# ai-hedge-fund
**Repository Path**: jerrycell/ai-hedge-fund
## Basic Information
- **Project Name**: ai-hedge-fund
- **Description**: No description available
- **Primary Language**: Unknown
- **License**: Not specified
- **Default Branch**: main
- **Homepage**: None
- **GVP Project**: No
## Statistics
- **Stars**: 0
- **Forks**: 0
- **Created**: 2026-04-20
- **Last Updated**: 2026-04-20
## Categories & Tags
**Categories**: Uncategorized
**Tags**: None
## README
# 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. Nassim Taleb Agent - The Black Swan risk analyst, focuses on tail risk, antifragility, and asymmetric payoffs
9. Peter Lynch Agent - Practical investor who seeks "ten-baggers" in everyday businesses
10. Phil Fisher Agent - Meticulous growth investor who uses deep "scuttlebutt" research
11. Rakesh Jhunjhunwala Agent - The Big Bull of India
12. Stanley Druckenmiller Agent - Macro legend who hunts for asymmetric opportunities with growth potential
13. Warren Buffett Agent - The oracle of Omaha, seeks wonderful companies at a fair price
14. Valuation Agent - Calculates the intrinsic value of a stock and generates trading signals
15. Sentiment Agent - Analyzes market sentiment and generates trading signals
16. Fundamentals Agent - Analyzes fundamental data and generates trading signals
17. Technicals Agent - Analyzes technical indicators and generates trading signals
18. Risk Manager - Calculates risk metrics and sets position limits
19. Portfolio Manager - Makes final trading decisions and generates orders
Note: the system does not actually make any trades.
[](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.
## 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.
#### 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:**
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).
## 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.