Merge pull request #2 from intellispectrum/feature/add-ai-hedge-fund-subtree

Introduce AI Hedge Fund subtree and corresponding agent executor and adapter

Author: hazeone

python/third_party/ai-hedge-fund/.env.example

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+# For getting financial data to power the hedge fund
+# Get your Financial Datasets API key from https://financialdatasets.ai/
+FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
+
+# For running LLMs hosted by openai (GPT 5, etc.)
+# Get your OpenAI API key from https://platform.openai.com/
+OPENAI_API_KEY=your-openai-api-key
+
+# For running LLMs hosted by anthropic (claude-4-sonnet, claude-4.1-opus, etc.)
+# Get your Anthropic API key from https://anthropic.com/
+ANTHROPIC_API_KEY=your-anthropic-api-key
+
+# For running LLMs hosted by deepseek (deepseek-chat, deepseek-reasoner, etc.)
+# Get your DeepSeek API key from https://deepseek.com/
+DEEPSEEK_API_KEY=your-deepseek-api-key
+
+# For running LLMs hosted by groq (deepseek, llama3, etc.)
+# Get your Groq API key from https://groq.com/
+GROQ_API_KEY=your-groq-api-key
+
+# For running LLMs hosted by gemini (gemini-2.5-flash, gemini-2.5-pro)
+# Get your Google API key from https://ai.dev/
+GOOGLE_API_KEY=your-google-api-key
+
+# For running LLMs hosted by xAI (Grok 4, etc.)
+XAI_API_KEY=your-xai-api-key
+
+# For running LLM GigaChat
+GIGACHAT_API_KEY=your-gigachat-api-key
+
+# For running LLMs hosted by OpenRouter
+OPENROUTER_API_KEY=your-openrouter-api-key
+
+# For running LLMs hosted by Microsoft Azure OpenAI (gpt-4o, gpt-4o-mini, etc.)
+# Get your Azure OpenAI API settings from https://oai.azure.com/
+AZURE_OPENAI_API_KEY=your-azure-openai-api-key
+AZURE_OPENAI_ENDPOINT=your-azure-openai-endpoint
+AZURE_OPENAI_DEPLOYMENT_NAME=your-azure-openai-deployment-name

python/third_party/ai-hedge-fund/.github/ISSUE_TEMPLATE/bug_report.md

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+---
+name: Bug report
+about: Create a report to help us improve
+title: ''
+labels: bug
+assignees: ''
+
+---
+
+**Describe the bug**
+A clear and concise description of what the bug is.
+
+**Screenshot**
+Add a screenshot of the bug to help explain your problem.
+
+**Additional context**
+Add any other context about the problem here.

python/third_party/ai-hedge-fund/.github/ISSUE_TEMPLATE/feature_request.md

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+---
+name: Feature request
+about: Suggest an idea for this project
+title: ''
+labels: enhancement
+assignees: ''
+
+---
+
+**Describe the feature you'd like**
+A clear and concise description of what you want to happen.

python/third_party/ai-hedge-fund/.gitignore

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+# Python
+__pycache__/
+*.py[cod]
+*$py.class
+*.so
+.Python
+env/
+build/
+develop-eggs/
+dist/
+downloads/
+eggs/
+.eggs/
+lib64/
+parts/
+sdist/
+var/
+wheels/
+*.egg-info/
+.installed.cfg
+*.egg
+
+# Virtual Environment
+venv/
+ENV/
+
+# Environment Variables
+.env
+
+# IDE
+.idea/
+.vscode/
+*.swp
+*.swo
+.cursorrules
+.cursorignore
+.cursorindexingignore
+
+# OS
+.DS_Store
+Thumbs.db
+
+# graph
+*.png
+
+# Txt files
+*.txt
+
+# PDF files
+*.pdf
+
+# Frontend
+node_modules
+
+# Outputs
+outputs/
+
+# Database files (users will have their own local databases)
+*.db
+*.db-journal
+*.db-wal
+*.db-shm
+*.sqlite
+*.sqlite3
+
+# Alembic (keep migration files, but ignore generated/cache files)
+app/backend/alembic/versions/__pycache__/

python/third_party/ai-hedge-fund/README.md

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+# 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.
+
+[![Twitter Follow](https://img.shields.io/twitter/follow/virattt?style=social)](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.

python/third_party/ai-hedge-fund/adapter/__main__.py

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+import json
+import logging
+import sys
+from pathlib import Path
+
+import click
+import httpx
+import uvicorn
+from a2a.server.apps import A2AStarletteApplication
+from a2a.server.request_handlers import DefaultRequestHandler
+from a2a.server.tasks import (
+    BasePushNotificationSender,
+    InMemoryPushNotificationConfigStore,
+    InMemoryTaskStore,
+)
+from a2a.types import AgentCard
+from adapter.agent_executor import VanillaAgentExecutor
+
+logger = logging.getLogger(__name__)
+
+
+@click.command()
+@click.option('--host', 'host', default='localhost')
+@click.option('--port', 'port', default=10001)
+@click.option('--agent-card', 'agent_card_file')
+def main(host, port, agent_card_file):
+    """Starts an Agent server."""
+    try:
+        if not agent_card_file:
+            raise ValueError('Agent card is required')
+        with Path.open(agent_card_file) as file:
+            data = json.load(file)
+        agent_card = AgentCard(**data)
+
+        client = httpx.AsyncClient()
+        push_notification_config_store = InMemoryPushNotificationConfigStore()
+        push_notification_sender = BasePushNotificationSender(
+            client, config_store=push_notification_config_store
+        )
+
+        request_handler = DefaultRequestHandler(
+            agent_executor=VanillaAgentExecutor(),
+            task_store=InMemoryTaskStore(),
+            push_config_store=push_notification_config_store,
+            push_sender=push_notification_sender,
+        )
+
+        server = A2AStarletteApplication(
+            agent_card=agent_card, http_handler=request_handler
+        )
+
+        logger.info(f'Starting server on {host}:{port}')
+
+        uvicorn.run(server.build(), host=host, port=port)
+    except FileNotFoundError:
+        logger.error(f"Error: File '{agent_card_file}' not found.")
+        sys.exit(1)
+    except json.JSONDecodeError:
+        logger.error(f"Error: File '{agent_card_file}' contains invalid JSON.")
+        sys.exit(1)
+    except Exception as e:
+        logger.error(f'An error occurred during server startup: {e}')
+        sys.exit(1)
+
+
+if __name__ == '__main__':
+    main()

python/third_party/ai-hedge-fund/adapter/agent_executor.py

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+import json
+
+from a2a.server.agent_execution import AgentExecutor, RequestContext
+from a2a.server.events import EventQueue
+from a2a.types import Task, UnsupportedOperationError
+from a2a.utils import new_agent_text_message
+from a2a.utils.errors import ServerError
+from src.main import run_hedge_fund
+
+
+class VanillaAgent:
+    async def invoke(self, message: dict) -> str:
+        result = run_hedge_fund(**message)
+        return json.dumps(result)
+
+
+class VanillaAgentExecutor(AgentExecutor):
+    def __init__(self):
+        self.agent = VanillaAgent()
+
+    async def execute(self, context: RequestContext, event_queue: EventQueue) -> None:
+        result = await self.agent.invoke(json.loads(context.get_user_input()))
+        await event_queue.enqueue_event(new_agent_text_message(result))
+
+    async def cancel(
+        self, request: RequestContext, event_queue: EventQueue
+    ) -> Task | None:
+        raise ServerError(error=UnsupportedOperationError())