65

safe-deploy

Specialist agent ValoSwiss per il bot Telegram multi-tenant (@AzFriendBot per AZ tenant, @WsFriendBot per WS). Owner di subscriber managemen

NO via cascade orchestrator (degradazione qualità inaccettabile)

morning-briefing v1, morning-briefing v2 (8 sezioni), briefing clickable v2 (rail IT + canonical URLs), warmup cache 03:30 UTC, pre-panic radar, sectors heatmap, panic detection, contentHash + canonicalUrl items, news-hub/resolve

IngestionInbox (Wealth Ingestion Engine UHNWI con fuzzy matching Jaccard + auto-attribuzione mapping), import CSV Objectway (JBFS0506 posizioni + JBFS0508 performance via import-v2

quotazioni Yahoo, asset analysis Gemini+FMP, benchmarks alpha/tracking error, exchange rates, market scanner Polymarket, cache 7gg disco + L1 in-memory, prefetcher giornaliero, ICE commodities

news-hub (12 file: aggregazione, dedup, deepdive, prefetch, classifier, ranker, embedder), news-agency (RSS 19 fonti, cron hourly), ai-news, science-news, aerospace-news, chips-news, datacenter-news, defense-news, anti-consensus, prediction-markets

signals (13 file orchestrator: rules-catalog 741+ regole + context rules 423, signals

Super-esperto Competitive Intelligence wealth & asset management Italia per top management Azimut. Mappa 80+ competitor (banche reti, SGR, p

advisor-copilot-nba (Next Best Action engine, ranking expected uplift × urgency), daily-copilot (cockpit advisor 724 LOC con hero KPI + NBA + anomalies + opportunities + market context, cache 30min), advisor-playbook (sequenze azioni + scoring helper + redaction deep, 2987+494 LOC), meeting-debrief (pipeline CAPTURED→TRANSCRIBED→SUMMARIZED→COMPLETE con Whisper/Gemini live audio + push CRM)

gestione anagrafica clienti, comunicazioni, family group link, status (PROSPECT/CLIENT), demo/anonimizzazione, integrazione persona context

portafogli, transactions, valuation, reconciliation, asset allocation, performance, snapshots, position history, IPS engine, crypto custody, external assets, alts marketplace, capital calls, consolidation

prospects (lead pipeline draft→enriching→ready→converted, qualification, bootstrap, enrichment Cerved/Catasto/WebSearch/Wikidata/IdentityExtractor, engagement orchestrator, prospect-mentalist), uhnw-cockpit (executive UHNW), fo-cockpit (Principal-first IPS+liquidity+capital calls), portal (dossier 5+ componenti FE pesanti, AI suggestions Vertex Gemini, today-explainer rule-based, voice-briefing TTS)

reports (builder + risk metrics reali da PositionHistory + dashboard), magic-report (auto-generated AI synthesis con dedup cache 24h), document-templates (versioning fattura/contratto/KYC), PDF generation pixel-perfect via Chromium screenshot + fpdf2 (mai page

tax-optimization (planning, wash sale, harvest, tax advisor AI chat), direct-indexing (rebalancing + tax-loss harvesting + wash-sale guard), fee-transparency (calcolo + allocazione + reporting commissioni 12mo), commission engine, simulatore long-term tax FE 606 LOC

auth

compliance module (compliance

VaultDocument repository (metadata-only, storage URL esterno, sharing per userId/branch, retention/reapable lifecycle, access tracking), VaultMessage secure messaging advisor↔client legato a documenti, NextGen Academy ($84T great wealth transfer education + paper portfolio + sub-account training wheel), tax library content (videos/podcasts/case-studies)

family-group (insights, generational risk, AI grouping suggestion), family-proposals (workflow figlio→genitore con magic-link), family-voting (proposte UHNW con quorum/threshold/SUPERMAJORITY/UNANIMOUS/WEIGHTED/QUADRATIC), entity-tree (Trust/Holding/Foundation/SPV multi-jurisdiction), cascata cliente↔advisor↔admin

admin module (15 file: admin

apps/vault-api (envelope encryption KEK+DEK, mTLS, Keychain MBP+Mini), client-redaction (pseudonymForClientId "Cliente A/B/

Esperto brand identity multi-tenant + pagine HTML rich (Chart.js/diagrammi/tabelle) + email template + newsletter Resend. Maintains SSOT cre

DESIGN

Esperto dell'architettura, convenzioni e operatività del monorepo ValoSwiss (multi-tenant wealth/private banking, NestJS+Next.js, 4 tenant w

persona-packs FE+BE (13 pack MVP), module-registry FE 99KB + BE mirror, PersonaResolverService cache 30s, intersezione (pack

knowledge base personalizzata advisor (28 file), brain items, market pulse + market-pulse-x (cross-section AI insights), market-pulse-enricher (Gemini ticker resolver + macro snapshot + news talk-tracks), OpenBloomberg terminal, scheduler 3 cron (15min Yahoo movers / 30min Polymarket / 06:30 prewarm), provider FMP/Yahoo/AlphaVantage/Finnhub/Coingecko/FRED/Marketaux

podcast-intelligence (cron `0 */3 * * *` single-leader ws), financial-radio, voice-briefing portal, TTS circuit breaker (Kokoro :8880 attivo, Orpheus :5005 disabled), admin-tts

agentic inbox ispirata Cloudflare Agentic Inbox ma self-hosted con IMAP polling 60s (imapflow)

su approvazione

AiOrchestratorService (cache 24h, concurrency MAX_CONCURRENT_CALLS=4, cloudToLocalAlias fallback), GeminiCascadeService (multi-key pool 10, RPM/RPD/TPM, 429 rotation), LlmFacadeService (single entry point, lazy-load ai-engine), OllamaProxyService (health-check, MBP↔Mini routing)

config/ai-routing

alpha mining advisor-only)

onboarding multi-jurisdiction CH/EU/UK/US (FINMA AMLA, 5AMLD/6AMLD, POCA, BSA), 17 KYC checkpoint pipeline (vyayasan/kyc-analyst), real-time AML monitoring (checkmarble/marble + jube-home), CDD+EDD UHNW, sanction/PEP screening (World-Check/Dow Jones), SAR draft

detection multi-uso (a) fraud transaction monitoring AML, (b) portfolio holdings outlier (concentrazione, drift IPS), (c) market data anomaly (price spike, volume spike, gap), (d) system metric anomaly (latency, error rate)

