Crypto & Investing — Resources & Commands

Resources & Commands¶

Complete reference for driving the Investment Coach, plus communities and external sources the coach pulls from.

Skill Commands¶

The skill lives at /srv/storage/docker/.claude/skills/invest.md and exposes these commands from any Claude Code session.

On-demand analysis:

/invest analyze AAPL
/invest analyze NVDA --compare AMD
/invest analyze VTI

Portfolio & watchlist:

/invest portfolio              # Current holdings from Ghostfolio
/invest portfolio sync         # Pull latest from Ghostfolio API
/invest watch AAPL MSFT NVDA   # Add tickers to watchlist
/invest unwatch MSFT           # Remove from watchlist

Reports:

/invest report                 # Weekly summary
/invest report --period month  # Monthly deep review

Learning:

/invest learn "what is RSI"    # Explain a concept
/invest learn --quiz           # Test your knowledge (gates stage promotion)
/invest learn --reflect        # Manual reflection trigger
/invest learn --status         # Show current learning graph

Data Sources¶

All free-tier, no scraping hacks for core pipeline.

Source	Free Tier	Used By
Alpha Vantage	25 req/day	Market Analyst, Fundamentals Analyst
Finnhub	60 req/min	Market, Sentiment, Fundamentals
YouTube Data API v3	10,000 units/day	Sentiment Analyst
Google Trends	Via SerpAPI 100/mo or alpha apply	Sentiment Analyst
Reddit	Via WebSearch + crawl4ai	Sentiment Analyst
crawl4ai	Unlimited (self-hosted)	All analysts
WebSearch	Built-in	News Analyst
Playwright MCP	Built-in	Fallback for JS-heavy sites
Memory MCP	Built-in	Bull/Bear, reflections

Productivity Stack — Ghostfolio, Firefly III, and related finance services
Monitoring Stack — Apprise and notification infrastructure
Automation Stack — n8n workflows, crawl4ai

External Resources Worth Bookmarking¶

Reddit — Honest beginner discussions:

r/Bogleheads — Index investing philosophy, low-cost ETFs
r/phinvest — Philippines-focused investment community
r/personalfinance — General personal finance (US-centric)
r/investing — Broader investing discussion (higher noise)

YouTube — Foundation concepts (vetted):

Ben Felix — Evidence-based index investing, academic rigor
The Plain Bagel — Clear explanations of finance concepts, no hype
Two Cents (PBS) — Short explainers for beginners

Tools:

Portfolio Visualizer — Free backtesting
Ghostfolio — Self-hosted portfolio tracker (already in homelab)
OpenBB — Open-source Bloomberg alternative

Key Design References¶

The agent architecture is adapted from TauricResearch/TradingAgents — a multi-agent LLM financial trading framework. Key adaptations:

10 agents as Claude subagents (not LangGraph)
Memory MCP knowledge graph (not BM25 text search)
Proper APIs via MCP (not yfinance scraping)
Educational layer on top of every output
Personalized via Ghostfolio/Firefly III portfolio context

Pre-Use Checklist¶

Before running your first /invest analyze:

API keys in .env: Alpha Vantage, Finnhub, YouTube Data API v3
Ghostfolio API token generated and stored
Firefly III personal access token stored
Discord webhooks created for #investment-alerts, #weekly-report, #learning
notify.sh tested with a sample message to each channel
Memory MCP initialized with your User entity (/invest learn --status will show it)

Troubleshooting¶

Problem	Check
"Ticker not found"	Spelling, try the full name — "Did you mean GOOGL? GOOG is the non-voting class"
Analysis takes >5 min	Alpha Vantage rate limit — coach falls back to Finnhub, then crawl4ai
No Discord message	Webhook URL correct? Rate limited? Check `notify.sh` logs
Ghostfolio personalization missing	Service reachable? Token valid? Check `docker logs ghostfolio`

TL;DR

/invest analyze <ticker> is the main command. Portfolio commands pull from Ghostfolio. Learning commands quiz you and track your graph. Data comes from free-tier Alpha Vantage / Finnhub / YouTube APIs plus self-hosted crawl4ai. Architecture adapted from TauricResearch/TradingAgents. Pre-flight: API keys, Discord webhooks, Memory MCP initialized.

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