Dexter – An AI Financial Research Agent for Automated Financial Task Planning

What is Dexter？

Dexter is an autonomous financial research agent designed to handle complex financial problems. The tool breaks down complicated queries into clear, step-by-step research plans and performs analysis using real-time market data. Dexter adopts a multi-agent architecture, including a Planner Agent (for task decomposition), Executor Agent (for data retrieval), Verifier Agent (for result validation), and Answer Agent (for final integration). It supports intelligent task planning, autonomous execution, and self-verification, with built-in safety mechanisms to prevent infinite loops. Dexter provides data-driven answers and continuously learns and optimizes, making it a powerful tool for financial research.

Key Features of Dexter

• Intelligent Task Planning: Automatically decomposes complex financial questions into clear, step-by-step research plans.
  Example: Breaking down “What was Apple’s revenue growth over the past four quarters?” into tasks for data retrieval and growth calculation.

• Autonomous Execution: Selects and executes appropriate tools to obtain real-time financial data such as income statements, balance sheets, and cash flow statements.

• Self-Verification: Continuously checks the progress and accuracy of its work, iterating until reliable results are obtained.

• Real-Time Financial Data Access: Supports access to up-to-date market data, ensuring analyses are based on the latest information.

How to Use Dexter

1. Install Python: Make sure Python 3.10 or higher is installed on your computer.

2. Obtain API Keys: Register at financialdatasets.ai to get a Financial Datasets API key and prepare an OpenAI API key.

3. Clone the Project: Open the terminal or command prompt and run:

   git clone https://github.com/virattt/dexter.git


4. Enter the Project Folder:

   cd dexter


5. Install Dependencies:

   uv sync


6. Configure Environment Variables:

   cp env.example .env


   Then edit the .env file and fill in your API keys.

7. Launch Dexter:

   uv run dexter-agent


8. Start Asking Questions: In interactive mode, ask financial questions directly, such as “What was Apple’s revenue growth over the past four quarters?”

Project Repository

• GitHub: https://github.com/virattt/dexter

Application Scenarios

• Financial Analysis: Helps analysts quickly obtain and analyze company financial statements—such as revenue, profit, and cash flow—to produce detailed financial reports.

• Investment Decision-Making: Assists investors in comparing financial metrics like P/E ratios and debt-to-equity ratios to make more informed investment choices.

• Market Trend Research: Analyzes changes in financial data across specific industries or market sectors to help researchers track market dynamics.

• Risk Assessment: Evaluates a company’s financial health to assist financial institutions in assessing credit or investment risks.

• Education and Learning: Serves as a teaching tool in finance education, helping students better understand complex financial concepts and real-world data.