Stock Picker Crew
Ed DonnerManaged CrewAI pipeline that finds trending companies, researches them, picks one for investment, and can notify the user.
CrewAI · manager process · OpenAI · push tool
Overview
Layer 4 Collaborate on the Mental Model. Stock Picker uses a hierarchical manager to delegate across a trending-company finder, financial researcher, and stock picker — then can push a notification.
Behavior
- Orchestrator-Worker.
Process.hierarchicalwith a manager agent (allow_delegation=True) owns the investment goal and routes work. See Building effective agents. - Find → research → pick. Serper-backed finder and researcher deepen new names; picker selects one and may call the push tool.
- Fresh names. Finder and picker are instructed not to repeat the same company; memory is enabled on the crew.
- Sector-scoped. Run input injects
{sector}into the find task.
Stock Picker flow
Sector in; one pick (and optional notify) out. Diagram key: ✦ AI agent · second line = Anthropic workflow · purple = actor · white = service.
---
config:
theme: default
themeVariables:
background: "#ffffff"
fontSize: "14px"
---
flowchart TB
person[Developer]
sector[Sector]
manager["✦ Manager
Orchestrator-Worker"]
finder["✦ Trending company finder"]
researcher["✦ Financial researcher"]
picker["✦ Stock picker"]
notify[Push notification]
decision[decision.md]
person -->|pick a sector| sector --> manager
manager --> finder --> researcher --> picker
picker --> notify
picker --> decision --> person
classDef agent fill:#e8f0ee,stroke:#0f3d36,stroke-width:2px,color:#0d0d0d
classDef service fill:#fafaf8,stroke:#c8c8c2,stroke-width:1px,color:#0d0d0d
classDef actor fill:#f3eef8,stroke:#6b4f9a,stroke-width:2px,color:#0d0d0d
class manager,finder,researcher,picker agent
class sector,notify,decision service
class person actor
Config: 3_crew/stock_picker/src/stock_picker/config/. Tools: SerperDevTool, PushNotificationTool.
Run from 3_crew/stock_picker. Layers and workflows on Mental Model. Part of CrewAI Labs (Project tab).