dexter

# 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.

<img width="665" height="452" alt="Screenshot 2026-04-02 at 4 16 57 PM" src="https://github.com/user-attachments/assets/02418111-5f48-4a66-be5d-dc9bf9806284" />

## Table of Contents

- [👋 Overview](#-overview)
- [✅ Prerequisites](#-prerequisites)
- [💻 How to Install](#-how-to-install)
- [🚀 How to Run](#-how-to-run)
- [📊 How to Evaluate](#-how-to-evaluate)
- [🐛 How to Debug](#-how-to-debug)
- [📱 How to Use with WhatsApp](#-how-to-use-with-whatsapp)
- [🤝 How to Contribute](#-how-to-contribute)
- [📄 License](#-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- Outputs may be incorrect, incomplete, or out of date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

[![Twitter Follow](https://img.shields.io/twitter/follow/virattt?style=social)](https://twitter.com/virattt) [![Discord](https://img.shields.io/badge/Discord-Join%20Server-5865F2?style=social&logo=discord)](https://discord.gg/jpGHv2XB6T)

<img width="1042" height="638" alt="Screenshot 2026-02-18 at 12 21 25 PM" src="https://github.com/user-attachments/assets/2a6334f9-863f-4bd2-a56f-923e42f4711e" />


## ✅ Prerequisites

- [Bun](https://bun.com) runtime (v1.0 or higher)
- OpenAI API key (get [here](https://platform.openai.com/api-keys))
- Financial Datasets API key (get [here](https://financialdatasets.ai))
- Exa API key (get [here](https://exa.ai)) - optional, for web search

#### Installing Bun

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

**macOS/Linux:**
```bash
c