Quick Start

Set up CloudOpt and run your first AWS optimization analysis. GCP and multi-cloud workflows are also supported.

Run inventory, cost, and metrics collection against an AWS account, analyze the snapshot, and generate a report.

1. Initialize a workspace

export COA_WORKSPACE_DIR="$HOME/.cloudopt"
cloudopt init

init creates config and data directories. It skips an existing config file.

2. Collect data from AWS

Three commands, run in order. Each writes to the local workspace.

Inventory (EC2, EBS, VPC, RDS):

cloudopt collect aws inventory \
  --regions us-east-1

Costs (last 30 days):

cloudopt collect aws cost \
  --lookback-days 30

Metrics (last 14 days):

cloudopt collect aws metrics \
  --lookback-days 14

Add --dry-run to any collect command to check permissions without pulling data.

IAM setup and multi-region scope: AWS guide.

3. Analyze

cloudopt analyze

CloudOpt runs checks against the latest complete snapshot and stores the results locally.

4. Generate a report

cloudopt report --format html

Open the HTML file from your workspace reports/ directory.

To strip account IDs and resource names before sharing:

cloudopt report --format html --redact

Optional: report header labels

Create $HOME/.cloudopt/config/report.yaml:

customer_name: Acme Corp
project_name: Q3 optimization review

Regenerate the report. These labels appear in the header only. They do not change analysis output.

For GCP, swap collect aws for collect gcp. See the GCP guide for project scope, BigQuery billing export, and IAM roles.