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AI · July 19, 2025

IB

I built an AI agent that helps me invest

A while back, I built a simple app to track stocks. It pulled market data and generated daily reports based on my risk tolerance. Basically a personal investment assistant. It worked well enough that I kept going. Now, the same framework helps me with real estate: comparing neighborhoods, checking flood risk, weather patterns, school zones, old vs. new builds, etc. It’s a messy, multi-variable decision—which turns out to be a great use case for AI agents. Instead of ChatGPT or Grok 4, I use mcp-agent, which lets me build a persistent, multi-agent system that pulls live data, remembers my…

In plain words

This is a multi-agent AI system designed to assist with investment decisions across stocks and real estate. It pulls live market data, property information, and environmental factors to generate personalized analysis based on the user's risk tolerance and preferences. The system uses an orchestrator to route tasks to specialized agents, an evaluator to refine results, and includes human review when needed. Built on mcp-agent, it maintains memory across sessions and improves recommendations over time. Intended for individual investors managing complex, multi-variable decisions.

written from the facts on this page · September 2026

From the sources

In the maker’s words, at launch

A while back, I built a simple app to track stocks. It pulled market data and generated daily reports based on my risk tolerance. Basically a personal investment assistant. It worked well enough that I kept going. Now, the same framework helps me with real estate: comparing neighborhoods, checking flood risk, weather patterns, school zones, old vs. new builds, etc. It’s a messy, multi-variable decision—which turns out to be a great use case for AI agents. Instead of ChatGPT or Grok 4, I use mcp-agent, which lets me build a persistent, multi-agent system that pulls live data, remembers my preferences, and improves over time. Key pieces: • Orchestrator: picks the right agent or tool for the job • EvaluatorOptimizer: rates and refines the results until they’re high quality • Elicitation: adds a human-in-the-loop when needed • MCP server: exposes everything via API so I can use it in Streamlit, CLI, or anywhere • Memory: stores preferences and outcomes for personalization It’s modular, model-agnostic (works with GPT-4 or local models via Ollama), and shareable. Let me know what you all think!

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