From market updates to visualizations and reports — a step-by-step view of how Octopus agents and users collaborate for investment decisions (Aladdin-style decision support).
The platform combines continuous data ingestion, agent-driven analytics, and human decisions in a single loop: data flows in → agents analyze and recommend → the user decides → execution and reporting close the loop.
┌─────────────────────────────────────────────────────────────────────────────────┐
│ MARKET DATA → ENRICHMENT → SIGNALS & RISK → YOUR DECISION → EXECUTION │
│ ↑ ↑ ↑ ↑ ↑ │
│ M1,M3,M9 M2,M5,M7 M4,M6 👤 You M8,M11 │
│ ↓ │
│ REPORTS & VISUALIZATION ← LENS (M11) ← Results & attribution │
└─────────────────────────────────────────────────────────────────────────────────┘
flowchart LR
subgraph SOURCES["📡 Sources"]
MKT[Markets]
NEWS[News & Social]
ALT[Alternative Data]
end
subgraph INGEST["🔄 Ingest & Store"]
M1[Nexus M1]
M2[Vault M2]
M3[Pulse M3]
M9[Echo M9]
end
subgraph ANALYZE["🧠 Analyze"]
M5[Neuron M5]
M7[Oracle M7]
M4[Atlas M4]
M6[Guardian M6]
end
subgraph DECIDE["👤 Decide"]
USER[Trader]
end
subgraph EXECUTE["📤 Execute & Report"]
M8[Shadow M8]
M10[Chronicle M10]
M11[Lens M11]
end
MKT & NEWS & ALT --> M1
M1 --> M2
M2 --> M3
M1 --> M9
M3 --> M5 & M7
M9 --> M4
M5 & M7 --> M4
M4 --> M6
M6 --> USER
USER --> M8 & M10
M8 --> M11
M10 --> M11
M11 --> REPORTS[Reports & Dashboards]
flowchart TB
subgraph Phase1["Phase 1: Market updates"]
A1[📡 Nexus M1: Ingest prices, news, alt data]
A2[🗄️ Vault M2: Store & validate]
A3[⚡ Pulse M3: Stream to platform]
A4[💬 Echo M9: Sentiment scores]
A1 --> A2 --> A3
A1 --> A4
end
subgraph Phase2["Phase 2: Analytics & signals"]
B1[🧠 Neuron M5: ML predictions]
B2[🔮 Oracle M7: Price forecasts]
B3[🎯 Atlas M4: Trading signals]
B4[🛡️ Guardian M6: VaR, sizing, limits]
B1 & B2 --> B3
B3 --> B4
end
subgraph Phase3["Phase 3: Your decision"]
C1[Dashboard & Command Center]
C2[Review signals, risk, portfolio]
C3[Approve / Reject / Modify]
C1 --> C2 --> C3
end
subgraph Phase4["Phase 4: Execution & validation"]
D1[📋 Shadow M8: Paper or live execution]
D2[📜 Chronicle M10: Backtest if needed]
D3[📊 Lens M11: Build views & reports]
D1 --> D3
D2 --> D3
end
Phase1 --> Phase2 --> Phase3 --> Phase4
Phase4 -.->|Feedback| Phase1
| Step | Phase | Who / What | Action | Output |
|---|---|---|---|---|
| 1 | Market updates | Nexus (M1) | Ingest prices, fundamentals, news, social | Normalized market & alternative data |
| 2 | Market updates | Vault (M2) | Store, validate, index | Historical + real-time datasets |
| 3 | Market updates | Pulse (M3) | Stream live data, compute live metrics | WebSocket feeds, live P&L |
| 4 | Market updates | Echo (M9) | Score news/social sentiment | Sentiment signals per asset/theme |
| 5 | Analytics | Neuron (M5) | Run ML models (classification, prediction) | Scores, predictions, regime labels |
| 6 | Analytics | Oracle (M7) | Time-series & price forecasting | Price targets, scenarios |
| 7 | Signals | Atlas (M4) | Fuse signals, generate ideas | Trading signals, strategy suggestions |
| 8 | Risk | Guardian (M6) | VaR, limits, position sizing, compliance | Approved size, risk view, alerts |
| 9 | Decision | 👤 You | View Dashboard / Command Center; approve, reject, or adjust | Your order / no-trade / strategy choice |
| 10 | Execution | Shadow (M8) | Paper or live execution, track fills | Fills, position updates |
| 11 | Validation | Chronicle (M10) | Backtest strategy if needed | Backtest report, metrics |
