openInvest

News the backend fetched but did not normalize because reasoning is delegated to you (agent mode). For each relevant item call `ingest_event` with `one_line_claim` / `stance` / `severity` / `affected_symbols`; pass the irrelevant ones back here as `dismiss_urls`. Items leave the queue once ingested or dismissed, and expire after 48h.

Record the first leg of an off-exchange fund purchase the user already placed with the fund platform: cash - amount, and the order is tracked as in transit (`status.pending_fund_orders`). Total assets do not change (the in-transit amount counts at face value), so there is no fake dip between order day and confirmation. Shares arrive when the pricing-day NAV is published: the `fund_confirm` job confirms automatically, or call `confirm_fund_order`. Bookkeeping only — openInvest never places orders. The expected confirm date uses a Monday-Friday calendar (no China holiday table) and a lag by fun…

Step 1 of the agent-run committee (Coordinator path): get everything YOU need to play the 4 roles yourself — no backend LLM key involved. Returns the deterministic data blocks (regime, sentiment / defense flag, valuation, macro, events, portfolio, path reference) plus the 6 role prompts and `instructions` describing the 3 rounds. Run Macro / Quant / Risk (cheap subagents are fine), write the CIO memo yourself, then call `submit_committee` with the full transcript. The backend keeps its own copy of the deterministic facts from this call and uses them when you submit (defense downgrade, regime…

Compute a rebalance list against the target allocation in strategy.md: what to BUY / SELL, how much, in whole lots, and why. Only produces the list, places no order — the human executes. No LLM call. Use when the user asks "do I need to rebalance", "how far am I from my target allocation" or "what should I buy/sell to get back on target". Per-asset targets come from `target_assets[].target_pct` in strategy.md; assets without one split `target_allocation_stock` equally (`target_source: "equal_split"`). Lot sizes: A-shares 100, convertible bonds 10, off-exchange funds by amount, HK/others 1 (HK…

Record a dividend (or interest) the user already received: credits ledger cash by amount - tax_withheld, positions unchanged. It counts as account return (inside NAV), not as a deposit. Bookkeeping only — openInvest never moves money. Confirm symbol, gross amount, withholding tax, and the date with the user before calling; this moves ledger cash. A symbol that is neither held nor in the ledger is rejected (typo guard). Args: amount: Gross amount before withholding tax; must be > 0. currency: Currency of the cash credited. symbol: Ticker (required for dividends; optional for inter…

Record whether the user executed or declined a committee verdict, with their reason. Appends to the execution ledger; idempotent — replaying the same record is a no-op, so retries are safe. Call when the user says "I bought it / I didn't buy / I disagree". When they decline, ask one short question for the reason first — this closes the adoption-rate loop that `decisions` reports on. Args: decision_id: "<date>/<symbol>" from the `decisions` output. executed: True if the user acted on the verdict, False if declined. reason: The user's stated reason (especially when declined). t…

Record a position the user already held before using openInvest (onboarding backfill) WITHOUT touching ledger cash. History is marked `funding_source: external_funding`, `source: mcp:existing_position`. Only for positions that `status` does not list yet — calling it for a symbol already there adds the units again (double count). A new purchase paid from ledger cash is `buy`. Does not add the symbol to the tracked list; use `track_asset` for committee coverage. Args: symbol: yfinance ticker (e.g. "AAPL", "510300.SS"). Gold = "GC=F", booked in CNY per gram only (units = grams, curr…

Record a fee or a tax the user already paid: debits ledger cash, positions unchanged. It is an account cost (inside NAV), not a withdrawal. Trade commissions need no separate entry — buy / sell already book the trade. Fails if the currency's cash balance is lower than the amount. Confirm the amount and date with the user before calling; this moves ledger cash. Args: amount: Amount paid; must be > 0. currency: Currency of the cash debited. kind: "fee" (default) or "tax". symbol: Related ticker (optional). trade_date: YYYY-MM-DD it was charged (default today). note: Fre…

Record a return of capital (some ETF / REIT distributions): credits ledger cash, lowers the holding's average cost by amount / units (a cost reduction, not income), units unchanged. Cost floors at 0; any excess is reported as excess_over_cost (treat as a capital gain). Confirm symbol, amount, and date with the user before calling; this moves ledger cash and changes average cost. Args: symbol: Held ticker. amount: Cash received; must be > 0. currency: Currency of the cash (must match the holding's cost currency). trade_date: YYYY-MM-DD received (default today). note: Free-…

Record a stock split / reverse split: units x ratio, average cost / ratio, cash unchanged (market value is unchanged). Call it once per split — a second call multiplies the position again; use an idempotency_key if unsure whether an earlier attempt landed. Rejected when the ledger already has trades / corrections for the symbol on or after trade_date (their units are already post-split, so multiplying the whole snapshot would invent shares) — pass ledger_only=true if the snapshot is already correct. Confirm symbol, ratio, and ex-date with the user before calling; this rewrites the position's …

Remove a user-added news feed by name or URL. Built-in default feeds cannot be removed.

