Docs & Beginner Guide
A plain-language guide to every page, signal, report, and score in TradingAgents AI.
New to stock research? Start here.
You do not need to begin with a ticker. Radar identifies what changed, the Market Screener helps you search by style, and New Analysis builds a detailed evidence trail for one company. A good first session is: scan one opportunity, read its evidence, add it to your watchlist, and investigate it only if the question matters to you.
Page guide
What each page is for
Overview
/appYour starting point and a snapshot of recent research activity.
What you will see
Quick-start links, your remaining free runs, recent reports, and account context.
How to use it
- Start here when you do not yet know which company to investigate.
- Use the recent report list to reopen completed work.
- Use New Analysis when you already have a ticker in mind.
New Analysis
/app/newLaunch a multi-agent research workflow for one company and one analysis date.
What you will see
Ticker search, analysis date, research depth, analyst selection, model/provider choice, and cost-aware run controls.
How to use it
- Enter a U.S. ticker such as AAPL or NVDA.
- Keep the default analysts unless you have a specific reason to narrow the research.
- Use the site-funded model for a simple start, or connect your own provider key in Settings.
- Queue the run and follow its progress before opening the completed report.
Opportunity Radar
/app/radarFind companies with a recent filing, fundamental, corporate-action, or market-activity change worth investigating.
What you will see
Evidence-backed opportunity cards, an attention score, freshness, sectors, source categories, an alert queue, and a separate Market Screener.
How to use it
- Start with Top Opportunities or the 12-item Alert Queue.
- Read What Changed and Why It Matters before looking at the ticker.
- Open Evidence & Provenance to inspect the dates and source signals.
- Investigate a company you do not understand; Watch a company you want to follow.
- Use filters to narrow the feed by category, sector, freshness, or watchlist.
Market Screener
/app/radarRank a broad U.S. stock universe when you want to search by a consistent financial or market style.
What you will see
Balanced, Momentum, Value, and Lower Risk screens plus price, YTD return, valuation ratios, market cap, and a percentile score.
How to use it
- Choose the investment question you are trying to answer.
- Set a minimum market cap to remove names that are too small for your needs.
- Compare the metrics behind each result instead of relying on the score alone.
- Send interesting names to New Analysis for deeper evidence and debate.
Market News
/newsBrowse the persistent public archive of finance, business, and economic headlines and see which companies are explicitly connected.
What you will see
A paginated public archive with publisher, publication time, topics, event significance, related tickers, and original-source links.
How to use it
- Browse the public archive before creating an account, then filter to ticker-linked stories when signed in.
- Use Watchlist Only to see stories connected to companies you already follow.
- Open the brief, verify the material facts, and check the original source.
- Choose Analyze on a related ticker when the story creates a research question.
Analysis History
/app/historyFind, reopen, and compare previous research runs.
What you will see
Ticker, analysis date, final decision, model mode, status, and report actions.
How to use it
- Search by ticker when reviewing a company over time.
- Open a report to inspect the evidence and full agent discussion.
- Remember that an older report reflects the information available on its analysis date.
Watchlist
/app/watchlistKeep important companies one click away and monitor basic live quotes.
What you will see
Saved tickers, current price, daily change, quote source, and a Quick Analyze action.
How to use it
- Add companies from Radar, the search field, or the Watchlist page.
- Use Watchlist Only in Radar to focus on developments affecting followed companies.
- Quick Analyze a watched company when you want a fresh research report.
Settings
/app/settingsManage your account and optional provider API keys.
What you will see
Account information and encrypted BYOK provider-key controls.
How to use it
- Add a provider key only if you need more runs, another model, or provider-specific access.
- Keys are encrypted at rest and injected only into that run's isolated process.
- Remove a saved key when it is no longer needed.
Reading a research report
A report is a structured argument, not a single answer. Read the final signal last. First inspect the evidence, data dates, disagreements, and the conditions that would change the conclusion.
Evidence
Analyst sections cover fundamentals, technicals, news, and sentiment. Check the analysis date and source data.
Bull vs. bear
Researchers argue the strongest opposing cases. Read both before judging conviction.
Risk review
Aggressive, conservative, and neutral reviewers test position sizing, uncertainty, and invalidation levels.
Final synthesis
The portfolio manager produces the decision, thesis, key risks, and a Buy/Hold/Sell stance for that date.
Beginner glossary
Terms you will see
A sensible first workflow
- 01
Scan Radar for a change you understand.
- 02
Read the evidence and the company context.
- 03
Watch it or run a deeper analysis.
- 04
Record what would prove the thesis wrong.