Xpersona

Crawler Summary

chat-with-fundamentals answer-first brief

AI-powered fundamental analysis platform. TimescaleDB, CrewAI agents, portfolio optimization, pair trading, and automated alpha extraction. $1 Chat with Fundamentals v2 **This project is no longer actively developed.** Chat with Fundamentals has been superseded by a proprietary solution, that unifies factor analysis and insights monitoring on a curated list of tickers from Seeking Alpha Picks. The previous version (v1) is preserved on the $1 branch. Universe-based factor analysis platform. Create scoped datasets ("universes") from ETF holdings or sector Capability contract not published. No trust telemetry is available yet. 18 GitHub stars reported by the source. Last updated 4/15/2026.

Freshness

Last checked 4/15/2026

Best For

chat-with-fundamentals is best for crewai, multi-agent workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, GITHUB OPENCLEW, runtime-metrics, public facts pack

CardFactsSnapshotContractTrust
Claim this agent
Agent DossierGitHubSafety: 75/100

chat-with-fundamentals

AI-powered fundamental analysis platform. TimescaleDB, CrewAI agents, portfolio optimization, pair trading, and automated alpha extraction. $1 Chat with Fundamentals v2 **This project is no longer actively developed.** Chat with Fundamentals has been superseded by a proprietary solution, that unifies factor analysis and insights monitoring on a curated list of tickers from Seeking Alpha Picks. The previous version (v1) is preserved on the $1 branch. Universe-based factor analysis platform. Create scoped datasets ("universes") from ETF holdings or sector

OpenClawself-declared

Public facts

5

Change events

1

Artifacts

0

Freshness

Apr 15, 2026

Verifiededitorial-contentNo verified compatibility signals18 GitHub stars

Capability contract not published. No trust telemetry is available yet. 18 GitHub stars reported by the source. Last updated 4/15/2026.

18 GitHub starsTrust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Apr 15, 2026

Vendor

Sl Mar

Artifacts

0

Benchmarks

0

Last release

Unpublished

Executive Summary

Key links, install path, and a quick operational read before the deeper crawl record.

Verifiededitorial-content

Summary

Capability contract not published. No trust telemetry is available yet. 18 GitHub stars reported by the source. Last updated 4/15/2026.

View Source

Setup snapshot

git clone https://github.com/SL-Mar/chat-with-fundamentals.git
  1. 1

    Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.

  2. 2

    Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence Ledger

Everything public we have scraped or crawled about this agent, grouped by evidence type with provenance.

Verifiededitorial-content
Vendor (1)

Vendor

Sl Mar

profilemedium
Observed Apr 15, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Apr 15, 2026Source linkProvenance
Adoption (1)

Adoption signal

18 GitHub stars

profilemedium
Observed Apr 15, 2026Source linkProvenance
Security (1)

Handshake status

UNKNOWN

trustmedium
Observed unknownSource linkProvenance
Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium
Observed Apr 15, 2026Source linkProvenance

Release & Crawl Timeline

Merged public release, docs, artifact, benchmark, pricing, and trust refresh events.

Self-declaredagent-index

Docs Update

Docs refreshed: Sign in to GitHub · GitHub

search_documentmedium

Fresh crawlable documentation was indexed for the official domain.

Observed Apr 15, 2026

Artifacts Archive

Extracted files, examples, snippets, parameters, dependencies, permissions, and artifact metadata.

Self-declaredGITHUB OPENCLEW

Extracted files

0

Examples

4

Snippets

0

Languages

python

Executable Examples

text

Frontend (Next.js 14 + Tailwind)         Port 3006
  Pages: Home | Create Universe | Workspace | Settings
  Charts: lightweight-charts v5 (candlestick, line)
                     │
                     │ REST + WebSocket
                     ▼
Backend (FastAPI)                         Port 8001
  4 routers: universes | chat | settings | health
  LLM: qwen2.5-coder:14b (Ollama) + Claude (Anthropic fallback)
  Sandbox: Docker container for code execution
                     │
                     ▼
Data Layer
  TimescaleDB 15 (port 5435) — one DB per universe + registry
  Redis 7 (port 6381) — caching

bash

# 1. Infrastructure
docker compose up -d   # TimescaleDB + Redis

# 2. Backend
cd backend
python -m venv venv && source venv/bin/activate
pip install -r requirements.txt
cp .env.example .env   # Set EODHD_API_KEY, ANTHROPIC_API_KEY
uvicorn main:app --port 8001 --reload

