MarketBot Finance

Autonomous Financial Intelligence Agent with Multi-Channel Messaging

MarketBot Finance is an autonomous AI agent designed for financial analysis and market intelligence. It operates across multiple messaging platforms and provides deep reasoning capabilities through a multi-agent architecture.

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Architecture (MarketBot Focus)

MarketBot is designed around a gateway-first runtime with a market analysis engine that can operate in real time, across channels, and with tool-assisted research. The focus is actionable market intelligence: structured analysis, clear risk/invalidation levels, and reproducible workflows.

Demo

1) Gateway-first control plane

• The Gateway is the central WebSocket server for sessions, routing, and tool execution.
• CLI, TUI, and Web UI connect to the Gateway, or run embedded locally with --local for single-machine use.

2) Analysis engine (agents + models)

• Agents orchestrate model calls, enforce prompts, and structure outputs for trading analysis.
• Model providers and fallbacks are configured per agent, so you can mix research models and execution models.

3) Tools and skills (market advantage)

• Tools enable web search/fetch, browser automation, memory, and data parsing.
• Skills encapsulate repeatable market workflows (reports, risk checklists, catalyst tracking).

4) Channels and nodes

• Multi-channel messaging for alerts and delivery (Telegram, Slack, Discord, WhatsApp, Signal, iMessage, Web).
• Nodes (macOS/iOS/Android/headless) provide device-level capabilities such as canvas, camera, screen, or location.

5) Persistence and configuration

• State lives under ~/.marketbot (sessions, logs, caches).
• Config is JSON5 and can be set via MARKETBOT_CONFIG_PATH or ~/.marketbot/marketbot.json.

Core Components

• Gateway: WebSocket server for sessions, routing, and tool execution.
• Agents: Market-focused prompt orchestration, model selection, and output shaping.
• Channels: Multi-channel delivery and inbound routing.
• Tools: Web search/fetch, browser automation, memory, media, and exec.
• Skills: Reusable market workflows (reports, catalysts, risk checks).
• Nodes: Device clients with UI/canvas/camera/screen capabilities.
• CLI/TUI: Operator UX for analysis and command execution.

Repo Layout

• src/agents/: agent runtime, prompts, compaction, tool wiring.
• src/gateway/: WebSocket server, protocol handling, routing.
• src/channels/: channel adapters (Telegram, Slack, Discord, etc.).
• src/cli/: CLI/TUI commands and UX helpers.
• src/memory/: memory store and retrieval.
• src/providers/: model/provider integrations and adapters.
• extensions/: plugin manifests and optional integrations.
• skills/: reusable skills and workflows.
• apps/: native clients (macOS, iOS, Android).
• docs/: documentation sources.

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Quick Start

Installation

git clone https://github.com/EthanAlgoX/MarketBot.git
cd MarketBot
pnpm install
pnpm build

1. Configure MarketBot

Launch the interactive onboarding wizard to configure your model providers and API keys.

pnpm start -- onboard

Tip

This will guide you through setting up your AI providers (DeepSeek, OpenAI, etc.) and save the configuration to marketbot.json.

2. Start the Gateway

The Gateway manages your sessions and model connections. You must leave this process running.

pnpm start -- gateway

3. Connect via TUI

Open a new terminal window or tab, and connect to your gateway. It will automatically use the token from your .env.

pnpm tui

3. One-off Analysis

Run structured analysis directly from the CLI.

pnpm start -- analyze --asset BTC --timeframe 1h

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TUI Commands

The Terminal UI provides market-focused slash commands:

System Commands

Command	Description
/help	Show all commands
/status	Gateway status
/model <name>	Switch model
/agent <id>	Switch agent
/session <key>	Switch session

Market Analysis

Command	Description
/analyze <symbol>	Quick market analysis with catalysts
/technicals <symbol>	Technical analysis (RSI, MACD, S/R)
/sentiment [symbol]	Sentiment analysis
/news [symbol]	Latest market news
/portfolio	Portfolio overview
/watch <symbol>	Add to watchlist

Example:

/analyze NVDA
/technicals SPY

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MarketBot is best configured using the interactive onboarding wizard:

pnpm start -- onboard

Alternatively, you can manage providers directly in the TUI using the /provider command.

Environment Variables

While most configuration lives in marketbot.json, you can use these environment variables for advanced setup:

Variable	Description
MARKETBOT_GATEWAY_TOKEN	Secure token for Gateway authentication
MARKETBOT_CONFIG_PATH	Path to config file (default: ~/.marketbot/marketbot.json)
MARKETBOT_STATE_DIR	Directory for sessions, logs, and caches

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Skills

MarketBot supports 55+ extensible skills:

Category	Skills
Finance	market-report, catalyst-tracker
Productivity	notion, obsidian, apple-notes, trello
Development	github, coding-agent, skill-creator
Communication	discord, slack, telegram
Media	video-frames, openai-whisper, camsnap
Utilities	weather, 1password, tmux

# List available skills
pnpm start -- skills list

# Install a skill
pnpm start -- skills install <skill-name>

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Deployment

Docker

docker-compose up -d

Systemd (Linux)

pnpm start -- gateway install
sudo systemctl enable marketbot
sudo systemctl start marketbot

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Documentation

• CLI Reference
• Agent Configuration
• Skill Development
• Channel Setup

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License

This project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0). See LICENSE for details.