Examples
End-to-end worked scenarios showing how Copinance OS handles real research tasks. Each example is self-contained — you can run the commands as shown after installation and configuration.
Scenarios
| Example | What it shows |
|---|---|
| Equity Deep Dive | Deterministic equity analysis → question-driven follow-up → SEC filings |
| Macro Dashboard | Full macro regime run, FRED indicators, yield curve, credit spreads |
| Options Session | Options chain snapshot with BSM Greeks, positioning questions |
Prerequisites
All examples assume make setup has been run and an LLM key is configured. Deterministic analysis (no --question) works without an LLM key.
# Minimum for deterministic analysis
make setup
source .venv/bin/activate
# Add to .env for question-driven and SEC examples
COPINANCEOS_LLM_PROVIDER=gemini
COPINANCEOS_GEMINI_API_KEY=your-key
# For macro examples with full FRED data
COPINANCEOS_FRED_API_KEY=your-fred-key
# For SEC filing examples
EDGAR_IDENTITY="Your Name you@example.com"