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FrankX OS
Investment Intelligence System
Shipped 2026-05-07

Investment Intelligence System

The kata for personal capital stewardship.

A markdown-first, framework-agnostic substrate that turns any code agent into a sophisticated decision-support engine for personal wealth management. Multi-agent debate team, Strategy Session as atomic unit, retrospective learning loop, mandatory human-gate on execution. Sibling to Library OS and SIS Layer 6 (Wealth / Freedom IS). MIT.

Macro-Risk, Crypto-DCA, DeFi-Yield, Fundamentals, Technical, Risk-Manager, Tax-Optimizer, Regulatory-Risk, Portfolio-Manager, Chief-of-Staff, Researcher. Personas + tool budgets + calibration approach.

Artifacts
  • Strategy Sessions
  • Thesis log
  • Trajectories
  • Tax overlays
  • Agent calibration
Commands
/weekly-strategy/thesis-debate/portfolio-snapshot/iis-retrospective

Try Investment Intelligence System yourself

The full stack is being packaged as an installable template. One command scaffolds a working version of this module in your own project.

$ npx create-workshop-os my-ops

MIT license · portable across Claude Code, ChatGPT, Codex, Gemini CLI