Your private
financial analyst.

A private agent that runs on your own hardware. It pulls live market data, reads official filings, runs deep research, models valuations, gauges sentiment, and checks its own facts. Your holdings never leave the house.

// what it is

Not a chatbot. A financial agent that works for you.

Curunir has memory, a personality, and its own tools, so it works more like a colleague than a one-shot answer box. It keeps track of your holdings and your cost basis, remembers the theses you're working between conversations, and picks the right tool on its own.

It works alongside you on the whole book: trading and speculation, long-term investing, retirement, and tax. It tracks your positions, builds and stress-tests theses with you, and backs every claim with a source you can open.

And it does all of it in your house. The language models live in the cloud; your portfolio and your notes stay on the device, in local memory.

// examples

Real questions it's built to answer.

Thesis · bull & bear
Strongest bull and bear cases for buying SpaceX at its IPO — index-inclusion mechanics, Musk's track record, the Tesla interplay.
Catalyst · drug → stock
What do retatrutide's new TAMs ($105B by 2030) do to Eli Lilly's revenue, earnings, and valuation?
Macro · deep research
Deep research on oil, gold, and US treasuries: current state, six-month scenarios, and where the opportunities are.
Fact-check · my thesis
Fact-check my Bitcoin inflation-and-debasement thesis.
Prediction markets
What does Polymarket say about retatrutide's FDA-approval odds and gold by end of 2026?
Podcast mining
What investment opportunities come out of this week's All-In episode?
Social sentiment · WSB & X
What's WallStreetBets buzzing about today — top tickers by mention volume, the day's sentiment swing, and what's surging fast?
// the foundation

Every thesis stands on sources you can check.

A thesis is only as good as what it stands on. Every answer here is grounded in a real source: filings, market data, macro series, prediction-market odds, social chatter. Each one is pulled live and cited inline, then handed to a separate agent that fact-checks it before you see it. No vibes, no made-up numbers.

Primary filings
SEC EDGAR
10-K, 10-Q and 8-K filings plus standardized XBRL facts — revenue, EPS, R&D and segment detail straight from the company's own filings.
Market data
yfinance
Live quotes, multiples, fundamentals, options and analyst estimates — the price and valuation spine behind every comparison.
Macro
FRED — Federal Reserve
Interest rates, treasury yields, inflation (CPI/PCE), GDP, unemployment and FX — the official series that set the discount rate inside every valuation scenario.
Prediction markets
Polymarket
Real-money implied probabilities on forward-looking outcomes — FDA approvals, elections, policy and macro events — taken from a live betting market with money on the line.
Social sentiment
Reddit & X / Twitter
WallStreetBets mention volume and crowd sentiment from Reddit, plus real-time X/Twitter listening via the xAI / Grok API — the social tape behind a meme-stock move.
Web research
Brave · xAI · Google / Gemini
Three independent web-search backends — Brave, Grok and Gemini's grounded Google Search — so a claim can be checked against more than one of them.
Audio & video
YouTube & podcasts
Full transcripts of YouTube videos and tracked podcasts (All-In and more) — so commentary from the shows you follow can be mined, quoted and fact-checked.
Research & verification
Deep research, fact-checked
Decomposes the question, gathers authoritative sources with inline citations, then hands the draft to an independent fact-checker before you see it.

And the roster keeps growing. We add skills, tools and integrations all the time, and each new one is simply another source the agent can reach for and cite. You ask the same way you always did.

// capabilities

From your book to your next position.

01

Portfolio management

Your balance sheet comes from a real engine, not from prose the model writes. Holdings are grouped by class, with a net-worth rollup, a specific-lot trade ledger that tracks realized and unrealized P&L, and point-in-time snapshots you can pull up and compare. Every figure is computed, so the agent can't quietly hand-sum a total or make one up.

02

Brokerage integration // live sync — roadmap

Export a CSV from your brokerage and the engine folds those positions straight into your book, cost basis and lots included, in a single step. Live account sync is on the roadmap. For now the CSV import keeps your holdings current, and your login stays with you.

03

Thesis management, tracking & update

Build a thesis as a fact-checked memo, stress-test the bull and bear cases, then health-check it again as the facts move. Your notes live in local memory, so re-running the memo or the fact-checker months later picks up where you left off, corrections and all.

04

Investment ideation & research

Deep, multi-source research: it breaks the question down, pulls from authoritative sources like SEC EDGAR filings, yfinance market data and FRED macro series, then hands the draft to an independent fact-checker. Every claim traces back to a source you can open yourself.