Run the 4-role LLM investment committee on a symbol (Direct path): Macro Strategist, Quant Analyst, and Risk Officer debate from isolated evidence, then a CIO synthesizes one calibrated BUY/HOLD/SELL-style verdict with a written memo. Requires a backend LLM key (e.g. DEEPSEEK_API_KEY) and takes 30-90s on a cache miss. If the symbol was already analyzed today, the cached verdict is returned instantly unless `force` is set. Sends MCP progress notifications per debate phase when the client asks for them. Decision support only — the human always executes. Args: symbol: Any yfinance ticker (U…

Record a sell in the local ledger: reduces the position's units (average cost unchanged) and credits cash in the holding's cost currency. Bookkeeps a trade already executed at the user's broker — openInvest never places real orders. Confirm symbol, units, and price with the user before calling; this moves ledger cash. Args: symbol: yfinance ticker of an existing holding. units: Quantity sold; must be > 0. price: Execution price per unit, in the holding's cost currency. idempotency_key: Reuse the same key when retrying this exact call; recorded once. Returns: Updated posi…

Update the strategy's target allocation: the stock/cash ratio and/or the per-asset target weights that `rebalance_plan` reads, and/or the per-asset alert lines the price sentinel watches. The stock and cash values must sum to ≈1.0, and the per-asset weights must sum to at most the stock target; schema validation rejects and rolls back any write that would corrupt the strategy file. Everything in one call is validated and written atomically — to lower the stock target below the current sum of per-asset weights, pass the new weights in the same call. Use when the user says e.g. "set my target t…

Get a full snapshot of the user's portfolio: cash balances per currency, every holding with units / average cost / live price, and unrealized P&L per position and in total. Use when the user asks "show my portfolio", "how is my P&L", or before proposing any trade. Read-only; fetches live quotes, so values change between calls. Returns: Object with `cash` (currency → amount), `all_holdings` (every position, priced the same way whatever the symbol: units, avg_cost, live price, market value, pnl_pct; null price fields when a quote is unavailable; each carries `alerts`, the user'…

Get the user's investment strategy: target stock/cash allocation, the list of tracked assets (per-asset investment cap, purchase channel, fee settings), and long-term insights distilled by the nightly Dreaming memory-consolidation job. Use when deciding whether a proposed trade fits the user's plan, or when the user asks "what is my strategy / what am I tracking". Read-only. Returns: Object with `target_allocation` (stock/cash ratios), `target_assets` (tracked symbols with constraints), and `insights` (distilled lessons from past decisions).

Step 2 of the agent-run committee: hand in the transcript you produced from `prepare_committee`. The backend parses the CIO memo, applies the same deterministic rules as the backend-run committee (single-investment cap, defense downgrade, sanity checks), saves the decision and returns it. If the CIO section has no parseable verdict, nothing is saved and this returns an error — fix the CIO section and submit again. Returns: `decision_id`, the post-rule `verdict` object, `saved` path and `facts_source` ("prepare" = rules used the facts saved at prepare time; "transcript" = no recen…

Add a symbol to the tracked-asset list, or update an existing entry (idempotent upsert: only the fields you pass are changed). The tracked list decides which symbols the committee and DCA jobs cover. The alert_* parameters set per-asset alert lines the price sentinel checks every few minutes (price lines: 24h cooldown; day-move lines: once per trading day); each one you pass overwrites that line only. To clear a line use set_allocations with a null value. Delivery needs INVEST_EVENT_ALERT=1 on the server (default off — without it a hit is only logged to the event store, nothing is sent). Use …

Remove a symbol from the tracked-asset list — the committee and DCA jobs stop covering it. Holdings and trade history are untouched; schema validation guarantees at least one tracked asset remains. Args: symbol: yfinance ticker currently in the tracked list. Returns: The updated tracked list, or {"status": "error", "error": ...}.

Simulate portfolio P&L for a hypothetical price move: "what happens to my portfolio if <symbol> moves ±pct% / reaches <price>". Pure arithmetic over current holdings — no LLM call, instant, free. Use when the user asks scenario questions like "if the Nasdaq drops 10%, how much do I lose". Provide exactly one of `pct` or `price`. Args: symbol: yfinance ticker held or tracked by the user (e.g. "NDQ.AX", "GC=F", "510300.SS"). pct: Hypothetical percent change, e.g. -10 for a 10% drop. price: Hypothetical absolute target price (alternative to pct). Returns: Object with th…

Record a cash withdrawal from the ledger, in any currency. Fails if the balance is insufficient. Bookkeeping only — no real payment system is connected. Args: currency: ISO-style currency code, e.g. "CNY", "USD", "AUD". amount: Amount to remove; must be > 0. idempotency_key: Reuse the same key when retrying this exact call; recorded once. Returns: Updated cash balances, or {"status": "error", "error": ...}.