base on An AI Hedge Fund Team # AI Hedge Fund This is a proof of concept for an AI-powered hedge fund. The goal of this project is to explore the use of AI to make trading decisions. This project is for **educational** purposes only and is not intended for real trading or investment. This system employs several agents working together: 1. Aswath Damodaran Agent - The Dean of Valuation, focuses on story, numbers, and disciplined valuation 2. Ben Graham Agent - The godfather of value investing, only buys hidden gems with a margin of safety 3. Bill Ackman Agent - An activist investor, takes bold positions and pushes for change 4. Cathie Wood Agent - The queen of growth investing, believes in the power of innovation and disruption 5. Charlie Munger Agent - Warren Buffett's partner, only buys wonderful businesses at fair prices 6. Michael Burry Agent - The Big Short contrarian who hunts for deep value 7. Mohnish Pabrai Agent - The Dhandho investor, who looks for doubles at low risk 8. Peter Lynch Agent - Practical investor who seeks "ten-baggers" in everyday businesses 9. Phil Fisher Agent - Meticulous growth investor who uses deep "scuttlebutt" research 10. Rakesh Jhunjhunwala Agent - The Big Bull of India 11. Stanley Druckenmiller Agent - Macro legend who hunts for asymmetric opportunities with growth potential 12. Warren Buffett Agent - The oracle of Omaha, seeks wonderful companies at a fair price 13. Valuation Agent - Calculates the intrinsic value of a stock and generates trading signals 14. Sentiment Agent - Analyzes market sentiment and generates trading signals 15. Fundamentals Agent - Analyzes fundamental data and generates trading signals 16. Technicals Agent - Analyzes technical indicators and generates trading signals 17. Risk Manager - Calculates risk metrics and sets position limits 18. Portfolio Manager - Makes final trading decisions and generates orders <img width="1042" alt="Screenshot 2025-03-22 at 6 19 07 PM" src="https://github.com/user-attachments/assets/cbae3dcf-b571-490d-b0ad-3f0f035ac0d4" /> Note: the system does not actually make any trades. [](https://twitter.com/virattt) ## Disclaimer This project is for **educational and research purposes only**. - Not intended for real trading or investment - No investment advice or guarantees provided - Creator assumes no liability for financial losses - Consult a financial advisor for investment decisions - Past performance does not indicate future results By using this software, you agree to use it solely for learning purposes. ## Table of Contents - [How to Install](#how-to-install) - [How to Run](#how-to-run) - [⌨️ Command Line Interface](#️-command-line-interface) - [🖥️ Web Application](#️-web-application) - [How to Contribute](#how-to-contribute) - [Feature Requests](#feature-requests) - [License](#license) ## How to Install Before you can run the AI Hedge Fund, you'll need to install it and set up your API keys. These steps are common to both the full-stack web application and command line interface. ### 1. Clone the Repository ```bash git clone https://github.com/virattt/ai-hedge-fund.git cd ai-hedge-fund ``` ### 2. Set up API keys Create a `.env` file for your API keys: ```bash # Create .env file for your API keys (in the root directory) cp .env.example .env ``` Open and edit the `.env` file to add your API keys: ```bash # For running LLMs hosted by openai (gpt-4o, gpt-4o-mini, etc.) OPENAI_API_KEY=your-openai-api-key # For getting financial data to power the hedge fund FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key ``` **Important**: You must set at least one LLM API key (e.g. `OPENAI_API_KEY`, `GROQ_API_KEY`, `ANTHROPIC_API_KEY`, or `DEEPSEEK_API_KEY`) for the hedge fund to work. **Financial Data**: Data for AAPL, GOOGL, MSFT, NVDA, and TSLA is free and does not require an API key. For any other ticker, you will need to set the `FINANCIAL_DATASETS_API_KEY` in the .env file. ## How to Run ### ⌨️ Command Line Interface You can run the AI Hedge Fund directly via terminal. This approach offers more granular control and is useful for automation, scripting, and integration purposes. <img width="992" alt="Screenshot 2025-01-06 at 5 50 17 PM" src="https://github.com/user-attachments/assets/e8ca04bf-9989-4a7d-a8b4-34e04666663b" /> #### Quick Start 1. Install Poetry (if not already installed): ```bash