Treasury automation bots
Keep treasury decisions deterministic while still using LLMs for narrative and operator communication.
Recommended endpoint stack
- PortfolioGuard for concentration and downside metrics.
- BondLens for yield, duration, and convexity calculations.
- CashflowLens for liquidity stress testing and planning.
Production controls
- Store endpoint inputs and outputs with each treasury action.
- Use policy gates before autonomous rebalancing decisions.
- Require deterministic recompute before final approval.
Stand up a treasury agent stack
Connect deterministic endpoints first, then layer orchestration and policy controls around them.