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Rahul
Rahul

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AutoFinance: Your AI Financial Command Center, right inside the terminal!

GitHub Copilot CLI Challenge Submission

This is a submission for the GitHub Copilot CLI Challenge

Why Leave the Terminal?

As developers, we live in the terminal. So why do we keep switching to 20 different browser tabs just to check market volatility, technical indicators, or portfolio drift?

I wanted to see if I could build a professional-grade financial research desk that lives exactly where I do. The result is AutoFinance: a heavy-duty orchestration of 13 specialized MCP (Model Context Protocol) servers that turn your command line into a high-speed financial command center.


Demo

The 13-Server Engine Room

To power these agents, I stood up 13 microservices using the Model Context Protocol. Each server handles a specific domain:

Port Server Responsibility
9001 Market Real-time data via Yahoo Finance & Binance
9002 Risk Automated trade validation and position sizing
9005 Technical Crunches RSI, MACD, and Bollinger Bands
9006 Fundamental P/E ratios, ROE, and growth metrics
9008 News Local sentiment analysis on market headlines
9012 Simulation Monte Carlo scenarios for stress testing

Key Features

  • πŸ“ˆ Real-Time Market Data: Connects directly to Yahoo Finance and Binance (via WebSockets) to stream live prices. No stalenessβ€”just raw, real-time data.
  • πŸ“‘ Multi-Channel Global Notifications: Never miss a beat. The system pushes critical alerts to where you actually live:
    • Slack & Discord: Get trade confirmations, price spikes, and agent debates in your channels.
    • SMS & WhatsApp: Urgent margin calls or crash alerts sent directly to your phone.
    • Email: Daily portfolio summaries and audit reports.
  • πŸ›‘οΈ Automated Risk Guardrails: The Risk Server enforces strict position limits (max 5%) and stop-losses automatically. It rejects any trade that violates your pre-set safety policy.
  • πŸ’¬ Natural Language Interface: Deep copilot CLI integration lets you "chat" with your portfolio. "Hey, sell half my Bitcoin if RSI > 80."
  • πŸ“Š Comprehensive Analysis:
    • Technical: Real-time RSI, MACD, and Bollinger Bands.
    • Fundamental: P/E ratios, ROE, and growth metrics.
    • Sentiment: Scans news headlines to gauge the current market mood.

How GitHub Copilot CLI Saved My Sanity

It helped me build this project in less than 36 hours!!

AutoFinance/
β”œβ”€β”€ .github/                       # COPILOT BRAIN 🧠
β”‚   β”œβ”€β”€ copilot-instructions.md    # The "Bible" (Context & Rules)
β”‚   β”œβ”€β”€ mcp-config.json            # Local MCP Server Config
β”‚   β”œβ”€β”€ agents/                    # Specialized Personas
β”‚   β”‚   β”œβ”€β”€ mcp-server-developer.md
β”‚   β”‚   β”œβ”€β”€ financial-analyst.md
β”‚   β”‚   β”œβ”€β”€ cli-dashboard-dev.md
β”‚   β”‚   └── test-engineer.md
β”‚   β”œβ”€β”€ skills/                    # Reusable Knowledge
β”‚   β”‚   β”œβ”€β”€ financial-data-validation/
β”‚   β”‚   β”œβ”€β”€ mcp-server-debugging/
β”‚   β”‚   └── technical-analysis-impl/
β”‚   β”œβ”€β”€ instructions/              # Path-Specific Context
β”‚   β”‚   β”œβ”€β”€ mcp-servers.md
β”‚   β”‚   └── tests.md
β”‚   └── hooks/                     # Automation Scripts
β”‚       └── hooks.json             # Pre/Post-execution logic
β”œβ”€β”€ mcp-servers/                   # THE 13 MICROSERVICES
β”‚   β”œβ”€β”€ market/                    # Yahoo Finance Integration
β”‚   β”œβ”€β”€ technical/                 # RSI/MACD/Bollinger Logic
β”‚   β”œβ”€β”€ sentiment/                 # NewsAPI + LLM Analyzer
β”‚   β”œβ”€β”€ risk/                      # Compliance & Limits Engine
β”‚   └── ... (10 others)
└── cli/                           # The Textual Dashboard UI
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(I specifically organized .github/ to leverage Copilot's ability to read configuration files. This ensures every suggestion respects the project's architecture.)

Building a system with 13 microservices is not easy. Honestly, if I had to manually manage the boilerplate for every server, I’d still be writing imports.

Here is how Copilot CLI helped me:

1. The @mcp-server-developer Persona

I defined custom instructions so Copilot knew exactly how I wanted my MCP servers structured. When I needed the Volatility Server, I didn't write code; I just talked to my terminal:

copilot --agent=mcp-server-developer "Create a volatility server on port 9010 using our standard SSE transport."
It generated the Pydantic models and error handling that matched the rest of my stack perfectly.

2. Local MCP Integration

I configured Copilot CLI to actually talk to my running AutoFinance servers. By mapping my local tools in ~/.copilot/mcp-config.json, I could ask the CLI real-time questions:

Me: "What's the current RSI for NVDA?"
Copilot: "The current RSI for NVDA is 72.4 (Overbought). Recommendation: Wait for a pullback."
It bridged the gap between a coding assistant and a production console.

3. Living Documentation

Using .github/copilot-instructions.md, I gave Copilot the knowledge of the projectβ€”things like port ranges and "no hardcoded API keys" policy. This meant I never had to correct it on the small stuff. It just knew the architecture.


Screenshots

Landing UI

Landing UI

Dashboard

Dashboard


Setup in 30 Seconds

git clone https://github.com/crypticsaiyan/AutoFinance.git
pip install -r mcp-servers/requirements.txt
pip install -r cli/requirements.txt
./start_sse_servers.sh  # Fire up the 13-server swarm
python cli/main.py      # Launch the Command Center
# see the repo for more advanced setup
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I really enjoyed and learnt a lot making this project (plus burnt a lot of credits too :P)

made by: crypticsaiyan
GitHub Repository: crypticsaiyan/AutoFinance

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