--- id: 2050 card_url: "https://mdrss.com/learning/curricula-and-careers/2050" permalink_url: "https://mdrss.com/m/2050" thread_url: "https://mdrss.com/s/learning" markdown_url: "https://mdrss.com/learning/curricula-and-careers/2050/2050.md" title: "AI Hedge Fund" annotation: "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." state: published thread: learning domain: learning category: curricula-and-careers type: guide tags: ["python", "leadership", "api", "llms", "openai"] ontology_terms: [] relation_terms: [] license: "MIT" version: 1 snapshot_at: "2026-08-04T12:18:04.256Z" source_url: "https://github.com/virattt/ai-hedge-fund" source_kind: "mdrss-final-catalog" platform_scam_risk: null platform_evidence_score: 0 evidence_urls: - "https://github.com/virattt/ai-hedge-fund" --- # 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. > **🚧 The project is evolving.** We're rebuilding it into a persistent, always-on AI hedge fund — a *fund* as a first-class entity you can backtest, paper-trade, and (opt-in) run live, with the investor agents reimagined as pluggable, backtestable "alpha models." Read the **[Vision →](https://github.com/virattt/ai-hedge-fund/blob/HEAD/VISION.md)** and the **[Roadmap →](https://github.com/virattt/ai-hedge-fund/blob/HEAD/ROADMAP.md)**. 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 Screenshot 2025-03-22 at 6 19 07 PM Note: the system does not actually make any trades. [![Twitter Follow](https://img.shields.io/twitter/follow/virattt?style=social)](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. Screenshot 2025-01-06 at 5 50 17 PM #### 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:** Screenshot 2025-01-06 at 5 47 52 PM 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). Screenshot 2025-06-28 at 6 41 03 PM ## 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.