Your Financial Copilot for
Faster Research and Writing

Winus AI Chat helps you analyze financials, answer questions with citations, and draft investor-ready summaries in minutes.

Try Winus Financial Chat

Trusted by over 50,000+ financial professionals worldwide

The Problem

Financial teams still lose time to manual search, reconciliation, and repetitive writing.

Finding the right numbers is slow across filings, decks, notes, and calls.

Comparisons break easily when periods/definitions/currency/scope change.

Updates get rewritten—and consistency is hard to maintain.

Outputs are hard to review & reuse without clear sources and structure.

What AI Chat Does

Winus AI Chat turns questions into analysis you can act on.

Structured, trusted data

Definition-aware financial & macro data, normalized and source-linked.

Interactive chart analysis

Ask charts questions, compare periods, highlight drivers—turn visuals into insights.

Index backtests & simulations

Rebalance rules, constraints, attribution, risk metrics—run complex backtests fast.

Finance Skills platform

Reusable, team-approved Skills for research, earnings, macro, risk—customize and share.

How It Works

Choose a source

Upload a PDF/Excel, paste text, or select your saved library.

Ask a question

Plain language is fine, Winus understands finance terms.

Review the output

Answers include cited evidence and clear math.

Key Capabilities

Finance-ready reasoning

Period handling
Unit normalization
Currency handling
Metric definitions

Built-in calculations

Growth rates (YoY/QoQ)
Margins and profitability
Variance vs plan / prior period
KPI rollups and segment contribution

Tailored to Your Style

Executive summary
Investment memo sections
Board update bullets
Earnings recap
Risk highlights and watchlist items

Example Prompts

See what you can ask

"Summarize the key drivers of revenue growth this quarter. Cite the report."

"What changed in guidance vs last quarter? Provide a table."

"Calculate gross margin and operating margin for the last 6 quarters."

"Compare segment performance and highlight outliers."

"Draft a 200-word investor update from this earnings release."

Why Winus

Built specifically for financial professionals

Evidence-first

Citations are built in, not optional

Finance-native

Understands filings, earnings language, and common KPI structures

Reviewable outputs

Clear tables, math steps, and exportable summaries

Workflow-friendly

Save sources, reuse prompts, share results across a team

Use Cases

Buy-side investing

Idea screening, thesis support, peer benchmarking, portfolio impact notes.

Quant & index teams

Factor screens, rule-based construction, backtests, performance attribution.

Sell-side research

Earnings recaps, initiation frameworks, comps tables, client-ready writeups.

Corporate finance & IR

KPI narratives, board packs, Q&A prep, consistent messaging with sources.

Ask your next financial question now.

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Instant access to free credits

Standard support included