AI Engineer · Cyprus

I ship AI to production in finance.

I'm an AI engineer at a wealth management platform, and I've worked in fintech since 2021, from production ML to trading infrastructure for institutional crypto. On my own time I build InvestPal, an AI investment analyst that runs on your machine, and Loci, a memory store for coding agents.

Portrait of Orestis Stefanou
Selected work

Things I've built

Two open-source projects and one case study.

InvestPal

open source · local-first

An AI investment analyst that runs on your own machine. Ask whether a company is worth owning and it does the work: pulls the financials, runs a written valuation procedure and checks the answer against what you already hold.

  • Fifteen written analysis procedures, from earnings quality to margin of safety, versioned in the open
  • Eight free public data sources: no paid vendor and no API keys
  • Remembers your goals, runs scheduled reviews, and can connect to Alpaca, Coinbase or Interactive Brokers, read-only if you prefer
  • Use it from Claude Code, Claude Desktop, any MCP client, a local web app or its REST API
Go · Python · TypeScript · MCP See InvestPal →

Loci

open source · Go

Agent conversations are per session and disposable. Loci keeps what they produce and files it by the work it belongs to, so the next session, or the next person, starts from what was already settled.

  • Captures every Claude Code session in a repository through hooks
  • Agents save decisions and their reasons as memories, attached to a project, a task and tags
  • Search by text or by meaning, with embeddings from a local model
  • One static binary, one database file per store, nothing leaves your machine
Go · Turso · Ollama · Claude Code hooks View on GitHub →

A self-improving software factory

case study

A pipeline of agents that takes a ticket from a rough brief to a monitored production change. The engineer decides at two points: what to build, and whether it ships.

  • A spec review runs before any code exists, so a broken spec costs minutes instead of a full run
  • Every loop has a cap, and the run hands back to the engineer instead of guessing
  • The spec's production signals become live checks after deploy
Claude Code · subagents · workflows · Loci Read the case study →
Experience

Where I've worked

Fintech since 2021.

  1. 2026 to now

    AI Engineer · Sophic

    AI engineering for a wealth management platform.

  2. 2025 to 2026

    Software Engineer · Talos Trading

    Low-latency integrations with crypto exchanges and OTC desks for institutional trading, in Go over FIX, REST and WebSocket.

  3. 2022 to 2024

    Machine Learning Engineer · Plum

    Automated the ML lifecycle from data pipelines to deployment and monitoring, so a small team could run more models. Built Plum AI, an in-app assistant that helped users put the app's features to work for their money.

  4. 2021 to 2022

    Software Engineering Intern · Hellas Direct

    Backend for an online insurance platform, and a Slack bot that answered the business's data questions.

  5. 2021

    BSc Informatics and Telecommunications · University of Athens

Writing

Engineering notes

Long-form write-ups of how things were built.

All writing →
Contact

Working on agents, ML or fintech infrastructure? Let's talk.

The fastest way to reach me is email. I'm also on GitHub and LinkedIn.