Agentic OS API
The Agentic OS is a framework that allows you to build, tune, and work with AI agents specialized for financial reasoning and analysis.
Overview
Our Agentic OS provides:
- Scenario Simulation: Model complex market scenarios and their cascading effects
- Portfolio Analysis: Understand how events impact your holdings
- Causal Reasoning: Trace cause-and-effect chains through financial markets
- Real-Time Context: Ground agent reasoning in current market data and knowledge graph
Core Concepts
Agents
Agents are autonomous AI systems that can:
- Query the Knowledge Graph for context
- Reason about financial relationships
- Simulate market scenarios
- Generate actionable insights
Workflows
Workflows orchestrate multiple agents to solve complex problems:
- Research workflows
- Portfolio analysis workflows
- Risk assessment workflows
- Event impact workflows
Quick Start
Create a Basic Agent
from zomma import Agent
agent = Agent(
name="portfolio-analyst",
capabilities=["scenario-simulation", "causal-reasoning"],
knowledge_graph=True
)
result = agent.ask(
"What happens to tech stocks if the Fed raises rates by 50bps?"
)
print(result.analysis)Portfolio Impact Analysis
from zomma import PortfolioAgent
portfolio_agent = PortfolioAgent()
# Define your portfolio
portfolio = {
"AAPL": {"shares": 100, "weight": 0.30},
"MSFT": {"shares": 50, "weight": 0.25},
"GOOGL": {"shares": 25, "weight": 0.25},
"NVDA": {"shares": 20, "weight": 0.20}
}
# Simulate a scenario
impact = portfolio_agent.simulate_scenario(
scenario="Fed raises rates by 100bps",
portfolio=portfolio,
time_horizon="3 months"
)
print(f"Expected portfolio impact: {impact.total_return}%")
print(f"Volatility change: {impact.volatility_delta}%")
for holding, analysis in impact.holdings.items():
print(f"{holding}: {analysis.expected_return}%")Causal Chain Analysis
from zomma import CausalAgent
causal_agent = CausalAgent()
# Trace causal chains
chains = causal_agent.trace(
event="Strait of Hormuz closure",
depth=3, # Follow chains 3 levels deep
min_probability=0.3 # Only show likely effects
)
for chain in chains:
print(f"Chain probability: {chain.probability}")
for step in chain.steps:
print(f" → {step.event} (p={step.probability})")Agent Configuration
Customizing Agent Behavior
agent = Agent(
name="risk-analyst",
model="gpt-4",
temperature=0.2, # More deterministic
max_tokens=2000,
capabilities=[
"scenario-simulation",
"causal-reasoning",
"risk-assessment"
],
knowledge_graph=True,
real_time_data=True,
tools=[
"portfolio-optimizer",
"monte-carlo-simulator",
"correlation-analyzer"
]
)Setting System Prompts
agent.set_system_prompt("""
You are a quantitative analyst specializing in macro-economic events.
Always ground your analysis in factual data from the knowledge graph.
Provide probabilistic estimates with confidence intervals.
""")Workflows
Multi-Agent Research Workflow
from zomma import Workflow
workflow = Workflow()
# Define a research workflow
workflow.add_agent("researcher", capabilities=["knowledge-graph-query"])
workflow.add_agent("analyst", capabilities=["causal-reasoning"])
workflow.add_agent("synthesizer", capabilities=["report-generation"])
# Configure the flow
workflow.connect("researcher", "analyst")
workflow.connect("analyst", "synthesizer")
# Run the workflow
report = workflow.run(
query="What are the second-order effects of China's real estate crisis?",
output_format="markdown"
)
print(report.content)Advanced Features
Real-Time Data Integration
agent = Agent(real_time_data=True)
# Agent automatically pulls latest market data
analysis = agent.analyze(
"What's the current risk profile of the energy sector?",
include_latest_data=True
)Custom Tools
Add custom tools to extend agent capabilities:
from zomma import Tool
@Tool.register
def custom_valuation_model(company: str, assumptions: dict) -> dict:
"""Custom DCF valuation model"""
# Your valuation logic here
return {
"fair_value": 150.25,
"upside": "12%",
"assumptions": assumptions
}
agent = Agent(tools=["custom_valuation_model"])Memory and Context
Agents maintain conversation history and context:
agent = Agent(memory=True)
# First question
agent.ask("What are the risks in my tech-heavy portfolio?")
# Follow-up question (agent remembers context)
agent.ask("How can I hedge those risks?")
# Access conversation history
history = agent.get_history()API Reference
Agent Class
class Agent:
def __init__(
self,
name: str,
model: str = "gpt-4",
capabilities: List[str] = [],
knowledge_graph: bool = False,
real_time_data: bool = False,
tools: List[str] = []
)
def ask(self, question: str) -> AgentResponse
def simulate_scenario(self, scenario: str, **kwargs) -> SimulationResult
def set_system_prompt(self, prompt: str) -> None
def get_history(self) -> List[Message]Workflow Class
class Workflow:
def add_agent(self, name: str, **config) -> None
def connect(self, from_agent: str, to_agent: str) -> None
def run(self, query: str, **kwargs) -> WorkflowResultAuthentication
import zomma
zomma.api_key = "your-api-key-here"Rate Limits
- Free Tier: 100 agent requests/day
- Pro Tier: 10,000 agent requests/day
- Enterprise: Unlimited
Coming Soon
Features currently in development:
- Backtesting Framework: Test agent strategies on historical data
- Multi-Agent Collaboration: Agents that debate and refine analysis
- Custom Model Support: Use your own fine-tuned models
- Advanced Risk Models: VaR, CVaR, and stress testing
Next Steps
- Knowledge Graph API - Learn about the underlying data layer
- MCP Server - Integrate with Claude Desktop
- Examples (opens in a new tab) - Sample agent implementations
Support
For questions or custom agent development:
- Email: hello@zommalabs.com
- Design Partners: We're seeking partners for Q1 2026