dexter
by @igorhvr
Autonomous financial research agent for stock analysis, financial statements, metrics, prices, SEC filings, and crypto data.
clawhub install dexterπ About This Skill
name: dexter description: Autonomous financial research agent for stock analysis, financial statements, metrics, prices, SEC filings, and crypto data. metadata: {"clawdbot":{"emoji":"π","os":["darwin","linux"],"requires":{"bins":["bun","git"]}}}
Dexter Skill (Clawdbot)
Dexter is an autonomous financial research agent that plans, executes, and synthesizes financial data analysis. Use it for any financial research question involving stocks, crypto, company fundamentals, or market data.
When to Use Dexter
Use Dexter for:
Note: Dexter's Financial Datasets API covers primarily US stocks. For international stocks (like European exchanges), it falls back to web search via Tavily.
Installation
If Dexter is not installed, follow these steps:
1. Clone and Install
DEXTER_DIR="/root/clawd-workspace/dexter"Clone if not exists
if [ ! -d "$DEXTER_DIR" ]; then
git clone https://github.com/virattt/dexter.git "$DEXTER_DIR"
ficd "$DEXTER_DIR"
Install dependencies
bun install
2. Configure API Keys
Create .env file with required API keys:
cat > "$DEXTER_DIR/.env" << 'EOF'
LLM API Keys (at least one required)
ANTHROPIC_API_KEY=your-anthropic-keyStock Market API Key - Get from https://financialdatasets.ai
FINANCIAL_DATASETS_API_KEY=your-financial-datasets-keyWeb Search API Key - Get from https://tavily.com (optional but recommended)
TAVILY_API_KEY=your-tavily-key
EOF
API Key Sources:
3. Patch for Anthropic-Only Usage
Dexter's tool executor defaults to OpenAI's gpt-5-mini. If using Anthropic only, patch it:
# Fix hardcoded OpenAI model in tool-executor.ts
sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/" \
"$DEXTER_DIR/src/agent/tool-executor.ts"
4. Configure Model Settings
Set Claude as the default model:
mkdir -p "$DEXTER_DIR/.dexter"
cat > "$DEXTER_DIR/.dexter/settings.json" << 'EOF'
{
"provider": "anthropic",
"modelId": "claude-sonnet-4-5"
}
EOF
5. Create Non-Interactive Query Script
cat > "$DEXTER_DIR/query.ts" << 'SCRIPT'
#!/usr/bin/env bun
/**
* Non-interactive Dexter query runner
* Usage: bun query.ts "What is Apple's revenue growth?"
*/
import { config } from 'dotenv';
import { Agent } from './src/agent/orchestrator.js';
import { getSetting } from './src/utils/config.js';config({ quiet: true });
const query = process.argv[2];
if (!query) {
console.error('Usage: bun query.ts "Your financial question here"');
process.exit(1);
}
const model = getSetting('modelId', 'claude-sonnet-4-5') as string;
async function runQuery() {
let answer = '';
const agent = new Agent({
model,
callbacks: {
onPhaseStart: (phase) => {
if (process.env.DEXTER_VERBOSE) {
console.error([Phase: ${phase}]);
}
},
onPlanCreated: (plan) => {
if (process.env.DEXTER_VERBOSE) {
console.error([Tasks: ${plan.tasks.map(t => t.description).join(', ')}]);
}
},
onAnswerStream: async (stream) => {
for await (const chunk of stream) {
answer += chunk;
process.stdout.write(chunk);
}
},
},
});
try {
await agent.run(query);
if (!answer.endsWith('\n')) {
console.log();
}
} catch (error) {
console.error('Error:', error);
process.exit(1);
}
}
runQuery();
SCRIPT
Full One-Shot Installation
Complete installation script (requires API keys as environment variables):
#!/bin/bash
set -eDEXTER_DIR="/root/clawd-workspace/dexter"
Clone
[ ! -d "$DEXTER_DIR" ] && git clone https://github.com/virattt/dexter.git "$DEXTER_DIR"
cd "$DEXTER_DIR"Install deps
bun installCreate .env (set these variables before running)
cat > .env << EOF
ANTHROPIC_API_KEY=${ANTHROPIC_API_KEY:-your-key-here}
FINANCIAL_DATASETS_API_KEY=${FINANCIAL_DATASETS_API_KEY:-your-key-here}
TAVILY_API_KEY=${TAVILY_API_KEY:-your-key-here}
EOFPatch for Anthropic
sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/" \
src/agent/tool-executor.tsSet model config
mkdir -p .dexter
echo '{"provider":"anthropic","modelId":"claude-sonnet-4-5"}' > .dexter/settings.jsonecho "Dexter installed successfully!"
