RoboInvestor App

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

Core Features

Available Now

• Investment Dashboard: Portfolio overview with key metrics and quick actions
• Portfolio Management: Create portfolios, track positions and holdings, manage cost basis
• Securities Management: Track stocks, bonds, and other securities with mutual-handshake cross-graph linking to issuer entities
• AI Console: Natural language and Cypher query terminal with streaming results and MCP integration
• Entity Browser: Search and manage entities (native + linked from portfolio companies) across graphs
• Shared Repository Access: Subscribe to SEC XBRL filings and browse rendered financial reports for public-company holdings
• Research: SEC-filing-grounded equity research browser, every figure traceable to a filing
• Document Search: Full-text and semantic search across connected sources
• Graph Creation: Wizard-based portfolio graph setup with schema selection
• Repository API Keys: Generate a repository-scoped key from a repository's getting-started page for programmatic and Claude connector access

Roadmap

• 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
• Performance Analytics: TWR, IRR, and benchmark comparisons

Quick Start

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

Development Commands

Core Development

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

Testing

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

Code Quality

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

SDLC Commands

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

Shared Core Library

Shared components live in the @robosystems/core npm package (repo: robosystems-core). Bump the pinned version to pick up changes:

npm install @robosystems/core@latest

Prerequisites

System Requirements

• Node.js 24+ (LTS)
• 4GB RAM minimum
• Modern browser (Chrome, Firefox, Safari, Edge)

Required Services

• RoboSystems API endpoint (local development or production)

Deployment Requirements

• Fork this repo (and the robosystems backend)
• AWS account with IAM Identity Center (SSO)
• Run just bootstrap in the backend repo — it deploys OIDC and sets this repository's AWS_ROLE_ARN, AWS_ACCOUNT_ID and AWS_REGION
• Run npm run setup:gha here to configure the remaining deployment variables

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

Architecture

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
• Statement and report rendering via @robosystems/report-components

Core Library (@robosystems/core):

Shared modules consumed as an npm package 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/

Support

• Issues
• Wiki
• Projects
• Discussions

License

Apache License 2.0 - see LICENSE for details.

Apache-2.0 © 2026 RFS LLC