Models
Choose any Claude model for the orchestrator and subagents. Swap in a new model by changing one line.
Risk limits
Position size cap, total deployment limit, drawdown pause threshold. Hard-enforced by guardrail hooks — the AI can't override them.
Cycle interval
How often the daemon wakes up to review beliefs and investigate. 4 hours, 12 hours, once a day — your call.
Brokerage
Paper or live trading via Alpaca. Start in paper mode, switch to live when you're ready. One word change.
Data sources
Prioritize SEC filings, patent databases, government contracts — or lean on news and commentary. Define the research hierarchy.
Philosophy
SORANOS.md is the system prompt. Rewrite the AI's personality, investment philosophy, and decision framework entirely. It's just text.
API budget
Set a monthly spend cap. The framework blocks cycles when you hit it. Tracked per-month and lifetime.
Time horizon
3-10 year structural bets, or short-term catalyst plays. The AI reads your horizon and adjusts its research depth and patience accordingly.