AI-powered financial assistant with proactive stock monitoring, watchlist tracking, and investment analysis.
Finclaw is an open-source personal finance AI. It watches your stocks, forms its own opinions, tracks your investment thesis, and proactively alerts you to news and price movements — all through your preferred chat app (Telegram, Discord, Slack, CLI, and more).
- Watchlist with memory — Tell Finclaw which stocks you're interested in. It saves them, remembers your investment thesis, and keeps track of its own evolving opinions.
- Proactive alerts — Get notified instantly when breaking news hits your stocks, when prices move significantly, or when earnings are announced — no polling required.
- Daily price monitoring — Checks prices at market open and close. Alerts you when something significant moves.
- Morning brief — Every trading day, Finclaw sends a pre-market summary of your watchlist: price action, overnight news, and anything to watch for at open.
- Proactive news scanning — Monitors news for your watched stocks. Flags earnings, M&A, analyst upgrades, regulatory news, and insider commentary.
- Opinionated analysis — Finclaw forms a clear Bullish/Neutral/Bearish view on every stock, with conviction levels and reasoning. It updates its opinions when new information arrives.
- Investment thesis tracking — Share your thesis. Finclaw incorporates it into every analysis and tells you when news confirms or challenges it.
- Technical analysis — Ask about RSI, MACD, Bollinger Bands, moving averages, or just "how does this chart look?" and get a plain-English answer.
- Fundamental analysis — Valuations, margins, growth rates, balance sheet health, and insider transactions — all explained in context.
- Sector & macro awareness — Finclaw tracks sector rotation, benchmark performance, and macro context to explain why your stocks are moving.
- Insider activity tracking — Monitors insider buying and selling across your watchlist and flags anything unusual.
- Discovery & suggestions — Based on your interests and market conditions, Finclaw proactively suggests related stocks, ETFs, bonds, and strategies.
- Deep analysis on demand — Full fundamental + technical analysis, AI exposure scoring, or Wall Street-grade financial models.
- Multi-channel delivery — Receive alerts and chat with Finclaw via WhatsApp, Telegram, Discord, Slack, or directly in the terminal.
cd finclaw
pip install -e .finclaw onboardThis creates ~/.finclaw/config.json. Add your LLM API key:
{
"providers": {
"anthropic": { "apiKey": "sk-ant-..." }
},
"agents": {
"defaults": {
"model": "claude-opus-4-5",
"provider": "anthropic"
}
}
}# Interactive CLI
finclaw agent
# Single message
finclaw agent -m "Add AAPL to my watchlist. My thesis is that AI integration drives services growth."For Telegram alerts, add to ~/.finclaw/config.json:
{
"channels": {
"telegram": {
"enabled": true,
"token": "your-bot-token",
"allowFrom": ["your-telegram-user-id"]
}
}
}Then start the gateway:
finclaw gatewayAdding a stock with a thesis:
You: Add NVDA to my watchlist. Thesis: AI infrastructure buildout drives continued growth.
Finclaw: Added NVDA. Current: $875.40 (+1.2%)
I'm Bullish | High conviction. Revenue grew 94% YoY. Your AI thesis is well-supported.
Main risk: valuation at 65x forward P/E and custom silicon competition from hyperscalers.
Proactive alert — breaking news:
Finclaw: 🚨 NVDA Alert — Jensen Huang just announced a new GPU architecture at CES.
Pre-market up 4.2%. This directly supports your AI infrastructure thesis.
Key detail: 3x performance/watt improvement targets hyperscaler adoption.
Want a full breakdown?
Proactive daily update:
Finclaw: 📊 Market Close — NVDA +1.9% | AAPL -0.8% | TSLA -3.1% ⚠️
TSLA delivery data looks mixed. Checking news... [analysis follows]
Morning watchlist brief:
Finclaw: ☀️ Good morning. Market opens in 30 min.
