CIO Inbox
Messages requiring your attention
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Agent Activity Feed
Live log of all agent communications — newest first
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Message Your Officers
Ask any agent a direct question — they respond using live fund data
Select an officer above and send a message. They will respond using live market and account data.
Agent Status Board
Which agent reports to you and what each one does
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Agent Hierarchy
Hover over any node to see their role, responsibilities, and why they message you
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YouCIOChief Investment OfficerChief Investment Officer (You)You sit at the top of the fund. Capital allocation, strategy decisions, and final overrides are yours. All five direct reports communicate into your inbox — you do not act on every message, only the ones flagged for your attention.Your 5 direct reportsCOO-1 · IA-1 · PM-1 · RM-1 · FA-1
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VictorCOO-1Chief Ops OfficerCOO-1 — Chief Operations Officer● ActiveRuns the operational infrastructure of the fund. COO-1 is responsible for keeping the data server online, coordinating the startup sequence, and triggering other agents when needed. Think of this agent as the "engine room."Why it messages youSends you a confirmation when systems come online at startup. If the server restarts, COO-1 is the first agent you hear from.What it managesData server on port 8765 · All API endpoints · Agent startup sequence
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SophieTA-1Technical AnalystTA-1 — Technical Analyst AI● ActiveYour daily chart structure officer. Sophie reviews the price action on every pair traded by your bots each morning — identifying whether the market is trending, retracing, or ranging — and gives you a clear ACTIVATE / HOLD / MONITOR verdict per account before each session.Why it messages youSends you the EA Activation Report each morning. The key question she answers: is today a trending day (good for bots) or a retracement/ranging day (where trend-following EAs should be paused)?How she decidesCompares the 5-day price trend with today's session direction. If both align, it's continuation — ACTIVATE. If today moves against the 5-day trend, it's retracement — HOLD. If no clear trend, it's ranging — MONITOR.Tab to reviewEA Activation tab · Refreshes every 30 min
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BenIA-1Investment AnalystIA-1 — Investment Analyst AI● ActiveYour pre-market intelligence officer. IA-1 runs before the session starts, analysing every pair overnight — price change, directional bias, 5-day trend, and news headlines. It also loads the economic calendar to flag any high-impact events for the day.Why it messages youSends you the Morning Brief as soon as it's ready. Tells you the overall market tone (Risk-On / Risk-Off / Mixed), which pairs are bullish and bearish, and how many events are on the calendar. This is the first message you should read before enabling EAs.Tab to reviewMorning Brief tab · Brief refreshes every 30 min
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JamesPM-1Portfolio ManagerAccount UpdatesPM-1 — Portfolio Manager AI● ActiveYour primary account officer. PM-1 connects directly to the IC Markets MT5 accounts, fetches live balances, closed trades, and open positions. It calculates win rate, P&L, and drawdown — and keeps the investor website updated with live data.Why it messages youSends you account status updates after each data refresh. Once trades start being closed, PM-1 will tell you the running win rate and net P&L. Also confirms when the investor website data has been updated.Controls the investor websitePM-1 is the agent responsible for keeping goldal.com up to date. Every account card, performance chart, and monthly table the public sees comes from PM-1's data refresh.Tab to reviewLive Monitor tab · Refreshes every 60 seconds
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DanielQR-1Quant ResearcherQR-1 — Quant Researcher AI◔ StandbyThe strategy improvement engine. QR-1 is responsible for testing new parameter combinations, running backtests, and identifying whether a strategy's edge is degrading or evolving. It operates in the Deep Work window (10:00–12:00) and Strategy Review (13:00–14:00).Why it messages youNot yet active — will message you when a backtest completes or when strategy parameter review finds a meaningful improvement. Currently standing by until live trading history accumulates.Reports toPM-1 (data) · CIO (final strategy decisions)
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The DeskET-1~4Execution TeamET-1 to ET-4 — Execution Monitoring Team● Active (×4)Four execution monitoring threads — one per account/strategy pairing. Each ET agent watches that EAs are firing correctly, execution quality is clean, and no anomalies appear in the order flow. They are passive monitors, not decision-makers.Why they message youReport via PM-1 — you won't see direct ET messages in your inbox, but when PM-1 sends you an account update, that data was assembled by the ET agents. The first time an EA fires a trade, the ET agent for that account logs the event and PM-1 forwards it to you.Accounts monitoredAccount 1 (CMC MT4) · Account 2 (IC Markets MT5) · Account 3 (IC Markets MT5)
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MarcusRM-1Risk ManagerUrgent AlertsRM-1 — Risk Manager AI● ActiveYour real-time protection layer. RM-1 monitors the Forex Factory economic calendar continuously, calculates the exact time remaining to every high-impact event, and determines which of your pairs will be affected by each release.Why it messages youSends you an URGENT message when any event is within 15 minutes — this is the one that requires your immediate decision: should you pause EAs on the affected pairs? Sends a warning at 30 minutes and a note at 60 minutes. These are the most time-sensitive messages in your inbox.Events it watchesNFP · CPI · FOMC · GDP · PMI · Central bank meetings · Any High/Medium impact release affecting: USD, GBP, JPY, AUD, CAD, CHF, XAUTab to reviewAlerts tab · Refreshes every 60 seconds
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AishaFA-1Fund AccountantFA-1 — Fund Accountant AI● ActiveYour numbers officer. FA-1 calculates every performance metric across all accounts — win rate, profit factor, average R:R, net P&L, max drawdown — for both the last 24 hours and the last 7 days. It also breaks performance down by pair so you can see which pairs are contributing and which are not.Why it messages youSends you a daily summary at end of session and a weekly summary on Fridays. When you eventually have trades, FA-1 will tell you whether the fund is performing in line with its backtested parameters — or whether something has changed.Future responsibilitiesMonthly investor letter (PDF) generation — planned for Phase 1 completion.Tab to reviewDaily Report tab · Weekly Report tab
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