# 3. Sandbox image (for code execution)
cd backend/sandbox && docker build -t cwf-sandbox .

# 4. Frontend
cd frontend
npm install
npx next dev -p 3006

bash

./launch.sh start   # starts everything
./launch.sh status  # check health
./launch.sh stop    # tear down

text

backend/
  main.py                    # FastAPI app (4 routers)
  agents/                    # LLM pipeline, prompts, validation, retry
  database/                  # Universe registry + per-universe DB manager
  ingestion/                 # EODHD data populator (sector + ETF)
  routers/                   # universes, chat, settings, health
  sandbox/                   # Docker-based code execution
  services/                  # Universe + chat agent services

frontend/
  pages/                     # index, universe/new, universe/[id], settings
  components/                # charts, workspace tabs, universe cards
  stores/                    # Zustand (universe, chat, workspace, settings)
  types/                     # TypeScript interfaces

Docs & README

Full documentation captured from public sources, including the complete README when available.

Self-declaredGITHUB OPENCLEW

Docs source

GITHUB OPENCLEW

Editorial quality

ready

AI-powered fundamental analysis platform. TimescaleDB, CrewAI agents, portfolio optimization, pair trading, and automated alpha extraction. $1 Chat with Fundamentals v2 **This project is no longer actively developed.** Chat with Fundamentals has been superseded by a proprietary solution, that unifies factor analysis and insights monitoring on a curated list of tickers from Seeking Alpha Picks. The previous version (v1) is preserved on the $1 branch. Universe-based factor analysis platform. Create scoped datasets ("universes") from ETF holdings or sector

Full README

License

Chat with Fundamentals v2

This project is no longer actively developed. Chat with Fundamentals has been superseded by a proprietary solution, that unifies factor analysis and insights monitoring on a curated list of tickers from Seeking Alpha Picks.

The previous version (v1) is preserved on the legacy/v1 branch.

Universe-based factor analysis platform. Create scoped datasets ("universes") from ETF holdings or sector screens, ingest OHLCV + fundamentals via EODHD, and analyze data through a chat-driven code agent that writes and executes Python in a sandboxed environment.

Architecture

Frontend (Next.js 14 + Tailwind)         Port 3006
  Pages: Home | Create Universe | Workspace | Settings
  Charts: lightweight-charts v5 (candlestick, line)
                     │
                     │ REST + WebSocket
                     ▼
Backend (FastAPI)                         Port 8001
  4 routers: universes | chat | settings | health
  LLM: qwen2.5-coder:14b (Ollama) + Claude (Anthropic fallback)
  Sandbox: Docker container for code execution
                     │
                     ▼
Data Layer
  TimescaleDB 15 (port 5435) — one DB per universe + registry
  Redis 7 (port 6381) — caching

Key Features

  • Universe creation from ETF holdings (SPY, QQQ, XLK, ...) or EODHD sector screens
  • Multi-granularity OHLCV ingestion (daily, 1h, 5m) with TimescaleDB hypertables
  • Fundamentals ingestion — 50+ fields per ticker (valuation, profitability, balance sheet, cash flow)
  • Code agent chat — ask questions in natural language, LLM generates Python, executes in Docker sandbox
  • Three agent types: fundamentals query, factor library (Piotroski F-Score, momentum, value), ML training
  • Output formatting — LLM-formatted markdown tables with color-coded cells, raw output toggle
  • Collapsible syntax-highlighted code blocks in chat
  • Zustand state management — 4 stores (universe, chat, workspace, settings)

Universe Sources

| Source | Method | Example | |--------|--------|---------| | ETF Holdings | EODHD ETF_Data::Holdings | SPY → 50 tickers (NVDA, AAPL, MSFT, ...) | | Sector Screen | EODHD Screener API | Healthcare → up to 1000 tickers |

Quick Start

# 1. Infrastructure
docker compose up -d   # TimescaleDB + Redis

# 2. Backend
cd backend
python -m venv venv && source venv/bin/activate
pip install -r requirements.txt
cp .env.example .env   # Set EODHD_API_KEY, ANTHROPIC_API_KEY
uvicorn main:app --port 8001 --reload

# 3. Sandbox image (for code execution)
cd backend/sandbox && docker build -t cwf-sandbox .

# 4. Frontend
cd frontend
npm install
npx next dev -p 3006

Or use the launch script:

./launch.sh start   # starts everything
./launch.sh status  # check health
./launch.sh stop    # tear down

