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, Hermes, OpenClaw, 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)
Tools for portfolio read/write, live prices, the decision ledger, and the committee — over stdio (or openinvest-mcp --http for a remote streamable-HTTP server, BETA):
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 an agent plugin (Claude Code / Codex / Hermes)
Skills (committee orchestration protocol) + MCP server, bundled:
# Claude Code
/plugin marketplace add longsizhuo/openInvest
/plugin install invest@openinvest
# Codex
codex plugin marketplace add longsizhuo/openInvest
# Hermes Agent
hermes plugins install longsizhuo/openInvest --enable
What it does
- Investment committee — 4 LLM roles debate any
yfinancesymbol (equities, ETFs, crypto, commodities, any currency). Two execution paths: Coordinator (your agent plays the roles — no API key) or Direct (backend LLM, needsDEEPSEEK_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
1 maintainer
Metadata
1 maintainer
Release files for openinvest 0.40.3
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Source distribution (sdist)
| File | Size | Uploaded | |
|---|---|---|---|
| openinvest-0.40.3.tar.gz | 502.0 kB | Details |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| openinvest-0.40.3-py3-none-any.whl | Python 3 | none | any | Details |
Total release size: 1.1 MB
Release files / openinvest-0.40.3.tar.gz
| Download URL | openinvest-0.40.3.tar.gz |
|---|---|
| Size | 502.0 kB |
| Tags | Source |
|
SHA-256 checksum How to use checksums |
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No |
| Uploaded via |
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Release files / openinvest-0.40.3-py3-none-any.whl
| Download URL | openinvest-0.40.3-py3-none-any.whl |
|---|---|
| Size | 627.4 kB |
| Tags | Python 3 |
|
SHA-256 checksum How to use checksums |
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Uploaded using Trusted Publishing? What is trusted publishing? |
No |
| Uploaded via |
uv/0.13.0 {"installer":{"name":"uv","version":"0.13.0","subcommand":["publish"]},"python":null,"implementation":{"name":null,"version":null},"distro":{"name":"Ubuntu","version":"24.04","id":"noble","libc":null},"system":{"name":null,"release":null},"cpu":null,"openssl_version":null,"setuptools_version":null,"rustc_version":null,"ci":true}
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