User Guide

After signing in, you'll land on the Dashboard — the hub for all your research activity. It shows your current plan quota, recently generated reports, and a watchlist overview.

1. 1

   Sign up / Sign in

   Register with your email or sign in quickly with Google.

2. 2

   Search assets

   Enter a stock ticker (e.g. AAPL), company name, or pinyin abbreviation in the search bar.

3. 3

   Generate report

   Click on a search result to open the asset page, then click "Generate Analysis" to get a full AI research report.

4. 4

   Bookmark & manage

   Add assets to your watchlist to track price changes and new reports.

SudoTrade's core feature. Multi-dimensional data powers structured AI investment research reports for every asset.

1. 1

   Browse popular reports

   Visit the Research page to see recently generated popular reports, sorted by star rating or valuation health.

2. 2

   Search specific assets

   Enter a ticker or name to find a target asset, then view existing reports or generate a new one.

3. 3

   Read reports

   Reports include: star rating, valuation thermometer, financial health score, one-sentence verdict, full valuation analysis, financial trend charts, peer comparisons, and moat analysis.

Every metric in a report is expandable — click to see detailed data and calculation logic.

Add assets to your watchlist to track price changes and report updates in real time.

1. 1

   Add assets

   Click the bookmark icon on any research report page to add the asset to your watchlist.

2. 2

   View watchlist

   Visit the Watchlist page to see price changes, market cap, and report status for all bookmarked assets.

3. 3

   Remove assets

   Click the bookmark icon again to remove from your watchlist.

The watchlist shows real-time prices with change percentages at a glance. Plus

Create portfolios to record and manage your holdings with automatic P&L calculation.

1. 1

   Create portfolio

   On the Portfolio page, click "New" and enter a name and currency (USD/HKD/CNY).

2. 2

   Add transactions

   Record buy/sell transactions. The system automatically calculates cost basis, market value, and P&L.

3. 3

   View analysis

   The portfolio detail page shows asset allocation, historical performance, and holdings health.

Track the latest holdings changes of well-known investors and value funds to discover potential opportunities.

1. 1

   Open Holdings Tracker

   Select "Holdings Tracker" from the Toolbox in the sidebar.

2. 2

   Browse investors

   Browse by category: value investing, macro quant, growth, activist, institutional holdings.

3. 3

   View holdings

   Click an investor to see their holdings details, allocation pie chart, and sector distribution.

4. 4

   Jump to research

   Click a stock ticker in the holdings to jump directly to its deep research report.

Data sourced from public SEC 13F filings, updated quarterly.

A unified search experience across the platform, supporting multiple query methods.

1. 1

   Search entry

   Use the top search bar after signing in, or the central search box on the home page.

2. 2

   Enter query

   Supports stock tickers (TSLA), company names, pinyin abbreviations (TSL), or English names.

3. 3

   View results

   The dropdown shows matching assets with ticker, name, and market info.

Three theme modes — dark, light, and system — to suit different usage scenarios.

1. 1

   Settings panel

   Click the gear icon in the top right to open settings.

2. 2

   Choose mode

   In the "Theme" section, select: System / Dark / Light.

The home page also has a quick-toggle button (sun/moon icon) for switching between dark and light modes.

Theme preference is saved locally and persists across visits.

Supports Simplified Chinese, Traditional Chinese, and English interfaces.

1. 1

   Settings panel

   Click the gear icon in the top right to open settings.

2. 2

   Choose language

   In the "Language" section, select: 简体中文 / 繁體中文 / English.

Language preference is saved automatically. Changes take effect immediately.

SudoTrade offers three tiers, from exploration to deep research.

Export any deep analysis report as a PDF document for archiving and sharing.

1. 1

   Open report

   Navigate to any deep analysis report detail page.

2. 2

   Click export

   Click the "Export PDF" button on the report page to automatically generate and download.

The exported PDF includes the full report: title, star rating, valuation thermometer, financial health score, verdict, key metrics, risk disclosures, and complete analysis data.