FAQ & Technical Support

CairnIQ runs on Windows, macOS, and Linux environments. You need:
• Python 3.10, 3.11, or 3.12.
• An active internet connection for API tickers synchronization and yfinance scans.
• Approximately 100MB of local storage space for logs, local configurations, and cache files.

Clone the repository, navigate to the folder, and run:
• macOS & Linux:
git clone https://github.com/aymanyaq/cairniq.git
cd cairniq
./install.sh
./CairnIQ.command • Windows (Open PowerShell as Administrator in the project directory):
git clone https://github.com/aymanyaq/cairniq.git
cd cairniq
Set-ExecutionPolicy Bypass -Scope Process
.\install.ps1
.\CairnIQ.bat This starts the local FastAPI server at `http://127.0.0.1:8000` and opens the terminal interface in your default browser.

No. Although keys can be initially added to a temporary `.env` file during onboarding, CairnIQ automatically runs a migration script that transfers those secrets into your OS system secure storage (Keychain on macOS, Secret Service on Linux) and removes them from disk. Subsequent accesses load them directly into memory from the keychain.

Never. Your portfolios, tickers history, custom investment journal notes, and LLM chat transcripts remain strictly inside the local user_data/ directory on your hard drive. The application contains no tracking trackers, analytics integrations, or telemetry.

CairnIQ routes requests to enterprise developer endpoints (e.g. AWS Bedrock, Anthropic API, or OpenAI API). The terms of service for these developer-facing interfaces guarantee that prompts, logs, and data are never stored persistently or used to train foundation model parameters. Switch providers instantly via the local terminal interface.

CairnIQ natively supports direct API synchronization with popular brokers (e.g. Questrade, Alpaca). Additionally, you can upload standard CSV spreadsheets exports from any broker (Fidelity, Interactive Brokers, Vanguard, Schwab) directly. Overlapping positions are automatically merged and deduplicated.

No. CairnIQ is licensed strictly for personal, non-commercial use. Commercial use within hedge funds, registered investment advisors (RIAs), family offices, or paid newsletters is strictly prohibited.