README

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.



 Table of Contents

- 👋 Overview
- ✅ Prerequisites
- 💻 How to Install
- 🚀 How to Run
- 📊 How to Evaluate
- 🐛 How to Debug
- 📱 How to Use with WhatsApp
- 🤝 How to Contribute
- 📄 License

 ⚠️ Disclaimer

This project is for educational, entertainment, and informational purposes only. It is not intended for real trading or investment.

- Not financial, investment, tax, or legal advice
- No guarantees of accuracy, completeness, or fitness for any purpose
- Outputs may be incorrect, incomplete, or out of date
- Creator and contributors assume no liability for any financial losses or damages
- Consult a licensed financial advisor before making investment decisions
- Past performance does not indicate future results

By using this software, you agree to use it solely for learning and informational purposes and accept all risks associated with its use.

 👋 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.  

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

 




 ✅ Prerequisites

- Bun runtime (v1.0 or higher)
- OpenAI API key (get here)
- Financial Datasets API key (get here)
- Exa API key (get here) - optional, for web search

 Installing Bun

If you don't have Bun installed, you can install it using curl:

macOS/Linux:
bash
curl -fsSL https://bun.com/install | bash


Windows:
bash
powershell -c "irm bun.sh/install.ps1|iex"


After installation, restart your terminal and verify Bun is installed:
bash
bun --version


 💻 How to Install

1. Clone the repository:
bash
git clone https://github.com/virattt/dexter.git
cd dexter


2. Install dependencies with Bun:
bash
bun install


3. Set up your environment variables:
bash
 Copy the example environment file
cp env.example .env

 Edit .env and add your API keys (if using cloud providers)
 OPENAI_API_KEY=your-openai-api-key
 ANTHROPIC_API_KEY=your-anthropic-api-key (optional)
 GOOGLE_API_KEY=your-google-api-key (optional)
 XAI_API_KEY=your-xai-api-key (optional)
 OPENROUTER_API_KEY=your-openrouter-api-key (optional)

 Institutional-grade market data for agents
 FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key

 (Optional) If using Ollama locally