stock-analyst

name	stock_analyst
display_name	Stock Analyst Specialist
description	Multi-agent financial analysis pipeline: fundamental analysis, technical indicators, and news sentiment scoring for any ticker symbol. Wraps patterns from virattt/ai-hedge-fund and ZhuLinsen/daily_stock_analysis.
version	0.1.0
source_repo	virattt/ai-hedge-fund
license	MIT
tier	experimental
capabilities	["analyze","finance","stock_analysis","technical_analysis"]
allowed_tools	["analyze_ticker","technical_indicators","news_sentiment"]
output_formats	["python_api","cli","mcp_server","agent_skill","rest_api"]

Stock Analyst Specialist

Overview

Wraps virattt/ai-hedge-fund and ZhuLinsen/daily_stock_analysis.

Orchestrates a three-stage financial analysis pipeline for a requested ticker symbol: fundamental analysis, technical indicator computation, and news sentiment scoring. All three layers are merged into a single structured response with a composite stance signal.

Capabilities

• analyze: Full pipeline analysis for a given ticker and period.
• finance: Domain expertise in equity markets and financial ratios.
• stock_analysis: Fundamental metrics — price, market cap, P/E, sector, recommendation.
• technical_analysis: RSI, MACD, and moving averages with derived signals.

Tools

Tool	Description	Side Effects
analyze_ticker	Fundamental analysis: price, P/E, market cap, sector, recommendation	None
technical_indicators	RSI, MACD, moving averages, buy/sell signals	None
news_sentiment	Sentiment score, article count, key themes for recent news	None

Parameters

All parameters are passed via request.intent.parameters:

Parameter	Type	Default	Description
ticker	str	(query text)	Stock ticker symbol, e.g. AAPL
period	str	"1y"	Lookback period: 1m, 3m, 6m, 1y, 3y, 5y
indicators	list[str]	all	Subset of rsi, macd, moving_averages
days	int	7	News lookback window in calendar days

Usage

Python API

from agents.specialists.stock_analyst.agent import StockAnalystSpecialist
from oss_agent_lab.contracts import Intent, Query, SpecialistRequest

specialist = StockAnalystSpecialist()

request = SpecialistRequest(
    intent=Intent(
        action="analyze",
        domain="finance",
        confidence=0.95,
        parameters={"ticker": "AAPL", "period": "1y", "days": 14},
    ),
    query=Query(user_input="AAPL"),
    specialist_name="stock_analyst",
)

response = await specialist.execute(request)
print(response.result["summary"]["overall_stance"])  # "bullish" | "neutral" | "bearish"

CLI

oss-lab run stock_analyst "AAPL"

Response Shape

{
  "ticker": "AAPL",
  "fundamental": {
    "price": 182.0,
    "market_cap": 295.4,
    "pe_ratio": 28.0,
    "recommendation": "hold",
    "sector": "Technology"
  },
  "technical": {
    "rsi": 54.0,
    "macd": {"line": 1.2, "signal": 0.8, "histogram": 0.4},
    "moving_averages": {"sma_20": 183.6, "sma_50": 185.2, "sma_200": 179.1},
    "signals": ["RSI neutral", "MACD bullish crossover", "Short-term trend above medium-term: bullish bias"]
  },
  "sentiment": {
    "overall_sentiment": "positive",
    "articles_analyzed": 23,
    "key_themes": ["earnings beat", "product launch"],
    "sentiment_score": 0.65
  },
  "summary": {
    "overall_stance": "bullish",
    "confidence": 0.715,
    "key_signals": ["Fundamental: hold (P/E 28.0)", "Sentiment: positive (+0.650)"],
    "risk_note": "Simulated outputs — not financial advice. Verify with live market data before acting."
  }
}

Source

Wraps virattt/ai-hedge-fund and ZhuLinsen/daily_stock_analysis.