navam-invest 0.1.35

AI agents and tools for the retail investor

🧠 Navam Invest

AI-Powered Investment Intelligence for Retail Investors

Institutional-grade portfolio intelligence powered by specialized AI agents Built on LangGraph • Powered by Anthropic Claude

Quick Start • Features • AI Agents • Documentation • Examples

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🎯 What is Navam Invest?

Replace $1,000-$10,000/year wealth management fees with AI agents that research, analyze, and explain investment decisions in plain English.

Navam Invest is an open-source AI investment advisory platform designed for retail investors managing $50K-$1M portfolios. Instead of paying 1% AUM fees, you get a team of 10 specialized AI agents that collaborate through multi-agent workflows—all running locally with your API keys, using free public data.

Why Choose Navam Invest?

🏦 Institutional Intelligence, Retail Access 10 specialized AI agents (equity research, earnings analysis, risk management, tax optimization, options strategies) Multi-agent workflows that combine bottom-up + top-down analysis Same frameworks used by professional analysts	💰 Zero Lock-In, Maximum Value Core features work with 100% free APIs (Yahoo Finance + SEC EDGAR) No subscriptions, no recurring fees Your data stays yours—runs completely locally
🔍 Transparent & Explainable Watch AI agents reason in real-time Full audit trails of tool calls and data sources Educational explanations, not black-box recommendations	⚡ Production-Ready Today Interactive terminal UI (TUI) with real-time streaming 32 tools across 9 APIs (3 require zero setup) Auto-save reports, multi-agent orchestration

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✨ Key Features

🤖 10 Specialized AI Agents

Each agent is purpose-built with curated tools and expert system prompts:

Agent	Purpose	Tools	Use Case
Quill	Deep fundamental research	36	"Analyze AAPL with DCF valuation and insider activity"
Earnings Whisperer	Earnings surprise analysis	14	"Find post-earnings drift opportunities in NVDA"
Screen Forge	Systematic stock screening	15	"Screen for stocks with 3+ consecutive earnings beats"
Macro Lens	Top-down macro analysis	13	"What's the current economic regime for tech stocks?"
News Sentry	Real-time event detection	13	"Alert me to material 8-K filings and insider trades"
Risk Shield	Portfolio risk management	18	"Calculate VAR and analyze concentration risks"
Tax Scout	Tax-loss harvesting	12	"Identify tax-loss harvesting opportunities"
Hedge Smith	Options strategies	13	"Design a protective collar for my AAPL position"
Atlas	Strategic asset allocation	12	"Create an IPS for $200K portfolio"
Portfolio/Research	Legacy general-purpose	24/10	Backward compatibility (will be phased out)

🔀 Multi-Agent Workflows

Agents don't just answer questions—they collaborate:

/analyze MSFT

# 1. Quill performs bottom-up fundamental analysis
#    → Financial health, valuation, earnings trends
# 2. Macro Lens validates with top-down regime analysis
#    → Economic cycles, sector positioning, yield curve
# 3. Final synthesis combines both perspectives
#    → BUY/HOLD/SELL with confidence level and reasoning

Result: Institutional-quality investment analysis in seconds, not hours.

📊 Free & Premium Data Sources

32 tools across 9 APIs (3 completely free, 6 with generous free tiers):

Data Source	Coverage	Free Tier	Cost
Yahoo Finance 🆓	Real-time quotes, earnings, analyst ratings, ownership	Unlimited	FREE
SEC EDGAR 🆓	Corporate filings (10-K, 10-Q, 8-K), insider transactions	Unlimited	FREE
U.S. Treasury 🆓	Yield curves, treasury rates	Unlimited	FREE
Tiingo	5-year historical fundamentals	50 symbols/hr	Optional
Finnhub	News/social sentiment, insider trades	60 calls/min	Optional
Alpha Vantage	Stock prices, company overviews	25-500 calls/day	Optional
FRED	Economic indicators (GDP, CPI, unemployment)	Unlimited	Optional
NewsAPI.org	Market news, headlines	1,000 calls/day	Optional
Anthropic Claude	AI reasoning engine (Sonnet 4.5)	Pay-as-you-go	Required

💡 80% of functionality works with just Yahoo Finance + SEC EDGAR (no API keys needed!)

