Your AI Investment Workforce.
For family offices, hedge funds, trading firms, and research desks. Grail locks scope, requests API keys only when external production sources are required, confirms assumptions, estimates runtime up front (minutes to hours), then executes and returns PM-ready output with approvals and audit logs built in.
Grail Capital ▼
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# markets-lab
# investment-ops
# markets-lab
You 10:00 AM
@Grail backtest this energy momentum idea across 2019-2025 and return top 3 deployable variants.
Grail APP 10:01 AM
Before starting, I need production access keys for the required data connectors, plus confirmation on costs/slippage, OOS protocol, and objective.
Backtest_PreRun_Checklist.md
Grail APP 10:03 AM
Execution Plan
Step 1: data pull + integrity checks (20-35m)
Step 2: sweep + OOS walk-forward (3-6h)
Step 3: ranking + deployment files (15-25m)
Estimated runtime: 4h-7h depending universe size.
Step 1: data pull + integrity checks (20-35m)
Step 2: sweep + OOS walk-forward (3-6h)
Step 3: ranking + deployment files (15-25m)
Estimated runtime: 4h-7h depending universe size.
Grail APP 04:12 PM
✅ Run complete in 6h 12m (UTC stamped).
Top Variant: 1/2 + VT40
OOS: +73.4% | Sharpe 2.33 | MaxDD 11.5%
Artifacts: `backtest_summary.md`, `signals.csv`, `deploy_config.json`
P0: keep live baseline
P1: paper trade challenger 2 weeks
P2: review if drawdown breaches threshold
Top Variant: 1/2 + VT40
OOS: +73.4% | Sharpe 2.33 | MaxDD 11.5%
Artifacts: `backtest_summary.md`, `signals.csv`, `deploy_config.json`
P0: keep live baseline
P1: paper trade challenger 2 weeks
P2: review if drawdown breaches threshold
You 11:30 AM
@Grail monitor tonight's semis earnings calls and send post-close drift opportunities by conviction.
Grail APP 11:31 AM
Need production keys for SEC/filings, transcript, and options connectors. Also confirm output mode: memo, trade sheet, or live alert feed.
Catalyst_Run_Config.json
Grail APP 11:33 AM
Execution Plan
Step 1: ingest filings + transcripts (10-20m)
Step 2: extract surprises + options reaction (15-40m)
Step 3: rank setups + action tags (10-25m)
Estimated runtime: 35m-1h25m depending number of names and call length.
Step 1: ingest filings + transcripts (10-20m)
Step 2: extract surprises + options reaction (15-40m)
Step 3: rank setups + action tags (10-25m)
Estimated runtime: 35m-1h25m depending number of names and call length.
Grail APP 12:31 PM
✅ Run finished in 58m.
Signals: 12 scanned
Catalysts: 5 high-conviction setups
Alerts: 3 actionable now
Output: trade sheet + alert feed
P0/P1/P2: enter now / wait for pullback / monitor only
Signals: 12 scanned
Catalysts: 5 high-conviction setups
Alerts: 3 actionable now
Output: trade sheet + alert feed
P0/P1/P2: enter now / wait for pullback / monitor only
You 02:15 PM
@Grail prepare tomorrow's investment committee brief across equities, credit, and macro sleeves.
Grail APP 02:16 PM
Before run, confirm portfolio access method and objective. If custodian API is used, share read-only key; otherwise upload the portfolio file.
IC_Run_Inputs.yaml
Grail APP 02:18 PM
Execution Plan
Step 1: holdings reconciliation + factor map (20-40m)
Step 2: optimizer with risk constraints (45-120m)
Step 3: committee memo + ticket pack (15-30m)
Estimated runtime: 1h20m-3h10m depending sleeve count.
Step 1: holdings reconciliation + factor map (20-40m)
Step 2: optimizer with risk constraints (45-120m)
Step 3: committee memo + ticket pack (15-30m)
Estimated runtime: 1h20m-3h10m depending sleeve count.
Grail APP 04:30 PM
📊 Completed in 2h 14m.
Output: IC memo + rebalance tickets
Changes: 7 reallocations proposed
Expected Impact: +180 bps return at similar drawdown
Since last report: 2 sleeves upgraded, 1 de-risked
Output: IC memo + rebalance tickets
Changes: 7 reallocations proposed
Expected Impact: +180 bps return at similar drawdown
Since last report: 2 sleeves upgraded, 1 de-risked
IC_Rebalance_Brief_Q1.html
Message #markets-lab...
Live flow: request -> pre-run checklist -> ETA estimate (minutes or hours) -> staged execution -> PM action output.
Grail Markets
Desk Ops
Macro
Desk Ops
You 09:00 AM
@Grail build tomorrow's pre-FOMC scenario tree and hedge plan for our macro sleeve.
Grail 09:01 AM
Before run: share required macro feed/API keys for production and confirm scenario assumptions.
Run Preconditions
Grail 09:03 AM
Execution Plan
Step 1: event calendar + market context (15-25m)
Step 2: scenario tree + stress runs (60-160m)
Step 3: hedge overlays + desk handoff (20-35m)
Estimated runtime: 1h35m-3h40m.
