> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dappier.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 🕵🏻 Building an AI-Powered Stock Analyser using OpenAI Agents SDK and Dappier

You can also check this cookbook in colab [here](https://colab.research.google.com/drive/1o2rzrxSaqmGuZu4BEBxRIbTX5tOtyetP?usp=sharing)

## Introduction

This notebook provides a step-by-step guide to building an AI-powered Stock Market Analyzer using OpenAI's Agents SDK and Dappier. The analyzer generates real-time stock market insights based on user input, fetching financial news, market trends, breaking news alerts, and high-performing similar stocks dynamically. It then formulates a data-driven trading strategy, including entry/exit points, risk management, and investment recommendations.

By leveraging Dappier’s real-time search and AI-driven insights, this stock market agent helps users make informed and strategic investment decisions with up-to-date market intelligence. 🚀

## Watch the Video Guide

If you prefer a visual walkthrough, check out the accompanying video guide below:

<iframe width="560" height="315" src="https://www.youtube.com/embed/w3rLzE5StzY?si=K8i_hwLCUJ3wnrhm" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen />

## OpenAI Agents SDK

The OpenAI Agents SDK enables you to build **agentic AI applications** with a **lightweight and production-ready** API.

It consists of:

* **Agents** – LLMs equipped with instructions and tools
* **Handoffs** – Delegation of tasks to specialized agents
* **Guardrails** – Input validation for enhanced reliability

The SDK also provides **built-in tracing** for debugging and evaluation, making **AI-powered workflows easy to build and scale**.

## Dappier

Dappier is a **real-time AI data platform** that connects **LLMs and AI agents** to **rights-cleared data from trusted sources**.

It specializes in **web search, finance, news, and live events**, ensuring AI applications can **access up-to-date and verified information** without hallucinations.

## Install Dependencies

```bash theme={null}
!pip install openai-agents dappier colorama nest-asyncio
```

## Import Required Libraries

```python Python theme={null}
import os
import getpass
import nest_asyncio
import asyncio
from agents import Agent, FunctionTool, Runner, function_tool
from colorama import Fore, Style
from dappier import Dappier
from openai.types.responses import ResponseTextDeltaEvent
```

## Set Up API Keys Securely

To prevent **exposing API keys in shared environments**, use **getpass** to enter them securely.

```python Python theme={null}
os.environ["DAPPIER_API_KEY"] = getpass.getpass("Enter your Dappier API Key: ")
os.environ["OPENAI_API_KEY"] = getpass.getpass("Enter your OpenAI API Key: ")
```

Initialize **Dappier Client**

```python Python theme={null}
dappier_client = Dappier(api_key=os.environ["DAPPIER_API_KEY"])
```

Enable **tracing for OpenAI Agents SDK**

```python Python theme={null}
from agents import set_tracing_export_api_key

set_tracing_export_api_key(os.environ["OPENAI_API_KEY"])
```

## Define AI Functions for Real-Time Data Fetching

### Fetching Real-Time Search Results

This function fetches real-time search results from Dappier based on the user's query.

```python Python theme={null}
@function_tool
def dappier_real_time_search(query: str, ai_model_id: str) -> str:
    """Fetches real-time search results from Dappier based on the user's query.

    Args:
        query (str): The user's query for real-time data.
        ai_model_id (str): The AI model ID to use for the query, dynamically set by the agent.
            Possible values:
            - "am_01j0rzq4tvfscrgzwac7jv1p4c" (General real-time web search, including news, weather, and events.)
            - "am_01j749h8pbf7ns8r1bq9s2evrh" (Stock market data with real-time financial news and stock prices.)

    Returns:
        str: A response message containing the real-time data results.
    """
    print(Fore.RED + f"CALLING TOOL - dappier_real_time_search: {ai_model_id}\n" + Style.RESET_ALL)
    print(Fore.GREEN + f"Query: {query}\n" + Style.RESET_ALL)
    response = dappier_client.search_real_time_data(query=query, ai_model_id=ai_model_id)
    return response.message if response else "No real-time data found."
```