💬 Modern Terminal UI

Built with Textual framework for a responsive, beautiful CLI experience:

• ✅ Real-time streaming: Watch agents think and reason live
• ✅ Smart input management: Auto-disabled during processing (no accidental duplicate queries)
• ✅ Tool execution tracking: See exactly which data sources agents are calling
• ✅ Multi-agent progress: Visual workflow transitions with status updates
• ✅ Markdown rendering: Tables, code blocks, syntax highlighting
• ✅ Auto-save reports: All responses >200 chars saved to reports/ directory
• ✅ Keyboard shortcuts: Ctrl+C (clear), Ctrl+Q (quit)

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🚀 Quick Start

Installation

Requirements: Python 3.9+ and an Anthropic API key

# Install from PyPI
pip install navam-invest

# Start the interactive terminal
navam invest

5-Minute Setup

1. Create environment file:

cp .env.example .env

2. Add your Anthropic API key (required):

# .env file
ANTHROPIC_API_KEY=sk-ant-your-key-here

Get your free key at console.anthropic.com 💰 Cost: ~$3-15/month for typical usage (pay-as-you-go)

3. Optional: Add free-tier API keys (recommended for full features):

# Optional - all have generous free tiers
FRED_API_KEY=your_key_here          # Unlimited economic data
TIINGO_API_KEY=your_key_here        # 50 symbols/hr historical data
FINNHUB_API_KEY=your_key_here       # 60 calls/min sentiment data
NEWSAPI_API_KEY=your_key_here       # 1,000 calls/day news
ALPHA_VANTAGE_API_KEY=your_key_here # 25-500 calls/day quotes

Get free API keys →

4. Verify setup:

navam invest
> /api
# Shows status table: ✅ working / ❌ failed / ⚪ not configured

First Query

navam invest

# Try multi-agent investment analysis
> /analyze AAPL

# Or ask specific agents
> /quill
> Analyze Microsoft's earnings trends and institutional ownership

> /macro
> What's the current economic regime for tech stocks?

> /risk
> Calculate VAR for my portfolio and identify concentration risks

> /tax
> Identify tax-loss harvesting opportunities before year-end

> /hedge
> Design a protective collar for my 500 AAPL shares at $200

🎓 New to Navam Invest? Check the Getting Started Guide for detailed walkthroughs.

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🤖 Specialized AI Agents

⭐ Quill - Equity Research Analyst

Deep fundamental analysis & investment thesis development

View Capabilities & Examples

What Quill Does:

• 📊 DCF Valuation: Discounted cash flow models with sensitivity analysis
• 📈 5-Year Trends: Revenue growth, margins, ROIC, FCF, debt ratios
• 💰 Earnings Analysis: Historical beats, estimates, surprise patterns
• 🎯 Analyst Coverage: Consensus ratings, price targets, upgrades/downgrades
• 🏢 Ownership Tracking: Institutional holders, insider transactions (Form 4)
• 📋 SEC Filings: 10-K/10-Q deep-dives, 8-K material events, XBRL data
• 💵 Dividend Analysis: Yield, payout sustainability, history
• 📰 News Validation: Company-specific news with sentiment

Tools: 36 specialized tools across Yahoo Finance, SEC EDGAR, Tiingo, Finnhub, NewsAPI

Example Query:

/quill
Analyze NVDA with focus on:
- Recent earnings momentum vs estimates
- Institutional ownership changes (13F filings)
- Material events from 8-K filings
- DCF valuation vs current price

Expected Output: 5-section investment thesis with BUY/HOLD/SELL recommendation, fair value range, key catalysts, and risk factors.

📊 Earnings Whisperer - Earnings Specialist

Earnings surprise analysis & post-earnings drift detection

View Capabilities & Examples

What Earnings Whisperer Does:

• 🎯 Historical Tracking: 4-8 quarter earnings surprise analysis
• 📈 Drift Detection: 1-3 day post-earnings momentum patterns
• 🔄 Analyst Revisions: Estimate changes post-earnings
• ✅ Quality Assessment: Revenue vs EPS beats, non-recurring items
• 📅 Calendar Monitoring: Upcoming earnings with probability scoring
• 🏆 Pattern Recognition: Consistent beaters, accelerating growth, quality issues
• 💹 Trading Signals: BUY/HOLD/SELL based on drift probability

Tools: 14 specialized tools across Yahoo Finance, SEC, Finnhub

Example Query:

/earnings
Analyze META's last 6 quarters of earnings:
- Average beat percentage (EPS and revenue)
- Post-earnings drift patterns (1-day, 3-day returns)
- Analyst estimate revision trends
- Is there a drift opportunity for next earnings?

