Ollama Functionality Added

.env.example

@@ -17,4 +17,13 @@ GOOGLE_API_KEY=your-google-api-key
 FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
 # For running LLMs hosted by openai (gpt-4o, gpt-4o-mini, etc.)
 # Get your OpenAI API key from https://platform.openai.com/
-OPENAI_API_KEY=your-openai-api-key
+OPENAI_API_KEY=your-openai-api-key
+
+# For running LLMs locally via OLLAMA
+# No API key needed, just install OLLAMA from https://ollama.ai/
+OLLAMA_BASE_URL=http://localhost:11434  # Optional, defaults to this, this value doesn't actually work yet, you'll have to call it within models.py for that. Coming soon!
+
+# Alpaca Markets API credentials
+ALPACA_API_KEY=your-alpaca-api-key
+ALPACA_API_SECRET=your-alpaca-api-secret
+ALPACA_PAPER_TRADING=true  # Set to false for live trading

README.md

@@ -1,11 +1,11 @@
 # AI Hedge Fund
 
-This is a proof of concept for an AI-powered hedge fund.  The goal of this project is to explore the use of AI to make trading decisions.  This project is for **educational** purposes only and is not intended for real trading or investment.
+This is a proof of concept for an AI-powered hedge fund that integrates with Alpaca Markets for real trading capabilities. The goal of this project is to explore the use of AI to make trading decisions based on multiple agents acting as financial analysts. While designed to make real trades, this system should be used for **educational** and research purposes only.
 
 This system employs several agents working together:
 
 1. Ben Graham Agent - The godfather of value investing, only buys hidden gems with a margin of safety
-2. Bill Ackman Agent - An activist investors, takes bold positions and pushes for change
+2. Bill Ackman Agent - An activist investor, takes bold positions and pushes for change
 3. Cathie Wood Agent - The queen of growth investing, believes in the power of innovation and disruption
 4. Charlie Munger Agent - Warren Buffett's partner, only buys wonderful businesses at fair prices
 5. Stanley Druckenmiller Agent - Macro trading legend who hunts for asymmetric opportunities with explosive growth potential
@@ -14,62 +14,77 @@ This system employs several agents working together:
 8. Sentiment Agent - Analyzes market sentiment and generates trading signals
 9. Fundamentals Agent - Analyzes fundamental data and generates trading signals
 10. Technicals Agent - Analyzes technical indicators and generates trading signals
-11. Risk Manager - Calculates risk metrics and sets position limits
+11. Risk Manager - Calculates risk metrics, sets position limits, and prevents overtrading
 12. Portfolio Manager - Makes final trading decisions and generates orders
 
-<img width="1020" alt="Screenshot 2025-03-08 at 4 45 22 PM" src="https://github.com/user-attachments/assets/d8ab891e-a083-4fed-b514-ccc9322a3e57" />
+<img width="1020" alt="Screenshot 2025-03-08 at 4 45 22 PM" src="https://github.com/user-attachments/assets/d8ab891e-a083-4fed-b514-ccc9322a3e57" />
 
-**Note**: the system simulates trading decisions, it does not actually trade.
+## Key Features
+
+- **Alpaca Markets Integration**: Execute trades directly with your Alpaca account (paper or live)
+- **Transaction Awareness**: Avoids overtrading by tracking trading history and frequency
+- **Sophisticated Analysis**: Combines multiple investment philosophies and perspectives
+- **Multi-Agent Architecture**: Agents with specific roles collaborate on trading decisions
+- **LLM-Powered**: Supports multiple AI models, including cloud-based and local options
+- **Backtesting**: Test strategies across historical periods
 
 [![Twitter Follow](https://img.shields.io/twitter/follow/virattt?style=social)](https://twitter.com/virattt)
 
 ## Disclaimer
 
 This project is for **educational and research purposes only**.
 
-- Not intended for real trading or investment
+- Not intended for real trading or investment without proper supervision
 - No warranties or guarantees provided
 - Past performance does not indicate future results
 - Creator assumes no liability for financial losses
 - Consult a financial advisor for investment decisions
 
-By using this software, you agree to use it solely for learning purposes.
+By using this software, you agree to use it responsibly and understand the risks involved.
 
