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Agentic trading is cool I guess // building open source agentic trading agents // not affiliated with Perplexity

Joined April 2024
Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)Photo by Comet Portfolio (@cometportfolio)
What does Michael know? 👀
JUST IN: Michael Saylor's 'Strategy' buys 4,871 Bitcoin worth $330 million.
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You can just build your own hedge fund.
How to build your own end-to-end hedge fund in Python with Claude Code. (bookmark this for later)
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Gm ☀️ I have been thinking about changing the name away from Comet, to something more generic, as I see a lot of opportunities in the agentic trading space, but I no longer think that Comet is going to be the primary surface. The reality is, I think we're moving into a time where people can (and want to) build their own trading agents. And I want to make it easier for people to do this vs. only supporting a path through a browser owned by one company. Still ideating on names, but I will share what I come up with, and of course, share early alpha versions of what I build with all of you. Essentially what I'm thinking of right now is a frontend where you can put together a custom trading agent, just for yourself, that you can use, and then decide to share with other people, or just keep for yourself. You won't have to write a line of code, this will be for anyone and everyone who wants to build trading agents, and wants to really go deep with customization. More to come, excited to expand the surface here and pave the way for anyone to build their own trading agent 🦾📈
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Also one note: to prevent scammers from taking over this handle and trying to pretend to be me, I will be holding onto this exact account, so don't worry - if you see posts from Comet Portfolio, it's still me! That being said, this account will likely have a pinned post with a link to the new account.
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Hi everyone 👋 I have been thinking about changing the name away from Comet, to something more generic, as I see a lot of opportunities in the agentic trading space, but I no longer think that Comet is going to be the primary surface. The reality is, I think we're moving into a time where people can (and want to) build their own trading agents. And I want to make it easier for people to do this vs. only supporting a path through a browser owned by one company. Still ideating on names, but I will share what I come up with, and of course, share early alpha versions of what I build with all of you. Essentially what I'm thinking of right now is a frontend where you can put together a custom trading agent, just for yourself, that you can use, and then decide to share with other people, or just keep for yourself. You won't have to write a line of code, this will be for anyone and everyone who wants to build trading agents, and wants to really go deep with customization. More to come, excited to expand the surface here and pave the way for anyone to build their own trading agent 🦾📈
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This is pretty interesting.
🚨BREAKING: Microsoft open-sourced an AI Quant investment platform in Python This is what you need to know: (a thread)
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I have been waiting for this day to come. Now let's see how it trades.
Computer can now take full control of Comet to complete tasks. When you’re in Comet, Computer spins up a browser agent that can access any site or logged‑in app with your permission, without the need for connectors or MCPs. Available to all Computer users on Comet.
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Cool library.
🚨BREAKING: Introducing QF-Lib A new Python library for Quant Finance. Here's everything you need to know... (a thread) 🧵
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Interesting move by Ark.
⚡️ UPDATE: ARK Invest bought 41.4K shares of Coinbase worth $6.9M on Tuesday, reversing its recent reduction in holdings.
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And down it goes.
🚨MASSIVE CRASH IN THE MARKET. Over $3.6 Trillion wiped out in 90 MINUTES. Gold is down 3.76% and has wiped out nearly $1.34 trillion from its market cap. Silver has dumped 8.5% and erased $400 billion from its market cap. The S&P 500 has fallen 1% and erased $620 billion. Nasdaq crashed more than 1.6% and wiped out $600 billion. The Crypto market dumped 3% and wiped out $70 billion.
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BREAKING: The US economy added 130,000 jobs in January, crushing expectations of 55,000. The unemployment rate FELL to 4.3%, below expectations of 4.4%. This was a much stronger than expected jobs report, all around the board. The Fed pause will continue.
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And the beat goes on.
It’s been a volatile few days in the crypto markets. This is nothing new. Crypto has gone through many market cycles at this point. Personally, this doesn’t change my outlook - I don’t see how you can be anything but long-term bullish on crypto. It’s eating financial services at an incredible rate. Coinbase is going to keep shipping through any market conditions, as we've always done. We’ve got a financial system to update.
