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
Preview

Agent Builder

Design your own agent instead of picking one off the shelf.

  • Agent Builder (web UI)
  • CLI — oxinion finance agent create
  • Agent config file (goal / rules / tools)
Phase 04Planned
Preview

Agent 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.