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A short-selling financial research engine

Investment research is tedious and non sequential, which makes it costly and non automatable. This engine aims to allow for a powerful and cost efficient way of doing financial related research. It combines AI and external data services through an agent based operating model.

Architecture

An orchestrator agent articulates a research path. This path is built by spawned sub-agents with a dedicated goal. These agents can query support agents to access specific data sources. They should also be able to spawn their own sub-agents.

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  • The main.go file is the main file. It allows to launch the web server. Adding the -cli flag followed by the name of company will launch the workflow from the terminal.
  • The orchestrator.go file handles the triggering of the workflow by spawning the main agent which uses the OrchestratorPrompt.md and the SystemPrompt.md
  • The /tools folder is the external tools folder (support agents and data sources). It contains the workflow allowing agents to access external data.
  • The logic to satisfy a specific need through a tool is the following PickTool.go (Agent) > PrepareRequest.go (Agent) > ExecuteRequest (Hard coded) > EvaluateResponse.go (Agent)
  • The /tools/tools.xml file allows to list all the tools available as well as their description and the path to their documentation. It's used by the PickTool.go agent.
  • Each tool has its own subfolder with two files : toolName.md, which is a generic documentation on the tool and its access, and often a toolName.json swagger.
  • In the future, a failure to satisfy a data need should lead to an automatic ticket creation by the agent.

Use the tool

  1. Clone the repo locally git clone https://github.com/Mathiasme/ClaudeShorts
  2. Create an .env file at the root of the folder. Add an ANTHROPIC_API_KEY. You'll also need to add keys required by each support tool used by the engine.
  3. go run main.go

Questions

Why short only ?

There is an infinite reasons to why a stock might go up, many of them are subjective and unpredictable. On the opposite reasons on which a stock might go up are fewer but offer a stronger signal.

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