Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Autonomous financial research agent for stock analysis, financial statements, metrics, prices, SEC filings, and crypto data.
Autonomous financial research agent for stock analysis, financial statements, metrics, prices, SEC filings, and crypto data.
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete.
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Summarize what changed and any follow-up checks I should run.
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.
Use Dexter for: Stock prices (current and historical) Financial statements (income, balance sheet, cash flow) Financial metrics (P/E, P/B, margins, market cap, etc.) SEC filings (10-K, 10-Q, 8-K) Analyst estimates Insider trades Company news Crypto prices Comparative financial analysis Revenue trends and growth rates Note: Dexter's Financial Datasets API covers primarily US stocks. For international stocks (like European exchanges), it falls back to web search via Tavily.
If Dexter is not installed, follow these steps:
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" fi cd "$DEXTER_DIR" # Install dependencies bun install
Create .env file with required API keys: cat > "$DEXTER_DIR/.env" << 'EOF' # LLM API Keys (at least one required) ANTHROPIC_API_KEY=your-anthropic-key # Stock Market API Key - Get from https://financialdatasets.ai FINANCIAL_DATASETS_API_KEY=your-financial-datasets-key # Web Search API Key - Get from https://tavily.com (optional but recommended) TAVILY_API_KEY=your-tavily-key EOF API Key Sources: Anthropic: https://console.anthropic.com/ Financial Datasets: https://financialdatasets.ai (free tier available) Tavily: https://tavily.com (optional, for web search fallback)
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';/" \ "$DEXTER_DIR/src/agent/tool-executor.ts"
Set Claude as the default model: mkdir -p "$DEXTER_DIR/.dexter" cat > "$DEXTER_DIR/.dexter/settings.json" << 'EOF' { "provider": "anthropic", "modelId": "claude-sonnet-4-5" } EOF
cat > "$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: ${plan.tasks.map(t => t.description).join(', ')}]`); } }, onAnswerStream: async (stream) => { for await (const chunk of stream) { answer += chunk; process.stdout.write(chunk); } }, }, }); try { await agent.run(query); if (!answer.endsWith('\n')) { console.log(); } } catch (error) { console.error('Error:', error); process.exit(1); } } runQuery(); SCRIPT
Complete installation script (requires API keys as environment variables): #!/bin/bash set -e DEXTER_DIR="/root/clawd-workspace/dexter" # Clone [ ! -d "$DEXTER_DIR" ] && git clone https://github.com/virattt/dexter.git "$DEXTER_DIR" cd "$DEXTER_DIR" # Install deps bun install # Create .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=${TAVILY_API_KEY:-your-key-here} EOF # Patch for Anthropic sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/" \ src/agent/tool-executor.ts # Set model config mkdir -p .dexter echo '{"provider":"anthropic","modelId":"claude-sonnet-4-5"}' > .dexter/settings.json echo "Dexter installed successfully!"
/root/clawd-workspace/dexter
For quick financial questions, use the query script: cd /root/clawd-workspace/dexter && bun query.ts "Your financial question here" Examples: bun query.ts "What is Apple's current P/E ratio?" bun query.ts "Compare Microsoft and Google revenue growth over the last 4 quarters" bun query.ts "What was Tesla's free cash flow in 2025?" bun query.ts "Show me insider trades for NVDA in the last 30 days" bun query.ts "What is Bitcoin's price trend over the last week?" For verbose output (shows planning steps): DEXTER_VERBOSE=1 bun query.ts "Your question"
For multi-turn research sessions or follow-up questions, use the interactive CLI via tmux: SOCKET_DIR="${CLAWDBOT_TMUX_SOCKET_DIR:-${TMPDIR:-/tmp}/clawdbot-tmux-sockets}" SOCKET="$SOCKET_DIR/clawdbot.sock" SESSION=dexter # Start 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 3 # Send a query tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -l -- 'Your question here' tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 Enter # Check output tmux -S "$SOCKET" capture-pane -p -J -t "$SESSION":0.0 -S -200
Dexter automatically selects and uses these tools based on your query:
get_income_statements - Revenue, expenses, net income get_balance_sheets - Assets, liabilities, equity get_cash_flow_statements - Operating, investing, financing cash flows get_all_financial_statements - All three in one call
get_price_snapshot - Current stock price get_prices - Historical price data
get_crypto_price_snapshot - Current crypto price (e.g., BTC-USD) get_crypto_prices - Historical crypto prices get_available_crypto_tickers - List available crypto tickers
get_financial_metrics_snapshot - Current metrics (P/E, market cap, etc.) get_financial_metrics - Historical metrics
get_10k_filing_items - Annual report sections get_10q_filing_items - Quarterly report sections get_8k_filing_items - Current report items get_filings - List of all filings
get_analyst_estimates - Earnings/revenue estimates get_segmented_revenues - Revenue by segment get_insider_trades - Insider buying/selling get_news - Company news search_web - Web search (via Tavily) for general info
Dexter uses a multi-phase approach: Understand: Extract intent, tickers, and time periods from query Plan: Create task list with dependencies Execute: Run tasks in parallel where possible Reflect: Evaluate if more data is needed (iterates up to 5x) Answer: Synthesize comprehensive response with sources
Stock Analysis: "What is AAPL's revenue growth over the last 4 quarters?" "Compare MSFT and GOOG operating margins for 2025" "What was AMZN's debt-to-equity ratio last quarter?" Financial Health: "Is NVDA's cash flow positive? Show me the trend" "What are Tesla's profit margins compared to Ford?" SEC Filings: "Summarize Apple's most recent 10-K risk factors" "What did Meta disclose in their latest 8-K?" Crypto: "What is Ethereum's price today?" "Show Bitcoin's price movement over the last month" Market Research: "What are analyst estimates for Amazon's next quarter earnings?" "Show me recent insider trades for Microsoft"
Run the Anthropic patch (step 3 in installation) - Dexter's tool executor defaults to OpenAI.
Financial Datasets API primarily covers US stocks. Dexter will fall back to Tavily web search for international stocks if TAVILY_API_KEY is configured.
Complex queries may take 30-60 seconds. Dexter plans, executes multiple API calls, reflects on results, and synthesizes answers.
Be specific: Include ticker symbols and time periods when known US stocks work best: The Financial Datasets API has comprehensive US coverage International stocks: Dexter falls back to web search for non-US stocks Crypto format: Use BTC-USD, ETH-USD format for crypto tickers Timeout: Complex queries may take 30-60 seconds as Dexter plans and executes multiple tasks
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