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Portfolio agents

A Slack bot on LangGraph agents: price alerts and stock and portfolio tracking. It became the seed of WealthPanda.

# discovery: search, then research, then report
graph = StateGraph(DiscoveryState)
graph.add_node("search", search)
graph.add_node("research", research)
graph.add_node("report", report)
graph.add_edge(START, "search")
graph.add_edge("search", "research")
graph.add_edge("research", "report")
The discovery graph, simplified.
When
2026
Status
Retired into WealthPanda
Code
Private repository
Stack
LangGraph, Gemini, Slack Bolt, SQLAlchemy, Plaid, systemd

A Slack bot that grew into a product

  1. Graphs, not prompts

    Discovery runs search, research, report. Signals run portfolio, data, signal.

  2. Trades from a sentence

    “bought 10 Apple” in Slack becomes a trade record through a ticker resolver.

  3. On a schedule

    Hourly prices, alerts on 3% moves and a bank sync three times a day.