aifolimizer

aifolimizer turns Claude into a markets analyst you drive in plain English: fundamentals, technicals, earnings, macro, options, and quant signals on any ticker, no brokerage account required. Connect Wealthsimple (optional) and the same tools go portfolio-aware: allocation, concentration, tax-loss, and rebalancing on your real holdings.

It runs on your own Claude Pro plan and your own machine, and only tickers and percentages ever leave it. 107 MCP tools, 28 skills, 15 market-data adapters - every source is free or free-tier, researched to exhaust the viable free options so no paid market-data subscription is ever required. Claude writes the analysis; this project supplies the data integration, privacy filter, forward-test harness, and adapter layer.

Get started in two commands. With Claude Code and uv installed, run claude plugin marketplace add tusharagg1/aifolimizer then claude plugin install aifolimizer@aifolimizer, and start asking. No clone, no Python to manage, no servers to run. Stock and market analysis work right away; connecting a Wealthsimple portfolio is optional and comes later. Step-by-step: Quick start.

Example prompts

/stock-analysis NVDA        fundamentals + technicals + news (no account needed)
/adversarial-research VFV   parallel bull / bear / consensus passes, scored into one thesis
/daily-briefing             (Wealthsimple) portfolio value, concentration flags, this week's earnings, ranked actions
should I add to NVDA?        (Wealthsimple) weighs your holding and a crowding score before answering

Results pull live market data, and your real holdings once Wealthsimple is connected.

Disclaimer. Analysis is LLM-generated and can be wrong. Verify before acting. Not financial advice.

Why not just ask Claude directly?

Ask a chatbot about your portfolio and it guesses - stale training data, no idea what you hold, a made-up P/E or RSI. aifolimizer changes what Claude works with:

• Real numbers, not guesses. Prices, fundamentals, technicals, and option Greeks come from live feeds or are computed in-process - Claude reasons over data, not stale training memory.
• Your actual holdings. Concentration, Canadian tax (TFSA / RRSP / FHSA), crowding, and rebalancing run on your live Wealthsimple positions, not a screenshot you paste in.
• Tracked, not assumed. Tracked skills log every call with entry, stop, and target and mark to market nightly; deflated-Sharpe and calibration gates flag strategies that are only luck.
• Private by default. Only tickers and percentages leave your machine. Balances, account numbers, and your name never do.

Who it's for

• Self-directed investors: ticker-level research (fundamentals, technicals, earnings, macro, bull/bear theses). Broker-agnostic; no portfolio connection needed.
• Wealthsimple users: the full portfolio-aware suite on top: allocation health, concentration warnings, rebalancing, tax-loss harvesting, daily briefings on live holdings.
• Quant developers: a working forward-test reference: walk-forward OOS validation, deflated-Sharpe gates, signal-decay curves, regime-conditional weight tuning.
• MCP integrators: a real-world tool layout, fallback adapter chain, and PII-filter pattern (107 tools, 15 adapters, 28 skills).

Features