ai hedge fund

ai-hedge-fund/.gitignore

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+# Ignore macOS system files
+.DS_Store
+
+# Ignore environment variable files
+.env
+.env.*
+
+# Ignore build output directories
+build/
+
+# Ignore Go debuger and generated files
+__debug_bin*
+*_generated.go
+*.generated.go

ai-hedge-fund/agents.go

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+package main
+

ai-hedge-fund/go.mod

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+module ai-hedge-fund
+
+go 1.23.0
+
+require github.com/hypermodeinc/modus/sdk/go v0.15.0

ai-hedge-fund/go.sum

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+github.com/hypermodeinc/modus/sdk/go v0.14.3 h1:7lXJvLchg2T0iT3dWwVJlua1uODVoRN5BJIEKzzZ2K8=
+github.com/hypermodeinc/modus/sdk/go v0.14.3/go.mod h1:VDL2kAYHQtNEr7lxPynbchZ6HizLSSQ9cG4LrDnq3Vg=
+github.com/hypermodeinc/modus/sdk/go v0.15.0 h1:xRD4swlxdug4fVVKzY2FQKGUTKK2qLSDb0k/wqDDTOw=
+github.com/hypermodeinc/modus/sdk/go v0.15.0/go.mod h1:Tgh2CfZztlmsAi5DAF1s2LhoARF6P61huICuuAd7hvY=

ai-hedge-fund/main.go

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+package main
+
+import (
+	"fmt"
+
+	_ "github.com/hypermodeinc/modus/sdk/go"
+)
+
+func SayHello(name *string) string {
+
+	var s string
+	if name == nil {
+		s = "World"
+	} else {
+		s = *name
+	}
+
+	return fmt.Sprintf("Hello, %s!", s)
+}

ai-hedge-fund/modus.json

@@ -0,0 +1,35 @@
+{
+  "$schema": "https://schema.hypermode.com/modus.json",
+  "endpoints": {
+    "default": {
+      "type": "graphql",
+      "path": "/graphql",
+      "auth": "bearer-token"
+    }
+  },
+  "models": {
+    "openai": {
+      "sourceModel": "gpt-4o",
+      "connection": "openai",
+      "path": "v1/chat/completions"
+    }
+  },
+  "connections": {
+    // This defines the OpenAI host, which is used by the model above.
+    // The {{API_KEY}} will be replaced by the secret's value at run time.
+    "openai": {
+      "type": "http",
+      "baseUrl": "https://api.openai.com/",
+      "headers": {
+        "Authorization": "Bearer {{API_KEY}}"
+      }
+    },
+    "financial-datasets": {
+      "type": "http",
+      "baseUrl": "https://api.financialdatasets.ai/financial-metrics/",
+      "headers": {
+        "X-API-KEY": "{{API_KEY}}"
+      }
+    }
+  }
+}