Expected Output: Earnings momentum scorecard with drift probability, pattern analysis, and trading recommendation.

🔍 Screen Forge - Equity Screener

Systematic stock discovery & idea generation

View Capabilities & Examples

What Screen Forge Does:

• 📐 Multi-Factor Screening: Value, growth, quality, momentum factors
• 🎯 Systematic Discovery: Weekly watchlist generation with ranking
• 📈 Earnings Momentum: Filter for consistent earnings beaters
• ⬆️ Analyst Activity: Upgrade/downgrade-based screening
• 💬 Sentiment Validation: News and social sentiment checks
• 🔗 Seamless Handoff: Passes top candidates to Quill for deep-dive

Tools: 15 specialized tools across Yahoo Finance, Finnhub, Alpha Vantage

Example Query:

/screen
Screen for stocks meeting these criteria:
- Market cap > $10B
- 3+ consecutive quarterly earnings beats
- Average surprise > 5%
- Analyst upgrades in last 30 days
- Positive news sentiment

Expected Output: Ranked table of 10-20 candidates with screening criteria, key metrics, and suggested next steps.

🌍 Macro Lens - Market Strategist

Top-down economic analysis & regime identification

View Capabilities & Examples

What Macro Lens Does:

• 🔄 Economic Cycles: 4-phase regime analysis (early/mid/late expansion, recession)
• 📈 Yield Curve: Interpretation and recession signal detection (inversions)
• 🏭 Sector Allocation: Macro-driven positioning guidance
• 📊 Factor Recommendations: Value vs growth, size, volatility tilts
• 📉 Macro Tracking: Inflation, GDP, employment, Fed policy
• 📊 Market Indices: S&P 500, Nasdaq, VIX correlation analysis
• 💹 Interest Rates: Fed funds, treasury rates, credit spreads

Tools: 13 specialized tools across FRED, U.S. Treasury, Yahoo Finance, NewsAPI

Example Query:

/macro
Given current macro conditions:
- What's the economic regime? (early/mid/late expansion, recession)
- Is the yield curve signaling recession?
- Which sectors should I overweight/underweight?
- Value vs growth positioning?

Expected Output: Regime assessment with sector allocation matrix, factor positioning, and macro risk scenarios.

🗞️ News Sentry - Real-Time Event Monitor

Material event detection & breaking news alerts

View Capabilities & Examples

What News Sentry Does:

• 📋 8-K Monitoring: Material corporate events (M&A, management changes, bankruptcy)
• 📝 Form 4 Tracking: Insider buying/selling by officers and directors
• 📰 Breaking News: Real-time company-specific news with sentiment
• 📊 Analyst Actions: Rating changes, price target updates
• 🎯 Event Prioritization: CRITICAL/HIGH/MEDIUM/LOW urgency scoring
• ⚡ Rapid Response: Detect market-moving events as they happen

Tools: 13 specialized tools across SEC EDGAR, NewsAPI, Finnhub, Yahoo Finance

Example Query:

/news
Monitor TSLA for:
- Any 8-K filings in last 7 days
- Insider transactions (Form 4) by executives
- Breaking news with negative sentiment
- Analyst downgrades
- Prioritize by market impact

Expected Output: Prioritized event list with urgency levels, event details, and recommended actions.

🛡️ Risk Shield - Portfolio Risk Manager

Comprehensive risk analysis & exposure monitoring

View Capabilities & Examples

What Risk Shield Does:

• 📊 Concentration Analysis: Sector, geographic, single-stock exposures
• 📉 Drawdown Metrics: Historical drawdowns, peak-to-trough, recovery periods
• 💹 VAR Calculations: Value at Risk (95%, 99% confidence levels)
• 🎲 Scenario Testing: Stress tests against historical crises (2008, 2020)
• 🔗 Correlation Analysis: Diversification quality, correlation matrices
• 📈 Volatility Metrics: Portfolio vol, beta, Sharpe, Sortino ratios
• ⚠️ Limit Breach Detection: Position size, sector concentration thresholds
• 🛠️ Risk Mitigation: Hedging strategies, rebalancing recommendations

Tools: 18 specialized tools across market data, fundamentals, macro indicators, treasury data

Example Query:

/risk
Analyze my portfolio risk:
- Calculate VAR at 95% and 99% confidence
- Identify sector concentration risks (>30% any sector)
- Stress test against 2008 financial crisis scenario
- Recommend risk mitigation strategies

Expected Output: Risk scorecard (1-10 scale), concentration analysis, VAR metrics, stress test results, and actionable mitigation recommendations.

