Autonomous financial research agent for stock analysis, financial statements, metrics, prices, SEC filings, and crypto data.
Real data. Real impact.
Emerging
Developers
Per week
Open source
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Dexter is an autonomous financial research agent that plans, executes, and synthesizes financial data analysis. Use it for any financial research question involving stocks, crypto, company fundamentals, or market data.
Use Dexter for:
Note: Dexter's Financial Datasets API covers primarily US stocks. For international stocks (like European exchanges), it falls back to web search via Tavily.
If Dexter is not installed, follow these steps:
DEXTER_DIR="/root/clawd-workspace/dexter"Clone if not exists
if [ ! -d "$DEXTER_DIR" ]; then git clone https://github.com/virattt/dexter.git "$DEXTER_DIR" fi
cd "$DEXTER_DIR"
Install dependencies
bun install
Create
.envcat > "$DEXTER_DIR/.env" << 'EOF' # LLM API Keys (at least one required) ANTHROPIC_API_KEY=your-anthropic-keyStock Market API Key - Get from https://financialdatasets.ai
FINANCIAL_DATASETS_API_KEY=your-financial-datasets-key
Web Search API Key - Get from https://tavily.com (optional but recommended)
TAVILY_API_KEY=your-tavily-key EOF
API Key Sources:
Dexter's tool executor defaults to OpenAI's
gpt-5-mini# Fix hardcoded OpenAI model in tool-executor.ts sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/" \ "$DEXTER_DIR/src/agent/tool-executor.ts"
Set Claude as the default model:
mkdir -p "$DEXTER_DIR/.dexter" cat > "$DEXTER_DIR/.dexter/settings.json" << 'EOF' { "provider": "anthropic", "modelId": "claude-sonnet-4-5" } EOF
cat > "$DEXTER_DIR/query.ts" << 'SCRIPT' #!/usr/bin/env bun /** * Non-interactive Dexter query runner * Usage: bun query.ts "What is Apple's revenue growth?" */ import { config } from 'dotenv'; import { Agent } from './src/agent/orchestrator.js'; import { getSetting } from './src/utils/config.js';config({ quiet: true });
const query = process.argv[2]; if (!query) { console.error('Usage: bun query.ts "Your financial question here"'); process.exit(1); }
const model = getSetting('modelId', 'claude-sonnet-4-5') as string;
async function runQuery() { let answer = '';
const agent = new Agent({ model, callbacks: { onPhaseStart: (phase) => { if (process.env.DEXTER_VERBOSE) { console.error(
); } }, onPlanCreated: (plan) => { if (process.env.DEXTER_VERBOSE) { console.error([Phase: ${phase}]); } }, onAnswerStream: async (stream) => { for await (const chunk of stream) { answer += chunk; process.stdout.write(chunk); } }, }, });[Tasks: ${plan.tasks.map(t => t.description).join(', ')}]try { await agent.run(query); if (!answer.endsWith('\n')) { console.log(); } } catch (error) { console.error('Error:', error); process.exit(1); } }
runQuery(); SCRIPT
Complete installation script (requires API keys as environment variables):
#!/bin/bash set -eDEXTER_DIR="/root/clawd-workspace/dexter"
Clone
[ ! -d "$DEXTER_DIR" ] && git clone https://github.com/virattt/dexter.git "$DEXTER_DIR" cd "$DEXTER_DIR"
Install deps
bun install
Create .env (set these variables before running)
cat > .env << EOF ANTHROPIC_API_KEY=${ANTHROPIC_API_KEY:-your-key-here} FINANCIAL_DATASETS_API_KEY=${FINANCIAL_DATASETS_API_KEY:-your-key-here} TAVILY_API_KEY=${TAVILY_API_KEY:-your-key-here} EOF
Patch for Anthropic
sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/"
src/agent/tool-executor.tsSet model config
mkdir -p .dexter echo '{"provider":"anthropic","modelId":"claude-sonnet-4-5"}' > .dexter/settings.json
echo "Dexter installed successfully!"
/root/clawd-workspace/dexter
For quick financial questions, use the query script:
cd /root/clawd-workspace/dexter && bun query.ts "Your financial question here"
Examples:
bun query.ts "What is Apple's current P/E ratio?" bun query.ts "Compare Microsoft and Google revenue growth over the last 4 quarters" bun query.ts "What was Tesla's free cash flow in 2025?" bun query.ts "Show me insider trades for NVDA in the last 30 days" bun query.ts "What is Bitcoin's price trend over the last week?"
For verbose output (shows planning steps):
DEXTER_VERBOSE=1 bun query.ts "Your question"
For multi-turn research sessions or follow-up questions, use the interactive CLI via tmux:
SOCKET_DIR="${CLAWDBOT_TMUX_SOCKET_DIR:-${TMPDIR:-/tmp}/clawdbot-tmux-sockets}" SOCKET="$SOCKET_DIR/clawdbot.sock" SESSION=dexterStart Dexter (if not running)
tmux -S "$SOCKET" kill-session -t "$SESSION" 2>/dev/null || true tmux -S "$SOCKET" new -d -s "$SESSION" -n shell -c /root/clawd-workspace/dexter tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -- 'bun start' Enter sleep 3
Send a query
tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -l -- 'Your question here' tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 Enter
Check output
tmux -S "$SOCKET" capture-pane -p -J -t "$SESSION":0.0 -S -200
Dexter automatically selects and uses these tools based on your query:
get_income_statementsget_balance_sheetsget_cash_flow_statementsget_all_financial_statementsget_price_snapshotget_pricesget_crypto_price_snapshotget_crypto_pricesget_available_crypto_tickersget_financial_metrics_snapshotget_financial_metricsget_10k_filing_itemsget_10q_filing_itemsget_8k_filing_itemsget_filingsget_analyst_estimatesget_segmented_revenuesget_insider_tradesget_newssearch_webDexter uses a multi-phase approach:
Stock Analysis:
Financial Health:
SEC Filings:
Crypto:
Market Research:
Run the Anthropic patch (step 3 in installation) - Dexter's tool executor defaults to OpenAI.
Financial Datasets API primarily covers US stocks. Dexter will fall back to Tavily web search for international stocks if TAVILY_API_KEY is configured.
Complex queries may take 30-60 seconds. Dexter plans, executes multiple API calls, reflects on results, and synthesizes answers.
BTC-USDETH-USDNo automatic installation available. Please visit the source repository for installation instructions.
View Installation Instructions
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