Investment Agent
ishenli/investment-agent
Local AI investment assistant with multiple agent engines, including a Hermes engine
Investment Agent is a local AI investment analysis tool for managing US and Hong Kong stocks and domestic Chinese funds. It offers three interchangeable agent engines, one of them named Hermes, plus WeChat and Feishu channels and a web chat interface.
What Investment Agent does
Investment Agent combines portfolio tracking with chat-based analysis. Its tools query real-time stock, fund and gold prices through Finnhub, search investment notes semantically, turn natural language into SQL against portfolio data, run Tavily-powered web research and produce technical indicator and sentiment analysis. Agents can render inline cards for stock quotes, fund details, charts and trade intents from validated UIArtifact JSON, and trade intent cards only represent pending intents that need explicit confirmation and server-side checks.
Three engines share one interface: a DeepAgents engine built on LangChain and LangGraph, a Claude engine using the Anthropic Claude Agent SDK, and a Hermes engine described as a lightweight agent framework with trace, metrics and cost tracking. A per-conversation permission switcher offers safe, auto and full-access tiers, with ContentGuard blocking dangerous commands beneath it. WeChat, Feishu and the web interface connect through a unified message router.
Key features
- Three agent engines behind one interface: DeepAgents, Claude and Hermes
- WeChat, Feishu and web chat channels through a unified message router
- Stock, fund and gold price queries through Finnhub
- Inline generative UI cards from validated UIArtifact JSON
- Safe, auto and full-access permission tiers per conversation
- Trace, metrics and cost tracking with a live observability panel
When to use it
- Tracking a portfolio of US and Hong Kong stocks and domestic funds
- Asking an assistant about holdings through WeChat or Feishu
- Reviewing agent traces, token usage and per-session cost
Who it is for: Individual investors and developers who want a self-hosted AI assistant for portfolio analysis with switchable agent engines.
How it fits with Hermes Agent
It includes a Hermes engine next to the DeepAgents and Claude engines, and the repository describes Hermes-style self-iterating learning. The README describes that engine as a lightweight framework, not as the NousResearch Hermes Agent itself.
FAQ
What is Investment Agent?
Investment Agent is a local AI investment assistant that manages US and Hong Kong stocks and domestic funds. It offers chat analysis, portfolio tracking and agent observability.
Does Investment Agent work with Hermes Agent?
It includes a Hermes engine alongside DeepAgents and Claude engines, described as a lightweight agent framework with tracing, metrics and cost tracking. The README does not present it as the NousResearch Hermes Agent itself.
Is Investment Agent free and open source?
Yes. The repository is released under the MIT license.
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