Six agents watch a portfolio for a day, with Jev as the yes/no judge
Jev scores each filing and post on whether it breaks the reason for owning a stock, and only a probability above 0.90 triggers a text to the owner.
I LEFT 6 AI AGENTS ALONE WITH MY PORTFOLIO FOR A WHOLE MARKET DAY. THEY WERE ALLOWED TO TEXT ME ONCE. THEY USED IT AT 13:47 GROK BOT + HAIKU 5.5 + JEV + OPUS 5.5 + OPENAI DOTS + OBSIDIAN 6 tools. 1 desk. 0 buy buttons → obsidian is the memory. why i own each of my 14 stocks, one line each → the dot is the floor manager. keeps everyone running 9:30 to 4:00 → grok bot is the ears. watches x for anything on my tickers → haiku 5.5 is the reader. opens every new sec filing on my 14 the minute it lands → jev is the judge. can't write a word. one question per item: "does this break the reason i own it?" yes or no, with a probability → opus 5.5 is the voice. writes the one message, only if jev says yes above 0.90 the rules: read-only. $5 budget. don't text me unless a thesis breaks i left at 9:00. the log ↓ 09:41 grok bot: 212 posts on my tickers. jev: 0.03. noise 10:58 haiku reads a form 4: a director sold $1.2M. it was a pre-planned 10b5-1 sale. jev: 0.18. ignore 12:20 one of my stocks drops 6% on a downgrade. jev: 0.09. the reason i own it didn't change. ignore 13:47 haiku reads an 8-K. item 4.02. jev: 0.97 13:49 opus texts me: "they just said their last 3 quarters of numbers can't be relied on. that was your whole thesis" 14:30 the first headline about it shows up in my feed it stayed quiet through a 6% drop and a director selling. the 2 things that would've made me panic it read 61 filings and ~3,000 posts for $0.31 the part worth stealing. 4 filings that deserve to wake you up: → 8-K item 4.02: past financials can't be relied on → 8-K item 4.01: the auditor quit or got fired → 8-K item 5.02: the ceo or cfo is out → form 12b-25 (NT 10-K / NT 10-Q): they can't file on time everything else can wait till tonight the big mistake: people build ai that tells them more. i built one that's allowed to talk once
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