InvestorMate
Available on PyPIPython · CLI · Local-first

InvestorMate

Ask themarket.Show your work.

Finance clarity for Python people. One engine for live data, ratios, risk, valuation, and education, available in code and at the command line.

pip install investormate View source
Keyless first valueAI optionalResearch, not advice
00 / first minuteRuns where you work
$pip install investormate
$investormate quote AAPL
→Apple Inc. · $213.31 · +1.24%
$investormate analyze AAPL
✓Valuation, profitability, growth, and risk loaded.
$
No accountNo key for quotesJSON ready
Install to quote: < 2 minmacOS · Linux · Windows
Finance × AI × EducationOne install · three surfaces · one brain

Three surfaces. One brain.

Use the interface the moment calls for.

Code when you build. The terminal when you need an answer. A local cockpit when you need to see the whole picture. The analysis stays consistent.

01
Python libraryShipped

Build with it.

A clean stock analysis API for notebooks, coursework, scripts, and products.

Stock("AAPL").ratios.roic
02
CLI utilityShipped

Ask from it.

Quotes and fundamentals from your terminal. Human-readable by default, stable JSON when scripted.

investormate analyze AAPL --json
03
Local cockpitIn development

See through it.

The same engine, made visual. Ticker workspace, charts, watchlists, and grounded AI in your browser.

investormate dashboard AAPL
Useful in minute one

Data first.AI when you want it.

The useful path never starts with an account form or API key. Install the package, request a quote, then decide how deep you want to go.

  1. 00:00

    Install one package

    $pip install investormate

    Core data, analysis, and CLI included.

  2. 00:30

    Get a live quote

    $investormate quote AAPL

    No account. No AI key. No notebook setup.

  3. 01:00

    Analyze the company

    $investormate analyze AAPL

    Fundamentals, valuation, growth, and risk.

  4. When ready

    Add AI or automation

    $investormate analyze AAPL --json

    Script the output today. Conversational analysis is next.

For students

Learn the math, not just the answer.

Explain ratios, show valuation work, and make finance concepts tangible in notebooks and coursework.

>>> stock.explain("roic")

Return on invested capital, with inputs shown.

For builders

Compose it into your own workflow.

Use ratios, valuation, screening, risk, and JSON output without wiring five finance packages together.

>>> stock.ratios.pe

31.42

Product arc

What works now. What comes next.

No vaporware disguised as a feature grid. Shipped capabilities and upcoming surfaces are labeled in the open.

Now

Library + CLI

Install, quote, analyze, use the Python API, and export JSON.

Next

Conversational agent

Ask in plain English. Multi-turn analysis, powered by the same finance tools.

Then

Local dashboard

Charts, watchlists, comparisons, and AI context at localhost.

Research, not advice

You make the decision. Verify important outputs.

Local-first

Core value without a hosted account. Your API keys stay yours.

Show the work

Education is part of the product, not an afterthought.

>_

Start here

From install to a live quote in under two minutes.

pip install investormate Read the docs