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bo-finance

Agent-centric toolkit for personal finance and investment decisions

Structured data commands for portfolio, market, and investment decision workflows — designed to be composed by AI agents or used directly by humans.

Design Philosophy

The CLI is a structured data tool: it fetches, computes, stores, and renders. It does not call LLM APIs. All interpretation — evidence extraction, thesis evaluation, narrative generation — happens in the calling agent session.

  • Any agent works. Claude Code, a custom Agent SDK app, or a human can drive the same workflow.
  • Deterministic core. Composite scores, action thresholds, and risk computations are rule-based. Agent judgment enters only through score assignment, evidence recording, and narrative annotation.
  • Natural fallback. Without an agent, the CLI still produces data-complete reports with empty scores and template narratives.

What It Does

Every week, run one workflow that gathers portfolio, market, macro, thesis, and filing data, then outputs:

  1. A recommendation per position/thesis: BUY_MORE, HOLD, TRIM, EXIT.
  2. Thesis condition checks — quantitative pass/fail against live quotes.
  3. Evidence records linking decisions to SEC filings, news, and market data.
  4. Portfolio-level risk analysis (concentration, sector exposure, volatility).
  5. A prioritized action list with evidence and confidence.

Agent Workflow

The weekly review is a multi-step agent workflow:

1. bof review weekly --dry-run        # CLI gathers data, renders evaluation prompts
2. Agent reads prompts + context       # Agent reasons over each symbol
3. bof review score SYMBOL ...         # Agent records rubric scores
4. bof review evidence SYMBOL ...      # Agent records structured evidence
5. bof review annotate --run-id ID ... # Agent writes narrative sections
6. bof review finalize --run-id ID     # CLI computes composites, produces report

Steps 2-5 are where the agent (or human) applies judgment. The CLI handles everything else deterministically.

Quick Start

make install                          # install dependencies
bof init                              # validate API keys and connections
bof portfolio positions --all         # current holdings
bof thesis list                       # see active investment theses
bof thesis check NVDA                 # evaluate thesis conditions vs live data
bof sec filings AAPL --type 10-K      # recent SEC filings
bof review weekly --dry-run           # gather data + render evaluation prompts

Documentation