How should finance-ai be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this skill.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

Crawler Summary

finance-ai answer-first brief

App de chat multi-agente open-source para testar avaliação de ações (DCF, Graham, Bazin, Lynch, Gordon) com CrewAI + Claude + Streamlit. Valuation Multiagente App de chat **open-source** para testes de avaliação de ações usando uma equipe de agentes (orquestrador + pesquisador + calculador) construídos com $1, $1 e $1. ⚠️ **Disclaimer**: este projeto é um **módulo de teste de avaliação de ações**. Os cálculos dependem de premissas (WACC, crescimento, etc.) e os dados podem estar desatualizados. **Não constitui recomendação de compra ou venda.** Faça s Capability contract not published. No trust telemetry is available yet. 1 GitHub stars reported by the source. Last updated 5/31/2026.

Freshness

Last checked 5/31/2026

Best For

finance-ai 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

Card Facts Snapshot Contract Trust

Claim this agent

Agent DossierGitHubSafety: 66/100

finance-ai

OpenClawself-declared

Public facts

Change events

Artifacts

Freshness

May 31, 2026

Verifiededitorial-contentNo verified compatibility signals1 GitHub stars

Capability contract not published. No trust telemetry is available yet. 1 GitHub stars reported by the source. Last updated 5/31/2026.

1 GitHub starsTrust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

May 31, 2026

Vendor

Bosq Dev

Artifacts

Benchmarks

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Unpublished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. 1 GitHub stars reported by the source. Last updated 5/31/2026.

View Source

Setup snapshot

git clone https://github.com/bosq-dev/finance-ai.git

1
Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
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

Bosq Dev

profilemedium

Observed May 23, 2026Source link Provenance

Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium

Observed May 23, 2026Source link Provenance

Adoption (1)

Adoption signal

1 GitHub stars

profilemedium

Observed May 23, 2026Source link Provenance

Security (1)

Handshake status

UNKNOWN

trustmedium

Observed unknownSource link Provenance

Release & Crawl Timeline

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

Self-declaredagent-index

Artifacts Archive

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

Self-declaredGITHUB OPENCLEW

Extracted files

Examples

Snippets

Languages

python

Executable Examples

bash

# 1. Instalar dependências
uv sync

# 2. Configurar variáveis de ambiente
cp .env.example .env
# edite .env e coloque sua ANTHROPIC_API_KEY

# 3. Rodar o app (escolha uma forma)
uv run valuation-app                # via script registrado em [project.scripts]

text

.
├── valuation.py                # 5 funções puras de valuation
├── app/
│   ├── streamlit_app.py        # UI Streamlit
│   ├── crew.py                 # Crew, tasks, run_crew
│   ├── agents/
│   │   ├── orchestrator.py
│   │   ├── search_agent.py
│   │   └── valuation_agent.py
│   └── tools/
│       ├── web_search.py       # CrewAI Tool com web_search Anthropic
│       └── valuation_tools.py  # 5 CrewAI Tools wrappando valuation.py
├── pyproject.toml
└── uv.lock

Docs & README

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

Self-declaredGITHUB OPENCLEW

Docs source

GITHUB OPENCLEW

Editorial quality

ready

Full README

Valuation Multiagente

App de chat open-source para testes de avaliação de ações usando uma equipe de agentes (orquestrador + pesquisador + calculador) construídos com CrewAI, Claude e Streamlit.

⚠️ Disclaimer: este projeto é um módulo de teste de avaliação de ações. Os cálculos dependem de premissas (WACC, crescimento, etc.) e os dados podem estar desatualizados. Não constitui recomendação de compra ou venda. Faça sua própria pesquisa.

Como funciona

A conversa do usuário passa por uma Crew com 3 papéis:

Orquestrador — entende o pedido (ticker + método), conduz a conversa e pede ao usuário os parâmetros que faltarem.
Pesquisador — busca dados fundamentais na internet usando o web_search server-tool nativo da API Anthropic (sem chave externa).
Calculador — invoca uma das 5 funções puras de valuation.py:
- DCF 3 estágios (calcular_dcf_simples)
- Graham ajustado pela Selic (calcular_graham_ajustado_selic)
- Bazin (calcular_bazin)
- Peter Lynch (calcular_lynch)
- Gordon DDM (calcular_gordon)

A UI Streamlit exibe o chat principal e uma sidebar com o log de cada step dos agentes.

