Investment Intelligence With 10 AI Agents
Multi-agent system with LangGraph orchestration, streaming TUI, and intelligent caching. Fork this to build portfolio management and trading platforms.
You're Building Investment Tools, But...
LangGraph orchestration is complex. Multi-agent coordination takes months to get right. Streaming UIs with caching require deep expertise.
Building from Scratch
- ✗ Figure out LangGraph patterns
- ✗ Debug agent coordination
- ✗ Build streaming + caching
- ✗ Hope it scales in real apps
Generic Frameworks
- ✗ No domain logic included
- ✗ Still need to build agents
- ✗ Tutorial-grade examples
- ✗ Not battle-tested
Fork Navam Invest
- ✓ LangGraph orchestration built-in
- ✓ 10 working agents included
- ✓ Streaming TUI + caching ready
- ✓ Fork, customize, ship
Fork This To Build
Portfolio Management Tools
Robo-advisors, rebalancing systems, asset allocation platforms
Trading Bots & Algorithms
Automated trading, signal generation, execution platforms
Financial Advisory Platforms
Wealth management, financial planning, advisory dashboards
Crypto Analysis Systems
DeFi analytics, blockchain intelligence, crypto trading tools
Risk Assessment Platforms
VaR calculation, portfolio risk, stress testing systems
Market Intelligence Systems
Real-time monitoring, news analysis, market sentiment tools
Wealth Management Apps
High-net-worth tools, tax optimization, estate planning systems
Investment Research Tools
Stock screening, fundamental analysis, earnings analysis platforms
10 Battle-Tested AI Agents
Quill - Equity Analyst
Comprehensive fundamental analysis, DCF valuation, comparable company analysis, and detailed investment theses.
Earnings Whisperer
Track earnings surprises, analyze earnings call transcripts, identify post-earnings drift opportunities.
Screen Forge
Systematically screen thousands of stocks based on quality, momentum, value, and thematic factors.
Macro Lens
Top-down macroeconomic analysis and sector allocation guidance for current market regimes.
News Sentry
Monitor real-time market events, SEC filings, analyst actions, and trading anomalies.
Risk Shield
Portfolio exposure analysis, value-at-risk calculations, scenario testing, and drawdown monitoring.
Tax Scout
Identify tax-loss harvesting opportunities, check wash-sale violations, optimize rebalancing strategies.
Hedge Smith
Design options strategies for portfolio protection and yield enhancement (collars, covered calls).
Factor Scout
Analyze factor exposures, measure style tilts, assess portfolio alignment with market regimes.
Rebalance Bot
Detect portfolio drift, optimize rebalancing, minimize taxes during portfolio adjustments.
Installation
Get started in under 2 minutes:
1. Install Python 3.9+
Ensure Python 3.9 or higher is installed on your system.
2. Install Navam Invest
3. Configure API Keys
Create a .env file with your Anthropic API key:
4. Launch
Optional Enhancements
Add free-tier API keys for enhanced data:
- Financial Modeling Prep (company financials)
- Alpha Vantage (market data)
- Polygon.io (real-time quotes)
Frequently Asked Questions
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 typically $3-15 per month in API usage costs.
How much does it cost?
Navam Invest is free and source available (MIT License). You only pay for the API costs of Claude AI, which typically range from $3-15 per month depending on usage. This is 95%+ cheaper than traditional wealth management services that charge $1,000-$10,000 per year.
Is my financial data secure?
Yes. Navam Invest runs entirely on your laptop using your own API keys. Your portfolio information, queries, and analyses never leave your device except for API calls to Claude (which you control). This is a privacy-first, local-execution design.
What operating systems are supported?
Navam Invest runs on Windows, macOS, and Linux. It requires Python 3.9 or higher and works in any terminal environment.
Do I need to be a developer to use it?
No. Installation is simple (pip install navam-invest), and the interface uses natural language. Just ask questions in plain English like "What are the risks in my portfolio?" or "Should I buy Apple stock?"
What are the 10 AI agents?
The 10 specialized agents are: Quill (equity analyst), Earnings Whisperer (earnings analysis), Screen Forge (stock screening), Macro Lens (macroeconomic analysis), News Sentry (news monitoring), Risk Shield (risk management), Tax Scout (tax optimization), Hedge Smith (options strategies), Factor Scout (factor analysis), and Rebalance Bot (portfolio rebalancing).
Learn More About Navam Invest
AI-Powered Investment Intelligence for Everyone
Navam Invest is an AI-powered investment intelligence tool that runs entirely on your laptop, combining 10 specialized AI agents to provide professional-grade investment analysis for $3-15/month.
Read the full article
Multi-Agent AI Systems with LangGraph
Learn how specialized AI agents collaborate using LangGraph to deliver comprehensive investment analysis—the architecture powering Navam Invest's 10-agent system.
Read the full articleBuild Investment Intelligence That Works
Fork Navam Invest and ship portfolio management, trading bots, or wealth platforms in days, not months. LangGraph orchestration, 10 agents, battle-tested.