Investment runtime built for AI agents — 4-role LLM investment committee, portfolio ledger, decision accounting, MCP server
openInvest exhibits moderate-to-good definition quality with 21 tools covering portfolio analysis, committee voting, and trade logging. Strengths: most tools have clear, action-oriented names and substantive descriptions (100-250 chars typical); input schemas are present with typed parameters; risk classifications (READ_ONLY/WRITE) are declared. Weaknesses: inconsistent schema completeness (some tools lack explicit type declarations in source); output schemas are undocumented in the tool definitions themselves (only described in prose); Chinese-language descriptions in tools 17-21 reduce LLM clarity; no parameter validation guidance (ranges, patterns, or constraints); error handling is not specified in any tool definition; descriptions lack 'WHEN to use' context and 'WHAT it returns' detail expected by LLMs. The tool set is well-scoped (one action per tool: status, strategy, history, etc.) but could benefit from explicit output schema registration and actionable error messages.
Add a new RSS feed source for market news.
Deposit or withdraw cash from the portfolio ledger.
对指定 symbol 跑多周期技术分析(1mo/3mo/6mo/1y/2y),返回 RSI(14) / MA20/60/120/250 / 价格分位数 / 趋势方向。Quant 角色的核心数据来源。
Get the unified decision ledger: every committee verdict joined with rule interventions, the user's actual executions or refusals (with reasons), and post-hoc outcome data — plus an adoption-rate summary.
Get the committee's discipline ledger: how often it chose inaction (HOLD ratio), how many impulsive user trades its rules intercepted, and the counterfactual money saved/lost by those interventions.
Get a natural-language explanation of a committee decision: vote history, each role's reasoning, and the confidence calibration.
Chinese-only descriptions in 5 tools (17-21) violate LLM clarity requirement
No output schemas documented in tool definitions
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-09-23 | C | 65 | 2026-07-28+ | v2 |
获取指定 symbol 在指定时间窗口的历史日线数据(OHLCV)。用于深入分析趋势 / 计算自定义指标。返回最近 10 个交易日 + 起始/结束/最高/最低 4 个 anchor。
返回当前宏观指标快照:VIX (恐慌指数) / TNX (10 年期国债收益率) / USDCNY / AUDCNY / DXY (美元指数) / TIP_1mo_pct (TIPS ETF 近月涨跌,实际利率方向代理:TIP 涨=实际利率降=利好黄金)。Macro Strategist 的核心数据来源;分析黄金/商品类资产时 DXY 与实际利率方向是关键货币因素。
查询同一资产最近 N 次委员会决策(VERDICT / CONFIDENCE / ALLOC_CNY)+ 各角色的 SIGNAL。CIO 用来检查'我上次给 BUY 但现在又给 BUY'是否一致。
Get the most recent trade records and committee verdict history.
Manually record a market event (earnings, economic data release, geopolitical shock, etc.) for the memory system to learn from.
Fetch a one-shot market backdrop: spot gold (USD/oz and CNY/gram), USDCNY and AUDCNY FX rates, the NDQ.AX ETF price, the VIX volatility index, and the 10-year US Treasury yield (TNX).
List all configured RSS feed sources for market news ingestion.
Record a user trade: symbol, direction (BUY/SELL), units, price, and timestamp. Logs to the decision ledger with optional committee verdict linkage.
查询 OpenClaw Dreaming 长期记忆里的相关 insight(近 90 天行为聚类)。返回 top-k 条已通过阈值门 (score≥0.8 / count≥3) 的模式。Risk Officer 用来引用'用户 6 个月前类似情境的过度集中持仓'等。
Record the user's actual execution (BUY / SELL / HOLD) against a committee recommendation, with optional reason for divergence.
Remove an RSS feed source.
Run the 4-role investment committee for a given symbol: Quant (technical analysis), Growth (fundamental bull case), Macro Strategist (economic context), and Risk Officer (downside protection and diversification constraints). The committee votes on BUY / ACCUMULATE / HOLD / TRIM / SELL with confidence and suggested allocation from dry powder.
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.
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.
Simulate portfolio P&L for a hypothetical price move: what happens to my portfolio if symbol moves ±pct% / reaches price.
Parameter constraints missing (min/max, format, enum values)
Error handling and recovery guidance absent from all tool definitions
No permission/scope declarations on WRITE tools