openinvest 0.17.0

Investment runtime built for AI agents — 4-role LLM investment committee, portfolio ledger, decision accounting, MCP server

openInvest

An investment runtime built for AI agents. Your agent knows you — openInvest knows investing.

openInvest runs a 4-role LLM investment committee (Macro Strategist, Quant Analyst, Risk Officer, CIO) that debates any asset and returns a BUY / ACCUMULATE / HOLD / TRIM / SELL verdict with a written memo — plus portfolio tracking, a decision ledger, and full decision-accounting (which advice you followed, what happened after).

It is not a chatbot. Conversation, memory, and personalization stay in your agent (Claude Code, Codex, Cursor, or any script); openInvest provides the investing capabilities behind it.

Install & run

# no install needed — uvx fetches and caches it
INVEST_HOME=~/openInvest uvx openinvest status

# or install it
pip install openinvest

INVEST_HOME is your data directory (portfolio, ledgers, .env). All state lives there — the package itself is stateless.

First-time setup

uvx openinvest init          # interactive onboarding (or `--from-stdin` for agents)
uvx openinvest doctor        # health check

As an MCP server (recommended for agents)

14 tools — portfolio read/write, live prices, decision ledger, and the committee — over stdio:

claude mcp add openinvest -e INVEST_HOME=~/openInvest -- uvx openinvest-mcp

Read tools carry readOnlyHint; money-moving tools (buy, sell, deposit, withdraw) carry destructiveHint, so MCP clients gate them behind confirmation.

As a Claude Code / Codex plugin

Skills (committee orchestration protocol) + MCP server, bundled:

/plugin marketplace add longsizhuo/openInvest
/plugin install invest@openinvest

What it does

• Investment committee — 4 LLM roles debate any yfinance symbol (equities, ETFs, crypto, commodities, any currency). Two execution paths: Coordinator (your agent plays the roles — no API key) or Direct (backend LLM, needs DEEPSEEK_API_KEY).
• Portfolio management — multi-currency cash + holdings with an append-only, fcntl-locked ledger. Never places real orders.
• Decision accounting — every verdict is joined at read time with rule interventions, your executions (or refusals, with reasons), and post-hoc PnL. Ask it: "How often did I actually follow the committee?"
• Discipline ledger — counterfactual PnL of what the safety rules blocked.

CLI

uvx openinvest status                    # portfolio + live P&L
uvx openinvest run_committee GC=F        # one-shot committee verdict
uvx openinvest decisions --days 90       # decision ledger + adoption rate
uvx openinvest record_execution 2026-07-03/GC=F --rejected --reason "too pricey"
uvx openinvest buy --symbol AAPL --units 10 --price 210 --currency USD

Disclaimer

LLM-driven decision support — not investment advice. LLMs make mistakes and get overconfident. openInvest never auto-trades; its ledger is a local SQLite record with no connection to any brokerage or payment system. Past performance does not predict future returns.

Links

• Repository & full docs (中文)
• Wiki
• RFC: Agent-Native Investment Runtime
• License: MIT