Sourced notes from building Keepfolio.
Articles on AI agents, brokerage data, and the boundaries Keepfolio is built around. Each one lists the sources behind its numbers and quotes.
4 MIN READ
Nobody hires an assistant to manage it
Assistant Benchmark lists 132 AI assistants and four for finance. The a16z episode on them made the case for the kind that reports back on its own.
5 MIN READ
Your finance agent should be the cautious one
An a16z episode on personal agents landed on one rule for money: the agent that touches it should ask first. Keepfolio took that rule to its end.
4 MIN READ
The money you lose to not looking
On a16z, finance was called the least practical use for AI agents. The SEC's $60 million cash sweep case points at a more useful job.
3 ARTICLES · BY OSSIE IRONDI