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.

Table of Contents

• 👋 Overview
• ✅ Prerequisites
• 💻 How to Install
• 🚀 How to Run
• 📊 How to Evaluate
• 🐛 How to Debug
• 📱 How to Use with WhatsApp
• 🤝 How to Contribute
• 📄 License

👋 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

✅ Prerequisites

• Bun runtime (v1.0 or higher)
• OpenAI API key (get here)
• Financial Datasets API key (get here)
• Exa API key (get here) - optional, for web search

Installing Bun

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

macOS/Linux:

curl -fsSL  | bash

Windows:

powershell -c "irm bun.sh/install.ps1|iex"

After installation, restart your terminal and verify Bun is installed:

bun --version

💻 How to Install

1. Clone the repository:

git clone 
cd dexter

2. Install dependencies with Bun:

bun install

3. Set up your environment variables:

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

# Edit .env and add your API keys (if using cloud providers)
# OPENAI_API_KEY=your-openai-api-key
# ANTHROPIC_API_KEY=your-anthropic-api-key (optional)
# GOOGLE_API_KEY=your-google-api-key (optional)
# XAI_API_KEY=your-xai-api-key (optional)
# OPENROUTER_API_KEY=your-openrouter-api-key (optional)

# Institutional-grade market data for agents; AAPL, NVDA, MSFT are free
# FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key

# (Optional) If using Ollama locally
# OLLAMA_BASE_URL=

# Web Search (Exa preferred, Tavily fallback)
# EXASEARCH_API_KEY=your-exa-api-key
# TAVILY_API_KEY=your-tavily-api-key

🚀 How to Run

Run Dexter in interactive mode:

bun start

Or with watch mode for development:

bun dev

📊 How to Evaluate

Dexter includes an evaluation suite that tests the agent against a dataset of financial questions. Evals use LangSmith for