# TradingAgents Quick Start Guide ## 🚀 Overview This guide will help you get started with TradingAgents quickly, including the new Chinese market features, database integration, and multi-LLM support. ## ⚡ Quick Setup (5 Minutes) ### 1. Prerequisites ```bash # Python 3.8+ required python --version # Clone the repository git clone https://github.com/your-repo/TradingAgents.git cd TradingAgents # Install dependencies pip install -r requirements.txt pip install tushare beautifulsoup4 # For Chinese market support ``` ### 2. Environment Configuration ```bash # Copy environment template cp .env.example .env # Edit .env file with your API keys nano .env # or use your preferred editor ``` **Minimum Required Configuration**: **For US Stock Analysis Only**: ```env # OpenAI or Google AI (Choose one) OPENAI_API_KEY=your_openai_api_key_here # OR GOOGLE_API_KEY=your_google_api_key_here # FinnHub (Required for financial data) FINNHUB_API_KEY=your_finnhub_api_key_here ``` **For China A-Share Analysis OR DashScope LLM**: ```env # DashScope (Required for Chinese stocks or Qwen models) DASHSCOPE_API_KEY=your_dashscope_api_key_here # Tushare (Required for Chinese A-share data) TUSHARE_TOKEN=your_tushare_token_here # FinnHub (Required for financial data) FINNHUB_API_KEY=your_finnhub_api_key_here ``` **Note**: - **DashScope API key is only required when**: - Analyzing Chinese A-share stocks (uses Tushare data + DashScope embeddings) - Choosing DashScope as your LLM provider (Qwen models) - **Tushare token is required for Chinese A-share analysis** - **For US stocks with OpenAI/Google models**: DashScope and Tushare are not needed ### 3. First Run ```bash # Start the application python -m cli.main # Follow the interactive prompts: # 1. Select Market: US Stock or China A-Share # 2. Enter ticker symbol (e.g., AAPL or 000001) # 3. Choose analysis date # 4. Select analysts team # 5. Choose LLM provider (DashScope recommended) # 6. Run analysis ``` ## 🌟 Feature Overview ### 🇺🇸 US Stock Analysis - **Supported Symbols**: AAPL, SPY, TSLA, NVDA, MSFT, etc. - **Data Source**: Yahoo Finance - **Format**: 1-5 letter symbols - **Example**: `AAPL` (Apple Inc.) ### 🇨🇳 China A-Share Analysis - **Supported Exchanges**: - Shanghai (60xxxx): `600036` (China Merchants Bank) - Shenzhen (00xxxx): `000001` (Ping An Bank) - ChiNext (30xxxx): `300001` (Technology stocks) - STAR Market (68xxxx): `688001` (Innovation companies) - **Data Source**: Tushare API - **Format**: 6-digit numeric codes ### 🤖 Multi-LLM Support - **DashScope (Alibaba Cloud)**: Qwen models, Chinese-optimized - **OpenAI**: GPT-4o, GPT-4o-mini, o1, o3 series - **Google AI**: Gemini 2.0/2.5 Flash series - **Anthropic**: Claude 3.5/4 series ## 📋 Step-by-Step Walkthrough ### Step 1: Market Selection ``` ? Select Stock Market: US Stock - Examples: SPY, AAPL, TSLA ❯ China A-Share - Examples: 000001, 600036, 000858 ``` ### Step 2: Ticker Input ``` Format requirement: 6-digit code (e.g., 600036, 000001) Examples: 000001, 600036, 300001, 688001 ? Enter China A-Share ticker symbol: 000001 ✅ Valid A-share code: 000001 (will use Tushare data source) ``` ### Step 3: Analysis Configuration ``` ? Select your research depth: ❯ Light (1 round) - Quick analysis Medium (2 rounds) - Balanced analysis Deep (3 rounds) - Comprehensive analysis ? Select your LLM Provider: ❯ DashScope (Alibaba Cloud) OpenAI Google AI Anthropic ``` ### Step 4: Model Selection ``` ? Select Your [Quick-Thinking LLM Engine]: ❯ Qwen-Turbo - Fast response, suitable for quick tasks Qwen-Plus - Balanced performance and cost Qwen-Max - Best performance for complex analysis ? Select Your [Deep-Thinking LLM Engine]: ❯ Qwen-Plus - Balanced performance and cost (Recommended) Qwen-Max - Best performance for complex analysis Qwen-Max-LongContext - Ultra-long context support ``` ## 🗄️ Database Setup (Optional) ### Enable High-Performance Caching **1. Start Database Services**: ```bash # MongoDB for persistent storage docker run -d -p 27017:27017 --name mongodb mongo # Redis for high-performance caching docker run -d -p 6379:6379 --name redis redis ``` **2. Enable in .env**: ```env # Enable database caching MONGODB_ENABLED=true REDIS_ENABLED=true # MongoDB configuration MONGODB_HOST=localhost MONGODB_PORT=27017 MONGODB_DATABASE=tradingagents # Redis configuration REDIS_HOST=localhost REDIS_PORT=6379 REDIS_DB=0 ``` **3. Restart Application**: ```bash python -m cli.main # System will now use database caching for improved