F68 INVESTMENT ASSISTANT AI AGENT

Analysis identifies the opportunity. Your portfolio state determines how you can act on it.

The same buy signal may be relevant to many investors.

The appropriate order is different for each.

Someone with no position, someone holding a core position, someone who has just added, and someone who has hit their risk limit do not have the same capacity to act.

So, after the analysis layer, F68 AI needs an Agent that looks at the actual state of capital.

That is the role of the Investment Assistant AI Agent.

The Investment Assistant helps you turn analysis into a trading plan based on your portfolio state, capital and risk tolerance.

From analysis to Trading Plan

The Agent takes in the analysis results and the scenarios already built, then talks with the user to form a Trading Plan that fits:

• ticker;
• NAV;
• cash;
• current position;
• cost basis;
• exposure;
• expected time frame;
• trigger conditions;
• protection level;
• planned weight;
• number of orders;
• risk tolerance.

The same signal. A different account state. A different action.

The Trading Plan is saved together with the portfolio state so the Agent can keep tracking the conditions that were set.

From Trading Plan to signal monitoring

Trading-plan conditions can be translated into rules for the market-monitoring system.

When a new signal appears, the Investment Assistant cross-checks:

New signal · saved Trading Plan · portfolio state · risk limits

before determining whether the current plan allows action.

Operating chain:

Analysis → Trading Plan → Portfolio State → Monitoring → Alert → Plan Validation → YES / NO → Notification

Notifications can be sent via Telegram/Zalo.

Automated trading bot — coming soon.

Risk management starts before the order

The protection level tells you when a thesis is wrong.

Position sizing determines how much capital a single failed trade can put at risk.

Whether to buy is a question of opportunity.
How much to buy is a question of risk.

Position State

A position can have several parts:

core · add-on · re-buy · short-term trading

The parts can be the same ticker but exist for different reasons.

Do not merge them into a single position just to make the cost basis look nicer.

Each portion of capital is put in for a reason — and must leave when that reason is no longer true.

Order State

A plan is not a trade that has happened.

Allowed to buy ≠ bought.
Order sent ≠ filled.

Only the filled portion changes:

• cash;
• exposure;
• cost basis;
• real risk.

Intent does not create a position. Only filled orders commit capital and create actual exposure.

The role of the Investment Assistant

The Technical, Fundamental, Macro and Comprehensive Analysis Agents build theses and scenarios.

The Investment Assistant uses those results to:

build the Trading Plan · manage capital · track conditions · check actions against the plan

F68 INVESTMENT ASSISTANT AI AGENT

Analysis finds the edge.
The Investment Assistant turns that edge into a plan for allocating capital — and helps you track it as the market evolves.