Tech Stack

| Layer | Technology | |-------|-----------| | Frontend | Next.js 14, Tailwind CSS, Zustand, lightweight-charts v5, prism-react-renderer | | Backend | FastAPI, SQLAlchemy 2.0 (async), Pydantic v2 | | Database | TimescaleDB 15 (PostgreSQL), Redis 7 | | LLM | Ollama (qwen2.5-coder:14b) + Anthropic Claude (fallback) | | Sandbox | Docker (Python 3.12 + pandas/numpy/scikit-learn/matplotlib) | | Data | EODHD API (screener, OHLCV, fundamentals, ETF holdings) |

Project Structure

backend/
  main.py                    # FastAPI app (4 routers)
  agents/                    # LLM pipeline, prompts, validation, retry
  database/                  # Universe registry + per-universe DB manager
  ingestion/                 # EODHD data populator (sector + ETF)
  routers/                   # universes, chat, settings, health
  sandbox/                   # Docker-based code execution
  services/                  # Universe + chat agent services

frontend/
  pages/                     # index, universe/new, universe/[id], settings
  components/                # charts, workspace tabs, universe cards
  stores/                    # Zustand (universe, chat, workspace, settings)
  types/                     # TypeScript interfaces

API Endpoints

| Method | Path | Description | |--------|------|-------------| | POST | /api/universes | Create universe (ETF or sector) | | GET | /api/universes | List all universes | | GET | /api/universes/{id} | Universe detail + tickers | | DELETE | /api/universes/{id} | Delete universe + drop DB | | POST | /api/universes/{id}/refresh | Re-ingest data | | GET | /api/universes/{id}/progress | Ingestion progress | | GET | /api/universes/{id}/data/ohlcv | Query OHLCV | | GET | /api/universes/{id}/data/fundamentals | Query fundamentals | | POST | /api/universes/{id}/chat | Code agent chat | | GET | /api/health | System health |

License

Apache 2.0 — see LICENSE.

Contract & API

Machine endpoints, protocol fit, contract coverage, invocation examples, and guardrails for agent-to-agent use.

MissingGITHUB OPENCLEW

Endpoints

Dossier APISnapshot APIContract APITrust API

Contract coverage

Status

missing

Auth

None

Streaming

No

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.
Invocation examples
curl -s "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/snapshot"
curl -s "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/contract"
curl -s "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/trust"

Reliability & Benchmarks

Trust and runtime signals, benchmark suites, failure patterns, and practical risk constraints.

Missingruntime-metrics

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.
No benchmark suites or observed failure patterns are available.

Media & Demo

Every public screenshot, visual asset, demo link, and owner-provided destination tied to this agent.

Missingno-media
No screenshots, media assets, or demo links are available.

Related Agents

Neighboring agents from the same protocol and source ecosystem for comparison and shortlist building.

Self-declaredprotocol-neighbors
GITHUB_REPOSactivepieces

Rank

70

AI Agents & MCPs & AI Workflow Automation • (~400 MCP servers for AI agents) • AI Automation / AI Agent with MCPs • AI Workflows & AI Agents • MCPs for AI Agents

Traction

No public download signal

Freshness

Updated 2d ago

OPENCLAW
GITHUB_REPOScherry-studio

Rank

70

AI productivity studio with smart chat, autonomous agents, and 300+ assistants. Unified access to frontier LLMs

Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW
GITHUB_REPOSAionUi

Rank

70

Free, local, open-source 24/7 Cowork app and OpenClaw for Gemini CLI, Claude Code, Codex, OpenCode, Qwen Code, Goose CLI, Auggie, and more | 🌟 Star if you like it!

Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW
GITHUB_REPOSCopilotKit

Rank

70

The Frontend for Agents & Generative UI. React + Angular

Traction

No public download signal

Freshness

Updated 23d ago

OPENCLAW
Agent hubMore from this sourceOpenClaw agents
Machine Appendix

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_OPENCLEW",
      "generatedAt": "2026-04-17T02:20:20.890Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "crewai",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    },
    {
      "key": "multi-agent",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:crewai|supported|profile capability:multi-agent|supported|profile"
}

Facts JSON

[
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "Sl Mar",
    "href": "https://github.com/SL-Mar/chat-with-fundamentals",
    "sourceUrl": "https://github.com/SL-Mar/chat-with-fundamentals",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:17.926Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:17.926Z",
    "isPublic": true
  },
  {
    "factKey": "traction",
    "category": "adoption",
    "label": "Adoption signal",
    "value": "18 GitHub stars",
    "href": "https://github.com/SL-Mar/chat-with-fundamentals",
    "sourceUrl": "https://github.com/SL-Mar/chat-with-fundamentals",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:17.926Z",
    "isPublic": true
  },
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-sl-mar-chat-with-fundamentals/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

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