PERPLEXITY FINANCE INTEGRATION:
- Complete connector for real-time financial analysis
- Stock analysis with fundamental, technical, and valuation modes
- Natural language stock screening
- Market sentiment analysis
- Earnings analysis and insider trading monitoring
- Congressional trades integration
- Peer comparison and similarity analysis
AI RESEARCH AGENT:
- LangChain-powered conversational interface
- Natural language investment queries
- Multi-tool orchestration for comprehensive research
- Portfolio gap analysis
- Risk-reward assessment
- Automated opportunity discovery
- Caching and performance optimization
RESEARCH CLI:
- Interactive command-line interface
- Rich formatting with tables and panels
- Stock screening with filters
- Investment opportunity finder
- Query history tracking
- Real-time market analysis
SCHEDULER INTEGRATION:
- AI research analysis every 2 hours
- Weekly opportunity scanning
- Automatic alerts for high-confidence signals
- Portfolio position analysis with Perplexity
- Market insights generation
EXAMPLE USAGE:
- research_demo.py showcases all capabilities
- Natural language queries like "Find undervalued tech stocks"
- Screening with specific criteria
- Portfolio optimization suggestions
This enables asking questions like:
- "What undervalued companies should I invest in?"
- "Is NVDA overvalued at current prices?"
- "What are Congress members buying?"
- "Find dividend stocks yielding over 4%"
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Implement IBKR connector for live portfolio monitoring
- Add multi-source data aggregator (congressional trades, news, insider trading)
- Create AI-powered signal processor with TradingAgents integration
- Build multi-channel alert system (Discord, Telegram, Email)
- Set up automated scheduler for 24/7 monitoring
- Add comprehensive configuration and safety controls
- Include portfolio analysis tools for IBKR positions
This system monitors markets continuously, tracks congressional trades,
and provides actionable trading signals with specific entry/exit prices.
Zygmunt Dyras