### Set Up Environment Variables

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Copy the example environment file to create a new '.env' file for your API keys. This file is used to store sensitive information like API keys.

```bash
# Create .env file for your API keys (OpenAI, DeepSeek, etc.)
cp .env.example .env
```

--------------------------------

### Sync Dependencies with uv

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

This command synchronizes project dependencies using uv, creating a virtual environment at the project root and installing packages. It automatically detects 'pyproject.toml'.

```bash
uv sync # detects pyproject.toml, create an venv at project root, and install the dependencies
```

--------------------------------

### Create Conda Virtual Environment

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Use this command to create a new Conda virtual environment from the 'environment.yml' file. Ensure Conda is installed and accessible.

```bash
conda env create -f environment.yml # if using Conda
```

--------------------------------

### Create SQLite Database

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Run this command to create a SQLite database in the src directory. Ensure you are in the src directory before executing.

```bash
cd src
python database/sqlite_setup.py
```

--------------------------------

### Clone DeepFund Repository

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Clone the DeepFund repository from GitHub and navigate into the project directory. This is the first step in setting up the project.

```bash
git clone https://github.com/HKUSTDial/DeepFund.git
cd DeepFund
```

--------------------------------

### Run DeepFund System

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Execute the main Python script to run the DeepFund system. Specify the configuration file and trading date. Add the --local-db flag to use SQLite.

```bash
cd src
python main.py --config xxx.yaml --trading-date YYYY-MM-DD [--local-db]
```

--------------------------------

### Activate uv Virtual Environment

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

Activate the virtual environment created by uv. Use the appropriate command for your operating system (Linux/macOS or Windows).

```bash
source .venv/bin/activate # or .venv\Scripts\activate for windows to activate the venv
```

--------------------------------

### Deep Fund Configuration Template

Source: https://github.com/hkustdial/deepfund/blob/main/README.md

A template for the DeepFund configuration file. Customize experiment name, tickers, planner mode, workflow analysts, and LLM model settings.

```yaml
# Deep Fund Configuration
exp_name: "my_unique_exp_name"

# Trading settings
tickers:
  - ticker_a
  - ticker_b

# Analysts to run, refer to graph.constants.py
planner_mode: true/false
workflow_analysts:
  - analyst_a
  - analyst_b
  - analyst_c

# LLM model settings, refer to llm/inference.py
llm:
  provider: "provider_name" 
  model: "model_name"
```

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