A self-hosted investment assistant that displays portfolios and live prices, tracks symbols across markets, and uses a four-role AI committee to produce buy or sell assessments. It never places real trades.

It helps analyse stocks, exchange-traded funds, cryptocurrency, commodities, and other yfinance symbols, including markets in the United States, Hong Kong, and China. It also keeps records explaining decisions and executions.

It puts market tracking, portfolio review, and multiple AI viewpoints in one workflow while keeping the system under your control.

invest — Plugin by longsizhuo

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Claude Code

/plugin marketplace add longsizhuo/openInvest

agentmods

npx agentmods add plugins/longsizhuo/openinvest/plugin

Clone the repo

git clone --depth 1 https://github.com/longsizhuo/openInvest

Made for: Claude Code.

Per session not measured What this adds to a session before it is invoked.

When invoked not measured Not applicable: nothing here is loaded into a session.

Security scan A 0 findings. Scan, not verified.

Origin original No closer match found in the catalogue.

Security

Grade A, and why

invest scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugin/.claude-plugin/plugin.json · 19 lines

What it actually says

{
  "name": "invest",
  "description": "Self-hosted multi-asset AI investment committee. View portfolio + live prices, track any yfinance symbol (A-share / HK / US / ETF / crypto / commodity), and run a 4-role LLM committee for buy/sell verdicts. Ships an MCP server (18 tools incl. decision accounting: decisions / explain_decision / record_execution) + the committee-workflow skills. Backend installs from PyPI via uvx on first call — no clone, no venv. Never places real orders.",
  "author": {
    "name": "longsizhuo",
    "url": "https://github.com/longsizhuo"
  },
  "homepage": "https://github.com/longsizhuo/openInvest",
  "repository": "https://github.com/longsizhuo/openInvest",
  "keywords": [
    "investing",
    "portfolio",
    "finance",
    "llm",
    "committee",
    "yfinance"
  ]
}

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

2d ago First seen · 19 lines scan A db08ffa2bc08

Subscribe to this mod's changes

invest is a plugin published in the GitHub repository longsizhuo/openInvest (82 stars, last pushed 4d ago), licensed MIT. Its token cost is not measured: this kind of file is read by the harness, not the model. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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invest