PSD2/XS2A/Open Finance aggregation per account/transaction/balance feed da banche EU + UK + CH (FinTS HBCI per DACH). OAuth2 SCA flow gestit

dual-side coverage (CLIENT-side coaching advisor: disposition effect, overconfidence, home bias, anchoring, recency, herd, loss aversion Prospect Theory) e (MARKET-side signal: momentum/recency at scale, mean-reversion, retail sentiment crowding finBERT-tone Reddit/X + AAII bull-bear + put/call)

Safe browser automation per ValoSwiss: due-diligence scraping, peer benchmark extraction, document download da portali bancari/broker. Stage

macro DOMINI SINGOLI

Automated PR review via Claude (Sonnet 4.6 default, Opus 4.7 per critical changes). Trigger GitHub Actions su PR open/sync. Output line-by-l

Derivatives pricing & Greeks engine su QuantLib + tf-quant-finance + PyDerivatives + quantra. Vanilla EU/US (BS, binomial, FD), exotic (barr

macro CONTENT/BRAND

OCR + table extraction + entity recognition da PDF/scansioni/foto via Python sidecar Docling (IBM Research, 97.9% table accuracy + VLM SmolD

scoring multi-source (MSCI/Sustainalytics/internal), SFDR Article 6/8/9 classification, exclusion screening (controversial weapons, tobacco, fossil fuel), positive impact themes, carbon footprint Scope 1/2/3 SBTi, climate stress test IPCC RCP, engagement tracking proxy voting, TCFD/ISSB disclosures

Specialist agent ValoSwiss per il framework di evaluation LLM/agent/RAG (golden set, regression test, eval-driven development) ispirato a co

Order execution algorithms (VWAP/TWAP/POV/Iceberg/Implementation Shortfall/Sniper/Market-on-Close) + Smart Order Routing multi-venue + slipp

App Router (96 cartelle route + /api + /api-internal BFF), middleware

Knowledge graph multi-tenant advisor↔client↔family↔asset↔transaction con temporal versioning Graphiti-style su topoteretes/cognee (KG + 30+

NDA, advisory agreement, IPS, term sheet, KYC declaration, MIFID II suitability, FATCA/CRS

ingestion multi-source macro indicators (FRED/IMF WEO/OECD/World Bank/Eurostat/Alpha Vantage), aggregazione GDP/CPI/PCE/unemployment/PMI/yield curve/credit spread/commodity/FX, rolling refresh giornaliero+mensile, regime detection HMM/clustering, scenario analysis recession probability + hawkish/dovish Fed model

Bridge Model Context Protocol per integrare agenti ValoSwiss con l'ecosistema MCP server (filesystem, GitHub, Linear, Slack, Postgres, Brave

Memoria persistente cross-session per agenti ValoSwiss con tier core/recall/archival inspired by mem0ai/mem0 (48k★ universal memory 21 frame

health-watchdog (5min: 9 sezioni PM2/DB schema/API login fake/real-login creds/Web ollama/Ollama tags/build-routing audit/Control Panel V2 endpoints/backup freshness/Postgres pool drain), auth-watchdog (5min, ensure-pilot-credentials

email (Resend), SMS (Twilio Verify), push (OneSignal), chat (Slack/Telegram/WhatsApp), in-app inbox

LLM observability cross-agent self-hosted minimal (no SaaS dipendency in fase prototipale) ispirato a langfuse/langfuse (OpenTelemetry-based

Portfolio optimization advisor-side su PyPortfolioOpt + Riskfolio-Lib + skfolio + cvxportfolio. Markowitz, Black-Litterman, HRP, risk parity

deal sourcing multi-source, fit scoring vs mandate, term sheet/SPA/SHA review, data room navigation, cap table modeling, exit scenario (IPO/strategic/secondary), fund vintage benchmarking, J-curve Monte Carlo, IRR/MOIC/DPI/TVPI

research output non destinato cliente finale)

valutazione immobiliare per UHNW client portfolio (residenziale + commerciale + terreni)

Specialist agent ValoSwiss per strategy reasoning multi-step su task complessi wealth (investment thesis construction, allocation rebalancin

Deep Reinforcement Learning trading agents su framework AI4Finance-Foundation/FinRL + FinRL-X + FinRL_Crypto + microsoft/qlib (Qlib-RL). Alg

detect failure → analyze logs/diff → propose fix → validate → open PR con human-in-loop gate

forecasting probabilistico (P10/P50/P90) di asset returns, macro indicators (GDP, inflation, PMI), revenue projection company, AUM growth advisor

estrazione dati numerici da screenshot broker/Bloomberg, (b) UI automation computer-use Anthropic per workflow di scraping visuale, (c) document layout understanding complementare a doc-intelligence per layout complesso multi-colonna, (d) photo evidence per valutazione immobiliare asset in-loco

Voice channel multilingual per ValoSwiss: call inbound/outbound via LiveKit + SIP/Twilio, real-time STT (Whisper/Voxtral/Canary), TTS (Carte

meta-agent V22+V23 che orchestra 9+ librerie quant world-class