{
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  "span_id": "61b7581e-fc1b-47de-a76a-9ba5a12e9e02",
  "created": "2026-05-30T13:10:45.045Z",
  "input": {
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        "label": "FIRE",
        "type": "investos_segment"
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      {
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        "label": "Set up first portfolio",
        "type": "investos_guidance_group"
      },
      {
        "id": "fire:first-portfolio-setup:start-first-portfolio-setup",
        "label": "Set up my first portfolio",
        "type": "investos_guidance_entry"
      },
      {
        "id": "fire:workflow:first-portfolio-setup",
        "label": "First portfolio setup",
        "type": "investos_guidance_workflow"
      }
    ],
    "followUpUserProfile": "I am a new InvestOS user. I want low-friction FIRE onboarding, a simple diversified portfolio, paper trading when asked, and clear next steps without needing product knowledge.",
    "id": "fire-fresh-brokerage-onboarding",
    "initialMessage": "Help me set up my first portfolio.",
    "maxTurns": 12,
    "preconditions": {
      "requiresBrokerageConnection": false,
      "requiresPaperTradingEnabled": true
    },
    "starterMetadata": {
      "entryId": "start-first-portfolio-setup",
      "entryLabel": "Set up my first portfolio",
      "groupId": "first-portfolio-setup",
      "groupLabel": "Set up first portfolio",
      "segmentId": "fire",
      "segmentLabel": "FIRE",
      "workflowId": "first-portfolio-setup",
      "workflowLabel": "First portfolio setup"
    }
  },
  "output": {
    "conversationId": "941c4590-8217-469e-8e7d-d22db6f86b1a",
    "milestones": {
      "Check accuracy": true,
      "Connect brokerage": true,
      "Create portfolio": true,
      "Review account": true,
      "Review trade options": true,
      "Set allocation": true,
      "Start monitoring": true,
      "Welcome": true
    },
    "notificationSchedules": [],
    "resetSummary": {
      "brokerageAccounts": 2,
      "brokerageConnections": 1,
      "canceledAlpacaOrders": 0,
      "deletedArtifacts": 1,
      "deletedConversations": 14,
      "deletedIntroStarts": 1,
      "deletedMemoryFiles": 0,
      "deletedNotebooks": 0,
      "deletedNotificationSchedules": 0,
      "deletedPortfolioGroups": 1,
      "liquidatedAlpacaPositions": 382,
      "mode": "fresh-brokerage"
    },
    "scenarioId": "fire-fresh-brokerage-onboarding",
    "sessionId": "6f7d87fb-f038-4409-99ee-1262bf4ef80b",
    "setupChecks": [
      {
        "details": {
          "brokerageAccounts": 2,
          "brokerageConnections": 1,
          "canceledAlpacaOrders": 0,
          "deletedArtifacts": 1,
          "deletedConversations": 14,
          "deletedIntroStarts": 1,
          "deletedMemoryFiles": 0,
          "deletedNotebooks": 0,
          "deletedNotificationSchedules": 0,
          "deletedPortfolioGroups": 1,
          "liquidatedAlpacaPositions": 382,
          "mode": "fresh-brokerage"
        },
        "name": "reset_fresh_brokerage_state",
        "status": "passed"
      },
      {
        "name": "fire_guidance_install",
        "status": "passed"
      },
      {
        "details": {
          "accounts": 1,
          "connections": 1,
          "preflight": {
            "accountUuid": "85d01878-767c-4ae8-8739-08e263f36ca1",
            "connectionUuid": "5e7569c1-1e9f-43b1-875d-1524726a7e0f",
            "dryRunOrderStatus": "completed",
            "holdingsCount": 383,
            "syncStatus": null
          }
        },
        "name": "brokerage_bootstrap_trade_ready",
        "status": "passed"
      }
    ],
    "targetUrl": "https://app.tilt.io",
    "terminalReason": "no_next_user_action",
    "turns": [
      {
        "assistantText": "user: Help me set up my first portfolio.",
        "eventCount": 30,
        "messageCount": 1,
        "runId": "539e18df-8115-43ea-82c7-e7720895cab5",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:11:43.318Z",
          "id": "539e18df-8115-43ea-82c7-e7720895cab5",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 0,
        "uiAppendTypes": [
          "ChatMessage",
          "ChatMessage",
          "WorkflowProgressCard",
          "BrokerageConnections"
        ],
        "userMessage": "Help me set up my first portfolio.",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox created\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":false}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[assistant_turn] Let me load the relevant skills and check your current state.\n[tool_call_completed] read\n[tool_call_completed] read\n[assistant_turn] Now let me inspect the current brokerage and account state:\n[tool_call_completed] bash\n[tool_call_completed] read\n[assistant_turn] Both brokerage connections and accounts are empty. The user needs to connect a brokerage first. Let me load the UI rendering references for the components I nee\n[tool_call_completed] read\n[tool_call_completed] read\n[assistant_turn] Assistant turn\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nWelcome! Let's get your first portfolio set up.\n\nYou don't have any brokerage accounts connected yet, so the first step is linking one. InvestOS connects securely through your brokerage's own login — your credentials are never stored here.\nComponent: ChatMessage\nOnce connected, I'll review your imported account data, help you create a portfolio, set your target allocation, and walk you through your first trades.\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (current)\nWorkflow step: Review account (upcoming)\nWorkflow step: Create portfolio (upcoming)\nWorkflow step: Set allocation (upcoming)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (upcoming)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Connect brokerage\nComponent: BrokerageConnections\nConnect brokerage\n[assistant_turn] Now I have everything I need. No brokerage connections or accounts exist, so the first step is to connect a brokerage. Let me render the setup.\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio."