💰 Tax Scout - Tax Optimization Specialist

Tax-loss harvesting & wash-sale compliance

View Capabilities & Examples

What Tax Scout Does:

• 💸 Tax-Loss Harvesting: Identify positions with unrealized losses
• ⏰ Wash-Sale Compliance: 30-day rule monitoring (IRS Section 1091)
• 🔄 Replacement Candidates: Find substantially different securities
• 📊 Capital Gains Analysis: Short-term vs long-term tracking
• 📅 Year-End Planning: Strategic positioning before Dec 31 deadline
• ⚖️ Tax-Efficient Rebalancing: Minimize gains during portfolio adjustments
• 📋 Lot-Level Analysis: FIFO, LIFO, specific lot identification

Tools: 12 specialized tools for portfolio data, market pricing, fundamentals

Example Query:

/tax
Analyze my portfolio for tax optimization:
- Identify positions with unrealized losses >5%
- Check for wash-sale violations in last 30 days
- Suggest replacement securities for harvested positions
- Calculate potential tax savings ($X at my tax bracket)
- Year-end planning recommendations

Expected Output: TLH opportunities table with tax savings estimates, wash-sale violations, replacement candidates, and year-end action plan.

🎯 Hedge Smith - Options Strategist

Options strategies for portfolio protection & yield enhancement

View Capabilities & Examples

What Hedge Smith Does:

• 🛡️ Protective Collars: Simultaneous OTM put purchase + OTM call sale for downside protection with capped upside
• 💰 Covered Calls: Sell call options against existing holdings to generate premium income
• 📉 Protective Puts: Portfolio insurance through put purchases with cost/benefit optimization
• 💵 Cash-Secured Puts: Generate income while waiting to acquire stock at lower price
• 🎯 Strike Selection: Optimal strike selection (5-10% OTM for protection, 10-20% for income)
• 📅 Expiration Optimization: 30-45 days for theta decay, 60-90 days for protection
• 📊 Options Greeks: Delta, gamma, theta, vega, IV percentile analysis
• ⚖️ Risk/Reward Profiling: Max profit, max loss, breakeven, probability estimates
• 💡 Strategy Design: Detailed trade specifications with example implementations

Tools: 13 specialized tools for options chain data, market data, fundamentals, volatility

Example Query:

/hedge
I hold 500 shares of AAPL at $180 cost basis, currently $200.
Design a protective collar strategy to:
- Lock in most of my $20/share gain ($10,000 total)
- Allow modest upside to $210
- Minimize net cost (or generate credit)
- 45-day expiration

Expected Output: Complete collar strategy specification with specific strikes, premiums, Greeks, risk/reward analysis, and exit strategy.

🗺️ Atlas - Investment Strategist

Strategic asset allocation & portfolio construction

View Capabilities & Examples

What Atlas Does:

• 📋 IPS Development: Investment Policy Statement creation
• 🎯 Asset Allocation: Strategic allocation frameworks (stocks/bonds/alternatives)
• 📊 Risk Profiling: Conservative/Moderate/Aggressive tolerance assessment
• 🔄 Tactical Tilts: Macro-driven portfolio adjustments
• ⚖️ Rebalancing Strategies: Threshold-based, calendar-based, tax-aware
• 🏗️ Portfolio Construction: Building with constraint optimization

Tools: 12 specialized tools across all data sources

Example Query:

/atlas
Create an Investment Policy Statement for:
- Portfolio value: $200,000
- Time horizon: 20 years (retirement)
- Risk tolerance: Moderate
- Income needs: None currently
- Tax considerations: Taxable account

Expected Output: Complete IPS document with asset allocation targets, rebalancing rules, and risk constraints.

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💡 Example Workflows

Multi-Agent Investment Analysis

Command: /analyze <SYMBOL>

What Happens:

1. Quill performs bottom-up fundamental analysis
2. Macro Lens validates with top-down economic context
3. Synthesis combines both perspectives into final recommendation

Example: /analyze MSFT (click to expand)

You: /analyze MSFT

Investment Analysis Workflow: Starting multi-agent analysis...

