prospectai 1.6.16

Multi-Agent Investment Analysis System powered by CrewAI and Claude

ProspectAI - Multi-Agent Investment Analysis System

🚀 Try It Now

Try the ProspectAI Web Demo — Experience the agentic system in action!

Overview

ProspectAI is a multi-agent investment analysis system built on the CrewAI framework. It leverages five specialized AI agents running a six-task pipeline to produce investment recommendations through a systematic analysis workflow. The system supports Anthropic Claude models (default) and local Ollama models.

Current release: v1.6.16

⚠️ Important Disclaimer

ProspectAI is built for educational purposes to help developers get initiated in Agentic AI development.

🚨 INVESTMENT WARNING: This tool should NOT be used as an investment tool without proper knowledge of the investment domain. The analysis provided is for educational demonstration of AI capabilities and should not be considered as financial advice. Always consult with qualified financial professionals before making investment decisions.

Features

• Multi-Agent System: Five specialized AI agents across a six-task pipeline for rigorous investment analysis
• Anthropic Claude: Powered by Claude models (Sonnet, Opus) by default
• Ollama Support: Run fully locally with Ollama models
• Real Reddit Integration: Live Reddit sentiment analysis using public JSON endpoints — no credentials required
• Sector Analysis: Analyze 5 major sectors (Technology, Healthcare, Finance, Energy, Consumer)
• Command-Line Interface: Easy-to-use CLI with flexible configuration
• Environment-Based Config: Secure .env-based configuration with startup validation
• Structured Output: Consistent, machine-readable JSON analysis results
• CrewAI Framework: Professional multi-agent orchestration via LiteLLM

Architecture

The system runs five specialized agents across a six-task sequential pipeline. Each task receives the full output of all prior tasks as context.

MarketAnalyst → TechnicalAnalyst → FundamentalAnalyst → DraftStrategist → Critic → FinalStrategist
    Task 1           Task 2             Task 3              Task 4         Task 5      Task 6

Pipeline Tasks & Agents

Task	Agent	Tools	Input context
1. Market Analysis	MarketAnalyst	RedditSentimentTool, SerperDevTool	—
2. Technical Analysis	TechnicalAnalyst	TechnicalAnalysisTool, TechnicalInterpretationTool	Task 1
3. Fundamental Analysis	FundamentalAnalyst	FundamentalDataTool, FundamentalGraderTool	Tasks 1–2
4. Draft Strategy	InvestorStrategic	CompositeScoreTool, PortfolioAllocatorTool	Tasks 1–3
5. Critic Review	Critic	— (synthesis only)	Tasks 1–4
6. Final Strategy	InvestorStrategic	CompositeScoreTool, PortfolioAllocatorTool	Tasks 1–5

Agent Descriptions

Market Analyst Agent (Task 1)

• Purpose: Entry point — identifies candidate stocks from live market signals
• Function: Analyzes Reddit discussions to surface trending stocks, incorporating macro/geopolitical context at execution time
• Data Sources: Reddit API (PRAW) with Serper web search as fallback
• Output: Top 5 candidate stocks with sentiment scores and relevance metrics

Technical Analyst Agent (Task 2)

• Purpose: Quantitative technical analysis
• Function: Runs 13+ technical indicators per ticker using yfinance + ta library, then interprets signals using TechnicalInterpretationTool
• Indicators: RSI, MACD, Bollinger Bands, ATR, SMA, EMA, VWAP, ADX, and more
• Output: Per-stock signals, momentum scores (1–10), market regime (TRENDING/REVERTING), entry zones, stop-loss levels

Fundamental Analyst Agent (Task 3)

• Purpose: Financial statement and valuation analysis
• Function: Fetches real P/E, margins, debt ratios, FCF, and growth rates via yfinance; grades each metric using FundamentalGraderTool
• Output: Valuation grades (CHEAP/FAIR/EXPENSIVE), financial health ratings, growth outlook

Investor Strategic Agent — Draft (Task 4)

• Purpose: First-pass portfolio construction
• Function: Computes composite scores via CompositeScoreTool, allocates positions via PortfolioAllocatorTool
• Composite Score: 30 pts sentiment + 40 pts momentum + 30 pts fundamentals (max 100)
• Recommendations: STRONG_BUY / BUY / HOLD / REDUCE / AVOID — allocation cap 40% per position
• Trade setups: LONG-BUY, SCALED-ENTRY, WAIT-FOR-ENTRY

Critic Agent (Task 5)

• Purpose: Adversarial quality gate between the draft and final strategy
• Function: Reviews the draft portfolio against 12 failure-mode checks (schema validity, allocation math, entry zone logic, R/R ratios, regime consistency, etc.) and emits structured directives for correction
• Output: CriticOutput — list of CritiqueItem objects with field, severity, and directive; approved flag if no issues

Investor Strategic Agent — Final (Task 6)

• Purpose: Revised, production-ready portfolio
• Function: Incorporates all Critic directives and produces the definitive InvestorStrategicOutput — identical schema to the draft but corrected
• Output: Machine-readable JSON (pipeline_version: "2.0") with allocation percentages summing to 100%, post-generation validation warnings attached

Installation

Prerequisites

• Python 3.9+
• An Anthropic API key or a local Ollama installation

Install via pip

pip install prospectai

That's it. All dependencies (CrewAI, yfinance, ta, requests, etc.) are installed automatically.