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Comet Portfolio retweeted
this was one of the biggest weeks in AI because claude opus 4.6 and gpt-5.3 codex dropped basically at the SAME time. they solve the same problem in VERY different ways. - opus spins up agent teams and disappears for a while. - codex stays with you and ships ridiculously fast. i tested them both for you in this episode of @startupideaspod (on yt/spot/apple/X) with my pal @morganlinton we set them up live, tuned them properly, and had each one build a polymarket clone from scratch. you’ll see where each one shines, where it struggles, and which approach actually fits how you work. if you’re trying to decide what to use next, this episode will save you a lot of trial and error.
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Comet Portfolio retweeted
🚨BITCOIN HAS NOW CRASHED OVER $53,000 IN THE LAST 120 days. From its peak of $126k in October 2025, Bitcoin has dropped to a new yearly low of $73,200 BTC has erased over $1.1 Trillion from its market cap and is down -42% from its all time high. While the S&P500 and the other U.S. stock market indexes are still near All time high, Bitcoin and crypto remains trapped in a brutal bear market. S&P 500: -1.50% from ATH Nasdaq: -3.60% from ATH Russell: -4.20% from ATH Bitcoin: down -42% from ATH ETH : down -56% from ATH Either this is an insane level of manipulation or something huge has broken behind the scenes in crypto.
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The next version of the Comet Agent is now live on Github, here's what's new: 1. New confidence_scorer.py Module - confidence scoring with weighted components - Technical Indicator Agreement (40%) - Sentiment Alignment (30%) - Signal Strength (20%) - Historical Reliability (10%) 2. CLI Enhancements - min-confidence flag for filtering signals - show-confidence-viz for distribution plots - Confidence summary in console output 3. Enhanced Signal Format - JSON-compatible output: {"signal": "BUY", "confidence": 78, "breakdown": {...}} - CSV output includes confidence components - Console display shows confidence scores 4. Backtesting Integration - Confidence scoring in historical backtests - Win rate analysis by confidence level (High/Medium/Low) - Performance correlation metrics 5. Visualization Tools - Confidence distribution histograms - Statistical summaries and level categorization Key Features ✨ - Smart Integration: Reuses existing indicator functions from agentic-trader.py - Configurable Weights: Easy to adjust component importance - Error Handling: Graceful degradation when components fail - Performance Analysis: Confidence vs. actual outcomes tracking - Risk Management: Filter low-confidence signals automatically
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Comet Portfolio retweeted
The 30D-SMA of netflows for both Bitcoin and Ethereum Spot ETFs remains negative. There is no sign of renewed demand. 📉 glassno.de/4qipTdW
ETF flows still show no renewed demand. The 30D-SMA of netflows for both Bitcoin and Ethereum ETFs remains negative. 📉 glassno.de/4qipTdW
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Excited about the updates I'm making this weekend to the Comet Agent, just finished adding backtesting functionality, here's what's new now live on Github: 1. CLI Interface - Can be run with: python backtester.py --symbol BTC-USD --start 2024-01-01 --end 2024-12-31 --horizon short 2. Signal Generation - Reuses technical analysis logic with: - Moving averages (SMA50, SMA200) - MACD momentum indicators - RSI for contrarian signals - Simplified scoring and decision making 3. Trade Simulation - Tracks portfolio with: - Starting capital ($10,000 default) - Position sizing based on target_pct_delta recommendations - Realistic trade execution with minimum trade thresholds 4. Performance Metrics - Calculates all requested metrics: - Total return vs buy-and-hold - Win rate (% of profitable signals) - Average gain/loss on trades - Maximum drawdown - Sharpe ratio - Volatility 5. Visualization - Generates comprehensive matplotlib charts showing: - Portfolio value over time vs buy-and-hold - Price chart with buy/sell signal markers - Cumulative returns comparison - Drawdown analysis - Signal scores over time - Performance metrics summary
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