Dexter 🤖

Dexter is an autonomous financial research agent that thinks, plans, and learns as it works. It performs analysis using task planning, self-reflection, and real-time market data. Think Claude Code, but built specifically for financial research.

Overview

Dexter takes complex financial questions and turns them into clear, step-by-step research plans. It runs those tasks using live market data, checks its own work, and refines the results until it has a confident, data-backed answer.

It’s not just another chatbot. It’s an agent that plans ahead, verifies its progress, and keeps iterating until the job is done.

Key Capabilities:

• Intelligent Task Planning: Automatically decomposes complex queries into structured research steps
• Autonomous Execution: Selects and executes the right tools to gather financial data
• Self-Validation: Checks its own work and iterates until tasks are complete
• Real-Time Financial Data: Access to income statements, balance sheets, and cash flow statements
• Safety Features: Built-in loop detection and step limits to prevent runaway execution

Quick Start

Prerequisites

• Python 3.10 or higher
• uv package manager
• OpenAI API key
• Financial Datasets API key (get one at financialdatasets.ai)

Installation

1. Clone the repository: bash git clone https://github.com/virattt/dexter.git cd dexter
2. Install dependencies with uv: bash uv sync
3. Set up your environment variables: ```bash # Copy the example environment file cp env.example .env

# Edit .env and add your API keys OPENAI_API_KEY=your-openai-api-key FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key

### Usage

Run Dexter in interactive mode:
```bash
uv run dexter-agent

Example Queries

Try asking Dexter questions like:

• "What was Apple's revenue growth over the last 4 quarters?"
• "Compare Microsoft and Google's operating margins for 2023"
• "Analyze Tesla's cash flow trends over the past year"
• "What is Amazon's debt-to-equity ratio based on recent financials?"

Dexter will automatically:

• Break down your question into research tasks
• Fetch the necessary financial data
• Perform calculations and analysis
• Provide a comprehensive, data-rich answer

Architecture

Dexter uses a multi-agent architecture with specialized components:

• Planning Agent: Analyzes queries and creates structured task lists
• Action Agent: Selects appropriate tools and executes research steps
• Validation Agent: Verifies task completion and data sufficiency
• Answer Agent: Synthesizes findings into comprehensive responses

Project Structure

dexter/
├── src/
│   ├── dexter/
│   │   ├── agent.py      # Main agent orchestration logic
│   │   ├── model.py      # LLM interface
│   │   ├── tools.py      # Financial data tools
│   │   ├── prompts.py    # System prompts for each component
│   │   ├── schemas.py    # Pydantic models
│   │   ├── utils/        # Utility functions
│   │   └── cli.py        # CLI entry point
├── pyproject.toml
└── uv.lock

Configuration

Dexter supports configuration via the Agent class initialization:

from dexter.agent import Agent

agent = Agent(
    max_steps=20,          # Global safety limit
    max_steps_per_task=5   # Per-task iteration limit
)

How to Contribute

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a Pull Request

Important: Please keep your pull requests small and focused. This will make it easier to review and merge.

License

This project is licensed under the MIT License.