Configure Environment

Create a .env file in the directory where you'll run prospectai (see env.example for the full template):

# LLM backend: anthropic | ollama
MODEL_PROVIDER=anthropic

# Global default model id for all agents (raw id, no provider prefix)
MODEL=claude-sonnet-4-6

# Required when MODEL_PROVIDER=anthropic
ANTHROPIC_API_KEY=your_key_here

# Optional: override MODEL for a specific agent only
# AGENT_MARKET_ANALYST_MODEL=claude-3-5-haiku-20241022
# AGENT_TECHNICAL_ANALYST_MODEL=
# AGENT_FUNDAMENTAL_ANALYST_MODEL=
# AGENT_INVESTOR_STRATEGIC_MODEL=

# Market data — Reddit and/or Serper (at least one source required by the app)
# SERPER_API_KEY=your_key_here

# When MODEL_PROVIDER=ollama
# OLLAMA_BASE_URL=http://localhost:11434

Model resolution (simple rule): AGENT_*_MODEL (if set for that agent) → MODEL → legacy ANTHROPIC_MODEL / OLLAMA_MODEL if you still use older .env files. MODEL_PROVIDER selects Anthropic vs Ollama routing.

When you run the CLI, MODEL is also set to provider/model_id for CrewAI’s environment fallback; the app still resolves raw ids for each agent from the variables above.

Getting your API keys

• Anthropic: console.anthropic.com
• Serper (optional fallback): serper.dev

Ollama setup (optional — local models)

# Install Ollama
# https://ollama.com/download

ollama serve
ollama pull qwen3.5:9b

Usage

# Analyze Technology sector (default)
prospectai

# Analyze a specific sector
prospectai --sector Healthcare
prospectai --sector Finance
prospectai --sector Energy
prospectai --sector Consumer

# Override the global MODEL for a single run
prospectai --model claude-opus-4-6 --sector Technology

# Use a local Ollama model
prospectai --ollama --sector Technology
prospectai --ollama --model llama3.2:8b --sector Healthcare
prospectai --ollama --url http://192.168.1.100:11434 --sector Finance

CLI Reference

Flag	Description
--sector	Sector to analyze: Technology, Healthcare, Finance, Energy, Consumer (default: Technology)
--model	Override global MODEL for this run (raw model id)
--ollama	Use local Ollama instead of Anthropic
--url	Ollama server URL (overrides OLLAMA_BASE_URL)

Configuration

LLM environment variables

Variable	Required	Description
MODEL_PROVIDER	Yes	anthropic or ollama (CLI --ollama sets ollama)
MODEL	Yes*	Global default model id for all agents (raw id, e.g. claude-sonnet-4-6 or qwen3.5:9b)
ANTHROPIC_API_KEY	If MODEL_PROVIDER=anthropic	Anthropic API key
OLLAMA_BASE_URL	If MODEL_PROVIDER=ollama	Ollama server URL
AGENT_MARKET_ANALYST_MODEL	No	Overrides MODEL for the Market Analyst agent only
AGENT_TECHNICAL_ANALYST_MODEL	No	Overrides MODEL for the Technical Analyst agent only
AGENT_FUNDAMENTAL_ANALYST_MODEL	No	Overrides MODEL for the Fundamental Analyst agent only
AGENT_INVESTOR_STRATEGIC_MODEL	No	Overrides MODEL for the Investor Strategic agent only
ANTHROPIC_MODEL	No	Legacy fallback if MODEL is unset (Anthropic path)
OLLAMA_MODEL	No	Legacy fallback if MODEL is unset (Ollama path)

*Or set a legacy model var above instead of MODEL.

Other environment variables

Variable	Required	Description
REDDIT_CLIENT_ID + REDDIT_CLIENT_SECRET	One source*	Reddit API (preferred for sentiment)
SERPER_API_KEY	One source*	Web search fallback when Reddit is unavailable

*The app requires at least one of: Reddit credentials or Serper.

Anthropic Claude Models

Model	Use Case
claude-sonnet-4-6	Best balance of quality and speed (default)
claude-opus-4-6	Highest quality, deeper reasoning
claude-haiku-4-5-20251001	Fastest, lowest cost

Ollama Models

Model	Notes
qwen3.5:9b	Good reasoning, recommended for analysis
llama3.2:8b	General purpose
llama3.2:3b	Lightweight, fast
mistral:7b	Good for analytical tasks

Per-agent model overrides

Preferred: set optional AGENT_*_MODEL variables in .env or your host secrets (e.g. Modal). Each variable overrides the global MODEL for that agent only.

