Stock Picker Crew

Ed Donner

Managed 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.hierarchical with 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).