Automate financial research with Dexter

In this guide, you will learn how to set up Dexter, an open-source research agent that works like OpenClaw, but for stocks. It can read earnings reports, interpret SEC filings, and pull up-to-date market data to cut your research time in half. Step-by-step: 1. Open the Dexter GitHub repo and install it on your laptop or a VPS (so it can keep running without tying up your machine) by following the install instructions 2. Add an OpenRouter, OpenAI, or Anthropic API key, then grab a Financial Datasets key and add it to your environment, for pulling the latest market data 3. Run the research job: “Create a source-backed research brief on GOOGL. Focus on what the company does, recent catalysts, financial or operating signals, key risks, competitive context, and what I should investigate next. Use iterative research. Validate important claims before finalizing the brief” 4. Ask to save intermediate research so the workflow can continue without losing context. Then, use /heartbeat to set up a recurring watch list or research task Pro tip: You can also connect Dexter to your X account so it can add Twitter sentiment to the research brief.