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investbrain

investbrain is a finance AI agent for To view investment performance across multiple brokerage accounts in one place and get quick summaries or analysis through natural language queries. Pricing: Free. As of 2026-08-09, KanonAgent records 8 票. First indexed by KanonAgent on 2026-08-09.
A smart tool that pulls data from multiple brokerage accounts and lets individual investors check their overall portfolio performance using plain language questions.
investbrain — official preview image
8 upvotes
Tracked by Kanon since Aug 9, 2026
🤖 Agent teardown · finance
Job to be doneTo view investment performance across multiple brokerage accounts in one place and get quick summaries or analysis through natural language queries.
Who it is forIndividual investors and investment enthusiasts
Prerequisitesopen source · self-hostable
Integrationsopenai · ollama
PricingFree
Traction · why it is risingGained 8 votes on Product Hunt, indicating early interest from retail investors exploring AI-powered finance tools.
Why it matters

It demonstrates a practical use of LLMs for understanding cross-platform financial data, offering a natural way to interact with investment portfolios.

Evidence quotesverbatim, from the product’s own materials

“public GitHub repository (README fetched)”— structural
“we _highly recommend_ installing Investbrain using the provided Docker Compose file”— readme
“integrations with OpenAI and Ollama”— readme
“Install (self hosting)”— readme
PHP
Signal source: GitHub
Visit official site →
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FAQ

What is investbrain?

A smart tool that pulls data from multiple brokerage accounts and lets individual investors check their overall portfolio performance using plain language questions.

What does investbrain do?

To view investment performance across multiple brokerage accounts in one place and get quick summaries or analysis through natural language queries.

Why does investbrain matter?

It demonstrates a practical use of LLMs for understanding cross-platform financial data, offering a natural way to interact with investment portfolios.

How much does investbrain cost?

Free

Is investbrain free?

Yes — investbrain has a free tier. Pricing as stated on its own page: Free

Is investbrain open source?

Yes — investbrain is open source.

Can I self-host investbrain?

Yes — investbrain can be self-hosted.

What does investbrain integrate with?

openai,ollama

How popular is investbrain?

As tracked by KanonAgent: 8 upvotes (first indexed 2026-08-09).

What are the best investbrain alternatives?

Similar AI agents tracked by KanonAgent: Pluma, Jupid, Agent Mode by Receiptor AI, QuantMind LLC, Cloudflare Wallets, Driven.

investbrain alternatives — similar AI agents

PlumaJupidAgent Mode by Receiptor AIQuantMind LLCCloudflare WalletsDriven