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.
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.
Monitors concentration risk, drawdown limits, and macro regime shifts. Runs Monte Carlo simulations and position-sizing calculations.
Natural language interface with context-aware intelligence panels. Ask complex questions and watch the AI break them into multi-step plans โ live.
Every tool the AI uses is a real, deterministic function โ not a hallucinated answer. From RSI calculations to Monte Carlo simulations.
Accumulation-first funnel: Dynamic Universe โ Event & Flow Radar โ Deep Fundamentals โ Conviction Scoring
10,000-path probability engine for portfolio projections
Surfaces loss-harvesting candidates with a recovery-conviction check and wash-sale guidance
GDP, CPI, yields, and macro metrics directly from the Federal Reserve
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.
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 https://github.com/aymanyaq/cairniq.git && cd cairniq && ./install.sh
The interactive Setup Wizard walks you through connecting your AI provider and brokerage accounts.
Settings โ Commit Infrastructure Sync
Double-click the launcher or run the command. Your private intelligence console opens at localhost:8000.
./CairnIQ.command or CairnIQ.bat
Here are a few quick answers to common questions about CairnIQ.
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.Your wealth intelligence. Your infrastructure. Your rules.
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