Location
/root/clawd-workspace/dexter
Quick Query (Non-Interactive)
For quick financial questions, use the query script:
cd /root/clawd-workspace/dexter && bun query.ts "Your financial question here"
Examples:
bun query.ts "What is Apple's current P/E ratio?"
bun query.ts "Compare Microsoft and Google revenue growth over the last 4 quarters"
bun query.ts "What was Tesla's free cash flow in 2025?"
bun query.ts "Show me insider trades for NVDA in the last 30 days"
bun query.ts "What is Bitcoin's price trend over the last week?"
For verbose output (shows planning steps):
DEXTER_VERBOSE=1 bun query.ts "Your question"
Interactive Mode (Complex Research)
For multi-turn research sessions or follow-up questions, use the interactive CLI via tmux:
SOCKET_DIR="${CLAWDBOT_TMUX_SOCKET_DIR:-${TMPDIR:-/tmp}/clawdbot-tmux-sockets}"
SOCKET="$SOCKET_DIR/clawdbot.sock"
SESSION=dexterStart Dexter (if not running)
tmux -S "$SOCKET" kill-session -t "$SESSION" 2>/dev/null || true
tmux -S "$SOCKET" new -d -s "$SESSION" -n shell -c /root/clawd-workspace/dexter
tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -- 'bun start' Enter
sleep 3Send a query
tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -l -- 'Your question here'
tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 EnterCheck output
tmux -S "$SOCKET" capture-pane -p -J -t "$SESSION":0.0 -S -200
Available Tools (Under the Hood)
Dexter automatically selects and uses these tools based on your query:
Financial Statements
get_income_statements - Revenue, expenses, net incomeget_balance_sheets - Assets, liabilities, equityget_cash_flow_statements - Operating, investing, financing cash flowsget_all_financial_statements - All three in one callPrices
get_price_snapshot - Current stock priceget_prices - Historical price dataCrypto
get_crypto_price_snapshot - Current crypto price (e.g., BTC-USD)get_crypto_prices - Historical crypto pricesget_available_crypto_tickers - List available crypto tickersMetrics
get_financial_metrics_snapshot - Current metrics (P/E, market cap, etc.)get_financial_metrics - Historical metricsSEC Filings
get_10k_filing_items - Annual report sectionsget_10q_filing_items - Quarterly report sectionsget_8k_filing_items - Current report itemsget_filings - List of all filingsOther Data
get_analyst_estimates - Earnings/revenue estimatesget_segmented_revenues - Revenue by segmentget_insider_trades - Insider buying/sellingget_news - Company newssearch_web - Web search (via Tavily) for general infoAgent Architecture
Dexter uses a multi-phase approach:
1. Understand: Extract intent, tickers, and time periods from query 2. Plan: Create task list with dependencies 3. Execute: Run tasks in parallel where possible 4. Reflect: Evaluate if more data is needed (iterates up to 5x) 5. Answer: Synthesize comprehensive response with sources
Example Queries
Stock Analysis:
Financial Health:
SEC Filings:
Crypto:
Market Research:
Troubleshooting
"Missing credentials... OPENAI_API_KEY"
Run the Anthropic patch (step 3 in installation) - Dexter's tool executor defaults to OpenAI.API errors for non-US stocks
Financial Datasets API primarily covers US stocks. Dexter will fall back to Tavily web search for international stocks if TAVILY_API_KEY is configured.Slow responses
Complex queries may take 30-60 seconds. Dexter plans, executes multiple API calls, reflects on results, and synthesizes answers.Tips
1. Be specific: Include ticker symbols and time periods when known
2. US stocks work best: The Financial Datasets API has comprehensive US coverage
3. International stocks: Dexter falls back to web search for non-US stocks
4. Crypto format: Use BTC-USD, ETH-USD format for crypto tickers
5. Timeout: Complex queries may take 30-60 seconds as Dexter plans and executes multiple tasks
π Tips & Best Practices
1. Be specific: Include ticker symbols and time periods when known
2. US stocks work best: The Financial Datasets API has comprehensive US coverage
3. International stocks: Dexter falls back to web search for non-US stocks
4. Crypto format: Use BTC-USD, ETH-USD format for crypto tickers
5. Timeout: Complex queries may take 30-60 seconds as Dexter plans and executes multiple tasks