sigma-terminal 3.4.1

Sigma - Finance Research Agent

σ SIGMA

The AI-Powered Finance Research Agent

Quick Start • Features • Commands • Architecture • Roadmap

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What is Sigma?

Sigma isn't just another finance app. It's a conversational AI agent that thinks like a quant, analyzes like a hedge fund, and speaks like your smartest friend who happens to be a CFA.

Quick Start

One Command Install

```bash pip install sigma-terminal ```

Launch Sigma

```bash sigma ```

Or alternatively: python -m sigma

First Launch = Automatic Setup

That's it. Sigma detects it's your first time and walks you through:

1. Choose AI Provider — Google Gemini, OpenAI, Anthropic, Groq, xAI, or Ollama
2. Enter API Key — Or use local Ollama (completely free, no key needed!)
3. Auto-detect Integrations — Finds Ollama, LEAN, and more
4. Launch Directly — Straight into the beautiful terminal UI

Your config persists at `~/.sigma/` — setup never asks again.

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Features

Multi-Provider AI Engine

Switch between providers on the fly. Use free tiers or bring your own keys.

Provider	Models	Speed	Cost	Tool Calls
Google Gemini	gemini-2.5-flash, 2.5-pro	Fast	Free tier	Native
OpenAI	gpt-4o, gpt-4o-mini, o3-mini	Fast	Paid	Native
Anthropic	claude-sonnet-4, 3.5-sonnet	Fast	Paid	Native
Groq	llama-3.3-70b	Very Fast	Free tier	Native
xAI	grok-2, grok-2-mini	Fast	Paid	Native
Ollama	llama3.2, mistral, phi3	Local	FREE	Native

Built-in Rate Limiting — No more API flooding or timeouts.

Error Codes — Clear error codes (E1100-E1400) help you quickly diagnose issues.

Real-Time Market Intelligence

Tool	What It Does
`get_stock_quote`	Live price, change, volume, market cap
`technical_analysis`	RSI, MACD, Bollinger, MAs, Support/Resistance
`get_financial_statements`	Income, balance sheet, cash flow
`get_analyst_recommendations`	Price targets, ratings, consensus
`get_insider_trades`	Who's buying, who's selling
`get_institutional_holders`	Track the smart money
`compare_stocks`	Multi-stock comparison with metrics
`get_market_overview`	Major indices at a glance
`get_sector_performance`	Sector rotation analysis

Data APIs

Tool	Source	What It Does
`get_economic_indicators`	Alpha Vantage	GDP, inflation, unemployment, CPI
`get_intraday_data`	Alpha Vantage	1min to 60min candles
`get_market_news`	Alpha Vantage	News with sentiment analysis
`polygon_get_quote`	Polygon.io	Real-time quotes with extended data
`polygon_get_aggregates`	Polygon.io	Historical bars with custom timespan
`polygon_get_ticker_news`	Polygon.io	News articles for specific tickers
`search_financial_news`	Exa	Search Bloomberg, Reuters, WSJ
`search_sec_filings`	Exa	10-K, 10-Q, 8-K filings

Backtesting Engine

Strategy	Description	Use Case
`sma_crossover`	20/50 MA crossover	Trend following
`rsi`	RSI oversold/overbought	Mean reversion
`macd`	MACD signal crossovers	Momentum
`bollinger`	Band breakout/bounce	Volatility
`momentum`	Price momentum	Trend continuation
`breakout`	S/R level breaks	Breakout trading

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Commands

In-App Commands

Command	Description
`/help`	Comprehensive help with examples
`/clear`	Clear chat history
`/keys`	Configure API keys (improved!)
`/models`	Show available models
`/status`	Current configuration
`/provider <name>`	Switch AI provider
`/model <name>`	Switch model
`/setkey <p> <k>`	Set API key for provider
`/backtest`	Show backtesting strategies

Keyboard Shortcuts

Shortcut	Action
`Tab`	Autocomplete suggestion
`Ctrl+L`	Clear chat
`Ctrl+M`	Show models
`Ctrl+H`	Toggle quick help
`Esc`	Cancel operation

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Configuration

Config Location

``` ~/.sigma/ |-- config.env # API keys and settings └── .first_run_complete # First-run marker ```

Error Codes

Code Range	Category	Example
E1000-1099	General	E1002: Timeout
E1100-1199	API Keys	E1101: Invalid API key
E1200-1299	Provider	E1202: Model not found
E1300-1399	Data	E1300: Symbol not found
E1400-1499	Network	E1400: Connection error

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Changelog

v3.4.1 (Current)

• Color-Coded Returns — Green/red highlighting for gains/losses
• 6 New Analysis Tools — Valuation, risk, earnings, dividends, options, peer comparison
• Revamped Help Section — Beautiful organized /help with 29 tools
• ASCII Spinner — Clean terminal-friendly animation
• No Emojis — Professional text-only interface

v3.4.0

• Improved API Key Management — Beautiful `/keys` interface with URLs
• Polygon.io Integration — Real-time quotes, aggregates, news
• xAI Grok Support — Full support for Grok-2 and Grok-2-mini
• Error Codes — Structured error codes (E1000-E1499)
• Updated Models — Removed deprecated, added latest versions
• Enhanced AI — Maximum helpfulness with proactive insights
• Modern UI — Gradient blues, improved styling
• Cross-Platform — Works on macOS, Linux, Windows

v3.3.x

• Auto-setup on first launch
• LEAN auto-detection
• API rate limiting
• Ollama native tool calls
• Alpha Vantage & Exa integration

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Acknowledgments

Built with Textual, Rich, yfinance, Plotly, LEAN

AI: Google Gemini • OpenAI • Anthropic • Groq • xAI • Ollama

Data: Polygon.io • Alpha Vantage • Exa

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σ — Finance Research AI Agent