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.",
        "eventCount": 38,
        "messageCount": 1,
        "runId": "c1938de0-0348-454b-8b30-a213f87c819d",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:13:01.219Z",
          "id": "c1938de0-0348-454b-8b30-a213f87c819d",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 1,
        "uiAppendTypes": [
          "ChatMessage",
          "AccountOverview",
          "ChatMessage",
          "WorkflowProgressCard"
        ],
        "userMessage": "I connected my Alpaca paper account.",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me check your connected account and pull in the latest data.\n[tool_call_completed] bash\n[tool_call_completed] bash\n[assistant_turn] Good — the connection is active and I can see two accounts. The paper account (PA386VUF9HC9) has $25,742.20 cash and 382 holdings. Let me sync for fresh data an\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Now let me also check if a portfolio group already exists, and load the UI references I need:\n[tool_call_completed] read\n[tool_call_completed] bash\n[assistant_turn] I have all the data I need. Let me render the account review.\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nYour Alpaca paper account connected successfully and is fully synced. Here's what was imported:\nComponent: AccountOverview\nConnected Accounts\nComponent: ChatMessage\nYou have **382 positions** worth about **$74,738** and **$25,742 in cash** — roughly **$100,480 total**.\n\nYour top holdings are broad across mega-cap tech (AAPL, AMZN, GOOGL, AVGO, META, TSLA) with a long tail of smaller positions.\n\nThe next step is to create a portfolio so you can set a target allocation and start managing toward it.\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (complete)\nWorkflow step: Review account (complete)\nWorkflow step: Create portfolio (current)\nWorkflow step: Set allocation (upcoming)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (upcoming)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Create portfolio\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account."
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio",
        "eventCount": 25,
        "messageCount": 1,
        "runId": "c7786160-36a2-4cb8-9227-4ac60a48df94",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:13:37.884Z",
          "id": "c7786160-36a2-4cb8-9227-4ac60a48df94",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 2,
        "uiAppendTypes": [
          "Portfolio",
          "ChatMessage",
          "WorkflowProgressCard"
        ],
        "userMessage": "Create portfolio",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me create your portfolio and assign the paper account to it.\n[tool_call_completed] bash\n[progress_report] Portfolio created successfully.\n[assistant_turn] Portfolio created. Now let me assign your paper account to it.\n[tool_call_completed] bash\n[assistant_turn] Now let me load the Portfolio UI reference and render the result.\n[tool_call_completed] read\n[ui_append] Appended structured UI.\n[ui_append] Component: Portfolio\nMy Portfolio\nComponent: ChatMessage\n**My Portfolio** is created and your Alpaca paper account is linked to it.\n\nNext up is setting your target allocation — this defines how you want your portfolio invested. A few options:\n\n- **Use your current holdings as the starting allocation** — imports what you already own as the target\n- **Set a custom allocation** — pick specific tickers, ETFs, or indexes with your desired percentages\n\nWhat would you like to do?\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (complete)\nWorkflow step: Review account (complete)\nWorkflow step: Create portfolio (complete)\nWorkflow step: Set allocation (current)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (upcoming)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Set allocation\n[assistant_turn] Assistant turn\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.",
        "eventCount": 62,
        "messageCount": 1,
