richfrem

InvestmentToolkit

Name: InvestmentToolkit
Author: richfrem

AI community

SOURCE https://github.com/richfrem/InvestmentToolkit

Description

An institutional-grade portfolio management and automated execution suite built natively around TradingView Desktop, combining direct CDP/JavaScript automation with an Agentic AI operating system for live brokerage control.

Installation

This entry records only its repository, not the path inside it, so there is no exact command to give. Open the source below and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

README

InvestmentToolkit

An institutional-grade portfolio management and automated research suite built natively around the TradingView Desktop application. Designed for advanced power users, this toolkit combines **TradingView CDP visual/chart automation** with an **Agentic AI operating system**—enabling autonomous research, multi-scenario DCF valuation, adversarial portfolio audits, and human-supervised portfolio synchronization.

[!TIP]

✅ 100% Fully Compliant: Human-in-the-Loop (HITL) Architecture

**InvestmentToolkit is strictly an interactive decision-support system, NOT an unattended bot.**

Active Human Review & Approval: Every trade calculation (shares, limit price, sizing) is staged interactively on your screen (via TradePrepModal or the active TradingView Desktop GUI). No order is ever placed without the human user reviewing, accepting, and confirming it.
Personal Display & Local Workstation: All CDP automation runs on your local licensed workstation directly alongside your active TradingView Desktop display for personal portfolio tracking and visual analysis.
No Unattended Auto-Trading: Background AI agents and scripts are strictly forbidden from placing live orders autonomously while unattended. See `.agent/rules/trade-execution-policy.md`.

[!WARNING]

⚠️ Notice Regarding TradingView Terms of Use (Prohibited Non-Display Usage)

TradingView’s Terms of Use strictly prohibit **headless, unattended "black-box" algorithmic trading and third-party automated execution APIs** operating without direct human display interaction. InvestmentToolkit's architecture explicitly adheres to these terms by enforcing a 100% human-supervised workflow.