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SOURCE AVAILABLE ยท V2.1.0 ยท MULTI-AGENT ARCHITECTURE

CairnIQ

A self-hosted intelligence console for personal wealth research. 6 specialist agents, 70+ financial tools, real-time market data โ€” all running locally. Your portfolio, your keys, your data.

Chat
CAIRNIQ // CONSOLE

6

Specialist AI Agents

70+

Financial Tools

0

Cloud Persistence

โˆž

Local Control

Multi-Agent System

Six Specialist Agents, One Unified Brain

Each agent is an expert in its domain. The Supervisor routes your queries to the right specialist, and the Deep Reasoning engine orchestrates multi-step analysis plans.

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Deep Reasoning Engine

Breaks complex financial queries into multi-step execution plans. Selects from 40+ tools, runs them in parallel, and synthesizes institutional-grade reports.

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Market Analyst

Real-time market intelligence. Scans for golden crosses, oversold conditions, volume spikes, and sector rotation signals across your entire universe.

โš ๏ธ

Risk Manager

Monitors concentration risk, drawdown limits, and macro regime shifts. Runs Monte Carlo simulations and position-sizing calculations.

View Full Agent Specs & Collaboration Diagram โ†’
Command Center

Talk to Your Portfolio Like It Understands You

Natural language interface with context-aware intelligence panels. Ask complex questions and watch the AI break them into multi-step plans โ€” live.

  • Quick Action bar: Analyze, Scan, Dip Plan, Health, News, Risk
  • Real-time Portfolio vs. S&P 500 benchmark overlay
  • Daily Market Pulse with regime detection
Chat interface with Quick Actions and intelligence panels
Tool Arsenal

70+ Specialized Financial Tools

Every tool the AI uses is a real, deterministic function โ€” not a hallucinated answer. From RSI calculations to Monte Carlo simulations.

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Opportunity Scanner

Accumulation-first funnel: Dynamic Universe โ†’ Event & Flow Radar โ†’ Deep Fundamentals โ†’ Conviction Scoring

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Monte Carlo Simulation

10,000-path probability engine for portfolio projections

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Tax-Loss Harvesting

Surfaces loss-harvesting candidates with a recovery-conviction check and wash-sale guidance

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FRED Macro Data

GDP, CPI, yields, and macro metrics directly from the Federal Reserve

Zero-Trust Architecture

Your Data. Your Machine. Period.

We built this for ourselves first. Every API key, every holding, and every memory fragment stays on your local disk. While AI inference is performed via encrypted API calls, we utilize professional-grade enterprise endpoints (like AWS Bedrock) where your data is explicitly excluded from model training and third-party persistence.

Learn About Our Secure Credentials Keyring & Private API Support โ†’
Quick Start

Deploy in Under 5 Minutes

Clone, install, and launch. The guided setup wizard handles the rest.

01

Clone & Install

One script installs all dependencies, creates your data directory, and migrates existing config.

git clone https://github.com/aymanyaq/cairniq.git && cd cairniq && ./install.sh
02

Configure Keys

The interactive Setup Wizard walks you through connecting your AI provider and brokerage accounts.

Settings โ†’ Commit Infrastructure Sync
03

Launch CairnIQ

Double-click the launcher or run the command. Your private intelligence console opens at localhost:8000.

./CairnIQ.command  or  CairnIQ.bat

Frequently Asked Questions

Here are a few quick answers to common questions about CairnIQ.

What LLM providers are supported?
Claude (Anthropic or via AWS Bedrock), OpenAI GPT models, and any OpenAI-compatible endpoint. The terminal uses a provider-agnostic abstraction layer, so switching is a single config change.
Is my financial data safe?
Yes. All sensitive credentials and portfolio data are stored locally on your machine in user_data/. No financial data is ever persisted in the cloud. CairnIQ utilizes enterprise-grade API layers (such as AWS Bedrock and OpenAI API) which provide strict data isolation. Unlike consumer-facing chatbots, these professional endpoints explicitly guarantee that your prompts and data are never used for training foundation models.
Read the Full FAQ & Technical Docs Page โ†’

Take Cairn Intelligence

Your wealth intelligence. Your infrastructure. Your rules.

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