invest

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.