| 12 | Reporting | Lens (M11) | Build charts, dashboards, AI reports | Visualizations & reports |
sequenceDiagram
participant User as 👤 Trader
participant UI as Dashboard / Command Center
participant M4 as Atlas (Strategy)
participant M6 as Guardian (Risk)
participant M8 as Shadow (Execution)
participant M11 as Lens (Reports)
Note over UI,M11: Data & signals already in pipeline (M1–M7, M9)
M4->>UI: Signals & strategy suggestions
M6->>UI: Risk view, position sizing, limits
UI->>User: Present options & risk
User->>UI: Choose: approve / reject / modify
UI->>M8: Send order (paper or live)
M8->>UI: Fills & position update
UI->>User: Confirmation
User->>UI: Request report or dashboard
UI->>M11: Build visualization / report
M11->>UI: Charts, tables, insights
UI->>User: Report & visualization
| Agent | Where in the platform | What you get |
|---|---|---|
| Nexus (M1) | Data Explorer, Command Center (data pipeline) | Live feeds, export, data quality |
| Vault (M2) | Data Explorer, exports | Historical data, validated series |
| Pulse (M3) | Dashboard, live charts, alerts | Real-time prices, live analytics |
| Atlas (M4) | Command Center → Strategies, Trading Bots | Signals, strategy ideas, bot config |
| Neuron (M5) | AI Models | Predictions, model outputs |
| Guardian (M6) | Command Center → Risk | VaR, limits, risk dashboard |
| Oracle (M7) | Options, predictions | Price forecasts, scenarios |
| Shadow (M8) | Paper trading, Portfolio (sim) | Simulated execution, paper P&L |
| Echo (M9) | Command Center (sentiment), Social | Sentiment scores, news impact |
| Chronicle (M10) | Command Center → Strategies → Backtesting | Backtest results, strategy validation |
| Lens (M11) | Reports, Visualization, Dashboard | Charts, dashboards, AI report insights |
flowchart TB
subgraph Inputs["External inputs"]
I1[Market data APIs]
I2[News & social]
I3[Alternative data]
end
subgraph Layer1["Layer 1: Ingest"]
L1A[M1 Nexus]
L1B[M2 Vault]
L1C[M3 Pulse]
L1D[M9 Echo]
end
subgraph Layer2["Layer 2: Intelligence"]
L2A[M5 Neuron]
L2B[M7 Oracle]
L2C[M4 Atlas]
L2D[M6 Guardian]
end
subgraph Layer3["Layer 3: Decision & execution"]
L3A[User decision]
L3B[M8 Shadow]
L3C[M10 Chronicle]
end
subgraph Layer4["Layer 4: Output"]
L4A[M11 Lens]
L4B[Dashboards]
L4C[Reports]
L4D[Charts]
end
I1 & I2 & I3 --> L1A
L1A --> L1B & L1C & L1D
L1B & L1C & L1D --> L2A & L2B & L2C
L2C --> L2D
L2D --> L3A
L3A --> L3B & L3C
L3B & L3C --> L4A
L4A --> L4B & L4C & L4D
MARKET UPDATES ENRICHMENT SIGNALS & RISK YOUR DECISION EXECUTION & REPORT
─────────────── ─────────── ─────────────── ───────────── ───────────────────
Prices, news, Stored & validated Fused into signals You see: Orders executed
alternative data → (Vault M2) → (Atlas M4) → risk (Guardian M6) → (Shadow M8)
│ │ │ │ │
Nexus M1, Pulse M3, Neuron M5, Atlas M4, Command Center, Chronicle M10
Echo M9 Oracle M7 Guardian M6 Dashboard backtests
│ │ │ │ │
└────────────────────────┴────────────────────────┴────────────────────────┴────────────────────────┘
│
▼
Lens M11 → Visualizations
& Reports
- Agents handle: ingestion (M1, M2, M3, M9), analytics (M5, M7), signals and risk (M4, M6), execution and backtest (M8, M10), and reporting (M11).
- You decide: approve, reject, or modify in the Command Center and Dashboard, using agent outputs and risk views.
- Flow: Market updates → enrichment → signals & risk → your decision → execution → visualizations and reports (Aladdin-style decision support).
For technical orchestration details, see AI-Agents and Architecture.