OpenInvest
Related Servers
Alternatives to OpenInvest
No user-submitted related servers found.
Related Servers
- AlicenseNot gradedqualityCmaintenanceEnables AI agents to conduct cited equity research with independent committee views, reproducible backtests, and a locally stored, auditable track record through five MCP tools.2MIT
- AlicenseNot gradedqualityAmaintenanceEnables AI agents and developers to independently verify trading-strategy backtests, detect look-ahead bias, hidden costs, and overfitting, and obtain verdicts with reproducible, optionally signed certificates.244 PyPI8MIT
- AlicenseNot gradedqualityCmaintenanceDeterministic market-state engine for trading agents — zero LLM in the signal path. 8 tools: structural market state & phase, action gate (GO/WATCH/HOLD), entry/target/invalidation coordinates, bar-by-bar state timeline, composed view cards, and pre-trade intent validation. Every output traces to a bar-stamped ledger with a public daily self-scoring track record.3MIT
- AlicenseNot gradedqualityDmaintenancePortfolio & trading-strategy stress diagnostics for AI agents: multi-asset stress with hedge-break detection, a daily preregistered regime outlook and deflated-Sharpe backtest-integrity checks. Remote streamable-HTTP endpoint with a free tier (no key); this repo is the public server card.MIT
- AlicenseNot gradedqualityAmaintenancePersonal investment management advisor that exposes tools for accounts, portfolios, trades, market data, strategies, risk control, and advice, enabling AI agents to analyze and provide structured investment recommendations.MIT
- FlicenseAqualityBmaintenanceProvides multi-agent equity research for US markets with provenance-backed financial data from SEC EDGAR, technicals, macro, and Alpaca paper trading, enforcing risk limits and journaling theses.27-
TDQS
Scored across 36 tools
Most tools have clearly distinct purposes, well separated by descriptions: the ledger ops (buy, sell, record_dividend, record_split, etc.), the committee paths (prepare/submit/run), and analysis tools (status, rebalance_plan, what_if) do not collide. The main soft overlap is among read-ledger tools (history, decisions, discipline, explain_decision) and between strategy vs set_allocations vs status, but the descriptions differentiate them adequately.
The majority follow a predictable snake_case verb_noun or resource pattern (add_news_source, remove_news_source, record_fee, set_allocations, track_asset, untrack_asset, record_split). Read-only tools are bare nouns (strategy, history, status, doctor, live_prices), which is a minor but readable deviation rather than a chaotic mix.
36 tools is heavy and above the comfortable 3-15 band, but the surface legitimately spans several distinct subdomains (portfolio ledger, fund orders, committee workflow, news pipeline, strategy config, reporting), so each tool roughly earns its place rather than being redundant.
The surface is remarkably complete: full portfolio lifecycle (buy/sell/deposit/withdraw/dividend/split/fee/ROC/fund orders), strategy configuration (set_allocations, track/untrack, read strategy), committee end-to-end (prepare/submit/run/decisions/explain/record_execution), and news ingestion. No obvious dead ends for the stated investment-assistant purpose.