Capiis
Capiis is a local-first wealth management “agent swarm”.
Core trick
Keeps all data in local Excel and JSON files, with background agents writing briefings to a Node server that pushes updates over SSE.
Tags
Description
Capiis is a local-first wealth management “agent swarm”.
Who: HNW individuals (and advisors) handling complex portfolios, taxes, and account/legal structures.
What: A read-only dashboard + background agents that generate tax briefings, portfolio insights, price updates, and intel signals.
Why: CLI output can be detailed, but without a visual framework users don’t know what to ask next across assets/liabilities/tax. Capiis makes the system legible while keeping humans in control.
How: Vanilla JS dashboard (no build step) + Node/Express REST API + SSE realtime refresh. Local data layer = Excel + JSON files. Agents: Tax Analyst, Price Tracker, Feed Analyst. Skills: Onboarding, Tax Professional, Portfolio Intelligence. Tax figures are fact-checked via Perplexity MCP.
Built from scratch during the hackathon. More details: DEVLOG.md + CLAUDE.md
https://github.com/hanniehoney/Capiis/blob/master/DEVLOG.md
README excerpt
<p align="center"> <img src="docs/assets/capiis-banner.png" alt="Capiis banner" width="900" /> </p> # Capiis *Originally built as a Cloud Code Hackathon open-source project ([Built with Opus 4.6: a Claude Code hackathon](https://cerebralvalley.ai/e/claude-code-hackathon)). You can see the [Build Log](https://www.hannieliu.com/story/260210-cc-hackathon) and the [3-min Demo Video](https://youtu.be/8f0CH2Tf1Dg).* Capiis is a CLI-native personal wealth intelligence workspace for individual investors and high-net-worth households. You interact with it from your coding CLI using [Claude Code](https://docs.anthropic.com/en/docs/claude-code) or [OpenCode](https://opencode.ai), and it opens a real-time local browser dashboard backed by your own Excel and JSON data. It uses a built-in visualization dashboard, so you can review allocation once and see how taxes and market signals change without vibe coding a UI. Capiis focuses on personal asset allocation and wealth management. It is not personal tax filing software, not a trading execution bot, and not an advisor-side client reporting tool. It helps you allocate wealth and assets more intelligently. ### Features: - **Onboarding**: Start from a persona template if you are new, or build your data through guided CLI conversations that progressively structure your local files. - **Portfolio**: A clean, visual view of holdings, liabilities, concentration risk, and allocation across accounts and asset classes so you can review yo