performance ``` ## 🔧 Configuration Examples ### Example 1: US Stock Analysis with OpenAI ```env # Only need OpenAI and FinnHub for US stocks OPENAI_API_KEY=your_openai_key FINNHUB_API_KEY=your_finnhub_key ``` **CLI Selections**: - Market: US Stock - Ticker: AAPL - LLM Provider: OpenAI - Models: GPT-4o-mini (quick), o1 (deep) **Note**: DashScope not required for US stock analysis with OpenAI ### Example 2: US Stock Analysis with Google AI ```env # Only need Google AI and FinnHub for US stocks GOOGLE_API_KEY=your_google_key FINNHUB_API_KEY=your_finnhub_key ``` **CLI Selections**: - Market: US Stock - Ticker: TSLA - LLM Provider: Google AI - Models: Gemini 2.0 Flash (quick), Gemini 2.5 Flash (deep) **Note**: DashScope not required for US stock analysis with Google AI ### Example 3: China A-Share Analysis (DashScope Required) ```env # DashScope required for Chinese stock analysis DASHSCOPE_API_KEY=your_dashscope_key FINNHUB_API_KEY=your_finnhub_key ``` **CLI Selections**: - Market: China A-Share - Ticker: 000001 - LLM Provider: DashScope - Models: qwen-turbo (quick), qwen-plus (deep) **Note**: DashScope API key is required for Chinese stock analysis (Tushare data + embeddings) ### Example 4: US Stocks with DashScope LLM (DashScope Required) ```env # DashScope required when using Qwen models DASHSCOPE_API_KEY=your_dashscope_key FINNHUB_API_KEY=your_finnhub_key ``` **CLI Selections**: - Market: US Stock - Ticker: SPY - LLM Provider: DashScope (Alibaba Cloud) - Models: qwen-turbo (quick), qwen-plus (deep) **Note**: DashScope API key is required when choosing DashScope as LLM provider ### Example 5: Full Features with Database ```env # Choose based on your use case OPENAI_API_KEY=your_openai_key # For US stocks with OpenAI # OR DASHSCOPE_API_KEY=your_dashscope_key # For Chinese stocks or DashScope LLM FINNHUB_API_KEY=your_finnhub_key MONGODB_ENABLED=true REDIS_ENABLED=true ``` **Benefits**: - Faster data retrieval - Persistent analysis history - Advanced caching strategies - Usage analytics ## 🛠️ Troubleshooting ### Common Issues **1. API Key Errors**: ``` Error: Invalid API key Solution: Check .env file and ensure correct API key format ``` **2. Tushare Connection Issues**: ``` Error: Tushare API unavailable Solution: System automatically falls back to cached data ``` **3. Database Connection Issues**: ``` Error: MongoDB/Redis connection failed Solution: System falls back to file cache automatically ``` **4. Invalid Ticker Format**: ``` Error: Invalid ticker format Solution: - US stocks: Use 1-5 letter symbols (AAPL) - A-shares: Use 6-digit codes (000001) ``` ### Debug Mode ```bash # Enable debug logging export TRADINGAGENTS_LOG_LEVEL=DEBUG python -m cli.main ``` ## 📊 Sample Analysis Output ### US Stock Analysis (AAPL) ``` 📈 Analysis Results for AAPL (Apple Inc.) Market: US Stock Exchange Data Source: Yahoo Finance 🔍 Technical Analysis: - Current Price: $150.25 (+2.3%) - RSI: 65.2 (Neutral to Bullish) - Moving Averages: Above 20-day and 50-day MA 💰 Fundamental Analysis: - P/E Ratio: 28.5 - Revenue Growth: 8.2% YoY - Market Cap: $2.4T 📰 News Sentiment: Positive (0.72/1.0) 🎯 Recommendation: BUY with target $165 ``` ### China A-Share Analysis (000001) ``` 📈 Analysis Results for 000001 (平安银行) Market: Shenzhen Stock Exchange Data Source: Tushare API 🔍 Technical Analysis: - Current Price: ¥12.85 (+1.8%) - RSI: 58.3 (Neutral) - Volume: Above average 💰 Fundamental Analysis: - P/E Ratio: 5.2 - ROE: 12.8% - Book Value: ¥15.20 📰 News Sentiment: Neutral (0.55/1.0) 🎯 Recommendation: HOLD with target ¥14.50 ``` ## 🎯 Next Steps ### Explore Advanced Features 1. **Custom Prompts**: Modify agent prompts for specific strategies 2. **Database Analytics**: Analyze historical performance 3. **Multi-Market Comparison**: Compare US and Chinese stocks 4. **Risk Management**: Configure risk parameters ### Learn More - [Configuration Guide](configuration_guide.md) - Detailed configuration options - [Architecture Guide](architecture_guide.md) - System architecture overview - [API Documentation](api_documentation.md) - API reference ### Get Support - GitHub Issues: Report bugs and feature requests - Documentation: Comprehensive guides and examples - Community: Join discussions and share strategies --- 🎉 **Congratulations!** You're now ready to analyze both US and Chinese markets with TradingAgents. The system provides intelligent fallbacks, multi-LLM support, and enterprise-grade caching for optimal performance.