valueclaw 0.7.0

OpenClaw reimagined in pure Python — autonomous AI agent with memory, RAG, skills, web dashboard, and multi-channel support.

ValueClaw

Your Autonomous AI Investment Analyst — Built entirely in Python.
Market Research · Fundamentals Analysis · Sentiment Tracking · Web Dashboard · Multi-Channel

An intelligent, provider-agnostic native AI agent dedicated to deep financial research, SEC filing analysis, and autonomous market monitoring. Surpass human limitations with code-driven investment intelligence.

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🌟 Why ValueClaw?

While other frameworks offer generic conversational AI, ValueClaw is engineered from the ground up to be a Tier-1 Financial Analyst. It bridges the gap between massive LLM reasoning capabilities (like DeepSeek, GPT-4, and Claude) and hard quantitative market data.

• Data-Driven Objectivity: Never hallucinates stock prices. ValueClaw pulls real-time data before answering.
• Provider-Agnostic Engine: Swap between DeepSeek, Grok, Claude, Gemini, Kimi, and GLM on the fly.
• Persistent Memory: Remembers your portfolio preferences, risk tolerance, and historical market contexts.
• Hybrid RAG Architecture: Fuses BM25 sparse retrieval with dense embeddings for pinpoint accuracy on massive SEC documents.
• Always Online: Runs as a standalone background daemon interacting with you seamlessly via Telegram, Discord, WhatsApp, or its own rich Web Dashboard.

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📈 Investment Capabilities (Deep Dive)

ValueClaw's true power lies in its extensible Financial Skills Engine. Out of the box, it is equipped to handle complex quantitative and qualitative research tasks.

1. Market Data Mastery

• yahoo-finance: Instantly pull global stock prices, historical ticks, and major indices.
• tushare-finance: Deep integration with Chinese A-Shares. Fetch daily quotes, margin trading data, and macroeconomic indicators (PMI, CPI).
• akshare_data: Access an arsenal of alternative data for futures, options, and foreign exchange markets.

2. Corporate Fundamentals

• sec_filings: Automatically fetch 10-K and 10-Q reports directly from the SEC EDGAR database. The agent reads the raw filings, bypasses PR spin, and extracts critical risk factors and management discussions.
• stock_fundamentals: Calculates and tracks PE, PB, ROE, EPS, Free Cash Flow, and operating margins to evaluate intrinsic value.

3. Quantitative & Technical Analysis

• technical_analysis: Calculates dynamic indicators including RSI, MACD, Moving Averages (EMA/SMA), and Bollinger Bands to optimize entry/exit points.
• market-environment-analysis: Assesses macroeconomic trends and broader market sentiment to determine systematic risk levels.

4. News & Social Sentiment Engine

• finance-news: Monitors breaking financial news across global endpoints.
• twitter-news: Analyzes social media sentiment in real-time to front-run retail trends and viral market movements.

5. Strategy & Trading Assistants

• trading-coach: Acts as your personal quant strategist. Submit a portfolio hypothesis, and the agent will backtest the logic, pointing out historical flaws and risk exposures.
• etf-assistant: Recommends ETF allocations based on desired thematic exposure (e.g., "Give me a low-volatility semiconductor basket").

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🌐 Web & Deep Research Capabilities

When financial data platforms fall short, ValueClaw takes to the open web.

• perplexity_search: Connected to the sonar-pro model, the agent can synthesize massive geopolitical reports, supply chain disruptions, and macro research dynamically.
• brave_search: Programmatic, unbiased web searches for the latest unindexed events and press releases.
• summarize: Feed the agent an earnings call transcript link, and receive a structured, 5-point executive summary in seconds.

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🚀 Quick Start

1. Installation

Install the package directly via pip (Requires Python 3.10+):

pip install value_claw

2. Initialization Wizard

Set up your preferred LLM provider (e.g., DeepSeek, OpenAI) and API keys securely:

value_claw onboard

3. Launch the Analyst

Start ValueClaw as a persistent background daemon:

value_claw start

The local Web UI dashboard is now available at http://localhost:7788.

4. Chat

Interact with your deployment directly from the terminal or Telegram:

value_claw chat

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🧠 Architecture Overview

┌─────────────────────────────────────────────────────────────────┐
│                          ValueClaw                              │
├───────────┬────────────┬─────────────┬──────────────────────────┤
│ Interface │ Lifecycle  │ Memory &    │      Core Engine         │
│           │            │ State       │                          │
│ CLI       │ Start      │ Markdown    │ ├─ Hybrid RAG Retrieval  │
│ Web UI  ◄─┤ Stop       │ Local DB    │ ├─ Financial Skills      │
│ Telegram  │ Status     │ Locks       │ ├─ Context Compaction    │
│ Discord   │ Cron Jobs  │ Per-group   │ ├─ Persona Manager       │
├───────────┴────────────┴─────────────┴──────────────────────────┤
│                 LLM Provider Abstraction Layer                  │
│ DeepSeek │ Grok │ Claude │ Gemini │ Kimi │ GLM | OpenAI API     │
└─────────────────────────────────────────────────────────────────┘

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🛠️ Configuration

All system properties, API keys, and model preferences are handled natively in value_claw.json. See the value_claw.example.json to manually configure providers like Brave, Perplexity, or Telegram bots.

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🗺️ Roadmap

• Integrate global LLM models (DeepSeek, Grok, Gemini, Claude).
• Multi-Channel Support (Telegram, Discord, Web UI).
• Fully open-source Skills Marketplace integration.
• Multi-Agent Debate: Spawn two agents (a Bull and a Bear) to argue a stock thesis before finalizing a report.
• Live Trade Integration: Direct API hookups for Alpaca and Interactive Brokers paper trading.
• PDF/Image Parse: Native visual parsing for bespoke hedge fund reports and charting images.

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🤝 Contributing

We welcome pull requests! Whether you are building a new financial skill, optimizing the RAG pipeline, or translating documentation—your contributions are highly valued. See CONTRIBUTING.md for guidelines.

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📜 License

This project is licensed under the MIT License.

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_{If ValueClaw saves you time or makes you money, consider giving the repo a ⭐}