ai-hedge-fund/tools.go

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+package main
+
+import (
+	"encoding/json"
+	"fmt"
+
+	_ "github.com/hypermodeinc/modus/sdk/go"
+	"github.com/hypermodeinc/modus/sdk/go/pkg/http"
+)
+
+func GetFinancialMetrics(
+	ticker string,
+	reportPeriod string,
+	period *string,
+	limit *int,
+) ([]FinancialMetrics, error) {
+	if period == nil {
+		defaultPeriod := "ttm"
+		period = &defaultPeriod
+	}
+	if limit == nil {
+		defaultLimit := 1
+		limit = &defaultLimit
+	}
+	url := fmt.Sprintf("https://api.financialdatasets.ai/financial-metrics/?ticker=%s&report_period_lte=%s&limit=%d&period=%s",
+		ticker, reportPeriod, *limit, *period)
+	req := http.NewRequest(url, &http.RequestOptions{
+		Method: "GET",
+	})
+
+	res, err := http.Fetch(req)
+	if err != nil {
+		return nil, err
+	}
+
+	var fmresponse FinancialMetricsAPIResponse
+
+	err = json.Unmarshal(res.Body, &fmresponse)
+	if err != nil {
+		return nil, err
+	}
+
+	fmt.Println(res.Body)
+	return fmresponse.FinancialMetrics, nil
+}
+
+func GetInsiderTrades(
+    ticker string,
+    endDate string,
+    limit *int,
+) ([]InsiderTrade, error) {
+    if limit == nil {
+        defaultLimit := 5
+        limit = &defaultLimit
+    }
+
+    url := fmt.Sprintf("https://api.financialdatasets.ai/insider-trades/?ticker=%s&filing_date_lte=%s&limit=%d",
+        ticker, endDate, *limit)
+
+    req := http.NewRequest(url, &http.RequestOptions{
+        Method: "GET",
+    })
+
+    res, err := http.Fetch(req)
+    if err != nil {
+        return nil, err
+    }
+
+    var response InsiderTradesResponse
+    err = json.Unmarshal(res.Body, &response)
+    if err != nil {
+        return nil, err
+    }
+
+    return response.InsiderTrades, nil
+}
+
+func SearchLineItems(
+    ticker []string,
+    lineItems []string,
+    period *string,
+    limit *int,
+) ([]SearchResult, error) {
+    if period == nil {
+        defaultPeriod := "ttm"
+        period = &defaultPeriod
+    }
+    if limit == nil {
+        defaultLimit := 1
+        limit = &defaultLimit
+    }
+
+    url := "https://api.financialdatasets.ai/financials/search/line-items"
+
+    body := SearchLineItemsRequest{
+        Tickers:   ticker,
+        LineItems: lineItems,
+        Period:    *period,
+        Limit:     *limit,
+    }
+
+    req := http.NewRequest(url, &http.RequestOptions{
+        Method: "POST",
+        Body:   body,
+    })
+
+    res, err := http.Fetch(req)
+    if err != nil {
+        return nil, err
+    }
+
+    var response SearchLineItemsResponse
+    err = json.Unmarshal(res.Body, &response)
+    if err != nil {
+        return nil, err
+    }
+
+    return response.SearchResults, nil
+}
+
+func GetMarketCap(ticker string) (*CompanyFacts, error) {
+    url := fmt.Sprintf("https://api.financialdatasets.ai/company/facts?ticker=%s", ticker)
+
+    req := http.NewRequest(url, &http.RequestOptions{
+        Method: "GET",
+    })
+
+    res, err := http.Fetch(req)
+    if err != nil {
+        return nil, err
+    }
+
+    var response CompanyFactsResponse
+    err = json.Unmarshal(res.Body, &response)
+    if err != nil {
+        return nil, err
+    }
+
+    return &response.CompanyFacts, nil
+}
+
+func GetPrices(
+    ticker string,
+    startDate string,
+    endDate string,
+) ([]Price, error) {
+    url := fmt.Sprintf("https://api.financialdatasets.ai/prices/?ticker=%s&interval=day&interval_multiplier=1&start_date=%s&end_date=%s",
+        ticker, startDate, endDate)
+
+    req := http.NewRequest(url, &http.RequestOptions{
+        Method: "GET",
+    })
+
+    res, err := http.Fetch(req)
+    if err != nil {
+        return nil, err
+    }
+
+    var response PricesResponse
+    err = json.Unmarshal(res.Body, &response)
+    if err != nil {
+        return nil, err
+    }
+
+    return response.Prices, nil
+}

