TradeAgents

User Guide

Everything you need to know about TradeAgents — features, pages, and how to get the most out of each tool.

1

Home — Sector Overview

https://stock.li-family.us/
Home page screenshot

The home page displays all peer groups as sortable cards. Each card shows the tickers in that group with live price, P/E ratio, analyst target, and % upside. Use the column headers to sort.

Green rows = upside to analyst target. Red = trading above target.
Click ↻ Refresh to get the latest prices from Yahoo Finance.
Click any ticker symbol to open its detail chart page.

2

Sector Detail — Charts & Table

https://stock.li-family.us/sector/…
Sector detail page

Click a peer group name or any sector card to see full charts: P/E history, price history, analyst targets, and a detailed data table for every ticker in the group.

Use the range buttons (1M 3M 6M 1Y 2Y) to zoom in/out on charts.
Click ✦ Explain on any chart for an AI-powered analysis of recent trends.

3

Ticker Lookup

https://stock.li-family.us/lookup
Lookup page

Search any US stock ticker to see a detailed view: price, P/E, EPS, analyst target, 52-week range, market cap, dividend yield, and a 1-year price + P/E history chart.

Type a ticker (e.g. AAPL, NVDA, TSLA) and press Enter or click Look up.
The page also shows institutional ownership from recent 13F filings.

4

13F — Institutional Holdings

https://stock.li-family.us/13f
13F page

View the latest quarterly 13F-HR filings from major funds (Berkshire, Bridgewater, etc.) sourced directly from SEC EDGAR. See each fund's top 50 equity positions with shares, value, and quarter-over-quarter change.

Use the fund tabs at the top to switch between institutions.
Green/red arrows in the Change column show quarter-over-quarter position changes.

5

Fed — Balance Sheet (H.4.1)

https://stock.li-family.us/fed
Fed balance sheet page

Weekly Federal Reserve balance sheet data from FRED. Tracks total assets, Treasury holdings, MBS, reserve balances, overnight reverse repos (ON RRP), the Treasury General Account (TGA), currency in circulation, and emergency loans (BTFP).

Total Assets
Treasury Securities
MBS Holdings
Reserve Balances
ON RRP
Treasury Gen. Account
Currency in Circulation
Fed Loans / BTFP
ON RRP high = excess liquidity in system. TGA drawdown = Treasury spending reserves into banking system.
Click ✦ Explain on any chart for an AI-powered macro interpretation.
Data updates weekly on Thursdays when the Fed publishes the H.4.1 release.

6

Groups — Manage Peer Groups

https://stock.li-family.us/groups
Groups page

Create and manage custom peer groups. Add any ticker to a group and it will appear on the home page sector cards and sector detail pages.

Click "+ Add Group" to create a new peer group with a custom name.
Add tickers to any group by typing the symbol in the group's input field.

7

Language & Refresh

Language toggle →
Refresh → ↻ Refresh

TradeAgents supports English and Chinese. Click 中文/EN in the top-right corner to toggle. The ↻ Refresh button re-fetches live data for the current page.

Refresh is rate-limited to once every 10 minutes to avoid API overuse.
8

Trading Agents

A team of AI analysts, researchers and risk managers debates one ticker and produces a full research report. A-share runs add policy, hot-money and lock-up specialists, and all seven reports feed both debate stages. A deep run takes ten minutes or more, so each section streams as it lands.

What a run costs

Signing in gives you 3 free runs per day, reset at midnight Pacific. Past that you can buy a pack; purchased runs never expire and carry over between days, and free runs are always spent first so you are never charged while one is left.

Price Runs Per run
$5 5 $1.00
$25 28 $0.89
$50 60 $0.83
$100 130 $0.77
Chinese A-shares work too — enter a 6-digit code such as 600519 or 002185, with or without an SH/SZ prefix.
Every report has its own link you can bookmark or send to someone — it opens without signing in.
Download any finished report as a PDF, with charts. Times are shown in your own timezone.
After a run finishes you can ask the portfolio manager follow-up questions about it.