05

Allocation strategy & tax optimization

Read your allocation off the net-worth rollup, then work lot by lot with tax in mind: tax-loss harvesting, the wash-sale rule, short- vs. long-term holding periods. The guidance comes from this year's IRS rules, which the agent looks up fresh each time instead of recalling from memory.

// in practice

Real memos, really produced.
Fact-checked PDFs from actual research sessions — download and read them.

MEMO 01
DEEP RESEARCH
may 24, 2026
Deep research — the strongest bull and bear cases for buying SpaceX at its IPO. Include Nasdaq index-inclusion mechanics, Musk's track record, and the Tesla interplay.

SPCX targets a June 12, 2026 Nasdaq debut at a $1.75–2 trillion valuation — the largest IPO in history. I built both cases straight from the S-1.

  • Bull: reusable launch economics under $2,720/kg, Starlink at $11.4B 2025 revenue and $4.4B operating income, and index-inclusion mechanics that could force passive funds to buy ~19% of the float.
  • Bear: ~94× revenue on a $4.94B GAAP loss; Musk controls 42% of equity and 85% of the vote — governance risk concentrated in one person.
  • Commentary: folds in All-In Ep. 274 — Chamath and Gavin Baker lean bullish while flagging the 90-day Anthropic-contract termination risk.

Twelve sections, fact-checked and corrected. Full PDF attached.

Verdict — Priced for flawless execution; your call on the odds
S-1 · All-In Ep. 274
SpaceX at IPO — Bull Case vs Bear Case
Click to download · PDF · with All-In Ep. 274 commentary
MEMO 02
CATALYST → STOCK
may 4–11, 2026
Is retatrutide a blockbuster or a bust for Eli Lilly (LLY)? Bull case, bear case, and what it does to the stock.

Retatrutide (LY3437943) is Lilly's triple agonist. It posted 28.7% average weight loss at 68 weeks in Phase 3 — the highest ever recorded, ahead of tirzepatide and semaglutide.

  • Bull: best-in-class efficacy; Street peak-sales estimates run $5–30B.
  • Bear: 18.2% adverse-event discontinuation, cannibalization of Zepbound/Mounjaro, and Novo Nordisk competition.
  • Honest caveat: the 28.7% comes from TRIUMPH-4, a bariatric/OA population — it may not generalize until the general-obesity trials report.

Stock impact: LLY trades around $963; approval could drive $1,200–1,300 (consensus ~$1,220), a setback −15–25%. Memo attached.

Verdict — Partly priced in; asymmetric on the readout
Phase 3 data · yfinance
Retatrutide: Blockbuster or Bust? — LLY
Click to download · PDF · fact-checked
MEMO 03
FACT-CHECK → THESIS
may 19, 2026
Fact-check my Bitcoin inflation-and-debasement thesis.

I checked it before agreeing with it — and the data didn't back the inflation-hedge claim. Bitcoin is trading risk-on right now, with roughly a 0.74 correlation to the S&P. I said so plainly rather than confirm what you already believed.

You pivoted to gold, so I built that thesis in the same format — central-bank buying, debasement, and the real-rate backdrop — fact-checked, with three corrections applied before it reached you.

Verdict — BTC thesis doesn't hold; the gold thesis does
fact-checked · 3 corrections
Gold — Investment Thesis
Click to download · PDF · fact-checked
MEMO 04
THESIS HEALTH-CHECK
may 19, 2026
Health-check my PE fund thesis — Blackstone Secondary X and Life Sciences VI.

Pulled the fund facts, benchmarked the returns, and stress-tested each pillar of your thesis. The pillars hold up — no fundamental rethink needed.

  • One honest flag: PE lagged the S&P by about 17 points across 2023–2024. The diversification case is intact, but the recent return gap is real and worth sitting with.
  • Life Sciences VI: held its final close at $6.3B — oversubscribed, the largest life-sciences fund ever — well above the $5B target in your deck.

Where the evidence was uncomfortable, I showed it rather than smoothing it over.

fund docs · benchmarks
// built on curunir

A minimal agentic harness. In your house.

The finance skills above are one way to configure Curunir, a small agentic harness we kept deliberately bare. The same engine that writes an investment memo can run research, handle scheduling, or do whatever else you wire into it.

It runs on a small device in your home or office. The language models live in the cloud — but your portfolio, your cost basis, and your thesis notes don't. They stay on the device, in local memory.

You can reach it from anywhere — web, CLI, or email — through a thin portal that passes the conversation along and keeps the data where it is.

// closed beta

Summer 2026. Invite only.

We read every request.