Investing

关于

Consolidate and analyze your financial portfolio by parsing investment statements from multiple institutions. This tool enables both natural language queries and programmatic access to your financial data, allowing you to ask questions like 'What were my dividends in Q3?' or retrieve specific holdings and transactions. It supports a hybrid storage model using SQLite for structured data and LanceDB for semantic search, ensuring efficient data management and flexible querying capabilities while archiving original documents.

主要功能

• 0 GitHub stars
• Natural Language Queries for investment data analysis
• Multi-Institution Support (Questrade, with Interactive Brokers and Scotia coming soon)
• Programmatic access via structured MCP tools
• Hybrid Storage (SQLite for structured data, LanceDB for semantic search)
• Archive management for original PDFs and parsed JSON

使用案例

• Index and archive investment statements from various financial institutions.
• Perform natural language queries to analyze investment performance, dividends, and holdings.
• Access structured financial data programmatically for detailed reporting and integration.