# Use cases

- [Research & Idea Generation agent team](https://theagentictrader.com/use-cases/research-idea-generation.md): Most people's "research" is scrolling social feeds and headlines.
- [Watchlist Building agent team](https://theagentictrader.com/use-cases/watchlist-building.md): Watchlists rot.
- [Thesis Check & Devil's Advocate agent team](https://theagentictrader.com/use-cases/thesis-check-devils-advocate.md): Once we like an idea, we look for reasons it's right.
- [Position Sizing & Risk Check agent team](https://theagentictrader.com/use-cases/position-sizing-risk-check.md): Oversizing turns an ordinary wrong call into account-level damage.
- [Trade Journal agent team](https://theagentictrader.com/use-cases/trade-journal.md): Everyone knows they should journal; almost nobody does, because it's tedious.
- [Weekly Review agent team](https://theagentictrader.com/use-cases/weekly-review.md): Without a review loop, the same mistakes repeat.
- [Summarize an earnings call transcript](https://theagentictrader.com/use-cases/earnings-transcript-summary.md): Earnings calls run an hour and the important parts are buried.
- [Compare 10-K risk factors year over year](https://theagentictrader.com/use-cases/10k-risk-factor-diff.md): Companies quietly add or reword risk factors and few people notice.
- [Explain a new 8-K filing in plain English](https://theagentictrader.com/use-cases/8k-filing-alert-explainer.md): 8-K filings announce material events in legal language.
- [Daily news digest filtered to your watchlist](https://theagentictrader.com/use-cases/morning-news-digest.md): Most of the day's news doesn't touch your book, and sorting it by hand eats prep time.
- [Scan X sentiment on a theme](https://theagentictrader.com/use-cases/x-sentiment-scan.md): Social chatter moves fast and is hard to read without bias.
- [Weekly macro calendar brief](https://theagentictrader.com/use-cases/macro-calendar-brief.md): Big economic releases can surprise you if you don't know they're coming.
- [Explain a macro data series](https://theagentictrader.com/use-cases/fred-chart-explainer.md): Charts of yields, inflation or jobs are confusing without context.
- [One-page sector primer](https://theagentictrader.com/use-cases/sector-primer.md): Researching a new sector means learning its jargon and economics fast.
- [Map a company's competitors](https://theagentictrader.com/use-cases/competitor-map.md): A thesis that ignores competition is incomplete.
- [Track a company's key KPIs over time](https://theagentictrader.com/use-cases/kpi-tracker.md): Headline earnings hide the operating metrics that actually drive a business.
- [Turn a vague idea into screener criteria](https://theagentictrader.com/use-cases/screener-criteria-writer.md): "Cheap quality growth stocks" isn't something a screener can run.
- [Triage a long screener result](https://theagentictrader.com/use-cases/screener-output-triage.md): Screeners return 200 names and you can only study 5.
- [Write watchlist alert conditions](https://theagentictrader.com/use-cases/alert-trigger-writer.md): Vague watchlist notes never fire; precise alerts do.
- [Crypto watchlist with on-chain context](https://theagentictrader.com/use-cases/crypto-watchlist-onchain.md): Crypto prices alone miss what's happening on-chain.
- [Sanity-check an options-flow alert](https://theagentictrader.com/use-cases/options-flow-sanity-check.md): Big options trades look like smart money but often aren't.
- [Explain an option structure's payoff](https://theagentictrader.com/use-cases/options-payoff-explainer.md): Multi-leg options are easy to misunderstand and costly to get wrong.
- [Run a bull vs bear debate](https://theagentictrader.com/use-cases/bull-bear-debate.md): One-sided research leads to overconfidence.
- [Pre-mortem a trade idea](https://theagentictrader.com/use-cases/pre-mortem.md): We plan for success and get surprised by failure.
- [Check the base rate for a setup](https://theagentictrader.com/use-cases/base-rate-check.md): People judge ideas by stories, not by how often similar ideas work.
- [Valuation assumptions sanity check](https://theagentictrader.com/use-cases/valuation-sanity-check.md): Valuation models hide heroic assumptions.
- [Position-size math on your rules](https://theagentictrader.com/use-cases/position-size-calculator.md): Position size determines how much any single mistake costs, and it's the variable you fully control.
- [Pre-trade rules checklist](https://theagentictrader.com/use-cases/rules-checklist.md): Rules get broken in the heat of the moment.
- [Check portfolio concentration and correlation](https://theagentictrader.com/use-cases/correlation-check.md): Five 'different' positions can be one bet.
- [Stress-test your portfolio against past drawdowns](https://theagentictrader.com/use-cases/drawdown-stress-test.md): You don't know your pain threshold until it's tested.
- [Event-risk calendar for open positions](https://theagentictrader.com/use-cases/event-risk-calendar.md): Earnings and macro events can gap positions.
- [Voice-note to trade journal](https://theagentictrader.com/use-cases/voice-note-journal.md): Journaling is skipped when it costs time right after a decision.
- [Auto-log journal entries to a database](https://theagentictrader.com/use-cases/auto-log-journal.md): Copying entries by hand breaks the habit.
- [Analyze a journal app export](https://theagentictrader.com/use-cases/journal-export-analysis.md): Journal apps collect data; few people analyze it.
- [Tag emotions and process mistakes](https://theagentictrader.com/use-cases/emotion-tagging.md): Emotional mistakes repeat because they're never named.
- [Log the trades you didn't take](https://theagentictrader.com/use-cases/missed-trade-log.md): Passes and hesitations teach as much as trades.
- [File a no-trade (null) ticket](https://theagentictrader.com/use-cases/no-trade-ticket.md): A session with no order still needs a ticket, filed next to the missed-trade log.
- [Weekly process stats](https://theagentictrader.com/use-cases/weekly-stats-summary.md): Without numbers, reviews are vibes.
- [Pick one commitment for next week](https://theagentictrader.com/use-cases/one-commitment-coach.md): Long improvement lists never stick.
- [Monthly performance & attribution report](https://theagentictrader.com/use-cases/monthly-performance-report.md): You can't tell skill from luck without attribution.
- [Revisit old theses](https://theagentictrader.com/use-cases/thesis-review-check.md): Theses go stale while positions stay open.
- [Run your desk on a schedule](https://theagentictrader.com/use-cases/scheduled-desk-routine.md): Run the routine on a schedule and review the output.
- [Code a research crew in Python](https://theagentictrader.com/use-cases/crewai-research-crew.md): Copy-pasting between chats doesn't scale.
- [Give a custom agent market data](https://theagentictrader.com/use-cases/data-api-agent-tool.md): Chat assistants guess numbers when they lack data.
- [Fact-check another agent's output](https://theagentictrader.com/use-cases/fact-check-agent-output.md): Agents confidently state wrong numbers.
- [Personal trading-education plan](https://theagentictrader.com/use-cases/learning-plan.md): Self-education is scattered and random.

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