OpenInvestBLOCK
Research-grade investment decision engine for AI agents: isolated multi-agent committee, auditable verdicts, backtests with lookahead protection, published negative results
Overview
From the repository's own README, as read at the audited commit. Badges and raw HTML are left out.
A self-hosted investment decision engine built for modern AI agents. Multi-agent information isolation and cross-challenge protocol, providing an auditable decision trail (Audit Trail).
[](https://www.python.org/) [](docs/wiki/20-agent-usage-tutorial.md) [](LICENSE) [](https://github.com/longsizhuo/openInvest) [](https://glama.ai/mcp/servers/longsizhuo/openInvest)
📚 Full Architecture Wiki · 🇨🇳 中文版
What is OpenInvest?
OpenInvest is a self-hosted investment decision engine built for modern AI agents.
It provides a verifiable investment committee, evidence-based reasoning, long-horizon backtesting, and auditable decision records. Instead of replacing Claude Code, Codex, Hermes, or OpenClaw, OpenInvest is designed to power them.
Live Performance & PnL
Data feed is automatically updated every 2 hours using jobs/pnl_snapshot and pushed to the pnl-data branch
Upper half: 30-day net asset value trend · Lower half: Net asset value comparison against 8 benchmark assets (transparent disclosure, not an alpha claim—the committee's proven value is
ce03f0ee2bedOBSERVED · 2026-10-07Connect
Built from this server's own package name, version and transport as found in its source — not copied from anyone's documentation, so it cannot drift against a page we do not control. Replace the environment placeholders with a token scoped to the least it needs.
claude mcp add openinvest -- uvx openinvest==0.0.0 mcp
Exposed tools (9)
8 read · 0 write · 1 destructive. Blast radius: 1 tool can delete or overwrite — an agent that can be talked into calling a tool can be talked into calling this one.
| Tool | Risk | Description |
|---|---|---|
decisions | read | Get the unified decision ledger: every committee verdict joined with |
discipline | read | Get the committee |
explain_decision | read | Get the full reasoning behind one committee verdict: the complete |
history | read | Get the most recent trade records and committee verdict history. |
live_prices | read | Fetch a one-shot market backdrop: spot gold (USD/oz and CNY/gram), |
news_sources | read | List the news feed sources the crawler pulls from: the built-in default |
remove_news_source | destructive | Remove a user-added news feed by name or URL. Built-in default feeds |
status | read | Get a full snapshot of the user |
strategy | read | Get the user |
Trust audit
BLOCKgrade D · trust 63/100 Do not install this without reading the findings. The audit found something that could harm you or your machine.
| Layer | What it checks | Result |
|---|---|---|
| L0 | Provenance & inventory | WARN |
| L1 | Static analysis of the code | WARN |
| L2 | Instruction surface (what it tells the agent) | FAIL |
| L3 | Class-specific surface | WARN |
| L4 | Behavioural (sandbox) | SKIPPED |
What the source does
- Filesystem
- declared (7 observation(s))
- Network
- declared (6 observation(s))
- Shell
- declared (1 observation(s))
- Dependencies
- pinned
- Secrets in source
- none-found
Findings (25)
File exists → **read it directly, do not re-run**, and tell the user: "<SYMBOL> has
The user hasn't done first-time setup yet. **Never** tell the user to "go edit
closed_loop.tar.gz
holdout_baseline_2025-2026.tar.gz
plugin/skills/invest-setup/scripts/run.sh
skills/invest
skills/invest-backup
skills/invest-setup
module = importlib.import_module(module_name)
q2 = f"RANDOM_BETTER_OR_SIMILAR (Δacc={delta_acc_21:+.2f}pp, Δalpha={delta_alpha_21:+.2f}pp)"a = (1.0 + k * (sig - sbar)).clip(lower=0.0) # 投入权重,Σa=N(总额不变)
remove_news_source
.release-please-manifest.json
plugin/skills/invest-setup/references/onboarding-detailed.md
REPO_ROOT="$(cd "$SCRIPT_DIR/../../../.." && pwd)"
REPO_ROOT="$(cd "$SCRIPT_DIR/../../../.." && pwd)"
REPO_ROOT="${INVEST_HOME:-$(cd "$SKILL_DIR/../../.." && pwd)}"open http://127.0.0.1:8765/docs
curl http://127.0.0.1:8765/openapi.json
curl -X POST http://127.0.0.1:8765/api/cash/CNY/deposit \
curl -X POST http://127.0.0.1:8765/api/holdings -d '{curl -X POST http://127.0.0.1:8765/api/holdings/import \
# 再发邮件。invest 不直接持有 Discord token——POST 给同宿主机 Discord bot 的
| Q5 | DeepSeek API key & Gmail App Password? | **Optional**. The Coordinator path (chatting inside Claude Code) runs without any keys; they're only needed if you want the server to run automatically
experiments/signal-eval/out/q1_panel.pkl
Gates applied: instruction_override, no_behavioural_pass.
ce03f0ee2bedfull audit observations/trust-audit/mcp-server/longsizhuo__openinvest.json · Report an issue / request a re-scanAudit history
Every audit this server has had. A grade with a past is a grade somebody is still checking.
| Date | Source | Verdict | Grade | Score | Change |
|---|---|---|---|---|---|
| 2026-10-07 | ce03f0ee2bed | BLOCK | D | 63 | first audit |
Questions
What is the OpenInvest MCP server?
Research-grade investment decision engine for AI agents: isolated multi-agent committee, auditable verdicts, backtests with lookahead protection, published negative results
What tools does OpenInvest expose?
9 in total: 8 read-only, 0 that write, and 1 that can delete or overwrite (remove_news_source). Every one is listed on this page with its risk.
Is OpenInvest safe to connect to an agent?
No — not without reading the findings first. The audit graded it D (63/100) and found 2 critical or high issues in the source. Each one is listed on this page with the file and line it is on. Separately from the audit: 1 of its tools can destroy data, so scope the token you give it to what you actually need.
What credentials does OpenInvest need?
It reads CF_ACCESS_CLIENT_SECRET, CHATBOT_INTERNAL_KEY, DEEPSEEK_API_KEY, EMAIL_PASSWORD, GITHUB_TOKEN, INVEST_API_TOKEN, LLM_API_KEY and OPENAI_API_KEY from the environment. Give it a token scoped to the least it needs — an agent that can be talked into calling a tool can be talked into calling it with your credentials.
How does OpenInvest run?
It speaks stdio and streamable-http, so it runs as a local process your client starts. It is published on npm as openinvest at 0.20.1.
How current is this page?
The grade is for one exact copy of the source (ce03f0ee2bed), read on 2026-10-07. The repository is watched and re-audited when it changes.