, and draft the winner as a paused paper strategy.

Decide whether a name improves a book

A candidate’s fundamentals beside its effect on the whole book’s risk and return.

Compare tax-loss harvesting rules

Each rule’s after-tax result and the tracking error it costs, on the same lots.

Risk

Measure a book's factor risk

Volatility, tracking error, beta and factor exposures, month by month, looking through ETFs.

Analyze your Interactive Brokers portfolio

Read your IBKR positions through its MCP server and measure them with Itoflow’s risk model.

Monitor a portfolio

Scheduled reports against a benchmark and peer funds, starting from the risk engine’s figures.

Run portfolios

Run a strategy under a mandate

An agent runs a paper portfolio on its own schedule and records why it made each decision.

Get a daily news brief

News and filings rated for each holding, summarized every weekday morning.

Build on Itoflow

Research with your own code and tools

Run your GitHub code on Itoflow’s data, open pull requests, and call your own MCP servers.

Make your first API request

Portfolios, strategies, monitors, market data and factor risk over HTTP.
Results quoted in these guides come from published runs, each with its conditions and date. Have a job you’d like covered? Email support@itoflow.ai.