Vibe-Research Deep Dive: A Complete Guide to This Open-Source AI Investment Research System

As AI tools continue to proliferate, investment research — long considered a specialized domain — now has its own open-source powerhouse. Bilibili creator Kunpeng Talk has put Vibe-Research through its paces: an open-source investment research system that supports A-share, Hong Kong, and US stock markets in one unified dashboard, with integration for leading large language models including Claude Code, Codex, and DeepSeek, giving everyday users their own AI-powered research assistant.

Disclaimer: This article introduces AI tools for informational purposes only and does not constitute investment advice. All market data and financial figures mentioned are for demonstration purposes and have no real-world reference value.

What Is Vibe-Research

Vibe-Research is an open-source personal investment research system built around a simple idea: consolidate the various information streams involved in investment research into a unified dashboard, then leverage AI's analytical capabilities to help individual users conduct research more efficiently.

The name "Vibe-Research" draws from the recently popularized concept of "Vibe Coding" — a development approach driven by natural language and AI assistance that enables code generation without deep programming expertise, making it possible for non-developers to build fully functional applications. This stands in sharp contrast to the high barrier of traditional software development and is a key reason open-source investment tools are gaining traction among retail investors. In the open-source community, similar research tools have historically targeted quantitative professionals (such as Backtrader and zipline), whereas Vibe-Research aims squarely at everyday individual investors, emphasizing accessibility with zero coding required.

The platform integrates multiple data modules: daily market recap, asset radar, market data, watchlist, sector breakdowns, portfolio management, research report library, and research notes. Users can complete the entire workflow — from information gathering to AI-powered analysis — within a single interface, effectively giving them a 24/7 "research concierge."

Unlike closed commercial research platforms, Vibe-Research's defining strengths are that it's open-source and built for individuals. Users can self-host, freely customize, and even extend the system for their own needs — with full ownership of their data and models.

Core Features Tested

Daily Market Recap

The daily recap is Vibe-Research's central entry point. Once inside the system, users can trigger AI-generated market recap reports with a single click. In the creator's demo, the system automatically summarized overall market performance, trading activity, and short-term sentiment swings, producing structured analytical output.

Beyond the broad market overview, the recap module also displays top trading volume rankings and gain/loss distributions, helping users quickly get a read on the full market picture. All data shown in the demo is simulated and used solely to illustrate the feature's form and function.

Asset Radar and Announcement Tracking

The asset radar module aggregates event updates and corporate announcements. Once scheduled auto-refresh is enabled, the system automatically pulls the latest announcements for tracked securities and supports one-click AI interpretation.

This feature is particularly useful for investors tracking multiple securities — rather than manually checking each announcement, the system consolidates them automatically and lets AI extract the key takeaways, significantly reducing the cost of staying informed.

Sector Analysis and AI Deep Dives

In the sector module, users can break down the market by industry. The creator mentioned tracking areas such as semiconductor chips, robotics and automation, and large language models, with support for focused tracking on sub-sectors including humanoid robots, AI compute infrastructure, and HBM.

For any sector or individual stock of interest, users can invoke AI for in-depth analysis directly. The system automatically attaches the relevant data to the query, allowing the AI to deliver more targeted insights grounded in actual data rather than generic commentary.

Configuring AI Model Integration

Vibe-Research supports integration with several leading large language models, including Claude Code, Codex, and the domestically developed DeepSeek. Each has its own strengths: Claude Code is Anthropic's model version optimized for code and structured tasks, excelling at long-context understanding and instruction following; Codex is OpenAI's code-generation-focused model series and the predecessor to GitHub Copilot's underlying technology; DeepSeek is a leading Chinese-developed LLM whose V2/V3 series offers native advantages for understanding Chinese financial text, with API pricing significantly lower than international competitors.

For general users, the creator recommends starting with DeepSeek's Flash model — it strikes a strong balance between inference speed and cost, making it well-suited for the high-frequency query patterns of investment research. It's the most affordable option, easiest to configure, and more than capable for day-to-day research tasks.

The setup process is straightforward:

1. After first login, complete model integration in the AI settings
2. Visit the DeepSeek official open platform to apply for an API Key (real-name verification required)
3. Paste the obtained Key into the system configuration and save

An API Key is an authentication credential for accessing these model services. It's transmitted via HTTPS encryption and should be kept confidential. Once configured, all AI-powered features — including daily recap, sector analysis, research report interpretation, and the "Ask AI" function — will be activated and ready to use.

Data Sources Explained

Vibe-Research draws exclusively from free, publicly available data sources. According to the creator, data comes from A-Shock Date, Global Shock Date, and other free interfaces, meaning users don't need to pay for market data subscriptions to get basic market coverage.

From a technical standpoint, these free interfaces are essentially re-packaged and redistributed versions of exchange-published public market data. A-share basic market data is publicly released by the Shanghai and Shenzhen stock exchanges, and third-party platforms can aggregate and redistribute it within regulatory bounds. However, free interfaces typically come with a few inherent limitations: data latency (often 15 minutes to end-of-day, rather than real-time tick data), API rate limits (to prevent abuse), limited coverage (Hong Kong and US stock data is often less complete than A-share data), and delayed financial data updates. By contrast, professional paid terminals like Wind, Bloomberg, and Choice provide real-time Level-2 quotes, comprehensive financial statement databases, and full-text institutional research reports — a fundamental difference in data quality and timeliness.

For serious investment decisions, it's advisable to cross-reference multiple authoritative sources rather than relying on any single data provider.

Research Report Library and Knowledge Accumulation

Beyond real-time data, Vibe-Research also offers research report management. Users can import their own written reports or institutional reports collected from various sources, store and manage them centrally, and leverage AI for batch interpretation and analysis.

The creator also shared a practical workflow tip: have the AI first organize research on a given industry or sector into structured "skills" (a curated knowledge base), then base subsequent analyses on that accumulated knowledge. The resulting output tends to be more precise and concise.

Technically, this workflow corresponds to one of the most widely used paradigms in today's AI applications — RAG (Retrieval-Augmented Generation). The core logic is: imported documents such as research reports are chunked and stored in a vector database; when a user asks a question, the system automatically retrieves the most relevant document segments and appends them as context to the prompt sent to the language model, grounding the AI's response in real private data rather than generic training knowledge. The creator's approach of "first organizing into a skills library, then analyzing" further strengthens this effect — by pre-structuring knowledge and reducing noise, the AI can more accurately home in on the analytical dimensions the user actually cares about. This type of workflow has already seen widespread adoption in enterprise knowledge bases, legal document analysis, and similar fields; applying it to personal investment research is a natural extension.

The "knowledge accumulation + AI reuse" workflow is precisely what sets Vibe-Research apart from ordinary AI chat tools.

Usage Recommendations

Based on the creator's hands-on testing, Vibe-Research offers a fairly complete functional framework as an open-source personal investment research tool. While some modules are still under active development, core features are fully operational and the product is iterating rapidly.

For individual investors, its value proposition comes down to three areas:

• Information aggregation: Consolidates fragmented market data, announcements, and research reports into a single dashboard, reducing the friction of context-switching
• AI augmentation: Leverages large language models for recaps, interpretation, and analysis, lowering the expertise barrier
• Open-source control: Full ownership of data and deployment, with the freedom to customize or extend as needed

That said, tools are ultimately just aids. The creator repeatedly emphasizes: don't blindly follow trends in industries you don't understand, and the tool itself does not constitute investment advice in any form. For individual investors looking to improve their research efficiency with AI, Vibe-Research is an open-source option well worth a serious look.

Key Takeaways