Perform deterministic portfolio analysis and market intelligence by asking natural-language questions about holdings, performance, bonds, analyst consensus, and news sentiment. Upload broker statements (CSV, XLSX, PDF) for vision-based extraction, run multi-factor optimization, and export reports to CSV/Excel. Runs in Docker via ic-engine with free Yahoo Finance quotes or optional premium data.
Portfolio analysis and market intelligence | v4.5.0 | Apache 2.0 + MIT-0 | Educational Use Only
InvestorClaw is a self-contained containerized software package that any MCP-capable agent calls into. It is not a markdown skill. It is not a prompt injection. It is the adapter and distribution layer for a real portfolio engine, packaged for agent runtimes that know how to speak MCP.
The deterministic engine lives in ic-engine. Foundation primitives live in clio. The runtime container lives in mnemos-ic-runtime.
New to InvestorClaw? The fastest path is the prebuilt container — see Getting Started: docker pull ghcr.io/argonautsystems/ic-engine:4.7.7-cpu, mount a portfolio CSV, done. No source build. Works with any market-data provider (free yfinance by default).
Optional Stonkmode adds live commentary from 30 fictional cable TV finance personalities. It is entertainment and education on top of the portfolio surface, not a requirement.
Features
InvestorClaw separates agent-facing commands from portfolio computation.
Containerized engine. The current runtime is a single Docker container with MCP-HTTP on port 18090 and the dashboard portal on port 18092. Start the container, point an MCP-capable agent at it, and ask portfolio questions.
Deterministic computation. There is no LLM in the parse path. Holdings parsing, normalization, analytics, and envelopes are deterministic. Narration is optional, provider-swappable, and sits on top of structured output.
Nine asset classes. InvestorClaw handles equities, ETFs, bonds, mutual funds, options, cash, CME futures (priced via Massive's /futures/vX feed with correct contract-multiplier notional), crypto, and precious metals.
Massive market data. Massive (massive.com) is the primary paid provider — batch quotes for large portfolios and CME futures via /futures/vX with correct contract-multiplier notional. Set MASSIVE_API_KEY and optionally INVESTORCLAW_PRICE_PROVIDER=massive. Full guide: Getting Started. Full provider matrix: docs/PROVIDERS.md.
Twenty MCP tools. The primary surface is portfolio_ask, portfolio_initialize, portfolio_initialize_status, portfolio_holdings, portfolio_refresh, portfolio_setup, portfolio_keys_status, portfolio_keys_set, portfolio_keys_delete, portfolio_keys_recommend, portfolio_keys_backup, portfolio_keys_restore, portfolio_keys_backups_list, portfolio_response_get, portfolio_response_list, portfolio_response_delete, portfolio_response_flag_bad, portfolio_version_check, portfolio_export, and portfolio_import.
17-tab dashboard portal. Open http://localhost:18092 for Overview, Holdings, Performance, WhatChanged, Scenarios, Bonds, Optimize, Cashflow, Peer, Analyst, News, Markets, Lookup, Synthesis, Reports, Settings, and About.
Regenerate from the browser. The Overview tab has a Regenerate button that fires setup, refresh, and all 12 analyzers as a background sweep.
Web upload form. Settings accepts multipart uploads for .csv, .tsv, .xls, .xlsx, .pdf, .json, .ofx, and .qfx portfolio files.
Pluggable, battery-tuned narration. Narration is two-stage — a consultant compresses the signed envelope into a fact-faithful summary, then a narrator enriches it. The 30-prompt COBOL hallucination battery (harness/cobol/PROVIDER_HALLUCINATION_REPORT.md) settled the defaults: consultant = deepseek-v4-flash via the direct DeepSeek API (cheapest, and matches gemma-4-31B on hallucination with better coverage); narrator = gemini-3.1-pro (lowest fabrication) or llama-3.3-70b on Groq/Together (max coverage). Any OpenAI-compatible endpoint works — set INVESTORCLAW_CONSULTANT_* and INVESTORCLAW_NARRATIVE_* (see Getting Started).
Safe fallback defaults. InvestorClaw can start with no API keys and use the yfinance fallback. Optional keys improve news, ratings, and premium data coverage.
HMAC-signed envelopes. Outputs are tamper-evident. They are not encrypted.
No fabrication path. The engine returns what it can prove from data, marks gaps, and avoids pretending that missing facts exist.
No brokerage credentials. InvestorClaw does not ask for brokerage logins and does not need them.
Intelligent draw.io diagramming plugin with AI-powered diagram generation, multi-platform embedding (GitHub, Confluence, Azure DevOps, Notion, Teams, Harness), conditional formatting, live data binding, and MCP server integration for programmatic diagram creation and management.
Persistent file-based planning for AI coding agents. Crash-proof markdown plans (task_plan.md, findings.md, progress.md) that survive context loss and /clear, with an opt-in completion gate and multi-agent shared state. Manus-style. Works with Claude Code, Codex CLI, Cursor, Kiro, OpenCode and 60+ agents via the SKILL.md standard. Includes Arabic, German, Spanish, and Chinese (Simplified and Traditional).
Complete creative writing suite with 10 specialized agents covering the full writing process: research gathering, character development, story architecture, world-building, dialogue coaching, editing/review, outlining, content strategy, believability auditing, and prose style/voice analysis. Includes genre-specific guides, templates, and quality checklists.
