🤖 Agentic Stock Analysis System

A multi-agent AI system built with CrewAI that autonomously analyzes stock markets and provides Buy/Sell/Hold recommendations.

🎯 Features

• Multi-Agent Architecture: Three specialized AI agents work collaboratively
• Quantitative Analysis: Real-time stock data from Yahoo Finance
• Sentiment Analysis: News scraping and sentiment assessment
• Strategic Recommendations: Synthesized insights with confidence scores
• Modular Design: Clean separation of agents, tasks, and tools

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🏗️ Architecture

The Agent Crew

1. Market Data Analyst 📊

   • Role: Expert technical analyst
   • Tool: Yahoo Finance API
   • Output: Price metrics, volume analysis, momentum indicators

2. Financial News Sentinel 📰

   • Role: Investigative financial journalist
   • Tool: DuckDuckGo Search
   • Output: News sentiment, catalyst identification

3. Investment Strategist 💼

   • Role: Senior portfolio manager
   • Input: Data from both analysts
   • Output: Buy/Sell/Hold recommendation with justification

File Structure

StocksProj/
├── main.py           # Entry point - orchestrates the crew
├── agents.py         # Agent definitions with roles and goals
├── tasks.py          # Task definitions for each agent
├── tools.py          # Custom tools (Yahoo Finance)
├── requirements.txt  # Python dependencies
├── .env.example      # Template for API keys
└── README.md         # This file

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🚀 Installation

Step 1: Navigate to Project Directory

cd "C:\Users\Joel\Desktop\Weaver\StocksProj"

Step 2: Create Virtual Environment

python -m venv venv
.\venv\Scripts\activate

Step 3: Install Dependencies

pip install -r requirements.txt

Step 4: Configure API Keys

1. Copy the example environment file:

   copy .env.example .env

2. Edit .env and add your API key:

   ANTHROPIC_API_KEY=sk-ant-api03-your-actual-key-here
   

   or

   OPENAI_API_KEY=sk-proj-your-actual-key-here
   

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🎮 Usage

Basic Usage

python main.py

When prompted, enter ticker symbols (comma-separated):

🎯 Tickers: AAPL, TSLA, NVDA

Example Output

═══════════════════════════════════════════════════════════════
INVESTMENT RECOMMENDATION: AAPL
═══════════════════════════════════════════════════════════════

📋 DECISION: Buy
📊 CONFIDENCE: 78/100
⏰ TIME HORIZON: Medium-term

🎯 KEY REASONING:
• Strong technical momentum - trading near 52-week highs
• Positive news sentiment around new product launches
• Volume analysis shows institutional accumulation

⚠️ RISK FACTORS:
• Market volatility due to macroeconomic uncertainty
• High valuation relative to historical P/E ratio

💡 STRATEGY:
Consider entry on dips below $180 with stop-loss at $170

═══════════════════════════════════════════════════════════════

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🔧 Configuration

Using Claude (Anthropic)

ANTHROPIC_API_KEY=sk-ant-api03-...

Using GPT-4 (OpenAI)

OPENAI_API_KEY=sk-proj-...

The system automatically detects which API key is available and uses the appropriate LLM.

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📊 How It Works

1. User Input: Enter ticker symbols to analyze
2. Data Collection: Market Data Analyst fetches stock metrics
3. Sentiment Analysis: News Sentinel searches recent news
4. Synthesis: Investment Strategist combines insights
5. Recommendation: Final Buy/Sell/Hold decision with reasoning

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⚠️ Important Disclaimers

Not Financial Advice

This tool generates analytical assessments based on available data. It is:

• ❌ NOT a substitute for professional financial advice
• ❌ NOT guaranteed to be accurate or profitable
• ❌ NOT responsible for investment losses

AI Limitations

• Hallucinations: AI may generate plausible-sounding but incorrect information
• Bias: Models can reflect biases in training data
• Timeliness: News and data may be outdated
• Context: AI lacks human judgment about market nuance

Your Responsibility

• ✅ Always verify data manually before making trades
• ✅ Consult with licensed financial advisors
• ✅ Understand the risks of investing
• ✅ Never invest more than you can afford to lose

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🛠️ Troubleshooting

API Key Errors

❌ ERROR: No API key found!

Solution: Check that your .env file exists and contains a valid API key.

Ticker Not Found

Error: No data available for ticker 'XYZ'

Solution: Verify the ticker symbol is correct. Use symbols from major exchanges (NYSE, NASDAQ).

Network Issues

Error fetching data: Connection timeout

Solution: Check your internet connection. Yahoo Finance and DuckDuckGo must be accessible.

Import Errors

ModuleNotFoundError: No module named 'crewai'

Solution: Ensure virtual environment is activated and dependencies are installed:

.\venv\Scripts\activate
pip install -r requirements.txt

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🔮 Future Enhancements

• Streamlit web interface
• Historical backtesting
• Portfolio optimization
• Technical indicator charting
• Real-time alerts
• Options analysis
• Crypto support

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📚 Resources

• CrewAI Documentation
• LangChain Documentation
• Yahoo Finance API
• Claude API

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📝 License

For educational and personal use only. Not for commercial distribution.

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🤝 Contributing

This is a personal project, but suggestions are welcome! Open an issue or submit a pull request.

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Built with ❤️ using CrewAI and Claude 3.5 Sonnet