Stock and portfolio research through your own agent.
Ask about a ticker or sector, or add a portfolio and make the agent
review what you own. Reports stay on your machine.
Open source · Runs on your agent's auth, your own tokens, and your machine
Works with coding agents you already run
Claude Code
Codex
Gemini CLI
Qwen
Mistral
Kimi
OpenCode
or a custom binary
Review your portfolio as a whole
Add the positions you want reviewed. Infi keeps them on your machine and ties future reports to that portfolio.
Reports cover material positions, allocation, risk, and scenario options.
Risk exposures and macro sensitivities
Rebalancing scenarios — informational only
Research output with sources attached
Every report is organized into sections you can read, check, and come back to later.
Numbers and claims keep their citations, so you can open the original source.
Scenario cases side by side
Sources behind every claim
Final stance with confidence
What each report includes
Research is split into sections you can read, check, and come back to later.
Every claim has a source
Numbers and claims keep their citations, so you can open the original source from the report.
A clear final stance
Bullish, bearish, mixed, or neutral — with confidence, reasons, and what would change the view.
Scenario cases side by side
Base, upside, and downside cases are stored as separate sections when the research question calls for scenario analysis.
Stays on your computer
No account, no telemetry, no cloud sync. API keys live in your OS keychain.
12 financial data providers, built in
SEC filings, market data, news, screeners — Alpha Vantage, Polygon, Finnhub, Yahoo Finance, and more. Keys stay in your OS keychain.
Portfolio reviews cover the whole picture
Add a portfolio, then start a review. The report includes position reviews, allocation notes, risk notes, and scenario options.
Structured numbers with sources
Key metrics — P/E, EPS, margins, ROE, and more — are stored as typed snapshots with their source and timestamp, so you always know where a number came from.
The case against your direction
Every report includes the strongest argument against the chosen stance — bullish or bearish — so you see both sides before deciding.
Finance terms explained in plain language
After the analysis runs, a second pass explains every metric and finance term found in the report — P/E, CASA, NIM, EBITDA, and others — so nothing stays jargon.
Cross-field coherence checks
Before a report is finalized, the system checks that evidence chains hold, scenario probabilities sum correctly, and the stance matches the supporting blocks.
Per-position review with a clear action
Each holding in your portfolio gets its own stance — Keep, Trim, Add, Watch, or Exit — with a rationale tied to the research.
Import positions from any spreadsheet
Upload a CSV of your positions or transactions. The parser handles multiple column conventions and auto-resolves symbols — no manual re-entry.
Run on your machine, or let Infi run it for you.
Infi stays free and open source for the desktop app. Plus and Pro add a hosted remote agent you can use from your phone or browser — no local install, no coding-agent setup.
Free
Open source · MITThe full desktop app, with your own coding agent and your own API keys.
- Local desktop app — macOS, Windows, Linux
- Bring your own coding agent (Claude Code, Codex, Gemini, OpenCode, custom)
- 12 data providers: SEC filings, Alpha Vantage, Polygon, Finnhub, Yahoo, and more
- Self-register and add your own API keys stored in your OS keychain
- Stock, sector, watchlist, and portfolio reports - unlimited local runs
- Scenarios, counter-thesis, finance-term explanations, CSV import
- All data stays on your machine -> no account, no telemetry
Plus
For phone & webRun analyses from anywhere with an Infi-hosted remote agent (OpenClaw, Hermes Agent, and more). No local install, no coding-agent setup.
- Everything in Free — plus the features below
- Hosted remote agent - OpenClaw, Hermes Agent, and more - run from your phone or any browser
- 30 remote runs per month
- AI-assisted workflow & cron scheduler
- Sync and share reports & research across devices
- Email report delivery when a run finishes
- Premium data providers from Infi - no self-registration or API key setup
- Priority email support
Pro
Power userUnlimited runs, scheduled analyses, and the full data provider set.
- Everything in Plus
- Unlimited remote runs
- Concurrent / parallel analyses
- AI-assisted workflow & cron scheduler — set any cadence via natural language
- All premium data providers included
- Watchlists with email alerts on stance changes
- API access for programmatic runs & early access to new features
Three steps. Then you read.
Ask or add a portfolio
Plain English. "Compare NVDA to AMD." "Is the energy sector overbought?" Or add a portfolio and ask where the risk points are.
Pick your agent
Infi detects coding agents on your machine — Claude Code, Codex, Gemini, OpenCode, or your own agent. It uses the agent's own auth.
Read the report
Thesis, key numbers, risks, scenarios, stance, and portfolio-specific position, allocation, and risk sections when a portfolio is attached. Saved on your machine.
Get Infi
Free and open source. macOS (Apple Silicon & Intel), Linux x86_64, Windows x64.