Ollama Robinhood Chat 🤖📈

An interactive, terminal-based AI assistant powered by local Ollama (gemma4:e4b) with built-in tools for Exa Web Search and complete Robinhood Trading & Portfolio Automation via the robin_stocks SDK.

Key Features

• Local AI Chat: Chat natively with gemma4:e4b running on your local Ollama instance.
• Web Search Tool: Powered by Exa Search API to retrieve real-time news, information, and answers.
• Robinhood Portfolio Analytics: Fetch accounts profile details, portfolio values, cash balances, buying power, and open stock/options positions.
• Equities & Options Trading: Query real-time quotes, chains, historical charts, list watchlists, place market/limit orders, and cancel open orders.
• Pre-Trade Simulation Reviews: Safe order review tools calculate estimated costs, check buying power, and inspect asset tradability flags before committing any trades.
• Smart Decimal Formatting: Automatically sanitizes raw Robinhood API outputs (e.g., converting $2.7100 to $2.71) for clean AI communication.
• Interactive Multi-Factor Authentication (MFA): Prompts dynamically in the terminal to securely type in SMS or authenticator codes upon boot.

Project Structure

ollama-robin/
├── .env.example       # Template env file for credentials
├── .gitignore         # Prevents committing API keys / secrets
├── README.md          # Guide & setup documentation
├── requirements.txt   # Pinned python dependency packages
├── chat.py            # Main interactive CLI chat loop
└── tools/
    ├── __init__.py
    ├── formatter.py   # Recursive clean-up helper (2.7100 -> 2.71)
    ├── schemas.py     # Declarative JSON schemas for Ollama tools
    └── handlers.py    # Python logic calling Exa and Robinhood APIs

Installation & Setup

1. Prerequisites

• Python 3.10+
• Ollama running locally with gemma4:e4b pulled:

  ollama pull gemma4:e4b
  

2. Install Python Dependencies

pip install ollama exa-py robin_stocks python-dotenv

3. Configure Environment Variables

Create a file named .env.local in the project root:

# Exa API Key
EXA_API_KEY="your-exa-api-key-here"

# Robinhood Credentials
ROBINHOOD_USERNAME="your-login-email@example.com"
ROBINHOOD_PASSWORD="your-robinhood-password"

Running the Application

To start the interactive chat client:

python chat.py

• MFA Warning: If your Robinhood account has MFA active, the script will pause and prompt you to input the code directly into the terminal window during startup.
• Fallback Mode: If you run without Robinhood credentials, the chat will automatically disable Robinhood tools and fall back to standard chat + Exa web search.