ai-hedge-fund/types.go

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+package main
+
+import "encoding/json"
+
+type FinancialMetricsAPIResponse struct {
+	FinancialMetrics []FinancialMetrics `json:"financial_metrics"`
+}
+
+type FinancialMetrics struct {
+    Ticker                        string  `json:"ticker"`
+    MarketCap                     float64 `json:"market_cap"`
+    EnterpriseValue              float64 `json:"enterprise_value"`
+    PriceToEarningsRatio         float64 `json:"price_to_earnings_ratio"`
+    PriceToBookRatio             float64 `json:"price_to_book_ratio"`
+    PriceToSalesRatio            float64 `json:"price_to_sales_ratio"`
+    EnterpriseValueToEbitdaRatio float64 `json:"enterprise_value_to_ebitda_ratio"`
+    EnterpriseValueToRevenueRatio float64 `json:"enterprise_value_to_revenue_ratio"`
+    GrossMargin                   float64 `json:"gross_margin"`
+    OperatingMargin              float64 `json:"operating_margin"`
+    NetMargin                     float64 `json:"net_margin"`
+    ReturnOnEquity               float64 `json:"return_on_equity"`
+    ReturnOnAssets               float64 `json:"return_on_assets"`
+    ReturnOnInvestedCapital      float64 `json:"return_on_invested_capital"`
+    AssetTurnover                float64 `json:"asset_turnover"`
+    InventoryTurnover            float64 `json:"inventory_turnover"`
+    CurrentRatio                 float64 `json:"current_ratio"`
+    QuickRatio                   float64 `json:"quick_ratio"`
+    CashRatio                    float64 `json:"cash_ratio"`
+    DebtToEquity                 float64 `json:"debt_to_equity"`
+    DebtToAssets                 float64 `json:"debt_to_assets"`
+    RevenueGrowth                float64 `json:"revenue_growth"`
+    EarningsGrowth               float64 `json:"earnings_growth"`
+    BookValueGrowth              float64 `json:"book_value_growth"`
+    PayoutRatio                  float64 `json:"payout_ratio"`
+    EarningsPerShare             float64 `json:"earnings_per_share"`
+    BookValuePerShare            float64 `json:"book_value_per_share"`
+    FreeCashFlowPerShare         float64 `json:"free_cash_flow_per_share"`
+}
+
+// Insider Trades
+type InsiderTradesResponse struct {
+    InsiderTrades []InsiderTrade `json:"insider_trades"`
+}
+
+type InsiderTrade struct {
+    Ticker                      string    `json:"ticker"`
+    Issuer                      string    `json:"issuer"`
+    Name                        string    `json:"name"`
+    Title                       string    `json:"title"`
+    IsBoardDirector            bool      `json:"is_board_director"`
+    TransactionDate            string    `json:"transaction_date"`
+    TransactionShares          float64   `json:"transaction_shares"`
+    TransactionPricePerShare   float64   `json:"transaction_price_per_share"`
+    TransactionValue           float64   `json:"transaction_value"`
+    SharesOwnedBeforeTransaction float64 `json:"shares_owned_before_transaction"`
+    SharesOwnedAfterTransaction  float64 `json:"shares_owned_after_transaction"`
+    SecurityTitle              string    `json:"security_title"`
+    FilingDate                 string    `json:"filing_date"`
+}
+
+// Company Facts
+type CompanyFactsResponse struct {
+    CompanyFacts CompanyFacts `json:"company_facts"`
+}
+
+type CompanyFacts struct {
+    Ticker                string  `json:"ticker"`
+    Name                 string  `json:"name"`
+    CIK                  string  `json:"cik"`
+    MarketCap           float64 `json:"market_cap"`
+    WeightedAverageShares float64 `json:"weighted_average_shares"`
+    NumberOfEmployees    float64 `json:"number_of_employees"`
+    SICCode             string  `json:"sic_code"`
+    SICDescription      string  `json:"sic_description"`
+    WebsiteURL          string  `json:"website_url"`
+    ListingDate         string  `json:"listing_date"`
+    IsActive            bool    `json:"is_active"`
+}
+
+// Prices
+type PricesResponse struct {
+    Prices []Price `json:"prices"`
+}
+
+type Price struct {
+    Open   float64 `json:"open"`
+    Close  float64 `json:"close"`
+    High   float64 `json:"high"`
+    Low    float64 `json:"low"`
+    Volume int64   `json:"volume"`
+    Time   string  `json:"time"`
+}
+
+type SearchLineItemsRequest struct {
+    Period    string   `json:"period"`
+    Tickers   []string `json:"tickers"`
+    Limit     int      `json:"limit"`
+    LineItems []string `json:"line_items"`
+}
+
+type SearchLineItemsResponse struct {
+    SearchResults []SearchResult `json:"search_results"`
+}
+
+type SearchResult struct {
+    Ticker       string             `json:"ticker"`
+    ReportPeriod string             `json:"report_period"`
+    Values       map[string]float64 `json:"-"` // Will be populated from the dynamic fields
+}
+
+// UnmarshalJSON implements custom unmarshaling for SearchResult
+func (sr *SearchResult) unmarshalJSON(data []byte) error {
+    // First create a map to hold all JSON data
+    var rawMap map[string]interface{}
+    if err := json.Unmarshal(data, &rawMap); err != nil {
+        return err
+    }
+
+    // Initialize the Values map
+    sr.Values = make(map[string]float64)
+
+    // Extract known fields
+    if ticker, ok := rawMap["ticker"].(string); ok {
+        sr.Ticker = ticker
+    }
+    if period, ok := rawMap["report_period"].(string); ok {
+        sr.ReportPeriod = period
+    }
+
+    // Move all numeric values to the Values map
+    for key, value := range rawMap {
+        if key != "ticker" && key != "report_period" {
+            // Try to convert the value to float64
+            switch v := value.(type) {
+            case float64:
+                sr.Values[key] = v
+            case int:
+                sr.Values[key] = float64(v)
+            }
+        }
+    }
+
+    return nil
+}