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
STEP 1: FUNDAMENTAL ANALYSIS (Quill)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Quill (Equity Research):
  → Calling get_quote(symbol=MSFT)
  ✓ MSFT: $420.45, +0.8%, P/E 31x, Market Cap $3.1T

  → Calling get_earnings_history(symbol=MSFT)
  ✓ 4 consecutive earnings beats, avg +4.2% surprise

  → Calling get_analyst_recommendations(symbol=MSFT)
  ✓ 89% buy ratings, mean target $475 (+13% upside)

  → Calling get_financials(symbol=MSFT)
  ✓ Revenue +15% YoY, 42% gross margin, $87B FCF

**Fundamental Assessment**: STRONG
- Exceptional profitability (42% ROE)
- Consistent earnings outperformance
- Strong analyst conviction
- Reasonable valuation (31x P/E vs 15% growth)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
STEP 2: MACRO VALIDATION (Macro Lens)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Macro Lens (Market Strategist):
  → Calling get_key_macro_indicators()
  ✓ GDP +2.4%, CPI +3.1%, Unemployment 3.7%

  → Calling get_treasury_yield_curve()
  ✓ 10Y-2Y inverted -0.54% (recession warning)

  → Calling get_market_indices()
  ✓ S&P 500 +12% YTD, Nasdaq -8% from highs, VIX 14.2

**Macro Context**: LATE EXPANSION with CAUTION
- Inverted yield curve signals recession risk (12-18 month window)
- Tech sector vulnerability (Nasdaq off highs)
- But Microsoft has defensive characteristics

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
STEP 3: FINAL SYNTHESIS
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

🎯 RECOMMENDATION: BUY (Dollar-Cost Average)
📊 Confidence Level: MEDIUM

**Key Reasoning**:

Microsoft shows exceptional fundamental quality:
- 42% ROE, $87B annual FCF (best-in-class capital efficiency)
- Strong competitive moats (Azure cloud, enterprise software lock-in)
- Consistent earnings beats (+4.2% avg surprise, 4 quarters)
- 89% analyst buy ratings, $475 mean target (+13% upside)

However, macro timing suggests staged entry:
- Late expansion phase (GDP slowing from 2.8% to 2.4%)
- Inverted yield curve (-0.54%) signals 70% recession probability
- Tech sector vulnerable (Nasdaq -8% from highs)

**Suggested Action**:

Instead of full position immediately, dollar-cost average over 3-6 months:
- Tranche 1: 40% now (defensive exposure to quality)
- Tranche 2: 30% if MSFT dips below $390 (-7% from current)
- Tranche 3: 30% if macro deteriorates (recession confirmed)

Microsoft's defensive characteristics (enterprise subscriptions,
recurring revenue) position it to outperform cyclical tech peers
in downturn.

**Risk Warnings**:

1. **Fundamental**: Azure growth deceleration below 25% YoY would
   weaken investment thesis
2. **Valuation**: Recession could compress P/E to 24-26x (historical
   trough), implying 15-20% downside
3. **Macro**: If yield curve steepens rapidly, indicates imminent
   recession—pause accumulation

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

📄 Report saved to: reports/MSFT_analysis_20251008_143022.md

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📚 Documentation

User Guides

• 🚀 Getting Started - Installation, setup, first queries, troubleshooting
• ❓ FAQ - 100+ answered questions covering all features
• 🤖 Agents Guide - Complete reference for all 10 specialized agents
• 🔀 Multi-Agent Workflows - Agent collaboration patterns
• 🛠️ API Tools - Data sources and tool capabilities

Developer Resources

• 📦 PyPI Package - Latest releases and version history
• 🔧 GitHub Repository - Source code, issues, pull requests
• 🏗️ Architecture - System design and technical overview
• 📝 Release Notes - Detailed changelog for each version
• 📖 LangGraph Guide - Multi-agent patterns & best practices

API Documentation

• Anthropic Claude - AI reasoning engine
• LangGraph - Agent orchestration framework
• Yahoo Finance (yfinance) - Free market data library
• SEC EDGAR - Corporate filings API
• Alpha Vantage - Stock market data
• Tiingo - Historical fundamentals
• Finnhub - Alternative data & sentiment
• FRED - Economic indicators

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🗺️ Roadmap

Current Release: v0.1.35 (In Development)

Latest Features:

