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Financial Researcher

Generates a structured Markdown report about a target company by:

  1. researching recent news + background facts, then
  2. synthesizing the findings into an analysis/report.

The default run writes output/report.md.

Requirements

  • Python >=3.10,<3.14
  • uv (Python package manager)

Installation (uv)

pip install uv
uv sync --frozen

Configuration

Create a local .env file:

cp .env.example .env

Then set required environment variables:

  • OPENAI_API_KEY
  • SERPER_API_KEY (for web search)

Adjust behavior/configuration here:

  • src/financial_researcher/config/agents.yaml (agent roles/models)
  • src/financial_researcher/config/tasks.yaml (task prompts + output file)
  • src/financial_researcher/main.py (default inputs; target company)

Run

Run from the repo root:

uv run financial_researcher

By default it runs with company = "Space X" (edit src/financial_researcher/main.py to change it).

About

Learning project built with Python and CrewAI to research companies, gather recent news, and organize findings into a structured Markdown report.

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