curl -sSL https://install.python-poetry.org | python3 - ``` 2. Install dependencies: ```bash poetry install ``` #### Run the AI Hedge Fund ```bash poetry run python src/main.py --ticker AAPL,MSFT,NVDA ``` You can also specify a `--ollama` flag to run the AI hedge fund using local LLMs. ```bash poetry run python src/main.py --ticker AAPL,MSFT,NVDA --ollama ``` You can optionally specify the start and end dates to make decisions over a specific time period. ```bash poetry run python src/main.py --ticker AAPL,MSFT,NVDA --start-date 2024-01-01 --end-date 2024-03-01 ``` #### Run the Backtester ```bash poetry run python src/backtester.py --ticker AAPL,MSFT,NVDA ``` **Example Output:** <img width="941" alt="Screenshot 2025-01-06 at 5 47 52 PM" src="https://github.com/user-attachments/assets/00e794ea-8628-44e6-9a84-8f8a31ad3b47" /> Note: The `--ollama`, `--start-date`, and `--end-date` flags work for the backtester, as well! ### 🖥️ Web Application The new way to run the AI Hedge Fund is through our web application that provides a user-friendly interface. This is recommended for users who prefer visual interfaces over command line tools. Please see detailed instructions on how to install and run the web application [here](https://github.com/virattt/ai-hedge-fund/tree/main/app). <img width="1721" alt="Screenshot 2025-06-28 at 6 41 03 PM" src="https://github.com/user-attachments/assets/b95ab696-c9f4-416c-9ad1-51feb1f5374b" /> ## How to Contribute 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. ## Feature Requests If you have a feature request, please open an [issue](https://github.com/virattt/ai-hedge-fund/issues) and make sure it is tagged with `enhancement`. ## License This project is licensed under the MIT License - see the LICENSE file for details. ", Assign "at most 3 tags" to the expected json: {"id":"13080","tags":[]} "only from the tags list I provide: [{"id":77,"name":"3d"},{"id":89,"name":"agent"},{"id":17,"name":"ai"},{"id":54,"name":"algorithm"},{"id":24,"name":"api"},{"id":44,"name":"authentication"},{"id":3,"name":"aws"},{"id":27,"name":"backend"},{"id":60,"name":"benchmark"},{"id":72,"name":"best-practices"},{"id":39,"name":"bitcoin"},{"id":37,"name":"blockchain"},{"id":1,"name":"blog"},{"id":45,"name":"bundler"},{"id":58,"name":"cache"},{"id":21,"name":"chat"},{"id":49,"name":"cicd"},{"id":4,"name":"cli"},{"id":64,"name":"cloud-native"},{"id":48,"name":"cms"},{"id":61,"name":"compiler"},{"id":68,"name":"containerization"},{"id":92,"name":"crm"},{"id":34,"name":"data"},{"id":47,"name":"database"},{"id":8,"name":"declarative-gui "},{"id":9,"name":"deploy-tool"},{"id":53,"name":"desktop-app"},{"id":6,"name":"dev-exp-lib"},{"id":59,"name":"dev-tool"},{"id":13,"name":"ecommerce"},{"id":26,"name":"editor"},{"id":66,"name":"emulator"},{"id":62,"name":"filesystem"},{"id":80,"name":"finance"},{"id":15,"name":"firmware"},{"id":73,"name":"for-fun"},{"id":2,"name":"framework"},{"id":11,"name":"frontend"},{"id":22,"name":"game"},{"id":81,"name":"game-engine "},{"id":23,"name":"graphql"},{"id":84,"name":"gui"},{"id":91,"name":"http"},{"id":5,"name":"http-client"},{"id":51,"name":"iac"},{"id":30,"name":"ide"},{"id":78,"name":"iot"},{"id":40,"name":"json"},{"id":83,"name":"julian"},{"id":38,"name":"k8s"},{"id":31,"name":"language"},{"id":10,"name":"learning-resource"},{"id":33,"name":"lib"},{"id":41,"name":"linter"},{"id":28,"name":"lms"},{"id":16,"name":"logging"},{"id":76,"name":"low-code"},{"id":90,"name":"message-queue"},{"id":42,"name":"mobile-app"},{"id":18,"name":"monitoring"},{"id":36,"name":"networking"},{"id":7,"name":"node-version"},{"id":55,"name":"nosql"},{"id":57,"name":"observability"},{"id":46,"name":"orm"},{"id":52,"name":"os"},{"id":14,"name":"parser"},{"id":74,"name":"react"},{"id":82,"name":"real-time"},{"id":56,"name":"robot"},{"id":65,"name":"runtime"},{"id":32,"name":"sdk"},{"id":71,"name":"search"},{"id":63,"name":"secrets"},{"id":25,"name":"security"},{"id":85,"name":"server"},{"id":86,"name":"serverless"},{"id":70,"name":"storage"},{"id":75,"name":"system-design"},{"id":79,"name":"terminal"},{"id":29,"name":"testing"},{"id":12,"name":"ui"},{"id":50,"name":"ux"},{"id":88,"name":"video"},{"id":20,"name":"web-app"},{"id":35,"name":"web-server"},{"id":43,"name":"webassembly"},{"id":69,"name":"workflow"},{"id":87,"name":"yaml"}]" returns me the "expected json"