Product roadmap
From an investing app to a financial agent platform
Autopilot is the foundation. From here, Oxinion opens up — first to your own custom agents, then to a marketplace of agents built by the community and run by any AI.
Phase 01Live
Autopilot
One automated pipeline that observes the market, applies your rules, and rebalances — hands off.
- Broker connection with live holdings sync
- Rule engine + AI decision layer
- Automatic rebalancing on drift
- Notifications via Email, Telegram, Discord
Phase 02Live
Agent Templates
Pick a philosophy, not just a strategy. Each template ships with its own goal, rules, and toolset.
- Warren Buffett Agent
- Boglehead Agent
- Momentum Agent
- Dividend Agent
- AI Growth Agent
Phase 03Coming next
PreviewAgent Builder
Design your own investment agent instead of picking one off the shelf.
- Agent Builder (web UI)
- Agent config file (goal / rules / tools)
Phase 04Planned
PreviewAgent Marketplace
Oxinion becomes a platform, not just a product.
- Marketplace for community-built investing agents
- Publish, fork, and share agent configs
- API access — let Claude, ChatGPT, Codex and other AI run Oxinion Agents
The core bet
Not a general-purpose agent SDK — a standardized SDK for the primitives investing agents actually need, over and over: market data, broker execution, strategy, and risk management.
Try Autopilot now
Phase 1 and 2 are live today. Phase 3 and 4 are what we're building next.