Turn portfolio operations into a conversation.

CloudAgent combines intent recognition, confirmation-based transaction capture, multi-currency portfolio records, market monitoring and scheduled reporting in a self-hosted Feishu assistant.

Private deploymentExplore capabilities

FEISHU / UBUNTU

REVIEW BEFORE WRITE

PRODUCT / CAPABILITIES

Built for everyday portfolio operations

Intent-aware assistant

Understand portfolio questions, transaction messages and supported images in natural language.

Confirmed transaction capture

Preview extracted trades and require an explicit confirmation before records change.

Multi-currency portfolio

Track holdings, cost, market value and performance without mixing currency totals.

Market alerts

Monitor configured instruments and deliver price or trend alerts with cooldown controls.

Period reporting

Generate daily, weekly, monthly, quarterly and yearly holding-change reports.

Resilient deployment

Run on Ubuntu with provider failover, SQLite persistence, health checks and one-command deployment.

DATA / TRACEABILITY

Records stay reviewable

Portfolio changes are written only after confirmation. Snapshots, realized periods, alert history and generated reports provide a traceable operating record.

Confirmation before portfolio changes

Local portfolio and snapshot records

Feishu reports and alerts

CONTROLS / RELIABILITY

Controlled by design

CloudAgent supports user allowlists, protected diagnostic APIs, provider failover and local data storage. It is an operational assistant, not a promise of investment returns or individualized financial advice.