Tools

Open-source investing & research tools

4 live · more coming

The regime models, screeners, and filing-analysis systems used in professional practice — published openly so you can run, inspect, and build on them yourself. No accounts, no signals, no black boxes. Read the source, run it on your own machine, and judge it for yourself.

Market Regime Reader

Open source

Before you buy anything, read the weather. The same cross-asset regime model — five market states and the hurdle rate each one demands — published so you can run it on any day, for free.

yfinance data only, no keys. Clone and run the regime script, or install the Clarion skill bundle on Zo.
View on GitHub →

SEC Filing Intelligence

Open source

Ask a 10-K a question and get an answer with the section cited — reading filings the way a research analyst does, on filings you choose, running entirely on your own machine.

Vectorless PageIndex RAG on a local model. Clone, point at a filing, ask questions locally — no cloud LLM calls.
View on GitHub →

Historical Index Data + API

Live API

A century of market history behind one clean API — every close since 1896, queryable in a line of code, with the datasets open for download.

DJIA (1896–), S&P 500 (1928–), Nasdaq (1971–). Query the public API, or clone the datasets and server.
View on GitHub →

Persistent AI Memory System

Guide

Give your AI a memory in plain markdown — the small set of files that turn a chat window into a system that remembers your work.

A pattern plus templates: USER.md, MEMORY.md, AGENTS.md. Read the one-page guide and adapt it.
Read the guide →

Value-Quality Screener

Coming soon

An eight-factor value screen of the S&P 500 — the quality math a disciplined investor runs (P/E, P/FCF, ROE, ROIC, margins, leverage, insider ownership), published so you can screen the market yourself.

A clean public release is in progress. Coming to open source.

Single-Stock Technicals

Coming soon

See a stock's technical picture — trend, momentum, and the levels that matter — as a reasoning aid, not a signal to act on. A way to read a chart, not a call to make a trade.

Being decoupled for a clean public release. Coming to open source.
Run the whole toolchain

Everything here is built to run on Zo Computer. One prompt installs the full Clarion skill bundle — regime reading, SEC research, and the rest — as tools your own AI can call. Prefer to start with the concepts? The course walks through the whole system, no finance background required.