A self-hosted intelligence console for personal wealth research. 6 specialist agents, 70+ financial tools, real-time market data — all running locally. Your portfolio, your keys, your data.
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.
Breaks complex financial queries into multi-step execution plans. Selects from 40+ tools, runs them in parallel, and synthesizes institutional-grade reports.
Real-time market intelligence. Scans for golden crosses, oversold conditions, volume spikes, and sector rotation signals across your entire universe.
Synthesizes breaking news, geopolitical events, and earnings catalysts into actionable intelligence reports with sentiment scoring.
Aggregates holdings from multiple brokerages and CSV uploads into a unified view. Tracks performance vs. benchmarks and manages multi-currency positions.
Monitors concentration risk, drawdown limits, and macro regime shifts. Runs Monte Carlo simulations and position-sizing calculations.
Maps geopolitical events to supply-chain disruptions and investable opportunities. Covers 30+ countries, 40+ commodities, and strategic chokepoints.
Natural language interface with context-aware intelligence panels. Ask complex questions and watch the AI break them into multi-step plans — live.
CairnIQ doesn't just track prices — it tracks why you own each position. Document your investment thesis, monitor catalysts, and let the AI alert you when your original assumptions break down.
Example: "I bought NVDA at $450 because of AI datacenter buildout. Target: $600. Exit if gross margins fall below 60% or hyperscaler capex guidance drops."
The terminal builds a persistent D3-powered knowledge graph from your conversations. It tracks your holdings, sectors, theses, and relationships — so the AI gets smarter over time.
Every tool the AI uses is a real, deterministic function — not a hallucinated answer. From RSI calculations to Monte Carlo simulations.
4-phase pipeline: Universe → Technical Screen → Deep Fundamentals → Scoring
Maps wars, sanctions & disasters to supply-chain investment opportunities
Daily regime detection: Fear & Greed, VIX, yield curve, portfolio drawdown
Covered calls, protective puts, spreads — with Greeks and max profit/loss
10,000-path probability engine for portfolio projections
Identifies wash-sale-safe swap candidates to reduce your tax burden
Head & shoulders, double bottoms, cup-and-handle with confidence scores
GDP, CPI, unemployment, yield curves — direct from the Federal Reserve
Retirement projections, income analytics, and savings rate calculations
Tracks capital flow between sectors to identify emerging leadership
Tracks insider buying clusters and unusual institutional activity
Aggregate holdings from multiple brokerages, track performance against benchmarks, and maintain a complete audit trail of every decision.
Connect your brokerage accounts via API or upload CSV. Live sync and manual tracking coexist seamlessly. Automatic deduplication handles overlapping accounts.
Track returns by position, sector, and time period. Compare against S&P 500, sector ETFs, and custom benchmarks. Identify what's working and what's not.
Document every entry and exit. Record what you expected vs. what happened. Build a personal playbook of patterns that work for your style.
Real-time concentration risk, correlation matrices, and drawdown monitoring. Monte Carlo simulations for portfolio stress testing.
Set alerts for thesis invalidation triggers: earnings misses, margin compression, management changes, or macro regime shifts.
Track upcoming earnings, ex-dividend dates, option expirations, and economic releases. Never miss a catalyst again.
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, your sensitive financial data is never persisted or trained upon by third parties.
All data lives in user_data/ on your machine. Credentials, portfolios, memory graphs — everything.
You connect YOUR API keys to YOUR brokerage. We never see your credentials or your net worth.
Every line of code is inspectable. No telemetry, no analytics, no phone-home behavior. Fork it. Verify it.
Clone, install, and launch. The guided setup wizard handles the rest.
One script installs all dependencies, creates your data directory, and migrates existing config.
git clone ... && ./install.sh
The interactive Setup Wizard walks you through connecting your AI provider and brokerage accounts.
Settings → Commit Infrastructure Sync
Double-click the launcher or run the command. Your private intelligence console opens at localhost:8000.
./CairnIQ.command
user_data/. No financial data is persisted in the cloud. The terminal communicates directly with your brokerage and AI providers via encrypted channels. Unlike consumer chatbots, your data is never used for training or stored on external servers.Your wealth intelligence. Your infrastructure. Your rules.
GitHub (Coming Soon) Contact for Access