Velora

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Your AI-powered personal wealth advisor. Automated portfolio monitoring, market analysis, and investment briefings — delivered via a self-hosted web dashboard and Telegram bot.

Runs on Claude Code with your existing Max/Pro subscription — zero API costs for AI.

What It Does

Twice a week, Velora collects market data for your entire portfolio, pulls macroeconomic indicators, searches for relevant news, and feeds everything into Claude Opus with a specialized financial analyst system prompt. The result is a comprehensive briefing delivered to your Telegram and viewable on a professional dark-themed web dashboard — like having a CFA on retainer.

Features

Example Briefing

MARKTLAGE

Relief-Rally (NASDAQ +4.4%, VIX -22%) ändert nichts am Extreme-Fear-Regime.
Yield Curve normal (+52bps), aber Credit Spreads weiten sich.

PORTFOLIO-CHECK

ASML: Stärkster Gewinner (+63% total), aber underperformed am Rally-Tag.
Stop-Loss bei 1050 EUR empfohlen vor Earnings am 15.4.

Gold ETC: -1.8% in EUR trotz +3.4% Goldpreis in USD — der EUR/USD-Effekt.

EMPFEHLUNGEN

Keine neuen Trades. 14 von 17 Positionen reporten in den nächsten 6 Wochen.
Cash-Quote von 31% ist im Extreme-Fear-Umfeld eine Stärke. Abwarten.

Quick Start

git clone https://github.com/Kingler16/velora.git
cd velora

python3 setup.py          # Interactive setup wizard
source venv/bin/activate

python -m src.main briefing   # First AI briefing
python -m src.main bot        # Start Telegram bot
python -m src.main web        # Start web dashboard → http://localhost:8080

The setup wizard guides you through: language, country & tax regime, Telegram bot, API keys, briefing schedule, and portfolio import (CSV or manual).

Prerequisites

• Python 3.11+
• Claude Code CLI — npm install -g @anthropic-ai/claude-code (requires Claude Max or Pro)
• Telegram Bot — create via @BotFather
• Optional: Brave Search API, FRED API, Finnhub API (all free tier)

Web Dashboard

Built with FastAPI + Jinja2 + HTMX + Chart.js + TradingView Lightweight Charts. No Node.js needed.

Start with python -m src.main web and open http://localhost:8080.

Telegram Bot

Trades logged via Telegram or the web dashboard automatically close matching AI recommendations.

Architecture

[Cron / Telegram / Web Refresh]
        │
        ▼
    main.py ─── data/market.py    → yfinance
        │   ├── data/macro.py     → FRED + ECB + Fear & Greed
        │   ├── data/news.py      → Brave + Bloomberg + Finnhub
        │   └── data/calendar.py  → Earnings + events
        │
        ├──→ cache.py → memory/cache/  → Web Dashboard (FastAPI)
        │
        ▼
    analysis/claude.py → Claude Code CLI (Opus, high effort)
        │
        ▼
    memory.py → briefings, recommendations, theses
        │
        └──→ telegram.py → Telegram message

How Claude Is Used

Velora does not call the Claude API directly. It shells out to Claude Code CLI in --print mode — no API key needed, uses your Max/Pro subscription, Opus model with high effort, prompts via stdin.

Running Modes

python -m src.main briefing              # Bi-weekly briefing (for cron)
python -m src.main monthly               # Monthly report (for cron)
python -m src.main analyze --ticker AAPL  # On-demand analysis
python -m src.main bot                    # Telegram bot (long-running)
python -m src.main web                    # Web dashboard (long-running)
python -m src.main web --port 3000       # Custom port

Configuration

All settings configurable via the web dashboard Settings page or config/settings.json:

Deployment

Designed for always-on low-power devices (~90MB RAM).

# Deploy from local machine
cd scripts && ./deploy.sh admin@your-server-ip

# On the server
cd ~/velora && bash scripts/setup_rockpi.sh

Sets up: Python venv, Claude CLI, cron jobs (briefing + monthly), systemd services (bot + web dashboard with auto-start on boot).

sudo systemctl status velora-bot    # Telegram bot
sudo systemctl status velora-web    # Web dashboard

API Costs

Disclaimer

For educational and informational purposes only. Not financial advice. AI analysis may contain errors. Always do your own research. No liability for financial losses.

License

MIT