Agentic Workflows

Transforming Asset Management with AI

At Main Sequence, we leverage the power of AI to supercharge researchers, data scientists, and portfolio managers—enabling unprecedented efficiency, productivity, and innovation. Step into the future of asset management with technology that reshapes what's possible.

Featured Read:

Geniality on Demand: A Path Beyond AGI

Agentic Workflows

 How can they enhance investment management?

Agentic workflows are automated processes driven by intelligent AI agents capable of independently performing tasks, making decisions, and dynamically adapting to changing conditions. These workflows combine artificial intelligence with human oversight to simplify complex processes, accelerate productivity, and enable seamless collaboration across teams and systems.

Agentic Workflows transform asset management by using AI-driven automation to streamline investment processes—from research and data analysis to portfolio execution and compliance. By leveraging intelligent agents, investment teams can rapidly generate insights, optimize decision-making, automate repetitive tasks, and accelerate the discovery and implementation of profitable strategies..

AI Principles

Precision over Prediction

Investment management demands accuracy and transparency—not black-box predictions. Our Agentic Workflows are designed to empower your team, not replace it, providing clear, precise tools that elevate your productivity and decision-making rather than obscure them.

Human-First Enablement

Our agentic infrastructure isn't a replacement for your experts but a powerful extension. Agents seamlessly collaborate with researchers, data scientists, and portfolio managers, accelerating their work and maximizing productivity without sacrificing human oversight.

Built for Scale

AI was born in the Cloud and it will grow there, Main Sequence’s agentic workflows empower you to effortlessly scale your AI capabilities. Our intuitive SDK enables rapid transformation of your workflows into deployable AI agents, ready to adapt, grow, and scale alongside your operations.

What can I do with Main Sequence AI Agents?

From core investment research to regulatory automation—everything starts with prompts. Let our agents handle the rest for you

Core Investment Research

Accelerated Investment Research Workflow
Enable researchers to rapidly develop, validate, and deploy sophisticated quantitative models directly within a unified environment. Access diverse data sources, computational resources, and flexible scheduling to accelerate research ideas into actionable strategies.
Build me a signal that implements a regime-switching model similar to Ang and Timmermann (2012). It should be multivariate and utilize data from FRED. Then, create a new portfolio that dynamically switches between low-risk and high-risk portfolios.
Name this portfolio 'Switching Model,' update it daily at 3:00 AM, and send a risk report to the distribution list at risk@main-sequence.io

Data Pipelines and ETL Workflows

Accelerate your data workflows with automated pipeline introspection and unified visibility:
Instantly assemble, monitor, and manage robust data pipelines without manual integration—allowing you to focus on insights rather than infrastructure.
I just subscribed to the CoinMarketCap API. Please build me a TimeSeries that uses their Market Cap endpoint to calculate the market capitalization weights for each cryptocurrency listed under my "investable tokens" category. Additionally, create a job that runs this TimeSeries every day at 3:00 AM

Quantitative Trading & Execution

Accelerate Quantitative Trading Strategies with Real-Time Insights
Rapidly integrate sophisticated quantitative analytics directly into your trading workflows, enabling timely reporting and execution analysis. Automate performance tracking, swiftly identify inefficiencies, and make informed trading decisions in real time.
Build me a report that get all my portfolios under the category “Internal Execution” and for each of the trades each portfolio during the last 24 hours make a Transaction Cost Analysis Report that calculates Shortfall ,Slippage, and tracking error of each fund vs the backtesting and live portfolio send an email to the distribution list research@main-sequence.io . assign this report to a job that runs every day at 6 pm

Machine Learning and Advanced Analytics

Unlock Scalable Machine Learning Integrations
Effortlessly integrate advanced machine learning models into existing data workflows, streamlining deployment from experimentation to production at scale. Enable seamless execution of sophisticated analytics, ensuring models remain performant, accurate, and responsive across diverse use cases.
Build me a time series that uses my compiled boosted-tree model stored in ./model.txt. Make it dependent on the time series featuresHASH, schedule it to run every day at midnight, and allocate 24 CPUs and 2 GPUs.

ESG and Responsible Investing Analytics

Proactively Manage ESG Risk and Compliance:
Automate ESG monitoring across all managed portfolios, instantly detecting exposures exceeding predefined thresholds. Facilitate immediate, actionable recommendations to optimize portfolio alignment with sustainability goals, without compromising investment objectives or risk profiles.
Build me a script that retrieves all our managed accounts and their positions, then calculates the overall ESG score using our score calculator library. If any account has a score above X, send an email suggesting a position change that maintains a similar beta but reduces the ESG score.

Performance Reporting and Visualization

Gain Real-Time Visibility with Automated Performance Insights:

Automatically track critical portfolio metrics like CVaR, VaR, and Expected Exposure, transforming complex risk analytics into intuitive, actionable visualizations. Deliver timely alerts and transparent reporting, empowering teams to swiftly respond to risk and performance dynamics.
Create a script that retrieves all my portfolios categorized as "live" and calculates the CVaR, EE, and VaR. Make the code distributed with a maximum of 10 CPUs. Assign the script to a job named "Live CVaR" and schedule it to run every 5 minutes. If any portfolio has a CVaR greater than X, send an email to the distribution list trading@main-sequence.io.

Collaboration and Knowledge Sharing

Accelerate Team Collaboration through Interactive Knowledge Sharing:
Enable effortless collaboration across your organization with interactive, shareable analytics tools. Instantly distribute sophisticated analyses and visual insights, promoting transparency and informed decision-making at every level.
Build me a Voilà notebook that includes a widget to select any portfolio under the "Research Equity" category. Once a portfolio is selected, the notebook should generate a performance attribution graph and factor exposure analysis. Share this notebook with everyone in the organization.

Compliance and Regulatory

Simplify Regulatory Compliance through Automated Reporting:
Automatically generate detailed compliance reports aligned with regulatory standards, such as MiFID II, across all accounts and transactions. Streamline reporting workflows, reduce operational risks, and ensure timely, accurate submissions to regulators and internal compliance teams.
Build me a script that gathers all trades across all accounts and constructs a MiFID II Transaction Report. Send the report via email to regulator@xxx and supervision@main-sequence.io. Assign this script to a job that runs daily at 4:00 PM.”

Build and interact with your own agents with Main Sequence SDK.

Here is where the magic happens

1
Create a Project
Quickly spin up your environment using intuitive, pre-built templates. Set up reproducible development environments and cloud resources, ready to start building your project immediately.
2
Develop with Main Sequence SDK
Utilize Main Sequence to seamlessly integrate AI agents into your workflow. Whether you're creating a new report, developing innovative signals, or formulating investment strategies, your agents automatically align and adapt to your evolving needs.
3
Extend and Collaborate
Interact directly with your agents to expand your project’s capabilities. Generate additional code, refine existing workflows, ask insightful questions, or effortlessly expose new tools and resources to other team members.

Main Sequence AI Agents In Action

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