### Fetching AI-Powered Recommendations

This function fetches AI-powered content recommendations from Dappier based on the user's query.

```python Python theme={null}
@function_tool
def dappier_ai_recommendations(query: str, data_model_id: str) -> str:
    """Fetches AI-powered content recommendations from Dappier based on the user's query.

    Args:
        query (str): The user's query for recommendations.
        data_model_id (str): The Data Model ID to use for the query, dynamically set by the agent.
            Possible values:
            - "dm_01j0pb465keqmatq9k83dthx34" (Sports news)
            - "dm_01j0q82s4bfjmsqkhs3ywm3x6y" (Lifestyle news)
            - "dm_01j1sz8t3qe6v9g8ad102kvmqn" (Dog care advice from iHeartDogs)
            - "dm_01j1sza0h7ekhaecys2p3y0vmj" (Cat care advice from iHeartCats)
            - "dm_01j5xy9w5sf49bm6b1prm80m27" (Eco-friendly content from GreenMonster)
            - "dm_01jagy9nqaeer9hxx8z1sk1jx6" (General news from WISH-TV)
            - "dm_01jhtt138wf1b9j8jwswye99y5" (Local news from 9 and 10 News)

    Returns:
        str: A formatted response containing AI-powered recommendations.
    """
    print(Fore.RED + f"CALLING TOOL: dappier_ai_recommendations: {data_model_id}\n" + Style.RESET_ALL)
    print(Fore.GREEN + f"Query: {query}\n" + Style.RESET_ALL)
    response = dappier_client.get_ai_recommendations(query=query, data_model_id=data_model_id, similarity_top_k=5)
    results = response.response.results
    formatted_text = ""
    for result in results:
        formatted_text += (f"Title: {result.title}\n"
                           f"Author: {result.author}\n"
                           f"Published on: {result.pubdate}\n"
                           f"URL: {result.source_url}\n"
                           f"Image URL: {result.image_url}\n"
                           f"Summary: {result.summary}\n\n")
    return formatted_text or "No recommendations found."
```

## Create AI Agent

This AI agent will **determine whether to fetch real-time search results or AI recommendations** based on the user's query.

```python Python theme={null}
agent = Agent(
    name="Dappier Assistant",
    instructions="""
    You analyze the user's query and determine whether to use real-time search or AI recommendations.
    If the query involves stocks, finance, or current events, use `dappier_real_time_search`.
    If the query is about recommendations (e.g., news, lifestyle, sports, pets), use `dappier_ai_recommendations`.
    You MUST provide `ai_model_id` or `data_model_id` as necessary.
    Format responses in structured Markdown.
    """,
    tools=[dappier_real_time_search, dappier_ai_recommendations],
)
```

## Generate Task Prompt

A **function to dynamically generate a task prompt** based on the user's given stock symbol.

```python Python theme={null}
def generate_stock_agent_prompt(stock_name: str) -> str:
    return f"""Generate a detailed stock market analysis and trading strategy for {stock_name}, using real-time financial data. Follow these steps:

### **1. Fetch Financial News:**
Use **Dappier's real-time search** to retrieve the latest financial news related to {stock_name}. Identify key insights such as earnings reports, company announcements, regulatory changes, and macroeconomic factors affecting the stock.

### **2. Fetch Market Trends:**
Analyze **real-time market trends** for {stock_name} using Dappier's data. Extract key performance indicators such as:
   - Recent price movements (intraday, weekly, monthly)
   - Trading volume fluctuations
   - Support and resistance levels
   - Institutional investor activity

### **3. Fetch Breaking News & AI Recommendations:**
Use **Dappier AI Recommendations API** to detect any **breaking news** or high-impact reports that could influence stock price movement, such as:
   - Mergers & acquisitions
   - SEC filings and insider trading reports
   - Macroeconomic events affecting the industry

### **4. Find Similar Stocks with Strong Performance:**
Identify **similar stocks** that have historically performed well under similar conditions. Compare:
   - Price correlation with {stock_name}
   - Industry trends and sector-wide movements
   - Alternative investment opportunities based on risk-reward assessment

### **5. Generate a Trading Strategy:**
Based on all the gathered insights, generate a detailed **trading strategy** that includes:
   - **Entry Points:** Optimal buy price based on historical data & support levels
   - **Exit Points:** Ideal selling price based on resistance levels & profit margins
   - **Risk Management:** Suggested stop-loss levels & risk-reward ratio
   - **Investment Timeframe:** Short-term (day/swing trading) vs. long-term (investment)
   - **News-Driven Adjustments:** How to react to sudden news or volatility

### **6. Output:**
Present the findings in a structured format:
   - **Latest financial news for {stock_name}**
   - **Market trends & technical indicators**
   - **Breaking news alerts from Dappier AI**
   - **Comparison with similar high-performing stocks**
   - **A complete trading strategy tailored to {stock_name}**

Ensure that the recommendations are **data-driven**, clear, and actionable for the user.
    """
```

