Repolode
simonlin1212

simonlin1212/Vibe-Research

An AI-assisted research workbench for A-shares, US and HK stocks, with watchlists, portfolio ledger, daily market review, stock deep-dives, backtesting and a local report library.

Open-source alternative to:WindBloomberg Terminal

Stars
3,524
Forks
671
Open issues
4
Last commit
10 days ago

Repolode describes open-source projects and does not give investment advice. Trading and investing can lose money: assess the risk yourself and follow the laws where you live before using this project.

What is it?

Vibe Research is a local browser-based workbench for investment research on China A-shares, US stocks and Hong Kong stocks. The home page shows major indices, a watchlist and a portfolio ledger built from transaction records, with an AI chat panel below for questions about the current page.

The product covers a daily market review, industry news and sector research pages, a six-stage single-stock research flow (company profile, financials, earnings expectations, valuation, risks, report), a backtesting tool that compares results against benchmark indices, and a library for importing PDF and Word research documents with citations back to the source text. It connects to 168 market data endpoints.

AI can run on a local Claude Code, Codex or WorkBuddy/CodeBuddy subscription, or on any Chat Completions-compatible model API. Data and research records are stored on the user's own machine, and the project is licensed under MIT.

Key features

  • 01Watchlist and portfolio ledger with P&L calculated from transaction records
  • 02Daily market review with limit-up/limit-down stats and sector capital flows
  • 03Six-stage single-stock research flow with evidence and calculation traceability
  • 04Backtesting with benchmark comparison, performance metrics and charts
  • 05Research document library supporting PDF, DOCX, TXT, MD and CSV with page-level citations
  • 06Works with local Claude Code, Codex, WorkBuddy subscriptions or custom model APIs

Use cases

  • Tracking a personal A-share, HK or US stock portfolio with daily market context
  • Running structured research on a single company with sourced figures
  • Testing a trading idea against historical data and a benchmark index
  • Querying a local collection of broker reports and filings with AI

Quick start

  1. 1

    Clone the repository from GitHub

  2. 2

    Run the official install script from the README

  3. 3

    Open the app in your browser and connect an AI provider under 接入 AI

Things to know

  • Requires connecting an AI provider such as a Claude Code or Codex subscription or a model API for research and backtesting features.
  • Some features depend on specific data sources, such as Eastmoney, Tencent quotes and SEC EDGAR, and some markets like Beijing Stock Exchange have partial support.

In collections

Topics

#investment-research#stock-market#a-stock#us-stocks#hk-stocks#backtesting#local-agent#llm#ai-agent#claude-code

FAQ

What is Vibe-Research?
An AI-assisted research workbench for A-shares, US and HK stocks, with watchlists, portfolio ledger, daily market review, stock deep-dives, backtesting and a local report library. Vibe Research is a local browser-based workbench for investment research on China A-shares, US stocks and Hong Kong stocks. The home page shows major indices, a watchlist and a portfolio ledger built from transaction records, with an AI chat panel below for questions about the current page.
Is Vibe-Research free to use? What license does it have?
Vibe-Research is open source under the MIT license. Check the license terms before using it in commercial products.
Is Vibe-Research still maintained?
Actively maintained. The last commit to Vibe-Research was on Oct 29, 2026.
What can I use Vibe-Research for?
Tracking a personal A-share, HK or US stock portfolio with daily market context Running structured research on a single company with sourced figures Testing a trading idea against historical data and a benchmark index Querying a local collection of broker reports and filings with AI
How do I install Vibe-Research?
Clone the repository from GitHub Run the official install script from the README Open the app in your browser and connect an AI provider under 接入 AI
Where can I get Vibe-Research?
The source code and installation instructions are on GitHub: https://github.com/simonlin1212/Vibe-Research

Summary generated by AI from the project's README. GitHub stats refresh daily.

Related projects