How facundodlf/investment-ceo-ai works
Investment CEO AI is an autonomous, multi-agent trading system. Its documented operating loop gathers venue positions and market analysis, then gives the CEO agent account context and a mandate; the CEO validates intent and dispatches trading or specialist commands. Quant, research, Scrappy, and Octavio provide distinct analysis or execution capabilities, while venue adapters normalize broker operations and Prisma-backed services retain mission and performance state. The README also documents multiple brokers, options, hard-stop controls, and LLM fallback. Some specialist and tool internals were not sampled, so those links are limited to documented or indexed relationships.
Main entry points: agent.service.ts CEO agent · venue.service.ts Venue registry · ceo.loop.ts CEO loop · octavio.agent.ts Octavio agent
Components 25
Agents and analysis
- CEO agent
src/features/agent/services/agent.service.ts - CEO mandate
src/features/agent/config/ceo.mandate.ts - Quant agent
src/features/agent/sub-agents/quant.agent.ts - Research agent
src/features/agent/sub-agents/research.agent.ts - Market scanner
src/features/agent/sub-agents/market-scanner.agent.ts - Scrappy agent
src/features/agent/sub-agents/scrappy.agent.ts - Octavio agent
src/features/agent/sub-agents/octavio.agent.ts - Web research tools
src/features/agent/tools/serper-search.tool.ts - Account context
src/features/agent/skills/getAccountState.ts
Trading execution
- Trade tools
src/features/agent/tools/execute-trade.tool.ts - Intent validation
src/features/agent/tools/validate-trade-intent.tool.ts - Risk sizing
src/features/risk/risk.engine.ts - Venue registry
src/features/venues/venue.service.ts - Alpaca adapter
src/features/venues/alpaca.adapter.ts - Bybit adapter
src/features/venues/bybit.adapter.ts - IOL adapter
src/features/venues/iol.adapter.ts
State and providers
- Agent state
src/features/agent/services/state.service.ts - Mission state
src/features/agent/services/mission.service.ts - PostgreSQL
src/shared/lib/prisma.ts - LLM fallback
src/shared/lib/groq.ts
Other components
- Operator
- Broker APIs
- LLM providers
Connections 36
- Operator → CEO loop: starts cycle
README.md - Operator → IOL loop: starts IOL
README.md - CEO loop → Quant agent: requests analysis
src/processes/daemon/ceo.loop.ts - CEO loop → CEO agent: submits context
src/processes/daemon/ceo.loop.ts - IOL loop → CEO agent: runs CEO
src/processes/daemon/iol.loop.ts - CEO loop → Venue registry: reads positions
src/processes/daemon/ceo.loop.ts - CEO loop → Venue registry: executes orders
src/processes/daemon/ceo.loop.ts - CEO agent → LLM fallback: requests completion
src/features/agent/services/agent.service.ts - CEO agent → Account context: dispatches account tool
src/features/agent/services/agent.service.ts - CEO agent → Trade tools: dispatches trade tool
src/features/agent/services/agent.service.ts - CEO agent → Intent validation: dispatches validation
src/features/agent/services/agent.service.ts - CEO agent → Research agent: delegates analysis
- CEO agent → Scrappy agent: commands specialist
- CEO agent → Octavio agent: commands specialist
- Research agent → LLM fallback: requests completion
src/features/agent/sub-agents/research.agent.ts - Research agent → Web research tools: executes searches
src/features/agent/sub-agents/research.agent.ts - CEO agent → CEO mandate: uses mandate
src/features/agent/services/agent.service.ts - Intent validation → Risk sizing: checks risk
- Trade tools → Venue registry: routes orders
- Quant agent → Venue registry: queries venues
src/features/agent/sub-agents/quant.agent.ts - Account context → Venue registry: reads account data
src/features/agent/skills/getAccountState.ts - Account context → Agent state: reads state
src/features/agent/skills/getAccountState.ts - Mission state → PostgreSQL: reads and writes
src/features/agent/services/mission.service.ts - Agent state → CEO agent: provides configuration
- Venue registry → Alpaca adapter: dispatches venue calls
src/features/venues/venue.service.ts - Venue registry → Bybit adapter: dispatches venue calls
src/features/venues/venue.service.ts - Venue registry → IOL adapter: dispatches venue calls
src/features/venues/venue.service.ts - Alpaca adapter → Broker APIs: calls broker
- Bybit adapter → Broker APIs: calls broker
- IOL adapter → Broker APIs: calls broker
- LLM fallback → LLM providers: calls providers
src/shared/lib/groq.ts - Octavio agent → Venue registry: uses options venues
src/features/agent/sub-agents/octavio.agent.ts - Octavio agent → Mission state: updates mission state
src/features/agent/sub-agents/octavio.agent.ts - Octavio agent → PostgreSQL: persists state
src/features/agent/sub-agents/octavio.agent.ts - CEO loop → Research agent: requests research
src/processes/daemon/ceo.loop.ts - CEO loop → Market scanner: uses market scan
src/processes/daemon/ceo.loop.ts