Version 0.2 (Alpha) — Core infrastructure complete, actively developing investment-specific features

RoboInvestor App is the web interface for AI-powered investment intelligence, providing portfolio analysis and Claude-powered investment insights via the RoboSystems knowledge graph.

• Portfolio Intelligence: Track and analyze investment holdings with AI-powered insights and recommendations
• Natural Language Queries: Ask questions about your portfolio in plain English and get instant answers
• AI-Powered Guidance: Leverage Claude AI for investment analysis via the knowledge graph
• Knowledge Graph Foundation: Investment data modeled as a semantic graph preserving relationships
• MCP Integration: Model Context Protocol support for Claude Desktop and Claude Code

• AI Console: Natural language and Cypher query terminal with streaming results and MCP integration
• Entity Browser: Search and manage entities across graphs with relationships
• Graph Creation: Wizard-based portfolio graph setup with schema selection
• API Keys: Secure programmatic access with key creation and rotation
• Settings: Profile and password management

• Investment Dashboard: Personalized portfolio overview with key metrics and AI insights
• Securities Management: Track stocks, bonds, and other securities with market data
• Portfolio Tracking: Position tracking, performance, and cost basis
• Asset Allocation: Visualization by sector, asset class, and geography
• Risk Analytics: Beta, volatility, Sharpe ratio, and correlation analysis
• Dividend Tracking: Yield monitoring and reinvestment tracking

npm install              # Install dependencies
cp .env.example .env     # Configure environment (edit with your API endpoint)
npm run dev              # Start development server

The application will be available at http://localhost:3002

npm run dev              # Start development server (port 3002)
npm run build            # Production build

npm run test:all         # All tests and code quality checks
npm run test             # Run Vitest test suite
npm run test:coverage    # Generate coverage report

npm run lint             # ESLint validation
npm run lint:fix         # Auto-fix linting issues
npm run format           # Prettier code formatting
npm run format:check     # Check formatting compliance
npm run typecheck        # TypeScript type checking

npm run feature:create   # Create a feature branch
npm run pr:create        # Create pull request
npm run release:create   # Create GitHub release
npm run deploy:staging   # Deploy to staging environment
npm run deploy:prod      # Deploy to production

npm run core:pull        # Pull latest core subtree updates
npm run core:push        # Push core subtree changes
npm run core:add         # Add core subtree (initial setup)

• Node.js 22+ (LTS recommended)
• npm 10+
• 4GB RAM minimum
• Modern browser (Chrome, Firefox, Safari, Edge)

• RoboSystems API endpoint (local development or production)

• Fork this repo (and the robosystems backend)
• AWS account with IAM Identity Center (SSO)
• Run npm run setup:bootstrap to configure OIDC and GitHub variables

See the Bootstrap Guide for complete instructions including access modes (internal, public).

Application Layer:

• Next.js 16 App Router
• TypeScript 5 for type safety
• Flowbite React with Tailwind CSS for UI components
• RoboSystems Client SDK for API communication and authentication

Core Library (/src/lib/core/):

Shared modules maintained as a git subtree across RoboSystems frontend apps:

• Auth components (login, register, password reset)
• Session management and JWT handling
• Graph creation wizard and shared components
• Layout, forms, chat, and settings components
• Graph, organization, and entity contexts
• SSE-based background job progress tracking

Infrastructure:

• AWS App Runner with auto-scaling
• S3 + CloudFront for static asset hosting
• CloudFormation templates in /cloudformation/

• prod.yml: Production deployment to roboinvestor.ai
• staging.yml: Staging deployment to staging.roboinvestor.ai
• test.yml: Automated testing on pull requests
• build.yml: Docker image building for ECR

• Issues
• Wiki
• Projects
• Discussions

Apache License 2.0 - see LICENSE for details.

Apache-2.0 © 2026 RFS LLC