Encoding real financial logic into specialized agents
The question to explore
How do I turn heuristics I already hold — '持續買進' systematic investing and issuer-quality-over-yield bond analysis — into the reasoning rules of a portfolio agent and a cash-flow agent inside a multi-agent CFO?
Why now. You hold both halves of FinanceOS separately: the multi-agent orchestration machinery and genuine, data-grounded finance content. They are not yet connected. Bridging them now is what makes your product specific and defensible instead of a generic finance chatbot — and it directly builds the MVP's portfolio and cash-flow modules.
Capability it may unlock. A specialized finance agent whose recommendations embed your own vetted financial principles rather than generic model output.
~50 min · confidence 70%
· model inference (not direct note evidence)
How to start
Take the '持續買進' note's concrete rules (dollar-cost averaging beats timing, elastic savings rate, 2倍法則) and the bond note's credit/cash-flow test. Write these as explicit agent instructions and decision criteria. Assign each to a role-specialized agent (per your multi-agent notes). Test with a scenario: a family deciding whether to buy a high-yield bond — does the agent apply issuer-quality reasoning correctly?
Using parallel sub-agents in Claude Co-work to automate bulk workflows and multi-step tasks
Claude Co-work's new agent feature allows users to spin up parallel sub-agents that process dozens or hundreds of tasks simultaneously, dramatically speeding up bulk operations like lead qualification, data enrichment, and personalized outreach. By combining skills, commands, and agent instructions into plugins, users can automate complex multi-step workflows with a single slash command.
Claude can be configured to function as a coordinated team of AI agents, each with specialized roles like architect, developer, and reviewer, rather than as a single monolithic assistant. This approach leverages role-specific prompting and structured workflows to simulate collaborative software engineering.
