# Capiis

- **Event:** [Built with Opus 4.6: a Claude Code hackathon](https://cerebralvalley.ai/e/claude-code-hackathon)
- **When:** Feb 10 at 12:00 PM – Feb 17 at 10:00 AM (EST)
- **Where:** Location TBA
- **Team:** [Hannie Liu](https://cerebralvalley.ai/u/hannie)
- **GitHub:** https://github.com/hanniehoney/Capiis
- **Demo video:** https://youtu.be/8f0CH2Tf1Dg
- **Gallery:** https://cerebralvalley.ai/e/claude-code-hackathon/hackathon/gallery
- **Page:** https://cerebralvalley.ai/e/claude-code-hackathon/hackathon/gallery/68

Capiis is a local-first wealth management “agent swarm”.

Who: HNW individuals (and advisors) handling complex portfolios, taxes, and account/legal structures.
What: A read-only dashboard + background agents that generate tax briefings, portfolio insights, price updates, and intel signals.
Why: CLI output can be detailed, but without a visual framework users don’t know what to ask next across assets/liabilities/tax. Capiis makes the system legible while keeping humans in control.
How: Vanilla JS dashboard (no build step) + Node/Express REST API + SSE realtime refresh. Local data layer = Excel + JSON files. Agents: Tax Analyst, Price Tracker, Feed Analyst. Skills: Onboarding, Tax Professional, Portfolio Intelligence. Tax figures are fact-checked via Perplexity MCP.

Built from scratch during the hackathon. More details: DEVLOG.md + CLAUDE.md
https://github.com/hanniehoney/Capiis/blob/master/DEVLOG.md

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Markdown version of https://cerebralvalley.ai/e/claude-code-hackathon/hackathon/gallery/68. Site index for agents: https://cerebralvalley.ai/llms.txt · full text: https://cerebralvalley.ai/llms-full.txt