The Agentic System

My Personal Agent System.

I built a system of AI agents that runs my money, my content, and my attention — on a schedule, not on demand. Here's the architecture, piece by piece, and what it actually looks like running in production.

01 · Foundation

An Agent Lives On A Computer That's Always On.

Mine runs on a VPS — a small virtual server in a data center. Always powered. Always online. Nothing fancy; the same kind of machine people use to host a blog.

This is the environment where everything else happens. Think of it as the body the agent inhabits.

/home/oc/.openclaw/ · the file structure everything lives in
02 · The Agent

An Agent Is A Program That Wakes Up, Thinks, And Writes Output.

Not a chatbot. Not always listening (but always available). A scheduled program that starts when it's supposed to, reads its context, makes decisions using an AI model, and writes results to files.

The whole runtime is one command:

claude -p "Run morning briefing" --max-turns 15
03 · Identity

Every Agent Starts With A File That Shapes How It Thinks.

A markdown file called CLAUDE.md. The agent reads it at the start of every session — before acting on anything. It contains identity, values, rules, ways of thinking.

Mine is 731 lines of my own investment reasoning, written down. Each line a decision I made once and want the agent to reproduce.

this file IS the agent. replace it and you have a different agent.
04 · Memory

A Shared Folder Acts As Memory Across Wake-Ups.

Agents don't remember yesterday by default. So every run writes its work to shared markdown files — portfolio state, open theses, decisions, the last briefing.

Tomorrow's wake-up reads those same files and knows what the world looked like the last time it ran. Memory, simulated.

shared/PORTFOLIO_STATUS.md · shared/OPEN-THESES.md · shared/DECISIONS.md
05 · Senses

Data Feeds Are How The Agent Sees The World.

Five scripts run at 4:30 AM every weekday. They pull from specific sources — insider trading disclosures, SEC filings, macro calendar, institutional 13F filings, congressional trade reports. Each writes a markdown file the agent reads during its morning wake-up.

The agent doesn't browse the web in real time. It reads a pre-digested snapshot. Fast. Predictable. Cheap.

5 feeds · 5 files · pulled fresh every weekday before markets open
06 · Voice

Telegram Is How The Agent Talks To Me.

When the agent has something worth saying — a briefing, an alert, a question — it sends a Telegram message. I read it on my phone like any other text.

No dashboard to check. No app to open. The agent comes to me when it matters; otherwise, it's silent.

if you'd never see a dashboard anyway, why build one
07 · Heartbeat

Cron Is The Heartbeat. It Runs Everything On A Schedule.

Cron is a standard feature of every Linux system — it runs programs on a schedule. My agent has 31 scheduled jobs across a week: a morning briefing at 6 AM, a market open alert at 6:35 AM, a close review at 1 PM, weekly deep dives on Thursday afternoons.

Predictable. Auditable. Cheap. If something misfires, I know exactly when and why.

31 scheduled jobs · the agent never forgets to run
VPS · /home/oc/ agent scheduled program wakes → reads → writes CLAUDE.md identity how it thinks shared/ memory PORTFOLIO_STATUS.md 5 feeds 4:30 AM daily congress trades insider clusters SEC filings 13F tracker macro calendar Telegram to Eric cron · heartbeat 31 scheduled jobs
A Day In The Life

The Heartbeat Is A Schedule.

Every tick is a scheduled job firing. Tap any dot to see what happened.

12 AM
6 AM
12 PM
6 PM
12 AM
04:30 AM · weekdays
data feeds

Five Scrapers Fire, One Per Minute

Deterministic shell scripts — not AI. Each pulls from a source and writes a markdown file the agents will read later.

04:30 insider_cluster.sh → INSIDER_CLUSTERS.md 04:31 sec_edgar_feed.sh → SEC_FILINGS.md 04:32 macro_calendar.sh → MACRO_CALENDAR.md 04:33 thirteen_f.sh → 13F_TRACKER.md 04:34 congress_trades.sh → CONGRESS_TRADES.md
10 dots · 10 scheduled jobs · every weekday, whether I'm awake or not
The Financial System

It Doesn't Wait For Ideas.
And It Keeps Score On Itself.

Every Sunday the financial agent screens the entire US market — a year of price history for every listed stock — and forces every survivor through one gate: name the edge, or pass. Every recommendation it makes is logged against the exact price where it would be proven wrong, and it must reread its own track record before making a new call.

See how it hunts →
How It Executes

Agents Start With Files.

At the start of every session, the agent reads these files in order. They define who the agent is, what it knows, and what it's allowed to do. Change the files, change the agent.

CLAUDE.md · identity file
Identity

Who The Agent Is

Values, judgment, ways of thinking. The first file read at every wake-up. If the agent had a soul, this would be it.

# HOW IT THINKS - defense before offense (survive first, win second) - grade every thesis A through F (no "hold and hope") - 13F > insider > Congress (confirmation hierarchy) - conviction-weighted position sizing
PORTFOLIO_STATUS.md
State

What The Agent Owns Right Now

Live positions. Rewritten at every close review so tomorrow's agent knows where it stands.

ONTO · 85 sh MU · 120 sh CVS · 60 sh SGOV · cash park
format real · sizes illustrative
OPEN-THESES.md
Reasoning

Why The Agent Owns What It Owns

Thesis for every position. Entry rationale, kill-conditions, what would invalidate it. Read every morning so the agent can grade theses A through F.

ONTO · semiconductors · grade A entry: post-earnings dislocation kill-if: sector thesis breaks risk line: entry − 1.5×ATR
CONGRESS_TRADES.md
Sense · 1 of 5

What Congress Is Buying

Pulled fresh at 4:34 AM daily. Cross-referenced against the watchlist for signal. Refreshed from House Clerk + Senate disclosures.

# 172 filings parsed # 0 matched watchlist today # signals logged for later review
13F_TRACKER.md
Sense · 2 of 5

What Institutional Managers Are Doing

Quarterly holdings of tracked managers. New positions, increased stakes, full exits. Signals with fiduciary-grade conviction.

# 7 managers tracked # next filing cycle: mid-quarter # positions diffed vs last quarter
DECISIONS.md
Continuity

What The Agent Has Decided

Append-only log of every decision. When the agent explored X and chose Y over Z, it's here. Prevents the agent from re-litigating settled questions.

MU stop: hold — no tighten reason: ATR buffer intact through next earnings window
Field Reports — one email a week: what the agents did, caught, and missed. No hype.
If You Want One

You Could Have An Agent Like This Too.

My agent is personal. It's built for the way I think, trade, and write. But the architecture — a file for identity, cron for rhythm, a shared filesystem for memory, hard rules for safety — works for almost any job you want an agent to do.

If you want one of your own, tell me what you'd want it to do. I'll reply honestly whether it's a good fit.

Be specific if you can. Vague is fine too — we'll figure it out together.
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