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https://github.com/agentic-engineering-agency/capital-sentinel

Capital Sentinel - Agentic Wealth Intelligence Platform powered by AI agents for investment analysis and portfolio management
https://github.com/agentic-engineering-agency/capital-sentinel

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Capital Sentinel - Agentic Wealth Intelligence Platform powered by AI agents for investment analysis and portfolio management

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README

          

# Capital Sentinel - Agentic Wealth Intelligence

An AI-powered wealth intelligence platform with BYOK (Bring Your Own Key) support for multiple AI providers.

## Tech Stack

- **Frontend**: TanStack Start (full-stack React)
- **Backend**: Convex (real-time database)
- **AI Agents**: Mastra framework
- **Deployment**: Vercel

## AI Providers (BYOK)

- OpenAI (GPT-4, GPT-4o)
- Anthropic (Claude 3.5 Sonnet)
- OpenRouter (multiple models)
- Z AI / GLM (GLM-4.7)

## Quick Start

```bash
# Install dependencies
npm install

# Start Convex (Terminal 1)
npx convex dev

# Start app (Terminal 2)
npm run dev
```

## Project Structure

```
├── src/
│ ├── routes/ # TanStack file-based routing
│ ├── components/ # React components
│ └── lib/ # Utilities & AI integrations
├── convex/ # Convex backend
│ ├── schema.ts # Database schema
│ └── *.ts # Queries & mutations
└── mastra/ # AI agents (if configured)
```

## AI Agents

- **Watchtower**: Market analysis & signal detection
- **Strategist**: Investment thesis generation
- **Executor**: Rebalancing recommendations
- **Compliance Guard**: Safety validation

## Environment Variables

Copy `.env.example` to `.env` and configure as needed. Users can also set their API keys via the Settings page (BYOK).

## License

MIT - Agentic Engineering Agency