Fallback: you can still set llm.model per agent in config/agents.yaml if no env-based id is resolved for that agent.

See AGENT_LLM_CONFIGURATION.md for additional notes on agent LLM configuration.

Development

To contribute or run from source:

git clone https://github.com/moisesprat/ProspectAI.git
cd ProspectAI
python -m venv .venv
source .venv/bin/activate       # Windows: .venv\Scripts\activate
pip install -e .

After installing in editable mode the prospectai command is available and picks up any local changes immediately.

Project Structure

ProspectAI/
├── agents/                              # AI agent implementations
│   ├── base_agent.py
│   ├── market_analyst_agent.py
│   ├── technical_analyst_agent.py
│   ├── fundamental_analyst_agent.py
│   ├── investor_strategic_agent.py
│   └── critic_agent.py                 # Adversarial reviewer (v1.5.0+)
├── config/
│   ├── agents.yaml                     # Agent behavior (role, goal, model, temperature)
│   ├── tasks.yaml                      # Task definitions (descriptions, output schemas)
│   ├── agent_config_loader.py
│   ├── task_config_loader.py
│   └── config.py
├── schemas/
│   └── agent_outputs.py                # Pydantic output schemas for all 5 agents
├── utils/
│   ├── reddit_sentiment_tool.py        # Reddit PRAW sentiment tool
│   ├── technical_analysis_tool.py      # 13+ indicator calculator
│   ├── technical_interpretation_tool.py
│   ├── fundamental_data_tool.py        # yfinance financial data fetcher
│   ├── fundamental_grader_tool.py      # Grades individual fundamental metrics
│   ├── composite_score_tool.py         # 30/40/30 composite scoring
│   ├── portfolio_allocator_tool.py     # Allocation math with 40% cap
│   └── recommendation_validator.py    # Post-generation validation
├── scripts/
│   └── deploy.sh                       # Bump version, build, publish to PyPI, deploy Modal
├── tests/
├── main.py                             # CLI entry point (prospectai command)
├── prospect_ai_crew.py                 # CrewAI orchestration (6-task pipeline)
├── pyproject.toml
└── README.md

Running Tests

python tests/test_skeleton.py
python tests/test_reddit_output.py Technology
python tests/test_technical_analyst.py
python tests/test_market_analyst_llm.py

Building and Publishing

pip install build twine
python -m build
twine upload dist/*

Troubleshooting

Issue	Fix
prospectai: command not found	Run pip install prospectai or activate the venv where it's installed
.env file not found	Create a .env file in your current working directory
Missing keys error at startup	Check the listed keys against your .env (especially MODEL / MODEL_PROVIDER and market data keys)
ANTHROPIC_API_KEY invalid	Verify key at console.anthropic.com
Ollama connection refused	Run ollama serve and verify OLLAMA_BASE_URL
Ollama model not found	Run ollama pull <model-name>
No stocks found from Reddit	Reddit public API may be rate-limited; add SERPER_API_KEY as fallback

Release Notes

v1.6.16 — auto-correct capital bucket percentages; refactor agent init

• auto-correct InvestorStrategicOutput capital bucket percentages instead of hard-failing the pipeline
• refactor agent initialization to use instance variables for verbosity and delegation; update ProspectAICrew to TaskFactory and improve scoring constants management

v1.6.15 — update valuation literals in FundamentalRating to improve cl

• update valuation literals in FundamentalRating to improve clarity and precision
• add architectural review report for ProspectAI with findings and improvement plan
• update CLAUDE.md to enhance testing instructions and clarify agent pipeline structure

v1.6.14 — fix test mock propagation causing TypeError in validate_portfolio

• Fix MagicMock.tasks_output auto-attribute bypassing _parse_result raw-text path
• Add tasks_output = None to all mock crew result objects in test suite

v1.6.13 — reduce prompt verbosity by refactoring agent backstories and

• reduce prompt verbosity by refactoring agent backstories and task descriptions
• Expand sector options and add subreddit/keyword configurations for Industrials, Real Estate, and Utilities

v1.6.12 — Update investment_thesis minimum length from 50 to 10 charac

• Update investment_thesis minimum length from 50 to 10 characters in StockFundamentalAnalysis

Roadmap

Next — Multi-sector analysis

• Support analyzing up to 3 sectors in a single pipeline run
• Stocks from all sectors compete on composite score for portfolio slots
• Cross-sector portfolio diversification rules

Future

• Integration with financial news APIs (Bloomberg, Reuters)
• Monte Carlo simulations for portfolio scenarios
• Advanced risk metrics (VaR, CVaR, Sharpe ratios)
• PDF report generation with charts

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes with tests where applicable
4. Submit a pull request

License

MIT License — see LICENSE for details.

Acknowledgments

• Built on the CrewAI framework
• LLM routing via LiteLLM
• Inspired by modern multi-agent AI systems
• [Author webpage](https://moisesprat.dev