CPZAI in your terminal
Simons, your portfolio, your strategies and your brokers from the command line. Works against the files on your own machine.
Install
curl -fsSL https://cli.cpz-lab.com/install.sh | bash
Apple silicon and Intel. Installs a self-contained binary to ~/.cpzai/bin. No Node required, no sudo.
curl -fsSL https://cli.cpz-lab.com/install.sh | bash
x86_64 and arm64. Same installer as macOS; it detects your platform.
npm install -g @cpzai/cli
Windows needs Node 20 or later. Works in PowerShell, Windows Terminal and WSL. A native installer is not published yet, so the shell one-liner above is for macOS and Linux only.
brew install --cask cpz-lab/tap/cpzai
Checksums are verified by Homebrew against the published release.
npm install -g @cpzai/cli
Any platform with Node 20 or later, including Windows.
Run it
cpzai
That is the whole thing. On first run it asks you to sign in, opens your browser, and carries straight on into the session. The token goes into your system keychain and renews itself, so you are not asked again.
Signing in with an API key instead is an option in that same prompt. Pick it if you want Simons chat: browser sign-in covers the platform tools and the connect flow, an API key covers everything. Generate a pair under Settings, API Keys, with the simons scope.
Update
cpzai upgrade
Detects how you installed and does the right thing. The CLI also tells you on startup when a newer version is out, so you are not expected to check. Restart any running session afterwards: it loads its code at launch, so a live session keeps running the old build.
Then
cpzai -p "…" | Ask one question and exit |
cpzai broker status | Every broker and whether it is healthy |
cpzai connect | Add a broker, data provider or repo |
cpzai connect ibkr | Use Trader Workstation running on this machine |
cpzai --add-dir ~/research | Let it work on another directory |
In a session
/effort | Fast, Balanced, Thorough or Max |
/model | Pick a model, or leave it on the router |
/env | Switch paper and live. Live asks first |
/positions, /orders | Holdings, P&L and fills |
/help | Everything else |