Astra AI Agent
Astra is the AI chat agent at agnifolio.com/portfolio-discuss. Astra has read-only access to your portfolio data and can also propose mutations — adding entries, editing transactions, deleting holdings — that you confirm before they execute. Every action is logged in an audit trail.
What Astra can do
Section titled “What Astra can do”Astra has access to a registry of tools — small typed functions that read or modify your portfolio. The tools fall into two categories:
| Category | Examples | Behavior |
|---|---|---|
| Read-only | list_holdings, get_entry_details, compute_concentration, get_recent_transactions | Returns data inline in chat; no confirmation needed |
| Mutating | add_portfolio_entry, edit_entry, delete_entry, add_transaction | Astra proposes the action as a card; you confirm before it executes |
The split is the safety primitive: Astra can investigate freely, but anything that changes your portfolio requires explicit approval.
Example prompts
Section titled “Example prompts”Analytics
Section titled “Analytics”- “What’s my total exposure to technology stocks?”
- “Show me dividend income for the last financial year, broken down by holding”
- “Which positions have lost more than 10% from cost basis?”
- “What’s my net realised gain across all sales this year, in my display currency?”
Astra runs the right read-only tools, fetches data, and returns a structured answer inline. No mutation, no confirmation.
Scenario modeling
Section titled “Scenario modeling”- “If I sell my largest equity position at today’s price, how does my net worth change?”
- “Simulate adding more crypto at the current price — what does that do to my asset allocation?”
These produce hypothetical previews without modifying actual holdings.
Portfolio mutations
Section titled “Portfolio mutations”- “Add a new stock entry to my brokerage account”
- “Record a dividend received today on one of my holdings”
- “Delete a duplicate entry in my account”
Astra proposes the action as a ToolCallCard — a confirmation widget showing exactly what will happen. Click Confirm and it executes. Click Cancel and nothing changes.
Bulk transaction import
Section titled “Bulk transaction import”Paste a broker statement (PDF text, CSV, or plain-text rows) into the chat and ask Astra to add the transactions.
Astra parses every row, maps tickers to your existing entries, and proposes the transactions as a batch card. Review, edit individual rows if needed, then confirm to add them all.
The confirmation flow
Section titled “The confirmation flow”Mechanically:
- Your message is processed by the AI agent
- The agent decides which tool(s) to call based on your request
- For mutating tools, the system holds the proposed action and presents it to you for confirmation
- The UI renders a ToolCallCard — “Add this entry?” / “Delete this transaction?”
- You click Confirm → the tool actually runs and the action is logged
- You click Cancel → the pending action is discarded with no change to your portfolio
Audit trail
Section titled “Audit trail”Every tool execution is written to an audit log. Each entry records the timestamp, the tool name, the input parameters, the result, whether it was confirmed, and how long it took to execute.
Privacy and data scope
Section titled “Privacy and data scope”Astra’s tools are per-user scoped — your data never leaks across users. Cross-user access is blocked at the data-access layer and is verified by an automated security test suite.
Your data is sent to the underlying AI model only as context for the current chat session, and is not retained by the model provider beyond that session.
When Astra is the wrong tool
Section titled “When Astra is the wrong tool”- Real-time price quotes — Astra reads cached daily prices, not the live tape. Use your broker’s app for execution-time prices.
- Tax filings — Astra can summarise realised gains but isn’t a tax advisor. Export the data and consult a CPA.
- Multi-step “do X then Y then Z” automations — Astra is per-turn; for chained workflows, the dedicated UI flows are faster.
What’s next
Section titled “What’s next”- Transactions — Astra is the fastest way to record many transactions at once via bulk import
- Portfolio Insights — the static view; Astra is the dynamic Q&A surface
- Wealth Legacy Planning — Astra can help you build out nominee records, but the legacy transfer itself is a separate background system