Polaris

A runtime-native AI intelligence platform for portfolio analysis, risk assessment, strategy synthesis, and financial reporting.

What is Polaris? · Features · Architecture · Quick start · CLI · Docs

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Project status

[!IMPORTANT] Polaris is a work in progress. The platform is under active development and is not yet a stable public API, production trading system, or investment advisory product. Interfaces, schemas, workflows, and defaults may change as the architecture matures.

Polaris is recommendation-oriented. It can analyze markets and portfolios, generate reports, produce strategy and risk assessments, inspect historical runs, and run deterministic simulations. It does not place live broker orders or autonomously trade capital.

[!WARNING] Polaris is research and decision-support software. Outputs are not financial, investment, legal, tax, or trading advice. Always verify data and decisions independently before acting.

What is Polaris?

Polaris is a Python platform for building replayable AI-assisted portfolio-management workflows. It combines typed application services, provider-based market integrations, a workflow runtime, persisted execution evidence, curated RAG, and observability into one platform-native architecture.

Polaris is designed to answer questions such as:

• What changed in market conditions since the last report?
• What does the current technical, macro, sentiment, news, portfolio, and risk picture look like?
• Why did the platform produce a recommendation or risk assessment?
• What evidence and node outputs contributed to a completed workflow run?
• How would a strategy or workflow behave under deterministic historical or simulated inputs?
• Which curated records should be used for grounded RAG-backed answers?

Feature matrix