NVDA: $881 (+0.7% pre-mkt) — no major news overnight
AAPL: $189 (-0.3% pre-mkt) — China sales data due today, watch for reaction
TSLA: $172 (-1.1% pre-mkt) ⚠️ — Reuters reports production slowdown in Berlin
Asking for a technical analysis:
You: How does AAPL look technically?
Finclaw: AAPL Technical — $189.40
RSI: 58 (neutral, not overbought)
MACD: Bullish crossover 3 days ago, momentum building
Above 50-day SMA ($183) ✅ and 200-day SMA ($178) ✅
Bollinger: Trading near mid-band, room to run
Short-term outlook: Mildly bullish. No technical resistance until $195.
Asking about fundamentals:
You: Is TSLA cheap or expensive right now?
Finclaw: TSLA Valuation — Expensive relative to current growth
P/E: 72x (vs. sector avg 18x)
Revenue growth slowing: 19% → 8% YoY
Gross margin compressed to 17.4% (was 29% in 2022)
PEG ratio: 3.1 — you're paying a large premium for expected growth
My view: Bearish on valuation. Would need to see margin recovery or new product catalyst to change stance.
Sector check:
You: How is tech doing today?
Finclaw: Sector Snapshot — Technology (XLK): -0.8% today
Semiconductors (SOXX): -1.4% — profit-taking after recent run
Software (IGV): -0.3% — relatively resilient
Broad market (SPY): -0.5%
Tech underperforming slightly. No single macro driver — likely rotation into energy (+1.1%).
Discovery suggestion:
Finclaw: 💡 Given your AI infrastructure thesis, you might also watch SMCI
(Super Micro) — they make the servers running NVDA GPUs, up 200% YoY.
Want me to add it?
Checking insider activity:
You: Any insider buying in my watchlist recently?
Finclaw: Insider Activity — Last 30 days
NVDA: No significant insider transactions
AAPL: Tim Cook sold 511K shares ($96M) on Feb 12 — scheduled 10b5-1 plan, routine
TSLA: Elon Musk no recent activity. Board member sold $2.1M — minor
Nothing alarming. AAPL sale is a pre-planned divestment, not a signal.
All data sourced from yfinance (free, no API key needed):
| Tool | Description |
|---|---|
stock_quote |
Real-time price, change, volume, market cap |
stock_history |
Historical OHLCV with performance summary |
fundamentals |
Valuation, margins, ROE, growth rates |
balance_sheet |
Assets, liabilities, equity |
cashflow |
Operating, investing, financing cash flows |
income_statement |
Revenue, expenses, profit |
insider_transactions |
Recent insider buying/selling |
technical_indicators |
RSI, MACD, Bollinger Bands, SMA/EMA, ATR |
stock_news |
Recent news for a stock |
market_news |
Broad market and macro news |
sector_performance |
All sector ETFs + benchmarks |
related_tickers |
Peers, competitors, related ETFs |
watchlist |
Manage watchlist with theses and opinions |
| Skill | Description |
|---|---|
stock-analysis |
Comprehensive fundamental + technical analysis with report |
ai-exposure |
8-dimensional AI disruption exposure scoring |
fin-cog |
Wall Street-grade financial modeling (DCF, scenarios) |
| Schedule | What happens |
|---|---|
| Every 30 min | Price checks, major news alerts |
| Market open (9:30 AM ET) | Morning watchlist summary |
| Market close (4:00 PM ET) | End-of-day price summary |
| Weekly (Sunday) | Deep review + opinion updates + discovery suggestions |
- Portfolio tracker (positions, P&L, allocation)
- Earnings calendar & pre/post earnings alerts
- Custom price alerts (target prices, technical triggers)
- Bull/Bear debate system
- Multi-asset (crypto, forex, commodities, bonds)
- Macro dashboard (Fed rates, CPI, VIX, yield curve)
- Social sentiment tracking
- Weekly PDF/HTML report generation
- Backtesting
- nanobot — The lightweight AI assistant framework Finclaw is based on
- yfinance — Financial data (free)
- stockstats — Technical indicators
- LiteLLM — Multi-provider LLM support
MIT