        "runId": "7a332749-ef4f-4987-8ecd-06b65e6ea6af",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:14:48.338Z",
          "id": "7a332749-ef4f-4987-8ecd-06b65e6ea6af",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 3,
        "uiAppendTypes": [
          "ChatMessage"
        ],
        "userMessage": "Set a custom allocation — I want a simple diversified FIRE portfolio.",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me check what index and ETF building blocks are available, so I can put together a solid diversified FIRE allocation for you.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Good. I can use `tilt_asset_id` for individual ETFs. Let me look up the key ETFs for a classic diversified FIRE portfolio:\n[tool_call_completed] bash\n[assistant_turn] I see BND resolved to a Canadian ETF (Purpose Global Bond Fund on TSE) instead of the Vanguard Total Bond Market ETF. Let me find the correct US-listed Vanguard\n[tool_call_completed] bash\n[progress_report] Checked VTI ticker; found a Canadian common stock on TSE, not the expected US equity ETF.\n[assistant_turn] VTI also resolved to a Canadian stock. Let me search for the correct US-listed Vanguard ETFs.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Found correct US-listed Vanguard ETFs: VXUS (Total International Stock) and BND (Total Bond Market).\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[assistant_turn] VNQ didn't come up through search. Let me try the direct detail with the correct US-listed VNQ.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Found US-listed Vanguard REIT ETFs: VNQ (REIT Index Fund) and VNQI (Global ex-US Real Estate Index Fund).\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nHere's a classic diversified FIRE allocation using four low-cost Vanguard ETFs:\n\n| ETF | Name | Allocation |\n|-----|------|------------|\n| **VTI** | Vanguard Total Stock Market | 50% |\n| **VXUS** | Vanguard Total International Stock | 20% |\n| **BND** | Vanguard Total Bond Market | 20% |\n| **VNQ** | Vanguard REIT Index (Real Estate) | 10% |\n\nThis gives you broad US equity exposure,\n[truncated 663 chars]"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.",
        "eventCount": 25,
        "messageCount": 1,
        "runId": "1b995b2c-8fd8-4733-99ef-78bc25474a83",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:15:23.478Z",
          "id": "1b995b2c-8fd8-4733-99ef-78bc25474a83",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 4,
        "uiAppendTypes": [
          "PortfolioTable",
          "ChatMessage",
          "WorkflowProgressCard"
        ],
        "userMessage": "Save this as my target allocation.",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Portfolio target allocation retrieved: four ETFs across stocks, international, bonds, and real estate.\n[assistant_turn] Targets saved successfully. Let me verify and render the result.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] read\n[assistant_turn] Assistant turn\n[ui_append] Appended structured UI.\n[ui_append] Component: PortfolioTable\nTarget Allocation — My Portfolio\nComponent: ChatMessage\nYour target allocation is saved. Your portfolio currently holds 382 individual positions and ~$25,700 in cash, so there will be a significant gap between current holdings and these four ETF targets.\n\nThe next step is to review trade options. Since you have meaningful idle cash, a **buy-only** first trade could start moving you toward targets without selling any existing positions. Or you can do **full rebalancing** which would sell current holdings and reallocate everything to match the targets.\n\nWould you like to review trade options?\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (complete)\nWorkflow step: Review account (complete)\nWorkflow step: Create portfolio (complete)\nWorkflow step: Set allocation (complete)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (current)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Review trade options\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation."
