Put agents to work on your portfolio.

Pythia is an open-source agentic platform for investing. The agents read filings, build a case for each idea, keep watch and place orders inside the limits you set.

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Engraving of a bronze tripod: a fluted bowl with three ring handles and lion masks, on three legs with lion feet
Bronze tripod, Museum Worsleyanum. Engraving by Henry Moses, 1814.

How your agents work

01 Research

They do the research and build a case for each idea.

Tell your agents your goal and what you want to invest in. They have the filings, the earnings calls, the prices and the news, and they write code for the analysis, for backtesting a strategy and for building the portfolio. What they find goes into a case for each company or market, with the current view and the evidence behind it, and they keep the case up to date as new information comes in.

They remember your preferences and the judgements you make along the way, so nothing starts from zero. Everything they produce is a file you can open and take elsewhere.

02 Watch

They keep watch and bring you what needs a decision.

They run scheduled checks on prices, new filings and drift from your portfolio targets. When a check finds something that needs a decision, it lands in the inbox with the evidence attached and a link to the case. You don’t have to remember to ask.

The inbox after a night of checks. Drawing.

03 Act

They place the orders, and you approve what crosses a limit.

Orders go through your broker connection, and the agents check each one against the limits you set. An order inside the limits goes out on its own. One that crosses a limit waits for your approval, with the check beside it.

Duotone photograph of a bronze charioteer\u2019s hands holding the reins
An order checked against three limits. Drawing, over the Charioteer of Delphi, bronze, 478 to 474 BC, photograph c. 1900.

Your tools don’t talk to each other.

The usual setup is a chat assistant, a news feed, a broker app, maybe a data terminal, and a folder of notes and spreadsheets. The chat starts from zero every time, and the broker app has no idea why you own what you own.

Pythia puts them together and gives your agents the tools and the context to understand your goals and act on them. Every conclusion links to its source.

Detail of a drawing after an Athenian cup: hands holding a bowl and a laurel sprig above a tripod seat
Detail of an 1875 drawing after the Kodros Painter, Berlin F 2538.

Open source, and your agents can change it.

Pythia is open source under Apache 2.0 and stays open source. Everyone has their own way of investing, and the software should fit yours. Writing software used to be hard, and it isn’t anymore. Tell Pythia what you want, a new check on your holdings or a different sizing rule, and your agents change the code to match.

Brokers, data sources and methods are plugins, and the plugin system is built to be extended. Write a plugin for a source or a method you use, share it, and use what others have shared. The community is open, and so are the plugins, the methods and the knowledge behind them.

Some of the plugins

Broker

Interactive Brokers

Account views and statements

Prices and fundamentals

EODHD, CoinGecko, Alpha Vantage

With your own subscription or key where one is needed

Filings, transcripts and news

SEC EDGAR, Quartr, Federal Reserve, European Central Bank

Public sources need no key; Quartr uses your account

Methods

Position sizing, risk rules and your own methods

Configure the algorithms the way you want them, or write your own

More plugins follow, from the Pythia team and from people who share theirs. Pythia runs on your machine, with your own model key and data subscriptions.

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If there is anything to discuss, write to ralph@pythiainvest.com.