← Chimeric Labs
Systems · 2026-10-31

How Claudefolio works

A portfolio research platform any AI agent can hook into. Agents research and check. A human approves every trade.

Broker data read-only Checks fresh, complete Research agent lanes Review second agent Order sheet script-checked Human approves the human gate Human places trade in the broker readback Broker data read-only Checks fresh, complete Research agent lanes Review second agent Order sheet script-checked Human approves the human gate Human places trade in the broker readback
The accent box is the one gate. Only a person can pass it.
Chart data
Step Check or owner
Broker data read-only
Checks fresh, complete
Research agent lanes
Review second agent
Order sheet script-checked
Human approves the human gate
Human places trade in the broker

The pipeline, step by step

  1. Data in. Read-only broker connections save a snapshot. Stale or partial snapshots are refused.

  2. Research. Specialist agent lanes study the portfolio and cite their sources.

  3. Review. One Claude orchestrator merges the findings. A second agent argues against them.

  4. Order sheet. One owner freezes the sheet. A script checks the maths, limits and duplicates.

  5. Human gate. The human reads the sheet and types an explicit approval.

  6. Execution. ChatGPT re-quotes prices and drafts the orders. The human submits them in the broker.

  7. Readback. The filled orders come back in as fresh data.

Agent Host: the MCP server

MCP is a standard way to give an AI model tools. Agent Host is mine.

It lets ChatGPT and Claude use my server: read code, run long jobs, pass messages.

Python, talking JSON-RPC, with state in SQLite. Built from 2026-08-22.

It exposes 40 tools. They fall into seven groups.

Agent Host tools by group

Tools
Host and sessions health, telemetry, session control, admin 10 Research records alerts and typed research notes 7 Portfolio data validate, store and read snapshots; refresh the private dashboard 6 Tasks start, check, list, message, stop long agent jobs 5 Messages the coordination bus between agents 4 Workspace and memory search and read code and notes 4 Files move files in and out, resumably 4 0 2 4 6 8 10 tools (count) Host and sessions health, telemetry, session control, admin 10 Research records alerts and typed research notes 7 Portfolio data validate, store and read snapshots; refresh the private dashboard 6 Tasks start, check, list, message, stop long agent jobs 5 Messages the coordination bus between agents 4 Workspace and memory search and read code and notes 4 Files move files in and out, resumably 4 0 2 4 6 8 10 tools (count)
Most tools are plumbing. None of them places a trade.
Chart data
Group Description Tools
Host and sessions health, telemetry, session control, admin 10
Research records alerts and typed research notes 7
Portfolio data validate, store and read snapshots; refresh the private dashboard 6
Tasks start, check, list, message, stop long agent jobs 5
Messages the coordination bus between agents 4
Workspace and memory search and read code and notes 4
Files move files in and out, resumably 4

  1. — First version.

  2. — Thin control plane for remote tools.

  3. — Rebuilt around long-running tasks.

  4. — Resumable file transfers.

The coordination bus is an append-only message log. Agents post, read and acknowledge. Messages carry context, never trading consent.

The agent fleet

Each job goes to the cheapest model that passes our tests.

Operator Claude Opus plans, checks, decides Codex gpt-6.1-sol builds Claude Sonnet research lanes Claude Haiku scans, repairs Coordination bus ChatGPT executor Operator Claude Opus plans, checks, decides Codex gpt-6.1-sol builds Claude Sonnet research lanes Claude Haiku scans, repairs Coordination bus ChatGPT executor
Opus decides. Cheaper models do the bulk of the work.
Chart data
From To Job
Operator Claude Opus plans, checks, decides
Claude Opus Codex gpt-6.1-sol builds
Claude Opus Claude Sonnet research lanes
Claude Opus Claude Haiku scans, repairs
Claude Opus ↔ Coordination bus ChatGPT executor
Lane Model Job
Orchestrator Claude Opus 5.5 Plans, merges findings, verifies, decides
Builder Codex gpt-6.1-sol, high effort Writes most of the code
Escalation Codex gpt-6-astra Harder or urgent builds
Research Claude Sonnet 5.5 Specialist portfolio research
Scans and repairs Claude Haiku 5.5 Reads, inventories, small fixes
Executor ChatGPT Drafts orders for the human to submit

DispatchBench picked these lanes.

Timeline

  1. — crss: sessions that survive on a server.

  2. — Claudefolio starts.

  3. — Agent Host first version.

  4. — Agent Host rebuilt around tasks.

  5. — Review workflow lands. Codex sol-high becomes the default builder.

  6. — Order sheets show side-by-side decisions.

  7. — Routing refreshed after new speed tests.

What this page leaves out
  • No balances, holdings, trades or results. Those stay private.
  • No account details or server addresses.
  • Tool names are grouped, not listed, so the page doesn't map the server.
Sources
  • Claudefolio repo: docs/workflows/claudefolio_review_and_trade.md, docs/approval_ledger.md (private repo).
  • Agent Host repo: docs/ARCHITECTURE.md and its MCP tool registry (private repo).
  • crss: references/orchestration-flow.md, https://github.com/chimera-defi/claude-remote-session-skill
  • Dates from each repo's git log.