 ## Table of Contents
+
 - [Setup](#setup)
 - [Usage](#usage)
   - [Running the Hedge Fund](#running-the-hedge-fund)
+  - [Executing Trades with Alpaca](#executing-trades-with-alpaca)
   - [Running the Backtester](#running-the-backtester)
 - [Project Structure](#project-structure)
+- [Roadmap for Improvement](#roadmap-for-improvement)
 - [Contributing](#contributing)
 - [Feature Requests](#feature-requests)
 - [License](#license)
 
 ## Setup
 
 Clone the repository:
+
 ```bash
 git clone https://github.com/virattt/ai-hedge-fund.git
 cd ai-hedge-fund
 ```
 
 1. Install Poetry (if not already installed):
+
 ```bash
 curl -sSL https://install.python-poetry.org | python3 -
 ```
 
 2. Install dependencies:
+
 ```bash
 poetry install
 ```
 
 3. Set up your environment variables:
+
 ```bash
 # Create .env file for your API keys
 cp .env.example .env
 ```
 
 4. Set your API keys:
+
 ```bash
 # For running LLMs hosted by openai (gpt-4o, gpt-4o-mini, etc.)
 # Get your OpenAI API key from https://platform.openai.com/
@@ -82,9 +97,33 @@ GROQ_API_KEY=your-groq-api-key
 # For getting financial data to power the hedge fund
 # Get your Financial Datasets API key from https://financialdatasets.ai/
 FINANCIAL_DATASETS_API_KEY=your-financial-datasets-api-key
+
+# Alpaca Markets API credentials
+ALPACA_API_KEY=your-alpaca-api-key
+ALPACA_API_SECRET=your-alpaca-api-secret
+ALPACA_PAPER_TRADING=true  # Set to false for live trading
 ```
 
-**Important**: You must set `OPENAI_API_KEY`, `GROQ_API_KEY`, `ANTHROPIC_API_KEY`, or `DEEPSEEK_API_KEY` for the hedge fund to work.  If you want to use LLMs from all providers, you will need to set all API keys.
+5. (Optional) Set up OLLAMA for local LLM support:
+
+   - Install OLLAMA from https://ollama.ai/
+   - Pull the required model:
+
+   ```bash
+   ollama pull huihui_ai/qwen2.5-1m-abliterated:14b
+   ```
+
+   - No API key is required for OLLAMA as it runs locally
+   - To use different OLLAMA models, you can modify the available models in `src/llm/models.py`
+
+**Important**: You must set at least one of `OPENAI_API_KEY`, `GROQ_API_KEY`, `ANTHROPIC_API_KEY`, `DEEPSEEK_API_KEY`, or have OLLAMA installed with the appropriate model for the hedge fund to work. If you want to use LLMs from all providers, you will need to set all API keys.
+
+**Alpaca Setup**: For live or paper trading, you need to set up Alpaca Markets credentials:
+
+1. Create an account at https://alpaca.markets/
+2. Create an API key in your dashboard
+3. Add the API key and secret to your .env file
+4. Set `ALPACA_PAPER_TRADING=true` for paper trading (recommended) or `false` for live trading
 
 Financial data for AAPL, GOOGL, MSFT, NVDA, and TSLA is free and does not require an API key.
 
@@ -93,40 +132,66 @@ For any other ticker, you will need to set the `FINANCIAL_DATASETS_API_KEY` in t
 ## Usage
 
 ### Running the Hedge Fund
+
 ```bash
-poetry run python src/main.py --ticker AAPL,MSFT,NVDA
+poetry run python src/main.py --tickers AAPL,MSFT,NVDA
 ```
 
+If you don't specify tickers, the system will analyze stocks currently in your Alpaca portfolio.
+
+When prompted, you can select your preferred LLM model, including the local OLLAMA model if installed:
+
+- `[ollama] qwen2.5-1m-abliterated` - Local Qwen 2.5 model (14B parameters)
+- Various cloud-based models from OpenAI, Anthropic, etc.
+
 **Example Output:**
-<img width="992" alt="Screenshot 2025-01-06 at 5 50 17 PM" src="https://github.com/user-attachments/assets/e8ca04bf-9989-4a7d-a8b4-34e04666663b" />
+`<img width="992" alt="Screenshot 2025-01-06 at 5 50 17 PM" src="https://github.com/user-attachments/assets/e8ca04bf-9989-4a7d-a8b4-34e04666663b" />`
 
