ZenInvest
An open agentic investment system for governed decisions.
ZenInvest is an open-source investing system that brings screening, research, debate, and execution into one governed workflow. It combines multi-LLM orchestration, tool use, deterministic controls, and operator interfaces so decisions remain auditable.
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Product framing
Retail investors face information overload, fragmented workflows, and too many opaque tools. ZenInvest is designed to reduce that burden without pretending judgment can be outsourced.
Capability 6,900+ US equities screened
Capability 3-model investment committee
Capability 1k+ automated tests and evaluation gates
Stack
Why ZenInvest
A technical product, not just another market feed.
ZenInvest combines adversarial agent design, tool use, deterministic controls, and operator oversight in one transparent system.
Dynamic tool use lets agents pull evidence during reasoning
Deterministic veto logic keeps hard safety rules above model output
Operator interfaces and logs keep each cycle inspectable
How it works
A structured loop from screening to review.
Each cycle is staged so outcomes remain inspectable, governed, and testable.
Screen
The system scans a broad tradable universe and builds a focused opportunity set.
Debate
A multi-agent committee reviews each candidate from research, skeptical, and risk-first viewpoints.
Decide
Deterministic risk logic applies hard constraints and can veto decisions.
Execute and review
Execution, alerts, journals, and evaluation close the loop.
Differentiation
Built as an inspectable agentic system.
The emphasis is on structured challenge, clear risk handling, and inspectable behavior rather than black-box promises.
Agentic architecture that stays inspectable
The system is built in public so its logic and trade-offs can be inspected rather than hidden behind a proprietary black box.
Human-in-control decisions
Portfolio actions stay under human control, with explicit reasoning and deterministic checks before execution.
Technical product posture over return promises
ZenInvest is a technical product experiment with educational value, not a machine for guaranteed returns.
Architecture and ecosystem
A committee-style system backed by a wider tooling ecosystem.
ZenInvest combines orchestration, market data, evaluation, and execution tooling across a broad set of APIs and platforms.
Core architecture
Multi-agent orchestration, dynamic tool use, deterministic guardrails.
The product combines market intelligence, explicit skepticism, and deterministic rules that no model can override. The goal is not to replace judgment, but to give it a better operating system.
Ecosystem
Use cases
Designed for serious operators, not passive spectators.
Useful for investors and builders who want structure, transparency, and control.
Retail investor co-pilot
For people who want structured research support without surrendering judgment to a black box.
AI-native trading laboratory
For builders exploring adversarial agent design, governed execution, and transparent evaluation.
Operator command center
For users who prefer a dashboard-led workflow that unifies research, risk, decisions, and outcomes.
Governance and operations
Safety rules and operator visibility are first-class, not bolted on.
The system enforces deterministic controls and maintains transparency across runs, decisions, and reporting.
Safety guardrails
Hard constraints remain above model output.
- Concentration limits for single names and sectors
- Drawdown state machine: ACTIVE, CAUTIOUS, and HALTED
- Cash floor and exposure constraints enforced by policy
- Risk veto cannot be overridden by LLM outputs
Operational signals
- 1k+ automated tests with fail-closed evaluation gates
- Docker Compose deployment on VPS
- Run history, alerting, and audit trails
- Daily and weekly reporting with cost and outcome visibility
Disclaimer
Public project, not financial advice.
The product can be ambitious while remaining careful about claims and live use.
ZenInvest is not financial advice. It is an educational, research, and product experimentation project. Human oversight remains essential, and any live use should be approached cautiously.