Your agents are currently IDLE because they haven't been added to a flow yet. Here's how to get them working:
- Go to
http://localhost:5173
- You should see a canvas with a "Portfolio Analyzer" node (or create a new flow)
Method 1: Right Sidebar (Easiest)
- Open the right sidebar: Click the right sidebar icon (top right) or press
ā + I
(Mac) / Ctrl + I
(Windows)
- Find "Analysts" section: Scroll down to see all your agents
- Click the "+" button next to any agent you want to activate:
- Value Composite
- Growth Composite
- Momentum
- Mean Reversion
- Or any others you want
- The agent will appear on your canvas as a new node
Method 2: Click on Agent Name
- Simply click on the agent name in the right sidebar
- It will be added to your canvas automatically
Your agents need to be connected in a flow:
Portfolio Analyzer ā Agents ā Portfolio Manager
-
Connect Portfolio Analyzer to Agents:
- Hover over the Portfolio Analyzer node
- Drag from the output handle (right side) to each agent's input handle (left side)
- Or click and drag to create connections
-
Connect Agents to Portfolio Manager:
- Drag from each agent's output handle (right side)
- To the Portfolio Manager's input handle (left side)
-
Add Portfolio Manager (if not present):
- From right sidebar ā "End Nodes" ā Click "+" on "Portfolio Manager"
- Click on the "Portfolio Analyzer" node
- Set Available Cash: Enter your starting capital (e.g., 100000)
- Add Stock Positions:
- Click the "+" button to add a position
- Enter:
- Ticker: AAPL, MSFT, NVDA, TSLA, or GOOGL (free)
- Quantity: Number of shares
- Trade Price: Price per share
- Add multiple positions as needed
Option A: Single Run (Live Analysis)
- Make sure "Single Run" is selected in Portfolio Analyzer
- Click the Play button (ā¶ļø) on the Portfolio Analyzer node
- Or press
ā + Enter
/ Ctrl + Enter
Option B: Backtest (Historical Training)
- Switch to "Backtest" mode in Portfolio Analyzer
- Set Start Date and End Date
- Click Play (ā¶ļø)
In the Flow View:
- Agents will change from IDLE (gray) ā IN_PROGRESS (yellow) ā COMPLETE (green)
- Click on any agent to see their analysis
In the Dashboard:
- Click the Dashboard icon (š) in the top bar
- Watch the Agent Roster update in real-time:
- Status changes from IDLE to IN_PROGRESS
- Shows which ticker each agent is analyzing
- Displays progress messages
-
Add 3 agents:
- Value Composite (from right sidebar)
- Growth Composite (from right sidebar)
- Momentum (from right sidebar)
-
Connect them:
- Portfolio Analyzer ā Value Composite ā Portfolio Manager
- Portfolio Analyzer ā Growth Composite ā Portfolio Manager
- Portfolio Analyzer ā Momentum ā Portfolio Manager
-
Configure portfolio:
- Cash: $100,000
- Add AAPL: 100 shares @ $150
-
Click Play ā Watch all 3 agents start working!
- ā
Make sure agents are added to the canvas (not just in the sidebar)
- ā
Verify agents are connected to Portfolio Analyzer
- ā
Check that Portfolio Analyzer has tickers configured
- ā
Ensure Portfolio Manager is connected
- ā
Check you have at least one API key configured (Settings ā API Keys)
- ā
Verify tickers are entered in Portfolio Analyzer
- ā
Make sure agents are properly connected (see connections above)
- ā
Check API keys are valid and have credits
- ā
Verify ticker symbols are correct
- ā
Check the bottom panel for error messages
Before clicking Play, make sure:
āāāāāāāāāāāāāāāāāāāāāāā
ā Portfolio Analyzer ā ā Configure with stocks here
ā (Pie Chart Icon) ā
āāāāāāāāāāāā¬āāāāāāāāāāā
ā
āāāā āāāāāāāāāāāāāāāāāāā
ā ā Value Composite ā ā Add from right sidebar
ā āāāāāāāāāā¬āāāāāāāāāā
ā ā
āāāā āāāāāāāāāā“āāāāāāāāāā
ā ā Growth Composite ā ā Add from right sidebar
ā āāāāāāāāāā¬āāāāāāāāāāā
ā ā
āāāā āāāāāāāāāā“āāāāāāāāāāā
ā Portfolio Manager ā ā Add from right sidebar
āāāāāāāāāāāāāāāāāāāāā
Once connected, click Play on Portfolio Analyzer and watch your agents come to life! š
Your agents are ready - they just need to be added to a flow and connected! Once you do that and click Play, you'll see them change from IDLE to IN_PROGRESS to COMPLETE in real-time! š