openInvest MCP server

Read from the package source without running it. The installed server may list more.

• add_news_source

  Add an RSS/Atom feed to the crawler's source list. The URL is live-probed before saving — a URL that doesn't parse as a feed is rejected. Idempotent: re-adding an existing URL returns the existing entry. Capped so the list can't grow unbounded.

• buywrite action

  Record a buy in the local ledger: adds to an existing position with weighted-average cost, or opens a new position for an unseen symbol. This bookkeeps a trade the user already placed with their broker — openInvest never places real orders.

• decisions

  Get the unified decision ledger: every committee verdict joined with rule interventions, the user's actual executions or refusals (with reasons), and post-hoc outcome data — plus an adoption-rate summary.

• deposit

  Record a cash deposit into the ledger, in any currency. Bookkeeping only — no real payment system is connected.

• discipline

  Get the committee's discipline ledger: how often it chose inaction (HOLD ratio), how many impulsive user trades its rules intercepted, and the counterfactual money saved/lost by those interventions (ADR-023: the system's proven value is discipline and transparency, not alpha).

• explain_decision

  Get the full reasoning behind one committee verdict: the complete 4-role debate transcript with the CIO memo, plus the path-probability snapshot the CIO saw at decision time.

• history

  Get the most recent trade records and committee verdict history.

• ingest_event

  Feed a finance news item you (the host agent) found into the event ledger. The backend LLM normalizes it, grades severity, maps affected symbols, and stores it for committee RAG recall.

• live_prices

  Fetch a one-shot market backdrop: spot gold (USD/oz and CNY/gram), USDCNY and AUDCNY FX rates, the NDQ.AX ETF price, the VIX volatility index, and the 10-year US Treasury yield (TNX).

• news_sources

  List the news feed sources the crawler pulls from: the built-in default feeds plus user-added extra feeds. Extra feeds can be added/removed with add_news_source / remove_news_source; defaults are fixed.

• record_execution

  Record whether the user executed or declined a committee verdict, with their reason. Appends to the execution ledger; idempotent — replaying the same record is a no-op, so retries are safe.

• remove_news_sourcewrite action

  Remove a user-added news feed by name or URL. Built-in default feeds cannot be removed.

• run_committeewrite action

  Run the 4-role LLM investment committee on a symbol (Direct path): Macro Strategist, Quant Analyst, and Risk Officer debate from isolated evidence, then a CIO synthesizes one calibrated BUY/HOLD/SELL-style verdict with a written memo.

• sell

  Record a sell in the local ledger: reduces the position's units (average cost unchanged) and credits cash in the holding's cost currency. Bookkeeps a trade already executed at the user's broker — openInvest never places real orders.

• set_allocationswrite action

  Update the strategy's target stock/cash allocation ratio. The two values must sum to ≈1.0; schema validation rejects and rolls back any write that would corrupt the strategy file.

• status

  Get a full snapshot of the user's portfolio: cash balances per currency, every holding with units / average cost / live price, and unrealized P&L per position and in total.

• strategy

  Get the user's investment strategy: target stock/cash allocation, the list of tracked assets (per-asset investment cap, purchase channel, fee settings), and long-term insights distilled by the nightly Dreaming memory-consolidation job.

• track_asset

  Add a symbol to the tracked-asset list, or update an existing entry (idempotent upsert: only the fields you pass are changed). The tracked list decides which symbols the committee and DCA jobs cover.

• untrack_assetwrite action

  Remove a symbol from the tracked-asset list — the committee and DCA jobs stop covering it. Holdings and trade history are untouched; schema validation guarantees at least one tracked asset remains.

• what_if

  Simulate portfolio P&L for a hypothetical price move: "what happens to my portfolio if <symbol> moves ±pct% / reaches <price>". Pure arithmetic over current holdings — no LLM call, instant, free.

• withdraw

  Record a cash withdrawal from the ledger, in any currency. Fails if the balance is insufficient. Bookkeeping only — no real payment system is connected.

• Code scan169 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitylocal package, no credentials required12/15
• Maintenancelast push 0 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10

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, Claude Desktop or Cursor 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 3 days ago (2026-09-24). The latest release is v0.34.0.

What can I use instead of openInvest?

Servers from other publishers that do the same job: RoboSystems MCP server, Hive Intelligence MCP server and E Arveldaja MCP server. Compare all openInvest alternatives.