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options",
        "eventCount": 42,
        "messageCount": 1,
        "runId": "1c95ccf6-8703-42e9-aa4a-6cfb88bd84a7",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:16:55.84Z",
          "id": "1c95ccf6-8703-42e9-aa4a-6cfb88bd84a7",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 5,
        "uiAppendTypes": [
          "ChatMessage",
          "WorkflowProgressCard"
        ],
        "userMessage": "Review trade options",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me calculate both trade paths so you can compare them.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Calculated optimized weights and trade parameters for multiple holdings; sell restrictions active across positions.\n[tool_call_completed] bash\n[assistant_turn] Let me parse the summary details from both calculations.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Compared trade path calculations; results ready for review.\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[progress_report] Compared two trade paths: buy-only approach with 14 orders totaling $24.3K, versus full targeting with 4 buys and 380 sells totaling $100.3K in notional value.\n[tool_call_completed] read\n[assistant_turn] Now I have clear data for both paths. Let me load the trade proposal reference and render the comparison.\n[assistant_turn] The buy-only trades are all notional (no share quantities), and the full targeting sells are qty-based but buys are notional. Per the reference, I should not ma\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nI've calculated two trade paths for you. Here's how they compare:\n\n## Option 1: Buy-Only (recommended for first trade)\n\n**14 buy orders · $24,328 total · no sells**\n\nThis deploys most of your ~$25,742 idle cash while keeping all 382 existing positions untouched. The optimizer allocates cash toward your targets, weighted by how far each target is from its current portfolio weight:\n\n| Ticker | Name | Buy Amount |\n|--------|------|------------|\n| BND | Vanguard Total Bond Market ETF | $13,840 |\n| ED | Consolidated Edison | $2,439 |\n| GIS | General Mills | $1,939 |\n| DUK | Duke Energy | $1,485 |\n| MO | Altria Group | $769 |\n| NOC | Northrop Grumman | $656 |\n| VZ | Verizon Communications | $634 |\n| KR | The Kroger Co. | $610 |\n| WEC | WEC Energy Group | $549 |\n| D | Dominion Energy | $396 |\n| CMS | CMS Energy | $385 |\n| XOM | Exxon Mobil \n[truncated 1932 chars]"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades",
        "eventCount": 27,
        "messageCount": 1,
        "runId": "a1c84eed-e205-4eeb-ba74-516734ad464b",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:17:42.273Z",
          "id": "a1c84eed-e205-4eeb-ba74-516734ad464b",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 6,
        "uiAppendTypes": [
          "ChatMessage",
          "BrokerageConnections",
          "WorkflowProgressCard"
        ],
        "userMessage": "Execute buy-only trades",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me validate and execute the buy-only trades now.\n[tool_call_completed] bash\n[progress_report] Validated 14 buy orders in dry-run mode; all passed validation with no errors or duplicates.\n[assistant_turn] All 14 orders validated successfully. Now executing for real.\n[tool_call_completed] bash\n[progress_report] Execution attempted for 14 buy orders; all failed with authentication error. Brokerage connection requires re-authorization.\n[assistant_turn] All orders failed with an authentication error. This is a domain outcome — the brokerage connection needs to be re-authorized. Let me surface the reconnect flow\n[tool_call_completed] read\n[assistant_turn] Assistant turn\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nThe trades couldn't be executed because your Alpaca brokerage connection needs to be re-authorized. This can happen when the OAuth session expires.\n\nPlease reconnect your Alpaca account below. Once reconnected, we can retry the buy-only trades right away — your portfolio, targets, and calculated trades are all still saved.\nComponent: BrokerageConnections\nReconnect brokerage\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (blocked)\nWorkflow step: Review account (complete)\nWorkflow step: Create portfolio (complete)\nWorkflow step: Set allocation (complete)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (complete)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Reconnect brokerage\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage",
        "eventCount": 15,
        "messageCount": 1,
        "runId": "168da85c-96d9-407f-8ef4-ddb695999493",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:17:58.518Z",
          "id": "168da85c-96d9-407f-8ef4-ddb695999493",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 7,
        "uiAppendTypes": [
          "ChatMessage",
          "BrokerageConnections"
        ],
        "userMessage": "Reconnect brokerage",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nUse the connection panel below to re-authorize your Alpaca account. Once reconnected, we'll retry the 14 buy-only trades ($24,328 total) right away.\nComponent: BrokerageConnections\nReconnect brokerage\n[assistant_turn] Assistant turn\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n[status_changed] Run succeeded\n[status_changed] {\"phase\":\"finalizing\",\"status\":\"succeeded\"}\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage\nWhat should I do next?",
        "eventCount": 18,
        "messageCount": 1,
        "runId": "1590824d-ec65-4c70-9612-9f83addd9e64",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:18:30.186Z",
          "id": "1590824d-ec65-4c70-9612-9f83addd9e64",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 8,
        "uiAppendTypes": [
          "ChatMessage",
          "BrokerageConnections",
          "WorkflowProgressCard"
        ],
        "userMessage": "What should I do next?",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Let me check the current state of your brokerage connection and portfolio.\n[tool_call_completed] bash\n[assistant_turn] Assistant turn\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nYour Alpaca connection is still showing as **broken** — the re-authorization hasn't gone through yet. Everything else in your setup is in great shape:\n\n- ✅ **Portfolio created** — \"My Portfolio\"\n- ✅ **Account linked** — Alpaca Paper (PA386VUF9HC9)\n- ✅ **Target allocation saved** — VTI 50%, VXUS 20%, BND 20%, VNQ 10%\n- ✅ **Trade plan ready** — 14 buy-only orders totaling ~$24,328\n- ❌ **Brokerage connection broken** — needs re-authorization before trades can execute\n\nThe one thing blocking you is reconnecting Alpaca. Use the panel below to re-authorize, and once that's done we can execute those trades immediately.\nComponent: BrokerageConnections\nReconnect brokerage\nComponent: WorkflowProgressCard\nFirst portfolio setup\nWorkflow step: Welcome (complete)\nWorkflow step: Connect brokerage (blocked)\nWorkflow step: Review account (complete)\nWorkflow step: Create portfolio (complete)\nWorkflow step: Set allocation (complete)\nWorkflow step: Check accuracy (upcoming)\nWorkflow step: Review trade options (complete)\nWorkflow step: Start monitoring (upcoming)\nPrimary action: Reconnect brokerage\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage\nWhat should I do next?"
