Add Live Stock Data to crewAI using LangChain custom tools and store results in Obsidian

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AI Summary

Tutorial Summary: Adding Custom Tools to Crew AI

Custom Tool Integration

• Tool 1: Connect Crew AI to portfolio to retrieve current positions.
• Tool 2: Fetch live market data for the latest stock prices.
• Tool 3: Save data into second brain using markdown tables.

Setup and Testing

• Use Jupyter notebook to test API for real-time stock prices.
• Crew AI agents work together to:
  • Retrieve portfolio positions.
  • Fetch current stock prices.
  • Summarize data in markdown tables.
  • Store tables in Obsidian.

Repository and Environment Setup

• Clone tutorial repository from github.com/bus4a/crewA-ibkr.
• Create and activate a virtual environment.
• Install required packages from requirements.txt.

Interactive Brokers API

• Use IB in sync wrapper library for API access.
• Ensure you have deposits or subscribe to services for live data.
• Access to both live and paper trading accounts.
• Adjust Global configuration API settings in the trading workstation.

Testing with Jupyter Notebook

• Import packages and connect to trading workstation.
• Fetch portfolio positions and real-time market data.
• Disconnect after testing.

Creating Custom Tools

• Add a Python file custom_ibkr_tools.py in the tools directory.
• Implement custom functions using the Lang chain tool decorator.
• Functions include getting portfolio positions and fetching live stock prices.

Crew AI Setup and Execution

• Import custom tools and set up agents with specific goals.
• Define tasks and assign them to appropriate agents.
• Use a cheaper GPT model to save on tokens.
• Run the crew with crew.kickoff.

Results in Obsidian

• New note created with portfolio positions and latest stock prices.
• Markdown table rendered correctly in Obsidian.

Disclaimer

• Information provided for educational purposes, not financial advice.
• Work with simulated accounts for testing.

Call to Action

• Visit the channel for more on multi-agent frameworks and custom functions.
• Subscribe and share comments.

Next Steps

• Add more functionality to Crew AI in future videos.
• Stay tuned for more finance and AI content.