> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itoflow.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Use cases

> Jobs you can do with Itoflow today, each with a prompt to paste into your AI assistant: test a signal, build and stress-test a strategy, measure a book's factor risk, monitor a portfolio, run a strategy under a mandate, compare tax-loss harvesting rules, and research with your own code and tools.

Each guide walks through one job, with a prompt you can paste into your AI assistant over [Itoflow MCP](https://docs.itoflow.ai/mcp/install.md). 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](https://docs.itoflow.ai/platform/agent-harness.md).

## Research

> [card] [Test a signal or dataset](https://docs.itoflow.ai/use-cases/test-a-signal.md)
>
> Information coefficients, an out-of-sample split and overfitting checks, or a plain "no edge found".

> [card] [Build and stress-test a strategy idea](https://docs.itoflow.ai/use-cases/stress-test-a-strategy-idea.md)
>
> Compare designs walk-forward with costs, test them on a crash, and draft the winner as a paused paper strategy.

> [card] [Decide whether a name improves a book](https://docs.itoflow.ai/use-cases/add-a-name-to-a-book.md)
>
> A candidate's fundamentals beside its effect on the whole book's risk and return.

> [card] [Compare tax-loss harvesting rules](https://docs.itoflow.ai/use-cases/compare-tax-loss-harvesting.md)
>
> Each rule's after-tax result and the tracking error it costs, on the same lots.

## Risk

> [card] [Measure a book's factor risk](https://docs.itoflow.ai/use-cases/measure-factor-risk.md)
>
> Volatility, tracking error, beta and factor exposures, month by month, looking through ETFs.

> [card] [Analyze your Interactive Brokers portfolio](https://docs.itoflow.ai/use-cases/interactive-brokers-risk.md)
>
> Read your IBKR positions through its MCP server and measure them with Itoflow's risk model.

> [card] [Monitor a portfolio](https://docs.itoflow.ai/use-cases/portfolio-monitoring.md)
>
> Scheduled reports against a benchmark and peer funds, starting from the risk engine's figures.

## Run portfolios

> [card] [Run a strategy under a mandate](https://docs.itoflow.ai/use-cases/run-a-strategy.md)
>
> An agent runs a paper portfolio on its own schedule and records why it made each decision.

> [card] [Get a daily news brief](https://docs.itoflow.ai/use-cases/daily-news-brief.md)
>
> News and filings rated for each holding, summarized every weekday morning.

## Build on Itoflow

> [card] [Research with your own code and tools](https://docs.itoflow.ai/use-cases/research-with-your-code.md)
>
> Run your GitHub code on Itoflow's data, open pull requests, and call your own MCP servers.

> [card] [Make your first API request](https://docs.itoflow.ai/quickstart/http.md)
>
> 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](mailto:support@itoflow.ai).


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