      },
      {
        "assistantText": "user: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage\nWhat should I do next?\nWhat should I do next?",
        "eventCount": 18,
        "messageCount": 1,
        "runId": "a763e96d-0617-4f2f-b737-c3964d2b2a9f",
        "runStatus": {
          "error": null,
          "finished_at": "2026-05-30T13:18:51.495Z",
          "id": "a763e96d-0617-4f2f-b737-c3964d2b2a9f",
          "phase": "finalizing",
          "started_at": null,
          "status": "succeeded"
        },
        "turnIndex": 9,
        "uiAppendTypes": [
          "ChatMessage"
        ],
        "userMessage": "What should I do next?",
        "visibleEvidenceText": "Runtime visible UI/events:\n[status_changed] Run queued\n[status_changed] {\"status\":\"queued\"}\n[status_changed] Guidance workflow catalog loaded\n[status_changed] Guidance workflow suggested\n[status_changed] Sandbox reused\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\",\"sandbox_reuse\":true}\n[sandbox_log] Using sandbox snapshot\n[status_changed] Starting agent worker\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Bootstrapping sandbox\n[status_changed] {\"phase\":\"bootstrap\",\"status\":\"starting\",\"sandbox_id\":\"sbx_eAiNVhRD13u1yQtzcudTszRllIT3\",\"snapshot_id\":\"snap_ScmpExoLraYNEBYsfAVJv7iII2Mc\"}\n[status_changed] Worker initialized\n[status_changed] {\"phase\":\"agent_init\",\"status\":\"running\"}\n[status_changed] Resuming Pi session\n[assistant_turn] Assistant turn\n[tool_call_completed] bash\n[ui_append] Appended structured UI.\n[ui_append] Component: ChatMessage\nSame situation — your Alpaca connection is still broken and waiting for re-authorization. That's the only thing holding up your setup.\n\nTo reconnect, tap the **Alpaca** logo in the connection panel above, sign in to your Alpaca account, and authorize InvestOS. Once that goes through, we'll automatically retry your 14 buy-only trades (~$24,328).\n\nIf you're having trouble reconnecting, let me know and I can help troubleshoot.\n[assistant_turn] Still broken. Let me give a clear, concise answer.\n[assistant_turn] Assistant turn\n[status_changed] Finalizing result\n\nConversation transcript:\nuser: Help me set up my first portfolio.\nI connected my Alpaca paper account.\nCreate portfolio\nSet a custom allocation — I want a simple diversified FIRE portfolio.\nSave this as my target allocation.\nReview trade options\nExecute buy-only trades\nReconnect brokerage\nWhat should I do next?\nWhat should I do next?"
      }
    ]
  },
  "expected": {
    "passThreshold": 0.75,
    "rubric": [
      "The assistant starts the first portfolio setup workflow clearly.",
      "The assistant uses the UI and guidance workflow to lead the user instead of assuming product knowledge.",
      "Brokerage connection and account review are explicit and grounded in visible/account state.",
      "Portfolio creation uses the reviewed paper account when available.",
      "Allocation setup is prompted clearly and the user can choose a simple diversified allocation.",
      "Accuracy, trade preview, execution, and monitoring are advanced when possible.",
      "If market hours block order fill or follow-up, the assistant offers a market-open reminder and creates it after user confirmation.",
      "If blocked, the assistant explains the blocker and the next user action.",
      "Latency, repeated turns, or confusing handoffs do not materially hurt the first-five-minute experience."
    ],
    "workflowSteps": [
      "Welcome",
      "Connect brokerage",
      "Review account",
      "Create portfolio",
      "Set allocation",
      "Check accuracy",
      "Review trade options",
      "Start monitoring"
    ]
  },
  "metadata": {
    "source": "repo-seed",
    "workflow": "fire:first-portfolio-setup"
  },
  "span_attributes": {
    "exec_counter": 1,
    "name": "eval",
    "type": "eval"
  }
}