Investment advisor

Money and financePersonalAdviceNeeds your own tokenReads only, changes nothing

A personal investment advisor over your T-Bank brokerage account — portfolio review, returns and taxes by operations, instrument analysis, reminders about coupons and dividends. Reads live data from the broker, does not trade on its own.

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Agent skills

  • Time and scheduler

    Current time in the user's timezone and scheduling deferred tasks for yourself — one-off reminders, periodic runs and cron schedules.

  • Long-term memory

    The agent's long-term memory — saving facts as notes during a conversation and consolidating them into folded memory on triggers.

  • T-Invest portfolio

    The user's brokerage accounts at T-Bank through the official T-Invest MCP server — accounts, positions, operations, instrument search, quotes and analytics. Live data from the broker, never from memory.

  • Sessions and conversation history

    Seeing your other conversations going on in other channels and searching past ones — «we already discussed this» without asking again.

  • Web search

    Searching the web through Yandex and reading pages — fresh facts, prices, news and documentation, answered with links to the sources.