DojoAgents is an AI agent framework designed for personal investment that combines autonomous reasoning with portfolio management tools.
The tool addresses the gap between individual investors and institutional-grade analysis by deploying an autonomous reasoning agent that continuously monitors and analyzes a portfolio across multiple markets. Its core engine, called the Loop-Driven Cognitive Portfolio Agent, operates through four interconnected dimensions: it fetches and structures multi-market data including price history and financial statements, interprets valuation metrics and momentum indicators to identify market mechanics, deduces cross-market strategies by reasoning through connections between different asset classes and sectors, and continuously monitors portfolio risk exposure and performance attribution. Rather than providing isolated outputs like news summaries or single-stock analysis, the agent maintains ongoing awareness of how individual holdings relate to broader market movements.
The tool suits investors who want institutional-grade analysis without building custom infrastructure, particularly those managing diversified portfolios across multiple markets including US, Hong Kong, and A-shares. It provides a React-based dashboard with portfolio tracking, cross-market heatmaps, sector taxonomy analysis, and equity data visualization. The framework is built in Python and includes multiple access points through a CLI, web dashboard, and chat gateways, allowing different interaction patterns depending on workflow preference.
The project maintains active community channels across Discord, WeChat, and GitHub. Development activity shows ongoing refinement of the agent loop engine and dashboard capabilities, with models and resources published to external platforms for community access.