JW AI Agents

JW AI Agents for Stock & Options Research

Research the evidence. Evaluate the setup. Understand the context.

Three specialized workflows within Jason Wheel combine automated data processing, rule-based analytics and AI-assisted interpretation to turn market evidence into dated reports, supported strategy signals and readable insights.

Part of Jason Wheel, developed and operated by Jason Wheel Research LLC. Built for research, not trade execution.

What each role does

Different questions. Connected workflows.

These roles share underlying data and services. They are not three independent models voting on a trade or independently verifying each other's conclusions.

Research Agent

From data to research

Brings company fundamentals, technical observations and options evidence into dated research reports, with source timing and data availability made visible.

Evidence
Available company, technical, options and analytical data.
Work
Organizes evidence and assembles reports, subject to data-readiness and publication-date checks.
Output
JW Intelligence Reports and associated dated Technical Snapshots.
Inspect published editions

Strategy Agent

From conditions to setups

Screens supported options setups against defined market, volatility, liquidity and event-risk conditions, with AI-assisted context to explain relevant trade-offs.

Evidence
Market conditions, available option contracts, pricing and event context.
Work
Rule-based services qualify supported structures; AI interpretation adds context without deciding the signal.
Output
Supported strategy signals and options analysis. No qualifying setup may be available.
Find strategy features in the App

Commentary Agent

From evidence to explanation

Adds readable interpretation to market and symbol-level evidence, highlighting relevant context, risks and uncertainty behind the observations.

Evidence
Available market facts and separately dated auxiliary news and sentiment analysis.
Work
AI tools generate constrained explanations; model-generated context is not treated as an authoritative market fact.
Output
AI Trader context and options commentary, including evidence and risk observations.
Explore AI insights in the App
Inspect the output

Useful work, not just a conversation.

The examples below describe output formats—not live signals, sample investment recommendations or performance results.

Report format

A dated research edition

  • Symbol and publication date
  • Technical observations and JW Rank factors
  • Options evidence and AI interpretation
  • Source times and data availability
Open real published reports
Signal format

A supported options setup

  • Symbol, strategy and signal time
  • Expiration and available contract legs
  • Pricing context at the time of the signal
  • Structure-specific conditions and risks
See where signals appear
Commentary format

Context beside the facts

  • Headline and market interpretation
  • Supporting evidence
  • Wheel strategy context and risks to watch
  • Timing, uncertainty and missing-data limits
Read the AI methodology
How the work happens

A structured process, with checks along the way.

  1. Gather evidence

    Scheduled tasks collect available inputs and preserve the timing of observations and snapshots.

  2. Calculate and screen

    Defined rules calculate factors and evaluate supported strategy conditions.

  3. Add interpretation

    AI adds explanations using available evidence and separately identified auxiliary context.

  4. Check and publish

    Research publication checks dependencies and dates before making a dated edition available.

This is a simplified view of shared workflows, not a claim that every alert runs through every step. Updates depend on task schedules, coverage and data availability. Missing dependencies can delay publication.

Evidence first. AI in context.

Keep the calculations distinct from the commentary.

AI does not determine JW Rank scores or create the underlying market facts. Rule-based signals and AI commentary serve different purposes. These workflows support research—not trade execution or personalized investment advice.

AI outputs may contain errors. Review source dates, assumptions, missing data and risks before relying on an output. Archived editions are not live quotes.

Understand JW RankReview our methodology
Questions, answered

What to expect from JW AI Agents.

Are these chatbots?

No separate chat interface is required. JW AI Agents describe specialized workflows whose outputs appear in existing Jason Wheel reports, analytical views and supported alerts.

How do the three agents differ?

Research organizes evidence into reports. Strategy evaluates supported setups using defined rules. Commentary explains available evidence with AI assistance. They share services and are not independent reviewers.

Does AI determine JW Rank or generate every signal?

No. JW Rank and supported strategy signal conditions use defined program logic. AI contributes interpretation and context; it does not override the deterministic score or qualify the signal.

Do the agents place trades?

No. These research workflows do not place orders, manage trades or provide personalized portfolio instructions. You remain responsible for your own decisions.

How often are outputs updated?

Different tasks have different schedules. Updates depend on coverage, market sessions and available inputs. Check each output's date and source times; there is no promise of continuous real-time updates for every symbol.

Where can I access the outputs?

Start with public research, then explore reports, options analysis, AI Trader and supported Alerts through the App workflow. Access and coverage follow your existing plan; see current plan details.

Start with the evidence.

Inspect a published edition, then see how Jason Wheel connects research, strategy and commentary.