Thomas Hu Knowledge Base

Financial Tools

2 min read

Financial Tools

Summary

  • AI-powered financial tools from GitHub for research, analysis, and investment decision-making.

Dexter

What It Is

An open-source autonomous financial research agent (~200 lines of TypeScript) by virattt. Dexter breaks down complex financial queries into structured research steps, gathers real data, and validates its own findings before answering — solving the reliability problem common in AI-generated financial analysis.

Scenario

  • You want deep, data-driven answers to financial questions without manually pulling SEC filings, earnings reports, and price data yourself.
  • You need comparative analysis across multiple companies (e.g. margins, P/E ratios side by side).
  • You want an AI financial tool that checks its own work rather than hallucinating figures.

How It Works

Dexter uses a 4-agent pipeline on every query:

AgentRole
Planning AgentDecomposes the query into structured research steps
Action AgentSelects and executes tools to gather financial data
Validation AgentVerifies data is sufficient and tasks are complete
Answer AgentSynthesizes all findings into a final response

The loop runs up to 10 iterations (configurable) with a scratchpad as the shared source of truth.

Data It Can Access

  • Real-time and historical stock/crypto prices
  • Income statements, balance sheets, cash flow statements
  • Financial metrics: P/E, P/B, margins, market cap
  • SEC filings: 10-K, 10-Q, 8-K
  • Analyst estimates and insider trading data
  • Company news; web search fallback for international stocks

How to Use

Requirements: Bun runtime + API keys for OpenAI (or Anthropic/Google/Ollama) + Financial Datasets API

git clone https://github.com/virattt/dexter
cp env.example .env       # add your API keys
bun install
bun start                 # interactive mode

Supported LLM providers: OpenAI (default), Anthropic, Google, xAI, OpenRouter, Ollama.

Key Points

  • US stocks covered natively via Financial Datasets API; international stocks fall back to web search (Tavily/Exa).
  • Built-in loop detection and step limits prevent runaway execution.
  • WhatsApp integration available for mobile access.
  • Self-validation is its key differentiator — most open-source financial agents skip this step.
  • AI/GitHub/index
  • AI/GitHub/Valuable AI Tools
  • Stock

Graph View

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