Start with A – Open-source, self-hosted investment research platform (BYOK AI) (github.com)

A new open-source investment research platform named Start with A has been announced, designed to integrate research, portfolio monitoring, and journaling into a cohesive investment workflow. The platform features an AI assistant for research tasks, including idea generation, company analysis, and sector evaluation, alongside tools for tracking portfolio positions and maintaining a decision journal. The significance of this platform lies in its aim to streamline investment processes, making it easier for users to connect research insights with actionable investment decisions. Technically, the platform is built using Python 3.12, Flask, and PostgreSQL with the pgvector extension for advanced vector storage. It leverages AI capabilities from Gemini, OpenAI, and Anthropic, making it adaptable for various machine learning integrations via YAML prompt templates. Users can run Start with A locally with Docker and Docker Compose, emphasizing accessibility for users looking to self-host their investment research without extensive IT resources. This initiative exemplifies a growing trend towards open-source tools in the financial sector, empowering users with customizable solutions for investment strategy development.