Afrexai Investment Engine

# Investment Analysis & Portfolio Management Engine

Complete investment analysis, portfolio construction, risk management, and trade execution methodology. Works across stocks, crypto, ETFs, bonds, and alternatives. Zero dependencies — pure agent skill.

## Quick Health Check (/8)

Before any investment activity, score your current state:

| Signal | ✅ Healthy | ❌ Fix First |
|--------|-----------|-------------|
| Investment thesis documented | Written with edge + invalidation | "I think it'll go up" |
| Position sizing calculated | Kelly/fixed-fractional with max cap | "I'll put in $5K" |
| Stop-loss defined | Price or thesis invalidation trigger | No exit plan |
| Portfolio heat tracked | Total exposure known, <15% | Unknown aggregate risk |
| Asset correlation checked | No >40% correlated concentration | All tech / all crypto |
| Rebalance schedule set | Monthly or threshold-based | Never rebalanced |
| Tax impact considered | Harvesting losses, holding periods | Tax-blind trading |
| Performance tracked | Benchmarked vs buy-and-hold | "I think I'm up" |

Score /8. Below 5 = fix fundamentals before any new positions.

---

## Phase 1: Investment Thesis Development

Every position starts with a thesis. No thesis = no trade.

### Thesis Brief Template

```yaml
thesis:
  ticker: "AAPL"
  asset_class: "equity"  # equity | crypto | etf | bond | commodity | real_estate
  date: "2026-02-22"
  
  # THE EDGE — why does this opportunity exist?
  edge:
    type: "mispricing"  # mispricing | catalyst | trend | mean_reversion | structural
    description: "Market pricing in worst-case regulation; actual impact is 5-10% revenue, not 30%"
    why_others_miss_it: "Headline risk scaring generalists; specialists still buying"
    
  # THESIS STATEMENT (one sentence)
  thesis_statement: "AAPL is undervalued by 20% due to regulatory FUD; earnings growth will re-rate within 2 quarters"
  
  # TIMEFRAME
  timeframe:
    horizon: "3-6 months"
    catalyst_date: "2026-04-15"  # earni...

# Investment Analysis & Portfolio Management Engine 📈

Complete investment analysis, portfolio construction, risk management, and trade execution methodology for AI agents. Works across stocks, crypto, ETFs, bonds, and alternatives.

## Install

```bash
clawhub install afrexai-investment-engine
```

## What You Get

- **Thesis-First Investing** — Every position starts with a documented edge, invalidation criteria, and expected value calculation
- **12-Phase System** — From idea generation through thesis → analysis → sizing → execution → tracking → tax optimization
- **Multi-Asset Coverage** — Equities, crypto (on-chain metrics, tokenomics), ETFs, bonds, dividends, options hedging
- **Risk Management Framework** — Position sizing calculator, Kelly criterion, portfolio heat tracking, correlation matrix, stop-loss decision tree
- **Performance Analytics** — Trade journal, daily dashboard, monthly review, 9 key metrics (Sharpe, Sortino, profit factor, etc.)
- **Market Regime Detection** — Bull/bear/range/panic identification with strategy adjustments per regime
- **Investor Psychology** — 10 cognitive bias defenses with daily checklist
- **Tax Optimization** — Loss harvesting rules, holding period strategy, account allocation guide
- **100-Point Quality Rubric** — Score your investment process across 7 dimensions
- **Zero Dependencies** — Pure methodology, no APIs or scripts required

## Quick Start

```
You: "Analyze BTC"
Agent: [Runs full fundamental + technical + on-chain analysis with thesis template]

You: "Size position for AAPL at $190 with stop at $175"
Agent: [Calculates position size based on 2% risk rule, checks portfolio heat]

You: "Portfolio health check"
Agent: [Scores current state /8, flags issues]
```

## ⚡ Level Up

Want industry-specific investment analysis frameworks?

- [**Fintech Context Pack**](https://afrexai-cto.github.io/context-packs/) — $47 — Deep financial services analysis
- [**SaaS Context Pack**](https://afrexai-cto.github.io/context-p...