This repository, ai-hedge-fund, is a production-grade simulation engine for running AI-managed hedge funds in educational and research contexts. It provides a dual-mode system supporting both historical backtesting and live paper trading, all adhering to point-in-time data integrity to prevent look-ahead bias. The architecture is modular and protocol-based, with swappable components for data acquisition (Financial Datasets API), LLM providers (Anthropic, OpenAI, DeepSeek, Google, xAI, Kimi, TypeSafe/Jev), broker execution (simulated/paper), signal generation (quant models and LLM agents emulating investors like Buffett, Munger, Graham), and risk management. The engine includes a hash-chained ledger for tamper-evident record keeping, prompt caching to eliminate redundant LLM costs during backtests, and a textual TUI for interactive management. It is explicitly not intended for real trading and is released under MIT license. The codebase is well-structured with clean abstractions, though it carries some technical debt from being a ground-up v2 rebuild that is not yet fully integrated with its predecessor, and contains hardcoded constants and magic numbers that limit configurability.

Dexter is a CLI-based AI agent framework specifically designed for deep financial research. It implements a sophisticated agent loop that combines task planning, autonomous tool execution, and self-validation to answer complex financial queries. The system features a modular architecture with specialized systems for memory management, tool execution, permissions, and skills. Key capabilities include access to real-time financial data through multiple APIs, web search functionality, file system operations, browser automation, and specialized workflows like DCF valuation. The agent maintains persistent memory across sessions using vector embeddings and keyword search with temporal decay weighting. Dexter can be deployed via CLI or as a WhatsApp bot, and includes an evaluation framework for testing agent performance against financial questions. The system emphasizes security through a robust permission system that controls access to potentially dangerous operations like shell commands.