InvestmentOS

Private AI investment operating system — a premium dark cockpit for research, portfolio monitoring, strategy and discipline. Not a broker or adviser: it drafts trade instructions for manual approval and never executes autonomously.

LiveOn trackPersonal / FinanceClaude2 openUpdated today

Open Workspace

Tick what you need, then launch this project's tools together.

Live appinvestmentos.rob-os.com
GitHub repoRob-OS/investmentos
Vercelinvestmentos
Supabaseuttartblgtecibbozowf (capitalos_kv token store)
Domain / DNS (Cloudflare)

Status & focus

StatusLive

HealthGreen

Current focusLive on investmentos.rob-os.com. Brokers wiring up — Kraken (validate-only) and Monzo (read-only cash) connected.

Next actionAdd ANTHROPIC_API_KEY in Vercel to flip AI Research from demo → live; register the Monzo redirect URI; add an OANDA practice token.

Blockers

Betfair login rejected — re-check username/password + 2FA.
IBKR needs the local Client Portal Gateway running to read the account.

Architecture

Next.js 15 App Router + TS + Tailwind v3. Adapter/service layers: BrokerAdapter (IBKR/Kraken/OANDA/Betfair/Monzo), DataProviderAdapter, AIAnalystAdapter. Execution locked by default behind per-provider *_ALLOW_LIVE flags + manual confirm. Supabase token store (capitalos_kv). Vercel hosting (rob-os).

Design standard

Premium dark cockpit — Bloomberg-lite × TradingView × Linear. shadcn-style, hand-built SVG charts (no chart lib). Deliberate safe-language vocabulary (no Buy/Sell/Guaranteed).

Decisions

No decisions logged for this project yet.

Reusable prompts

Prompt library

Strategy / planning (any project)
Strategy · best with gpt

AI handover

InvestmentOS is a private AI investment OS (Next.js 15 + Supabase token store), LIVE at investmentos.rob-os.com on the rob-os account. The safety model is core: read-only / draft-with-manual-approval / execution-locked behind *_ALLOW_LIVE flags. NEVER place trades autonomously. AI Research uses claude-opus-4-8 server-side (demo until ANTHROPIC_API_KEY is set). Brokers: Kraken (validate-only), Monzo (read-only cash); OANDA/IBKR/Betfair pending.

Ask your AI

Opens with this project's live brain already typed — status, focus, blockers, latest notes. Just add what you need and hit enter.

Quick launch

Live app GitHub repo Vercel project Supabase project Domain / DNS

cd command

cd "G:\My Drive\.CLAUDE\capitalos"

Identity & repo

Account identityrob@rob-os.com · GitHub (Rob-OS) · Vercel (rob-os)

Local repo pathG:\My Drive\.CLAUDE\capitalos

Domaininvestmentos.rob-os.com

Environment map

ANTHROPIC_API_KEY

Used by server (AI Research) · value in Vercel project env (server)

demo mode until set

MONZO_CLIENT_ID / MONZO_CLIENT_SECRET

Used by server (Monzo OAuth) · value in Vercel project env (server)

already set — read-only cash

KRAKEN_API_KEY / KRAKEN_API_SECRET

Used by server (crypto) · value in Vercel project env (server)

wired; validate-only until KRAKEN_ALLOW_LIVE=true

OANDA_API_TOKEN / OANDA_ACCOUNT_ID

Used by server (FX) · value in Vercel project env (server)

use a practice account first