Personal Bot
Solo users
Local assistant for portfolio analysis, alerts, and constrained strategy automation.
Core Components
Default bot profileLocal model optionSafety guard
Delivery: Bundled with solo runtime
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OpeniBank agent mode separates decision proposal from execution authority. Brains can be rule-based, ML, LLM, or hybrid, but all spend-capable actions pass through safety and commitment gates.
North Star
Agents can reason over portfolio and market context while never bypassing deterministic risk, permit, and commitment controls.
This documentation page is aligned with the following OpeniBank v4 planning files.
Solo users
Local assistant for portfolio analysis, alerts, and constrained strategy automation.
Core Components
Delivery: Bundled with solo runtime
Trading teams and small funds
Multiple strategy agents with shared control plane and centralized risk envelope.
Core Components
Delivery: Hosted or self-hosted fleet controller
Network participants
Distributable agent templates and skills with versioned policy constraints.
Core Components
Delivery: Network-mode extension
Agents are stateful services that consume context, produce proposed actions, and submit through guarded execution interfaces.
Define a modular architecture where reasoning engines can evolve without weakening execution guarantees.
Budget, rate, anomaly, and kill-switch controls create a hard execution perimeter around all agents.
Prevent unsafe autonomous behavior without removing useful automation.
Skill modules extend agent capability while preserving guardrail contracts.
Allow extensibility for ecosystem growth without introducing unbounded execution vectors.
Production operation requires explicit agent state transitions, health tracking, and intervention controls.
Operate multi-agent systems reliably with predictable rollout, rollback, and incident handling.