Note: This is a fork of virattt/dexter with modifications to support Anthropic Claude API instead of OpenAI.

An autonomous financial research agent that performs deep analysis using task planning, introspection, and real-time market data. Inspired by Claude Code, but built specifically for financial research.

• LLM Provider: Migrated from OpenAI GPT-4 to Anthropic Claude Sonnet 4.5
• Dependencies: Replaced langchain-openai with langchain-anthropic
• Model: Now using claude-sonnet-4-5-20250929 (the latest and most capable Claude model)
• API Key: Updated environment configuration to use ANTHROPIC_API_KEY instead of OPENAI_API_KEY

All core functionality remains unchanged - task planning, tool execution, and financial analysis work exactly the same way.

Dexter breaks down complex financial queries into actionable tasks, executes them intelligently using real-time data APIs, and synthesizes comprehensive, data-driven answers. Unlike simple chatbots, Dexter plans ahead, validates its progress, and iterates until it gathers the information needed to thoroughly answer your questions.

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

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

1. Clone the repository:

git clone <repository-url>
cd dexter

2. Install dependencies with uv:

uv sync

3. Set up your environment variables:

# Copy the example environment file
cp env.example .env

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

Run Dexter in interactive mode:

uv run dexter-agent

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:

1. Break down your question into research tasks
2. Fetch the necessary financial data
3. Perform calculations and analysis
4. Provide a comprehensive, data-rich answer

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

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

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
)

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.

This project is licensed under the MIT License.