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invest

Generate AI committee investment verdicts from portfolio and market inputs.

77|11|Updated Dec 19, 2025
Search Tags:#risk assessment#portfolio analysis#investment committee#buy sell verdict#yfinance symbols#web gui#markdown memo
One-click install
npx skills add https://github.com/longsizhuo/openInvest --skill invest
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invest
Source: https://github.com/longsizhuo/openInvest/tree/main/skills/invest
Command: npx skills add https://github.com/longsizhuo/openInvest --skill invest

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

openInvest invests analysis into a daily, multi-perspective AI committee workflow, so you can quickly review holdings, market context, and a buy/hold/sell-style recommendation without manually orchestrating multiple models.

Core Features & Use Cases

  • Portfolio & execution-ready guidance: Reads your portfolio and produces a committee-based investment verdict (BUY / ACCUMULATE / HOLD / TRIM / SELL) with confidence and an execution plan.
  • Two execution paths for different agents: Use a Coordinator flow (Claude Code-style fan-out of 4 roles) or a Direct flow (single command/cron/web endpoints) to run the committee for any yfinance symbol (stocks, ETFs, crypto, FX, commodities, etc.).
  • Guardrailed decision workflow: Enforces regime constraints, avoids direct memory writes, caches committee transcripts per asset/day, and uses a required wealth_context read before interpreting concentration/risk when available.
  • Web GUI for onboarding and visualization (beta): Launches a local dashboard to view positions, strategy, and committee panels for non-expert users.

Quick Start

Ask your AI agent to: show portfolio, then run the investment committee for NDQ.AX and summarize the verdict as a concise Markdown memo.

Frequently Asked Questions about invest

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I get an AI investment committee recommendation for a stock?▼

To get an AI investment committee recommendation, you can prompt your agent to run the committee for any yfinance symbol. The system analyzes your portfolio, live market inputs, and regime constraints to generate a buy/sell verdict and a Markdown CIO memo.

Can I use this for daily portfolio review and single-asset buy sell decisions?▼

Yes, the investment committee workflow applies to both daily portfolio review and single-asset buy/sell decision support. It reads your portfolio and produces a verdict like BUY, HOLD, or SELL with confidence levels and an execution plan.

How does the AI committee analyze risk assessment and portfolio concentration?▼

The AI committee performs risk assessment by enforcing regime constraints and reading your wealth_context to interpret concentration and risk before generating a verdict. This guardrailed workflow ensures investment recommendations account for your current portfolio exposure.

What is the difference between the Coordinator and Direct execution paths?▼

The Coordinator path fans out to 4 roles for multi-perspective analysis, while the Direct path runs via a single command or cron endpoint. Both execution paths return a JSON verdict and a Markdown CIO memo for the queried asset.

Does the investment committee tool support yfinance symbols for crypto and ETFs?▼

Yes, the investment committee supports any yfinance symbol, including stocks, ETFs, crypto, FX, and commodities. You can track new symbols and generate committee-based investment recommendations for these various asset classes.

Is there a web GUI for visualizing committee panels and portfolio positions?▼

Yes, there is a beta Web GUI available that launches a local dashboard. This allows non-expert users to view positions, strategy, and committee panels for onboarding and visualization of the investment recommendations.

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