## Get User Input and Run AI Agent

This function **collects user input dynamically**, generates the **task prompt**, and executes the AI agent **asynchronously**.

```python Python theme={null}
async def main():
    """Asks user for stock details dynamically and executes AI agent"""

    # Ask for stock details dynamically
    stock_name = input("Enter the stock that you are intersted to invest in: ")

    # Generate task prompt
    task_prompt = generate_stock_agent_prompt(stock_name)

    print(Fore.BLUE + f"\nExecuting AI Agent with prompt:\n{task_prompt}" + Style.RESET_ALL)

    # Execute AI agent with streaming results
    result = Runner.run_streamed(agent, task_prompt)

    print("\n\n=== Streaming Start ===\n\n")

    async for event in result.stream_events():
        if event.type == "raw_response_event" and isinstance(event.data, ResponseTextDeltaEvent):
            print(event.data.delta, end="", flush=True)

    print("\n\n=== Streaming Complete ===")

nest_asyncio.apply()
asyncio.run(main())
```

```json theme={null}
Enter the stock that you are intersted to invest in: Apple

Executing AI Agent with prompt:
Generate a detailed stock market analysis and trading strategy for Apple, using real-time financial data. Follow these steps:

### **1. Fetch Financial News:**
Use **Dappier's real-time search** to retrieve the latest financial news related to Apple. Identify key insights such as earnings reports, company announcements, regulatory changes, and macroeconomic factors affecting the stock.

### **2. Fetch Market Trends:**
Analyze **real-time market trends** for Apple using Dappier's data. Extract key performance indicators such as:
    - Recent price movements (intraday, weekly, monthly)
    - Trading volume fluctuations
    - Support and resistance levels
    - Institutional investor activity

### **3. Fetch Breaking News & AI Recommendations:**
Use **Dappier AI Recommendations API** to detect any **breaking news** or high-impact reports that could influence stock price movement, such as:
    - Mergers & acquisitions
    - SEC filings and insider trading reports
    - Macroeconomic events affecting the industry

### **4. Find Similar Stocks with Strong Performance:**
Identify **similar stocks** that have historically performed well under similar conditions. Compare:
    - Price correlation with Apple
    - Industry trends and sector-wide movements
    - Alternative investment opportunities based on risk-reward assessment

### **5. Generate a Trading Strategy:**
Based on all the gathered insights, generate a detailed **trading strategy** that includes:
    - **Entry Points:** Optimal buy price based on historical data & support levels
    - **Exit Points:** Ideal selling price based on resistance levels & profit margins
    - **Risk Management:** Suggested stop-loss levels & risk-reward ratio
    - **Investment Timeframe:** Short-term (day/swing trading) vs. long-term (investment)
    - **News-Driven Adjustments:** How to react to sudden news or volatility

### **6. Output:**
Present the findings in a structured format:
    - **Latest financial news for Apple**
    - **Market trends & technical indicators**
    - **Breaking news alerts from Dappier AI**
    - **Comparison with similar high-performing stocks**
    - **A complete trading strategy tailored to Apple**

Ensure that the recommendations are **data-driven**, clear, and actionable for the user.


=== Streaming Start ===


CALLING TOOL - dappier_real_time_search: am_01j749h8pbf7ns8r1bq9s2evrh

Query: Apple Inc. latest financial news

CALLING TOOL - dappier_real_time_search: am_01j749h8pbf7ns8r1bq9s2evrh

Query: Apple Inc. market trends

