Dexter - Financial Research Agent

Dexter is Excelor's specialized sub-agent dedicated to deep financial research. While the main Excelor agent handles modeling and Excel operations, Dexter operates in a separate loop to perform multi-step investigations into qualitative and quantitative financial data.

🕵️‍♂️ What Dexter Can Do

Dexter has access to a suite of specific tools for financial intelligence:

1. SEC Filings (10-K, 10-Q, 8-K)

Dexter can read and extract specific sections from US SEC filings.

  • Risk Factors: "What are the top 3 risk factors in the latest 10-K?"
  • MD&A: "Summarize management's discussion on revenue growth."
  • Notes: "Find details on debt maturities in the footnotes."

2. Insider Trading

Track executive confidence through buying/selling activity.

  • Query: "Has the CEO sold any shares in the last 3 months?"
  • Query: "Show me recent insider buys for TSLA."

3. Analyst Estimates

Get consensus forecasts to benchmark your models.

  • Query: "What is the consensus revenue and EPS estimate for NVDA for 2026?"
  • Query: "How have analyst targets changed for AAPL this quarter?"

4. Financial Metrics & Ratios

Instant access to calculated ratios.

  • Query: "Compare the ROIC and ROE of Pepsi vs Coke."
  • Query: "What is the current EV/EBITDA multiple for Netflix?"

5. Institutional Ownership

  • Query: "Who are the top institutional holders of Microsoft?"

6. Crypto Prices

  • Query: "What is the price of Bitcoin and Ethereum right now?"

🛠️ How to Use Dexter

You don't need to "activate" Dexter manually. The main Excelor agent will automatically delegate tasks to Dexter when you ask a question that requires deep research or specific data lookups.

Examples:

User: "Build a DCF for Tesla." Excelor: Starts building the model...

User: "Wait, what are the main regulatory risks facing Tesla right now?" Excelor: Activates Dexter... Dexter: Fetches TSLA 10-K... Reads Item 1A (Risk Factors)... Summarizes findings... Excelor: "According to the latest 10-K, the main regulatory risks are..."

🔍 Under the Hood

Dexter is powered by the Financial Datasets API and uses a ReAct (Reasoning + Acting) loop.

  1. Analyze: Dexter breaks down your question.
  2. Tool Selection: Chooses the right tool (e.g., filings, insider_trades).
  3. Execution: Calls the API and gets raw data.
  4. Synthesis: Reads the data (potentially thousands of words of text) and summarizes it into a clear answer.
  5. Response: Hands the answer back to the main Excelor agent to display to you.

This separation of concerns ensures that Excelor remains fast and focused on Excel, while Dexter handles the heavy lifting of research.