Summary

Vibe-Research is an open-source, AI-driven personal investment research dashboard for A-shares, US, and HK markets. It empowers individual investors by aggregating comprehensive financial data, news, and reports, allowing users to integrate their own AI models for analysis and decision-making, rather than relying on pre-packaged recommendations.

How It Works

This system uses a FastAPI backend and Vite/React frontend, integrating data from self-contained a-stock-data and global-stock-data repositories. It unifies market sentiment, stock financials, news, and research documents. A key design is its dual AI integration: users connect AI agents via local CLI subscriptions (e.g., Claude Code) or API keys, enabling custom analysis workflows.

Quick Start & Requirements

• Installation: Clone the repo. Install backend dependencies (pip install -r requirements.txt in backend/) and run the FastAPI server (uvicorn app:app). Install frontend dependencies (npm install in frontend/) and run the dev server (npm run dev).
• Prerequisites: Python 3.x, Node.js/npm. Key Python packages: mootdx, pandas, stockstats. Data sources are bundled; no GPU/CUDA required.
• Links: Author's homepage: https://www.simonlin.net. Upstream data repos: a-stock-data, global-stock-data, investment-news.

Highlighted Details

• User-Owned AI: Integrates with AI models (Claude Code, Codex, Qwen, DeepSeek) via local CLI or API for user-controlled analysis.
• Bundled Data Sources: Includes comprehensive A-share, US, and HK market data, plus global news, directly within the repo, eliminating external data subscription needs.
• Rich Data Aggregation: Covers market sentiment, financial reports, valuation metrics, news, research documents, and fund flows.
• Local Data Storage: Holdings, research reports, and API keys are stored locally for privacy.

Maintenance & Community

Developed by independent developer Simonlin1212. Community interaction primarily via GitHub Issues. No formal community channels (Discord/Slack) listed.

Licensing & Compatibility

• License: MIT License.
• Compatibility: Permissive for commercial use and integration into closed-source projects. Local data handling enhances privacy.

Limitations & Caveats

The system is a data aggregator; all investment analysis must be performed by the user's AI. It requires local deployment. Korean stock data is limited to market prices, and Taiwan stocks are accessed via ADRs.