https://github.com/ishenli/investment-agent
一个 简单的 AI 投资助理，管理股票（美股、港股）和基金（国内基金），同时具备自迭代学习的能力
https://github.com/ishenli/investment-agent
agent ai ant-design claude-agent-sdk election gui hermes-agent investment langchain nextjs skills
Last synced: 27 days ago
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一个 简单的 AI 投资助理，管理股票（美股、港股）和基金（国内基金），同时具备自迭代学习的能力
- Host: GitHub
- URL: https://github.com/ishenli/investment-agent
- Owner: ishenli
- License: mit
- Created: 2026-01-01T09:33:12.000Z (6 months ago)
- Default Branch: main
- Last Pushed: 2026-05-29T16:14:54.000Z (28 days ago)
- Last Synced: 2026-05-29T18:08:48.744Z (28 days ago)
- Topics: agent, ai, ant-design, claude-agent-sdk, election, gui, hermes-agent, investment, langchain, nextjs, skills
- Language: TypeScript
- Homepage: https://ishenli.github.io/investment-agent/
- Size: 6.33 MB
- Stars: 5
- Watchers: 0
- Forks: 1
- Open Issues: 14
-
Metadata Files:
- Readme: README.md
- License: LICENSE
- Agents: AGENTS.md
Awesome Lists containing this project
README
# Investment Agent
AI-powered local investment analysis tool with multi-engine agent architecture for comprehensive stock market analysis, portfolio management, and intelligent investment recommendations.
English Version | [中文版本](./doc/zh/README.md)
[](https://github.com/ishenli/investment-agent/releases/latest)
[](https://opensource.org/licenses/MIT)
[](https://github.com/ishenli/investment-agent/actions/workflows/ci.yml)
[](https://ishenli.github.io/investment-agent/)
## Product Prototype
| Chat Interface (Light) | Chat Interface (Dark) |
|:------------------------:|:---------------------:|
| 
| 
|
| Agent Observability | Account Overview |
|:-------------------:|:----------------:|
| 
| 
|
## Wechat Channel
| Agent Observability | Account Overview |
|:-------------------:|:----------------:|
| 
| 
|
## Features
### Multi-Engine AI Architecture
- **DeepAgents Engine** - LangChain/LangGraph-based agent orchestration
- **Claude Engine** - Anthropic Claude Agent SDK integration
- **Hermes Engine** - Lightweight agent framework with full observability (trace, metrics, cost tracking)
- Unified engine interface for seamless switching
### Multi-Channel Communication
- **WeChat Integration** - Personal WeChat account via iLink long-poll
- **Feishu Support** - Feishu bot integration (coming soon)
- **Web Interface** - Chat-based AI interaction
- Unified message router for multi-platform support
### AI-Powered Analysis Tools
- **Asset Information Query** - Real-time stock, fund, and gold prices via Finnhub
- **Investment Note Search** - Semantic search through investment notes
- **Database Query** - Natural language to SQL queries on portfolio data
- **Web Search** - Tavily-powered market research
- **Stock Analysis** - Technical indicators and market sentiment
### Permission Mode Control
- **Conversation-level permission switcher** - Toggle Hermes engine permission levels right next to the chat input box
- **Four permission tiers**:
- **Safe** — Read/write operations only; system and finance tools are blocked entirely
- **Standard** — System and finance operations require user confirmation
- **Power** — Finance operations execute automatically; system operations still require confirmation
- **Unrestricted** — All operations execute automatically (ContentGuard still applies)
- **Real-time effect** — Permission settings take effect immediately per conversation; each session can have its own level
- **Content safety layer** — ContentGuard runs independently beneath the permission layer, catching dangerous commands and sensitive file access
### Agent Observability
- **Trace & Span System** - Hierarchical tracing for every agent execution with explicit context passing
- **Real-time Metrics** - Token usage, latency, tool call counts, and iteration stats
- **Cost Tracking** - Per-session cost breakdown based on model pricing tables
- **Live Observability Panel** - In-chat sidebar showing trace timeline, span details, and aggregated metrics
- **Persistent Storage** - Trace/span data saved to SQLite for historical analysis
### Investment Management
- **Portfolio Tracking** - Real-time position and P&L monitoring
- **Asset Management** - Multi-account support with performance analytics
- **Market Research** - Aggregated news and market information
- **Investment Notes** - Knowledge base with tag-based organization
### Modern Interface
- Clean dashboard with light/dark themes
- Real-time data visualization
- i18n support (English/Chinese)
- Desktop app (Electron) support
## Documentation
📚 **Full documentation**: https://ishenli.github.io/investment-agent/
## Quick Start
### Prerequisites
- Node.js 18+
- pnpm (recommended) or npm
### Installation
1. Clone and install:
```bash
git clone https://github.com/ishenli/investment-agent.git
cd investment-agent
pnpm install
```
2. Run development server:
```bash
pnpm dev
# Visit http://localhost:3000
```
### Global CLI (Optional)
```bash
npm install -g investment-agent
investment-agent [command] # or: ig [command]
```
## Architecture
### Multi-Engine Agent System
```
┌─────────────────────────────────────────────┐
│ Unified Engine Interface │
├──────────────┬──────────────┬───────────────┤
│ DeepAgents │ Claude │ Hermes │
