RoboSystems is an open-source financial knowledge graph platform, and the platform behind RoboLedger and RoboInvestor. Start with the documentation for what you are doing.
Use the platform through Claude, ChatGPT or any MCP client: connect, choose a graph, analyze SEC filings.
Connect QuickBooks and work with your books through Claude or ChatGPT: analyze, report, plan, and close the month.
Private-company portfolios, reports shared from RoboLedger, and public-company research. RoboInvestor is in beta.
Graphs, billing, auth and connections, with every endpoint's parameters, schemas and an example call.
RoboLedger and RoboInvestor on one surface: read-only GraphQL queries, named command writes, and analytical view operations.
Build on, run and extend the platform: graphs, the MCP server, the operations and GraphQL surfaces, the SEC pipeline, and self-hosting.