An AI-powered market analysis tool that combines technical and fundamental analysis using agent-based architecture.

• Natural language interface for market analysis
• Technical analysis (momentum, trends, patterns)
• Fundamental analysis (valuation, financial health)
• Data from B3 (Brazilian stock exchange)
• Detailed reasoning from each analysis component
• Customizable date ranges for analysis

1. Clone the repository:

git clone https://github.com/PedroDnT/ai-hedge-fund.git
cd ai-hedge-fund

2. Create and activate virtual environment:

# Create virtual environment
python -m venv venv

# Activate on Unix/macOS
source venv/bin/activate

# Activate on Windows
.\venv\Scripts\activate

3. Install dependencies:

pip install -r requirements.txt

4. Set up environment variables:

# Create .env file with your API keys
echo "BEARER_TOKEN=your_token_here" > .env

Basic usage:

python analyze.py "What's your technical analysis of PETR4?"

With date range:

python analyze.py "How's PETR4 performing?" --start-date 2024-01-01 --end-date 2024-03-10

Hide detailed reasoning:

python analyze.py "Analyze PETR4 fundamentals" --hide-reasoning

from src.agent_orchestrator import analyze_prompt

# Simple usage
result = analyze_prompt("What's your technical analysis of PETR4?")

# Advanced usage
result = analyze_prompt(
    prompt="How's PETR4 performing? Focus on valuation metrics.",
    start_date="2024-01-01",
    end_date="2024-03-10",
    show_reasoning=True
)

1. Technical Analysis:

   • "What's the momentum and trend analysis for PETR4?"
   • "Show me PETR4's technical indicators and price patterns"
   • "Is PETR4 showing any bullish signals?"

2. Fundamental Analysis:

   • "What's the valuation and financial health of PETR4?"
   • "Analyze PETR4's profitability ratios"
   • "How efficient is PETR4's operations?"

3. Combined Analysis:

   • "Give me a complete analysis of PETR4"
   • "Should I invest in PETR4? Consider all factors"
   • "What's your outlook on PETR4?"

The system uses an agent-based architecture:

1. Market Data Agent:

   • Fetches market data, financial statements, and company information
   • Uses DadosDeMercado API for Brazilian market data

2. Technical Analysis Agent:

   • Analyzes price patterns and momentum
   • Calculates technical indicators (RSI, MACD, Bollinger Bands, OBV)

3. Fundamental Analysis Agent:

   • Analyzes financial ratios and company health
   • Evaluates valuation metrics and profitability

4. Orchestrator:

   • Coordinates agents based on user prompts
   • Combines analyses into coherent responses
   • Provides natural language summaries

• Market Data: DadosDeMercado API
• Coverage: Brazilian stocks (B3)
• Data Types:
  • Price data
  • Financial statements
  • Company information
  • Market ratios
  • Financial metrics

1. Fork the repository
2. Create your feature branch (git checkout -b feature/amazing-feature)
3. Commit your changes (git commit -m 'Add amazing feature')
4. Push to the branch (git push origin feature/amazing-feature)
5. Open a Pull Request

This project is licensed under the MIT License - see the LICENSE file for details.