Initialize openInvest deployments by collecting user profile and holdings context.
npx skills add https://github.com/longsizhuo/openInvest --skill invest-setup
Please help me install this Agent Skill. Skill: invest-setup Source: https://github.com/longsizhuo/openInvest/tree/main/skills/invest-setup Command: npx skills add https://github.com/longsizhuo/openInvest --skill invest-setup
It helps users turn a fresh openInvest installation into a usable, personalized investment “commission memo” workflow by collecting profile data and converting a free-form holdings description into the portfolio format the system understands.
invest reports needs_setup.Ask an AI agent with access to your skills to initialize openInvest by saying: "help me set up invest".
High-intent search queries and answers about installing and using this skill.
To initialize openInvest onboarding, execute scripts/run.sh to trigger the doctor-gated needs_setup detection flow, which collects your user profile and portfolio context for a fresh deployment. This generates a validated portfolio payload required for the system to operate.
Investment planning setup requires five intake inputs: user identity, risk tolerance, monthly budget context, and a natural-language holdings description, alongside optional wealth_context to improve risk interpretation accuracy. These inputs generate the validated portfolio payload.
You cannot use DeepSeek parsing without keys, but the system applies a safe fallback behavior that maps your holdings into a simpler cash-only portfolio format to complete the setup process. This ensures onboarding finishes even without external API access.
Run the portfolio setup flow when the invest command reports a needs_setup status, or when portfolio memory and user_profile data is entirely missing or outdated and requires a full reset. This one-time initialization ensures your profile is correctly validated.
Onboarding initializes a fresh deployment rather than directly editing existing files, but it applies to reset scenarios where outdated portfolio memory needs complete regeneration through the validated portfolio payload. This handles both first-time setup and memory migration needs.
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