Introducing Navam Invest: AI-Powered Investment Intelligence for Everyone
The Problem with Traditional Wealth Management
Retail investors managing portfolios between $50K and $1M face a dilemma. Professional wealth management services charge $1,000-$10,000 per year, putting comprehensive investment research out of reach for most individual investors. At the same time, making informed investment decisions requires analyzing earnings reports, understanding macroeconomic trends, evaluating risk exposures, and optimizing tax strategies.
We built Navam Invest to solve this problem.
What is Navam Invest?
Navam Invest is an AI-powered investment intelligence tool that runs entirely on your laptop. It combines 10 specialized AI agents to provide professional-grade investment analysis for a fraction of traditional costs—typically $3-15 per month in API usage.
Ask Questions in Plain English
No need to learn complex interfaces or query languages. Just ask your investment questions naturally:
- “What are the key risks in my tech-heavy portfolio?”
- “Should I buy Apple or Microsoft right now?”
- “Show me undervalued growth stocks in the healthcare sector”
- “Help me optimize my portfolio for tax-loss harvesting”
Navam Invest automatically routes your question to the appropriate AI agents and orchestrates multi-agent workflows when needed.
10 Specialized AI Agents
Each agent is an expert in a specific domain of investment analysis:
Quill - The Equity Analyst
Performs comprehensive fundamental analysis, including DCF valuation, comparable company analysis, and detailed investment theses. Think of Quill as your personal equity research analyst.
Earnings Whisperer
Tracks earnings surprises, analyzes earnings call transcripts, identifies post-earnings drift opportunities, and helps you avoid negative surprise risks.
Screen Forge
Systematically screens thousands of stocks based on quality, momentum, value, and thematic factors. Generates weekly shortlists of investment candidates with clear entry criteria.
Macro Lens
Provides top-down macroeconomic analysis and sector allocation guidance. Helps you understand the current market regime and position your portfolio accordingly.
News Sentry
Monitors real-time market events, SEC filings, analyst actions, and trading anomalies. Filters noise and surfaces only material, actionable information.
Risk Shield
Analyzes portfolio exposure, calculates value-at-risk, performs scenario testing, and monitors drawdowns. Your personal risk management officer.
Tax Scout
Identifies tax-loss harvesting opportunities, checks for wash-sale violations, and recommends tax-efficient rebalancing strategies.
Hedge Smith
Designs options strategies for portfolio protection and yield enhancement. From protective collars to covered calls, Hedge Smith helps you manage downside risk.
Privacy-First, Local Execution
Your financial data is sensitive. Unlike cloud-based services, Navam Invest runs entirely on your laptop using your API keys. Your portfolio information, queries, and analyses never leave your device.
Transparent & Explainable AI
Every recommendation comes with clear reasoning. You’ll understand exactly why the AI suggests each investment decision, what data it analyzed, and what assumptions it made. No black boxes.
Getting Started
Installation takes less than 2 minutes:
# Requires Python 3.9+ and Anthropic API key
pip install navam-invest
navam investCreate a .env file with your Anthropic API key, optionally add free-tier API keys for enhanced data, and you’re ready to go.
Modern Terminal UI
We built Navam Invest using Textual, a modern Python framework for building sophisticated terminal user interfaces. The result is a beautiful, responsive interface with progressive streaming—you see AI responses as they’re generated, not after long waits.
Fully Open Source
Navam Invest is completely open source under the MIT license. You can inspect every line of code, understand how decisions are made, and even modify it for your needs. We’ve also documented all the prompts used to generate the application—full transparency from code to creation.
Get Started with Navam Invest
Everything described above is production-ready code. Explore the full multi-agent architecture, review test coverage, and start using professional investment intelligence on your laptop:
Navam Invest
Multi-agent investment intelligence with streaming TUI. Production-grade test coverage and code metrics shown in real terminal output.
- 10 specialized AI agents with LangGraph orchestration
- 90%+ test coverage with detailed metrics
- Textual TUI framework with streaming responses
Join the Beta
Navam Invest is available now on PyPI. Install it, try it out, and let us know what you think. We’re actively developing new features and would love your feedback.
GitHub: github.com/navam-io/navam-invest
Ready to Start?
Get professional-grade investment intelligence on your laptop today.