Use Cases

FOR PROFESSIONALS

Professional Investor Use Cases

Multi-Asset Diversification

Deploy multiple agents for FX, gold, indices, and crypto; each optimises independently and shares data.

Problem

An investor wants exposure across several assets but doesn't have time to manage or rebalance positions daily.

Prompt Example

"Build me a portfolio that balances gold, euro/dollar, and S&P 500 exposure, targeting 4% monthly return with medium risk."

Agent Solution

The system deploys dedicated FX, Precious Metals, and Index Agents. Each trades autonomously but communicates with the Risk Agent to maintain balanced exposure and correlation thresholds. The Account Manager delivers daily reports summarising diversification and performance.

Capital Preservation with Active Alpha

Combine index and gold agents for steady performance and controlled drawdowns.

Problem

The investor seeks steady gains but wants protection against market shocks or inflationary periods.

Prompt Example

"Create a conservative strategy that tracks the Dow Jones but adds gold for downside protection. Keep maximum drawdown under 5%."

Agent Solution

The Index Agent mirrors equity markets, while the Metals Agent layers in defensive positions. The Risk Agent adjusts position sizes as volatility rises. Together, they deliver controlled, inflation-resistant returns.

Thematic or Event-Driven Strategies

Express macro or event-based market views through natural language.

Problem

The investor believes rising geopolitical tension will move commodities but lacks time to design a trading model.

Prompt Example

"Buy gold and silver whenever global-risk sentiment rises and the USD weakens."

Agent Solution

The Market Research Agent scans sentiment, volatility indices, and macro data; triggers flow to Metals Agent for execution; Risk and Compliance Agents ensure the trades align with constraints.

Intelligent Rebalancing

Portfolio adjusts exposure automatically when correlations shift.

Problem

Over time, one holding grows disproportionately, creating unwanted risk.

Prompt Example

"Monitor my portfolio and reduce any asset above 40% back to 25% automatically."

Agent Solution

Risk Agent monitors correlations and weights; when one breaches limits, it signals relevant trading agents to rebalance. Account Manager confirms the action and exposure changes in daily reports.

Lifestyle Integration

Receive daily voice or app updates while travelling.

Problem

Investor wants oversight without being tied to screens.

Prompt Example

"Send me a morning summary and alert me only if daily loss exceeds 1%."

Agent Solution

Account Manager Agent produces human-readable briefings ("Portfolio +0.3%, gold flat, FX -0.1%") and pushes only critical alerts when thresholds are breached.

Family Office Automation

Deploy consistent agents across multiple sub-accounts.

Problem

A family office wants to apply one strategy template to many members' portfolios with uniform controls.

Prompt Example

"Deploy identical gold and FX agents across five accounts, each capped at £500k, under unified risk parameters."

Agent Solution

System Engineer Agent duplicates configurations; Risk Agent oversees all accounts as a group; Account Manager consolidates performance reports.

ESG / Sharia-Compliant Portfolios

Filter assets for ethics or religious compliance.

Problem

Investor wants their portfolio to align with specific moral or religious principles.

Prompt Example

"Build a Sharia-compliant portfolio with minimal leverage and no interest-based instruments."

Agent Solution

Compliance Agent screens eligible instruments; Quant Agent optimises allocation within ethical parameters; returns remain aligned with user's values and goals.

FOR INSTITUTIONS

Institutional Use Cases

Multi-Desk Automation

Each desk runs its own AI agents coordinated via shared data infrastructure.

Problem

Institution operates separate FX, Metals, and Index desks with limited coordination.

Prompt Example

"Link all trading desks under shared risk governance while preserving autonomy."

Agent Solution

System Engineer builds shared data infrastructure. Risk Agent aggregates firm-wide exposure; Compliance Agent validates trades; Account Manager provides unified dashboards.

Risk & Compliance Oversight

Real-time VaR, drawdown, and exposure monitoring.

Problem

Risk managers lack instant visibility into exposure and breaches.

Prompt Example

"Monitor VaR across all strategies and alert me if it exceeds 95% threshold."

Agent Solution

Risk Agent calculates rolling VaR and position deltas; alerts sent to managers; Compliance Agent logs automatically for audit readiness.

Research-to-Execution Automation

Generate, test, and deploy quantitative strategies automatically.

Problem

Quant research often stalls in the handoff to developers.

Prompt Example

"Create a volatility-arbitrage agent for NASDAQ futures. Backtest on six months' data and deploy live if Sharpe > 1.2."

Agent Solution

Generative Engine creates code; Quant Agent validates outputs. If metrics pass, System Engineer deploys to live trading in hours instead of weeks.

Managed Client Infrastructure

Offer clients white-labelled AI trading systems.

Problem

Broker wants to scale managed accounts efficiently.

Prompt Example

"Deploy a suite of client-specific agents under white-label branding, each with unique limits."

Agent Solution

System Engineer clones environments; Account Manager automates personalised reporting; Compliance Agent ensures separation of client data.

Institutional Hedge Layer

Auto-hedge cross-asset exposures in real time.

Problem

Unintended risk from correlated trades across desks.

Prompt Example

"If gold and USD exposures move inversely, open offsetting positions in JPY or Treasuries."

Agent Solution

Risk Agent detects correlations; Hedge Agent executes neutralising trades; reports confirm VaR reduction and capital efficiency.

Backtesting & Model Optimisation

Parallel testing and model comparison automation.

Problem

Manual backtesting consumes time and staff hours.

Prompt Example

"Run 20 versions of our EUR/USD momentum strategy and rank by risk-adjusted return."

Agent Solution

Quant Agent generates variants, runs simulations, and produces a ranked comparison with performance metrics.

Broker API Ecosystem

Integrate with brokers to deploy agents within client accounts.

Problem

Broker wants to give retail users direct access to AI agent trading.

Prompt Example

"Integrate Meena deployment directly with our MT5 accounts."

Agent Solution

System Engineer connects Meena API. Clients launch and control agents within native trading dashboards.

Institutional Reporting & Transparency

Generate narrative reports automatically.

Problem

Teams spend hours writing client updates.

Prompt Example

"Summarise monthly performance in plain English for investors."

Agent Solution

Account Manager generates narrative summaries: "Portfolio gained 2.4% in October, led by Metals (+1.1%) and FX (+0.8%). Volatility control reduced drawdowns by 15%."

UNIVERSAL FEATURES

Cross-Segment Applications

Limited visibility on current exposure

Prompt Example

"Hey Meena, show today's exposure by asset."

Agent Response / Benefit

Account Manager narrates live positions, risk, and P&L in human-readable form.

Need for automated coordination

Prompt Example

"If volatility spikes above 20%, tell Risk Agent to reduce all open positions."

Agent Response / Benefit

Agents act collaboratively across all strategies in real time.

Stress testing scenarios

Prompt Example

"Simulate a 2% drop in EUR/USD and show impact."

Agent Response / Benefit

Quant Agent models potential loss; Risk Agent visualises capital impact.

Continuous optimisation

Prompt Example

"Optimise all agents using past 3 months' performance data."

Agent Response / Benefit

System retrains and adjusts strategy weights automatically.

Unified oversight

Prompt Example

"Summarise total portfolio health for all accounts."

Agent Response / Benefit

Dashboard aggregates exposure, VaR, and returns in one snapshot.