Step 1: event calendar + market context (15-25m)
Step 2: scenario tree + stress runs (60-160m)
Step 3: hedge overlays + desk handoff (20-35m)
Estimated runtime: 1h35m-3h40m.
Grail 11:55 AM
✅ Run completed in 2h 52m.
Scenarios: 3 trees
Hedges: 6 overlays
Desk Action: P0 execute, P1 stage, P2 monitor
Artifacts: `fomc_tree.pdf`, `hedge_plan.csv`
Scenarios: 3 trees
Hedges: 6 overlays
Desk Action: P0 execute, P1 stage, P2 monitor
Artifacts: `fomc_tree.pdf`, `hedge_plan.csv`
You 10:30 AM
@Grail status update on 13F monitor for our manager watchlist?
Grail 10:31 AM
74 of 120 filings parsed. To finish production run, share normalization vendor key and confirm watchlist scope.
Confirm Key + Universe
Grail 10:32 AM
Execution Plan
Step 1: complete ingestion (10-20m)
Step 2: normalize holdings + delta engine (10-30m)
Step 3: crowding and alert tags (5-15m)
Estimated runtime: 25m-65m.
Step 1: complete ingestion (10-20m)
Step 2: normalize holdings + delta engine (10-30m)
Step 3: crowding and alert tags (5-15m)
Estimated runtime: 25m-65m.
Grail 11:14 AM
✅ Full run done in 42m.
Deltas: 19 manager changes
Crowding: 6 elevated names
Alerts: 4 flagged for PM review
Deltas: 19 manager changes
Crowding: 6 elevated names
Alerts: 4 flagged for PM review
You 03:45 PM
@Grail run the weekly family-office opportunity brief and rebalance plan.
Grail 03:46 PM
Confirm objective (income/growth/balanced) and portfolio access method. If API path, share read-only key before start.
Portfolio Inputs
Grail 03:48 PM
Execution Plan
Step 1: portfolio diagnostics + exposures (20-35m)
Step 2: opportunity scoring + trade-offs (45-150m)
Step 3: PM brief + action ladder (20-35m)
Estimated runtime: 1h25m-3h40m.
Step 1: portfolio diagnostics + exposures (20-35m)
Step 2: opportunity scoring + trade-offs (45-150m)
Step 3: PM brief + action ladder (20-35m)
Estimated runtime: 1h25m-3h40m.
Grail 06:14 PM
Weekly run completed in 2h 26m.
Ideas: 12 ranked
Actions: 6 reallocations
Since last brief: +2 new entries, -1 exit
Ideas: 12 ranked
Actions: 6 reallocations
Since last brief: +2 new entries, -1 exit
Type a new message...
Live flow: preflight + ETA estimate, then minute- or hour-scale execution based on task complexity.
Grail Assistant
Start the overnight APAC-to-US handoff scan on our FX and index book.
Before launch: this production run needs market-data API keys. Share them and confirm watchlist + risk limits.
Execution Plan
Step 1: APAC close scan (45-90m)
Step 2: cross-venue divergence checks (3-5h)
Step 3: US-open handoff pack (20-40m)
Estimated runtime: 4h-8h.
Step 1: APAC close scan (45-90m)
Step 2: cross-venue divergence checks (3-5h)
Step 3: US-open handoff pack (20-40m)
Estimated runtime: 4h-8h.
✅ Overnight run done.
Dislocations: 3
Risk Notes: attached
Open Actions: 2 now, 1 watch
Dislocations: 3
Risk Notes: attached
Open Actions: 2 now, 1 watch
Any mispriced vol setups this morning across our watchlist?
Yes. To deliver production-quality Greeks and sizing, share options chain API key and confirm output as trade sheet.
Estimated runtime: 20m-60m.
Step 1: chain pull + data checks
Step 2: vol surface scan
Step 3: setup ranking + tags
Step 1: chain pull + data checks
Step 2: vol surface scan
Step 3: setup ranking + tags
✅ Trade sheet delivered in 34m.
Setups: 4
Included: strikes, Greeks, sizing, exits
Priority: P0/P1/P2 tagged
Setups: 4
Included: strikes, Greeks, sizing, exits
Priority: P0/P1/P2 tagged
Can you prep a rebalance recommendation before IC starts?
Confirm objective and portfolio input method. If API route, share read-only key.
Estimated runtime: 50m-2h30m.
Step 1: holdings ingest
Step 2: rebalance scenarios
Step 3: final recommendation pack
Step 1: holdings ingest
Step 2: rebalance scenarios
Step 3: final recommendation pack
✅ Rebalance plan sent in 1h 18m.
Options: drawdown-capped / balanced / max-return
Since last IC: 3 weight changes proposed
Options: drawdown-capped / balanced / max-return
Since last IC: 3 weight changes proposed
Message...
Live flow: mobile preflight, clear ETA range, and clean outputs whether runs take minutes or hours.
Integrates with your stack
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