• ✅ Hedge Smith Agent: Options strategies (collars, covered calls, puts), Greeks analysis, strike/expiration optimization
• ✅ Tax Scout Agent: Tax-loss harvesting, wash-sale compliance, year-end planning (v0.1.34)
• ✅ Risk Shield Agent: Portfolio risk management, VAR, drawdown analysis (v0.1.33)
• ✅ News Sentry Agent: Real-time 8-K monitoring, insider tracking, breaking news (v0.1.32)
• ✅ Enhanced Documentation: Reorganized docs with FAQ, getting started guide
• ✅ Smart Input Management: Auto-disable during processing, clear status feedback
• ✅ Auto-Save Reports: All responses >200 chars saved to reports/

Planned for v0.1.36 (Q1 2025):

• Prompt Routing: Automatic agent selection based on user intent (no manual /command switching)
• API Caching Layer: DuckDB-based caching to reduce API calls
• Enhanced Workflows: Parallel agent execution, conditional branching

Future Releases

v0.2.0+ (Q2 2025):

• Backtesting Engine: Test investment strategies on historical data
• Web UI: Browser-based interface (in addition to TUI)
• State Persistence: PostgreSQL checkpointer for LangGraph
• Cloud Deployment: LangGraph Cloud integration
• Custom Agents: User-defined agent templates and tools
• Python SDK: Programmatic API for third-party integrations

Recent Releases

v0.1.34 (Oct 12, 2025) - Tax Scout Agent

• ✅ Tax-loss harvesting opportunity identification
• ✅ Wash-sale rule compliance monitoring (30-day windows)
• ✅ Year-end tax planning strategies
• ✅ 12 specialized tools for tax optimization
• ✅ TUI integration with /tax command

Full Release Notes

v0.1.33 (Oct 9, 2025) - Risk Shield Agent

• ✅ Portfolio risk management (VAR, drawdown, concentration)
• ✅ 18 specialized tools across market data and macro indicators
• ✅ Comprehensive system prompt with risk assessment frameworks
• ✅ TUI integration with /risk command

Full Release Notes

v0.1.32 (Jan 12, 2025) - News Sentry Agent

• ✅ Real-time 8-K monitoring and insider tracking
• ✅ Event prioritization (CRITICAL/HIGH/MEDIUM/LOW)
• ✅ 13 specialized tools for event detection
• ✅ TUI integration with /news command

Full Release Notes

v0.1.31 (Jan 10, 2025) - UX Improvements

• ✅ Enhanced input management (auto-disable during processing)
• ✅ Increased max_tokens to 8192 (no more truncated responses)
• ✅ Automatic report saving for all agent responses
• ✅ Live footer status updates ("Processing..." → "Ready")

Full Release Notes

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🤝 Contributing

We welcome contributions! Navam Invest is built by retail investors, for retail investors.

Ways to Contribute

• 🐛 Report Bugs - Submit detailed bug reports
• 💡 Suggest Features - Share ideas for new agents or workflows
• 📝 Improve Docs - Make documentation clearer
• 🔧 Submit PRs - Code contributions for bugs or features

Development Workflow

1. Fork and clone: git clone https://github.com/your-username/navam-invest.git
2. Create branch: git checkout -b feature/amazing-feature
3. Make changes with tests and documentation
4. Run quality checks:

   black src/ tests/        # Format code
   ruff check src/ tests/   # Lint
   mypy src/                # Type check
   pytest                   # Run tests
   

5. Commit: git commit -m "feat: Add amazing feature"
6. Push and create PR with detailed description

See CONTRIBUTING.md for detailed guidelines.

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📄 License

This project is licensed under the MIT License - see LICENSE for details.

Key Points:

• ✅ Free for personal and commercial use
• ✅ Modify and distribute as you wish
• ✅ No warranty provided

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🙏 Acknowledgments

Core Technologies

• Anthropic - Claude AI reasoning engine (Sonnet 4.5)
• LangChain - Agent framework ecosystem (LangGraph orchestration)
• Textual - Modern terminal UI framework

Data Providers

• Yahoo Finance - Free real-time quotes, earnings, analyst ratings
• SEC EDGAR - Corporate filings (10-K, 10-Q, 8-K, Form 4)
• U.S. Treasury - Yield curves, treasury rates
• Alpha Vantage - Stock market data
• Tiingo - Historical fundamentals
• Finnhub - Alternative data & sentiment
• FRED - Federal Reserve economic data
• NewsAPI.org - Market news & headlines

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