openInvest MCP server
io.github.longsizhuo/openinvest·v0.68.10·139 starsInvestment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting
not scanned yet
139 stars964 downloads/wk
Reviews
Write oneNobody has reviewed openInvest yet.
If you have run it, two minutes of your experience saves the next person an afternoon.
openInvest tools
No tool declarations could be read from the package source. They show once the server is installed.
How openInvest compares
Against every graded Finance MCP server, from our own scans and uptime checks. Updated after each scan run.
- Safety score
- 92/100
- higher than 95% of 1,765 Finance servers
- GitHub stars
- 139
- more than 95% of 957 Finance servers
- Downloads a week
- 964
- more than 95% of 505 Finance servers with a package
Release history: 16 versions in the registry since 2026-07-24, latest 2026-11-09, typically one every 1 day.
Install openInvest in Claude Code, Cursor or VS Code
claude mcp add openinvest -- uvx openinvest
What the publisher says
From the openInvest repository's README, as published. We do not edit it. Read it on GitHub
openInvest
A self-hosted investment decision engine built for modern AI agents. Multi-agent information isolation and cross-challenge protocol, providing an auditable decision trail (Audit Trail).
📚 Full Architecture Wiki · 🇨🇳 中文版
What is OpenInvest?
OpenInvest is a self-hosted investment decision engine built for modern AI agents.
It provides a verifiable investment committee, evidence-based reasoning, long-horizon backtesting, and auditable decision records. Instead of replacing Claude Code, Codex, Hermes, or OpenClaw, OpenInvest is designed to power them.
Live Performance & PnL
Data feed is automatically updated every 2 hours using jobs/pnl_snapshot and pushed to the pnl-data branch Upper half: 30-day net asset value trend · Lower half: Net asset value comparison against 8 benchmark assets (transparent disclosure, not an alpha claim—the committee's proven value is discipline and transparency, not excess return, see ADR-023) 📌 Note: The current chart shows the author's live production portfolio. After self-hosting, the system will automatically render your own equity curve based on the holdings defined in your memory/ directory.
<!-- OUTPERFORMFEEDSTART --> <!-- OUTPERFORMFEEDEND -->
- Benchmark Portfolio: The system introduces 8 standard control benchmarks across 4 quadrants (AI advisors / Mutual funds / Wealth management / Broad market index). For details on the comparison methodology and data cleaning logic, see docs/wiki/README.md.
Research & Falsification
System Self-Disclosure: This system is an auditing tool to eliminate human investment cognitive biases and enforce reasoning transparency, not a return-amplifying black box. Latest automated audit (docs/verdictaccuracy.md): Directional verdicts (excluding HOLD) have a true hit rate of 42.2% (n=56, below random); HOLD accounts for 56% of all decisions. The system's value lies in transparency and discipline (mostly staying inactive, low turnover), not directional prediction. Detailed log stream can be found in docs/verdictaccuracy.md.
This project systematically attempts to falsify its own edge and publishes negative results as-is. The deterministic features the committee reads, and the timing signals around them, were tested against pre-registered statistical gates — none survived as tradable alpha.
Shortened. The full README is on GitHub.
Nothing above is checked by us. What we check is on the safety report.
openInvest: common questions
- Is openInvest MCP server safe?
- Yes, by our scan: it is graded A (92/100). Read the openInvest safety report
- How do I install openInvest?
- It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
- Does openInvest need an API key?
- No secret keys are declared. It reads 1 setting from the environment.
- Is openInvest maintained?
- The last commit was 10 days ago (2026-11-05). The latest release is v0.68.10.
- What can I use instead of openInvest?
- Servers from other publishers that do the same job: RoboSystems MCP server, Norman Finance — AI Bookkeeping, Accounting & Taxes MCP server and Beancount.io MCP server.
- How does openInvest compare with other Finance MCP servers?
- safety score 92/100 (higher than 95% of 1,765 Finance servers); github stars 139 (more than 95% of 957 Finance servers); downloads a week 964 (more than 95% of 505 Finance servers with a package). Full comparison.
Alternatives to openInvest
Same job from other publishers: the closest match first, then the best rated.
- RoboSystemsAccounting knowledge graphs: SEC XBRL filings, QuickBooks ledgers, reports and forecasts over MCP.not reviewedGrowingA
Norman Finance — AI Bookkeeping, Accounting & TaxesBookkeeping, invoices and tax workflows for European businesses, including Polish KPiR and JPK.not reviewedEstablishedA
Beancount.ioQuery, edit, and reconcile a hosted Beancount ledger: BQL, reports, files, and bank imports.not reviewedEstablishedA
Hive Intelligence MCPEvidence-backed crypto due diligence with sources, freshness, and a runtime receipt on every call.not reviewedEstablishedC- E ArveldajaEstonian e-arveldaja (RIK e-Financials) accounting — invoices, bank import, reports.not reviewedEstablishedB