CALLING TOOL: dappier_ai_recommendations: dm_01j0pb465keqmatq9k83dthx34

Query: Apple Inc. breaking news and high-impact reports

CALLING TOOL - dappier_real_time_search: am_01j749h8pbf7ns8r1bq9s2evrh

Query: stocks similar to Apple with strong performance

### **Stock Market Analysis and Trading Strategy for Apple Inc. (AAPL)**

---

#### **1. Latest Financial News:**

1. **Why the Market Dipped But Apple (AAPL) Gained Today**
    - Apple (AAPL) closed at $173, showing resilience despite broader market dips.
    - [Read more](https://www.zacks.com/stock/news/2170442/why-the-market-dipped-but-apple-aapl-gained-today)

2. **Apple Faces Ominous Setup Heading into Earnings**
    - Analysts warn of potential headwinds ahead of Apple's earnings report.
    - [Read more](https://www.marketwatch.com/story/apple-faces-ominous-setup-heading-into-earnings-analyst-warns-5cef6ff1)

These articles provide insight into how Apple's stability is perceived amid potential market challenges.

---

#### **2. Market Trends & Technical Indicators:**

- **Recent Price Movements:** Apple has seen volatility, with contrasting opinions on product performance.
- **Trading Volume Fluctuations:** Increased interest despite uncertainties in new product launches.
- **Support and Resistance Levels:** Analysts highlight strong support at lower levels in preparation for earnings reports.
- **Institutional Investor Activity:** Significant institutional investments remain, reflecting confidence.

Articles emphasize both product-related concerns and long-term growth potential.

---

#### **3. Breaking News Alerts from Dappier AI:**

Currently, no specific breaking news reports directly affecting Apple's stock have been detected. General sector movements and broader economic factors may play a role without significant direct high-impact announcements.

---

#### **4. Similar Stocks with Strong Performance:**

Stocks typically compared with Apple include high-performing tech giants like Microsoft (MSFT) and Google (GOOGL). Analysis of current trends shows these companies have faced similar macroeconomic pressures, yet maintain robust institutional support.

---

#### **5. Trading Strategy:**

- **Entry Points:** Consider buying around identified support levels to capitalize on potential upticks post-earnings.
- **Exit Points:** Target resistance levels for a potential profit margin, assessing ongoing product performance and market responses.
- **Risk Management:** Utilize stop-loss orders synchronized with support levels, maintaining a favorable risk-reward ratio.
- **Investment Timeframe:** Align with a mix of short-term strategies around earnings and long-term holding for sustained growth.
- **News-Driven Adjustments:** Stay vigilant of any regulatory changes or quarterly reports. Adjust positioning promptly in response to new developments.

---

This strategy is tailored to current market conditions and centered around potential earnings impacts and broader sector performance. Adjustments may be needed based on further information and real-time data changes.

=== Streaming Complete ===
```

## Conclusion

This notebook provides a structured guide to building an AI-powered **Stock Market Analyzer** using **OpenAI Agents SDK** and **Dappier**.

It covers:

* **Real-time data retrieval** for financial news, market trends, and breaking news alerts
* **AI-powered recommendations** to identify high-performing similar stocks
* **An agent-driven workflow** to generate actionable trading strategies

This AI analyzer can be extended further by integrating **real-time portfolio tracking, options trading insights,** and **automated risk assessment tools** for a more comprehensive investment assistant. 🚀