Setup

Pré-requisitos: Python ≥ 3.11 e uv.

# 1. Instalar dependências
uv sync

# 2. Configurar variáveis de ambiente
cp .env.example .env
# edite .env e coloque sua ANTHROPIC_API_KEY

# 3. Rodar o app (escolha uma forma)
uv run valuation-app                # via script registrado em [project.scripts]

Abra http://localhost:8501.

Qualquer flag do Streamlit pode ser passada depois — ex: uv run python -m app --server.port 9000 --server.headless true.

Variáveis de ambiente

| Variável | Default | Descrição | |---|---|---| | ANTHROPIC_API_KEY | — | Obrigatória. Usada pelo LLM dos agentes e pelo web_search. | | CREWAI_MODEL | anthropic/claude-sonnet-4-6 | Modelo dos agentes CrewAI. | | ANTHROPIC_SEARCH_MODEL | claude-sonnet-4-6 | Modelo da tool de web_search. | | WEB_SEARCH_MAX_USES | 5 | Máximo de buscas por chamada do web_search. |

Estrutura

.
├── valuation.py                # 5 funções puras de valuation
├── app/
│   ├── streamlit_app.py        # UI Streamlit
│   ├── crew.py                 # Crew, tasks, run_crew
│   ├── agents/
│   │   ├── orchestrator.py
│   │   ├── search_agent.py
│   │   └── valuation_agent.py
│   └── tools/
│       ├── web_search.py       # CrewAI Tool com web_search Anthropic
│       └── valuation_tools.py  # 5 CrewAI Tools wrappando valuation.py
├── pyproject.toml
└── uv.lock

Exemplos de prompt

"Avalie VALE3 pelo método de Bazin"
"Qual o preço justo de PETR4 por DCF?"
"ITUB4 pelo Graham"
"Compare ITSA4 por Bazin e Gordon"

Se faltar algum parâmetro (ex: WACC para DCF, crescimento esperado para Lynch), o orquestrador pergunta no chat antes de calcular — em vez de inventar valores.

Licença

MIT. Veja LICENSE se aplicável.

Contract & API

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

MissingGITHUB OPENCLEW

Endpoints

Dossier API Snapshot API Contract API Trust API

Contract coverage

Status

missing

Auth

None

Streaming

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://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/snapshot"

curl -s "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/contract"

curl -s "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/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

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oceanbus-langchain

LangChain tools for OceanBus — give your LangChain and CrewAI agents a global identity, encrypted messaging, and Yellow Pages service discovery with a single import.

OPENCLAWoceanbuslangchainlangchain-tools

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://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/snapshot",
    "contractUrl": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/contract",
    "trustUrl": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/trust"
  },
  "curlExamples": [
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/snapshot\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/contract\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_OPENCLEW",
      "generatedAt": "2026-10-08T23:14:56.953Z"
    }
  },
  "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",
    "label": "Vendor",
    "value": "Bosq Dev",
    "category": "vendor",
    "href": "https://github.com/bosq-dev/finance-ai",
    "sourceUrl": "https://github.com/bosq-dev/finance-ai",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-05-23T06:54:01.843Z",
    "isPublic": true,
    "metadata": {}
  },
  {
    "factKey": "protocols",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "category": "compatibility",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/contract",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-05-23T06:54:01.843Z",
    "isPublic": true,
    "metadata": {}
  },
  {
    "factKey": "traction",
    "label": "Adoption signal",
    "value": "1 GitHub stars",
    "category": "adoption",
    "href": "https://github.com/bosq-dev/finance-ai",
    "sourceUrl": "https://github.com/bosq-dev/finance-ai",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-05-23T06:54:01.843Z",
    "isPublic": true,
    "metadata": {}
  },
  {
    "factKey": "handshake_status",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "category": "security",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/trust",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-bosq-dev-finance-ai/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true,
    "metadata": {}
  }
]

Change Events JSON

[]