-You can also specify a `--show-reasoning` flag to print the reasoning of each agent to the console.
+### Executing Trades with Alpaca
 
-```bash
-poetry run python src/main.py --ticker AAPL,MSFT,NVDA --show-reasoning
-```
-You can optionally specify the start and end dates to make decisions for a specific time period.
+By default, the system runs in dry-run mode, analyzing stocks but not executing trades. To execute trades via Alpaca:
 
 ```bash
-poetry run python src/main.py --ticker AAPL,MSFT,NVDA --start-date 2024-01-01 --end-date 2024-03-01 
+poetry run python src/main.py --tickers AAPL,MSFT,NVDA --execute-trades
 ```
 
+Additional options:
+
+- `--paper-trading`: Forces paper trading mode (regardless of .env setting)
+- `--show-reasoning`: Displays detailed reasoning from each agent
+- `--start-date YYYY-MM-DD`: Specify analysis start date
+- `--end-date YYYY-MM-DD`: Specify analysis end date
+
+**Trade Execution Protection Features:**
+
+- Maximum 5 trades per day across all tickers
+- Waiting period of 2+ days before re-trading the same ticker
+- Trade frequency monitoring to prevent excessive portfolio turnover
+- Historical transaction awareness to avoid conflicting or redundant trades
+
 ### Running the Backtester
 
 ```bash
-poetry run python src/backtester.py --ticker AAPL,MSFT,NVDA
+poetry run python src/backtester.py --tickers AAPL,MSFT,NVDA
 ```
 
 **Example Output:**
-<img width="941" alt="Screenshot 2025-01-06 at 5 47 52 PM" src="https://github.com/user-attachments/assets/00e794ea-8628-44e6-9a84-8f8a31ad3b47" />
+`<img width="941" alt="Screenshot 2025-01-06 at 5 47 52 PM" src="https://github.com/user-attachments/assets/00e794ea-8628-44e6-9a84-8f8a31ad3b47" />`
 
-You can optionally specify the start and end dates to backtest over a specific time period.
+You can optionally specify the start and end dates to backtest over a specific time period:
 
 ```bash
-poetry run python src/backtester.py --ticker AAPL,MSFT,NVDA --start-date 2024-01-01 --end-date 2024-03-01
+poetry run python src/backtester.py --tickers AAPL,MSFT,NVDA --start-date 2024-01-01 --end-date 2024-03-01
 ```
 
-## Project Structure 
+Other backtester options:
+
+```bash
+poetry run python src/backtester.py --tickers AAPL,MSFT,NVDA --initial-capital 100000 --margin-requirement 0.5
+```
+
+## Project Structure
+
 ```
 ai-hedge-fund/
 ├── src/
@@ -139,6 +204,16 @@ ai-hedge-fund/
 │   │   ├── technicals.py         # Technical analysis agent
 │   │   ├── valuation.py          # Valuation analysis agent
 │   │   ├── warren_buffett.py     # Warren Buffett agent
+│   │   ├── ben_graham.py         # Ben Graham agent
+│   │   ├── cathie_wood.py        # Cathie Wood agent
+│   │   ├── charlie_munger.py     # Charlie Munger agent
+│   │   ├── stanley_druckenmiller.py # Stanley Druckenmiller agent
+│   │   ├── valuation_agent.py    # Valuation agent
+│   │   ├── sentiment_agent.py    # Sentiment agent
+│   │   ├── fundamentals_agent.py  # Fundamentals agent
+│   │   ├── technicals_agent.py   # Technicals agent
+│   │   ├── risk_manager.py        # Risk manager
+│   │   ├── portfolio_manager.py   # Portfolio manager
 │   ├── tools/                    # Agent tools
 │   │   ├── api.py                # API tools
 │   ├── backtester.py             # Backtesting tools