│ (LangGraph)│ (Agent SDK) │ (Lightweight)│
├──────────────┴──────────────┴───────────────┤
│ AI Tools Layer │
│ • Asset Query • Note Search │
│ • DB Query • Web Search │
│ • Stock Analysis │
├──────────────────────────────────────────────┤
│ Observability Layer (Hermes) │
│ • Trace/Span • Metrics • Cost Tracking │
│ • Live Panel • Persistent Storage │
├──────────────────────────────────────────────┤
│ Multi-Channel Communication Layer │
│ • WeChat • Feishu • Web Interface │
├──────────────────────────────────────────────┤
│ Business Logic & Data Persistence │
└──────────────────────────────────────────────┘
```
### Key Components
- **Engine Registry** - Dynamically register and switch AI engines
- **Tool System** - Standardized tool interface with LangChain/Claude SDK adapters
- **Observability System** - Hierarchical tracing, metrics collection, and cost tracking for agent runs
- **Channel Router** - Unified message routing across platforms
- **Session Management** - Multi-turn conversation with context persistence
- **Data Layer** - SQLite + Drizzle ORM for type-safe queries
## WeChat Integration
The WeChat channel enables AI assistant access through personal WeChat accounts:
### Setup
1. Configure iLink API credentials in settings
2. Scan QR code to login WeChat account
3. Start receiving and responding to messages
### Architecture
- **Long-poll Mode** - No webhook required, uses background polling
- **Context Tracking** - Maintains conversation context per peer
- **Message Deduplication** - TTL-based dedup for reliability
- **Auto Reconnect** - Built-in retry logic with exponential backoff
### Features
- Text message support
- Session continuity across reconnects
- Configurable chunked responses
- Debug logging integration
## Tech Stack (AI-Focused)
### AI & LLM
- **LangChain & LangGraph** - Agent orchestration and workflow
- **Claude Agent SDK** - Anthropic's agent framework
- **DeepAgents** - Multi-agent system framework
- **AI SDK** - Vercel AI toolkit for streaming
### Communication Channels
- **WeChat (iLink)** - Personal account integration
- **Feishu** - Enterprise messaging (planned)
### Data & Storage
- **SQLite + Drizzle ORM** - Type-safe database operations
- **Finnhub API** - Real-time market data
- **Tavily API** - Web search capabilities
### Backend & Observability
- **Hermes Observability** - Trace/span lifecycle, metrics collection, cost tracking
- **SQLite + Drizzle ORM** - Type-safe database operations
- **Event Bus** - Fire-and-forget observability sink system
### Frontend
- **Next.js 16 + React 19** - Modern web framework
- **Ant Design + Radix UI** - UI components
- **TailwindCSS** - Styling
## Available Scripts
```bash
# Development
pnpm dev # Start dev server
# Build & Production
pnpm build # Build for production
pnpm start # Start production server
# Database
pnpm db:generate # Generate migrations
pnpm db:migrate # Run migrations
pnpm db:studio # Open Drizzle Studio
# Code Quality
pnpm lint # ESLint check
pnpm format # Prettier format
pnpm test # Run tests
```
## Project Structure
```
src/
├── app/ # Next.js pages and routes
│ └── api/channel/ # WeChat/Feishu webhook routes
│ └── api/chat/ # Chat & observability APIs
├── server/
│ ├── core/
│ │ ├── agents/ # AI agent implementations
│ │ │ ├── langchain/ # DeepAgents engine
│ │ │ ├── claude/ # Claude engine
│ │ │ └── hermes/ # Hermes engine
│ │ ├── engine/ # Engine registry and runner
│ │ └── business/ # Core business logic
│ ├── channel/ # Channel handlers
│ ├── service/ # API services
│ │ └── observabilityService.ts
│ └── repository/ # Data access layer
│ └── chat/ # Chat & observability repositories
├── types/ # TypeScript definitions
└── locales/ # i18n translations
packages/
├── agent-channel/ # Multi-platform messaging SDK
│ └── src/weixin/ # WeChat channel implementation
└── hermes-agent/
└── src/
└── observability/ # Trace, metrics, cost tracking
```
## Core Modules
| Module | Path | Description |
|--------|------|-------------|
| Chat | `/chat` | AI-powered conversation interface |
| Asset | `/asset` | Portfolio and position management |
| Research | `/research` | Market research and analysis |
| Notes | `/note` | Investment knowledge base |
| Reports | `/report` | Analysis reports history |
| Settings | `/setting` | Account, AI model, and channel config |
## Deployment
The application runs locally as a desktop app (Electron) or web server. No cloud deployment required - all data stays on your machine.
## Contributing
Contributions are welcome! Please:
1. Fork the repository
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
3. Commit changes following [Conventional Commits](https://www.conventionalcommits.org/)
4. Push and open a Pull Request
## License
MIT License - see [LICENSE](LICENSE) for details.
## Acknowledgments
| Project | Contribution |
|---------|-------------|
| [TradingAgents](https://github.com/TauricResearch/TradingAgents) | Multi-agent architecture inspiration |
| [LobsterAI](https://github.com/netease-youdao/LobsterAI) | Skill system reference |
| [LobeUI](https://ui.lobehub.com/) | UI components |
---
Made with ❤️ by [ishenli](https://github.com/ishenli)
Questions? [Open an issue](https://github.com/ishenli/investment-agent/issues)