Repository: virattt/dexter

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README.md Copy Chapter

Dexter 🤖

Dexter is an autonomous financial research agent that thinks, plans, and learns as it works. It performs analysis using task planning, self-reflection, and real-time market data. Think Claude Code, but built specifically for financial research.

<img width="665" height="452" alt="Screenshot 2026-04-02 at 4 16 57 PM" src="https://github.com/user-attachments/assets/02418111-5f48-4a66-be5d-dc9bf9806284" />

Table of Contents Copy Chapter

- 👋 Overview
- ✅ Prerequisites
- 💻 How to Install
- 🚀 How to Run
- 📊 How to Evaluate
- 🐛 How to Debug
- 📱 How to Use with WhatsApp
- 🤝 How to Contribute
- 📄 License

👋 Overview Copy Chapter

Dexter takes complex financial questions and turns them into clear, step-by-step research plans. It runs those tasks using live market data, checks its own work, and refines the results until it has a confident, data-backed answer.

Key Capabilities:
- Intelligent Task Planning: Automatically decomposes complex queries into structured research steps
- Autonomous Execution: Selects and executes the right tools to gather financial data
- Self-Validation: Checks its own work and iterates until tasks are complete
- Real-Time Financial Data: Access to income statements, balance sheets, and cash flow statements
- Safety Features: Built-in loop detection and step limits to prevent runaway execution

 

<img width="1042" height="638" alt="Screenshot 2026-02-18 at 12 21 25 PM" src="https://github.com/user-attachments/assets/2a6334f9-863f-4bd2-a56f-923e42f4711e" />

✅ Prerequisites Copy Chapter

- Bun runtime (v1.0 or higher)
- OpenAI API key (get here)
- Financial Datasets API key (get here)
- Exa API key (get here) - optional, for web search

#### Installing Bun

If you don't have Bun installed, you can install it using curl:

macOS/Linux:

curl -fsSL https://bun.com/install | bash

Windows:

powershell -c "irm bun.sh/install.ps1|iex"

After installation, restart your terminal and verify Bun is installed:

bun --version

💻 How to Install Copy Chapter

1. Clone the repository:

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

2. Install dependencies with Bun:

bun install

3. Set up your environment variables:

Copy the example environment file

cp env.example .env
Edit .env and add your API keys (if using cloud providers)

OPENAI_API_KEY=your-openai-api-key

ANTHROPIC_API_KEY=your-anthropic-api-key (optional)

GOOGLE_API_KEY=your-google-api-key (optional)

XAI_API_KEY=your-xai-api-key (optional)

OPENROUTER_API_KEY=your-openrouter-api-key (optional)
Institutional-grade market data for agents

FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
(Optional) If using Ollama locally

OLLAMA_BASE_URL=http://127.0.0.1:11434
Web Search (Exa preferred, Tavily fallback)

EXASEARCH_API_KEY=your-exa-api-key

TAVILY_API_KEY=your-tavily-api-key

🚀 How to Run Copy Chapter

Run Dexter in interactive mode:

bun start

Or with watch mode for development:

bun dev

📊 How to Evaluate Copy Chapter

Dexter includes an evaluation suite that tests the agent against a dataset of financial questions. Evals use LangSmith for tracking and an LLM-as-judge approach for scoring correctness.

Run on all questions:

bun run src/evals/run.ts

Run on a random sample of data:

bun run src/evals/run.ts --sample 10

The eval runner displays a real-time UI showing progress, current question, and running accuracy statistics. Results are logged to LangSmith for analysis.

🐛 How to Debug Copy Chapter

Dexter logs all tool calls to a scratchpad file for debugging and history tracking. Each query creates a new JSONL file in .dexter/scratchpad/.

Scratchpad location:

.dexter/scratchpad/
├── 2026-01-30-111400_9a8f10723f79.jsonl
├── 2026-01-30-143022_a1b2c3d4e5f6.jsonl
└── ...

Each file contains newline-delimited JSON entries tracking:
- init: The original query
- tool_result: Each tool call with arguments, raw result, and LLM summary
- thinking: Agent reasoning steps

Example scratchpad entry:

{"type":"tool_result","timestamp":"2026-01-30T11:14:05.123Z","toolName":"get_income_statements","args":{"ticker":"AAPL","period":"annual","limit":5},"result":{...},"llmSummary":"Retrieved 5 years of Apple annual income statements showing revenue growth from $274B to $394B"}

This makes it easy to inspect exactly what data the agent gathered and how it interpreted results.

📱 How to Use with WhatsApp Copy Chapter

Chat with Dexter through WhatsApp by linking your phone to the gateway. Messages you send to yourself are processed by Dexter and responses are sent back to the same chat.

Quick start:

Link your WhatsApp account (scan QR code)

bun run gateway:login
Start the gateway

bun run gateway

Then open WhatsApp, go to your own chat (message yourself), and ask Dexter a question.

For detailed setup instructions, configuration options, and troubleshooting, see the WhatsApp Gateway README.

🤝 How to Contribute Copy Chapter

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.

📄 License Copy Chapter

This project is licensed under the MIT License.