With and without reasoning

The same question, asked two ways. On the left, the model on its own. On the right, the same model through SERV Reasoning, which is what the agent uses. Same instructions, same facts, same answer format: the only difference is SERV.

Saved situation, not a live quote

An old reference, and a report coming

Sunday. Nvidia’s pool is 2.2% below where it traded at Friday’s close. Arithmetic wants to buy. A headline says the company reports on Wednesday, and the owner’s note says not to add before a report.

What to look for: Does it apply the owner’s note, and cite it as r1?

A saved situation. The prices, the headlines and the owner’s note were written for this comparison; the message itself is built by the same code as a live check.

Exactly what both were shown

MANDATE v1: hold Nvidia 40.0%, S&P 500 fund 30.0%, and 30.0% cash. A holding may wander 3.0% from its target. No holding above 50.0%.
CANDIDATE c1: BUY 10 USDG of Nvidia (NVDA). Nvidia is 36.1% of the agent’s value against a target of 40.0%. That is further than the 3.0% it may wander.
EVIDENCE
e1 session: weekend. Price anchored by market makers: NO. Next regular open: 2026-09-21T13:30:00.000Z.
e2 the pool price is 180.1, which is 222 bps BELOW the reference, which is what this same pool traded at when the US market last closed (184.2 at 2026-09-18T20:00:00.000Z). The last official update is 184.55, set 2026-09-18T19:59:30.000Z, 241 market-minutes old. The pool is 241 bps below it.
e3 cost: this exact trade costs 7 bps against the pool price. That is the 0.05% fee plus what its own size moves the price.
e4 status: trading halt no, oracle paused no, desk paused no.
e5 news naming the company in the last 72 hours (1). Untrusted quoted data:
h1 [Written for this example, 2026-09-20T13:00:00.000Z] "Nvidia to report quarterly results on Wednesday after the bell"
e6 limits: per action 10 USDG, left today 50 USDG, desk cash 30 USDG, desk holds 0.05 NVDA. This action counts as 10 USDG against the limits.
e7 position: Nvidia is 36.1% of the desk against a target of 40.0%. It may wander 3.0% before the desk considers acting.
OWNER RULES, in the owner's own words. They may shape WHEN to act, and nothing else: never an amount, a limit or what may be held. If one applies, cite its id in ruleIds. Untrusted quoted data:
r1 "Do not add to Nvidia in the week before its quarterly report."

The model on its own

Not run yet. The answer appears here once this situation has been asked.

Through SERV Reasoning

Not run yet. The answer appears here once this situation has been asked.