Navigating the Winus Platform

Learn how to access and utilize the core tools within the Winus interface to plan smarter and research faster.

Overview

The Winus platform is designed to put data at your fingertips. Understanding where to find and how to use our core features will help you maximize your efficiency and automate repetitive tasks right from day one.

Core Interfaces

1. Financial Chat

Located on the main dashboard, Financial Chat is your primary interface for quick queries.

• What it does: Allows you to ask questions like "Analyze the P/E ratio trends of 5 tech stocks."
• How to use it: Type your prompt into the Ask anything... bar, choose your thinking mode (e.g., Auto), and review the structured table and referenced summary provided by Winus.

2. Deep Research

For comprehensive reporting, navigate to the Deep Research module.

• What it does: Gathers and synthesizes multi-source data to generate full, reviewable reports on market evolution, company performance, or risk.
• How to use it: Enter your research objective. Winus will create a blueprint (a task list of research points) and systematically execute them, presenting citations for every claim.

3. AI Verify (Factcheck)

When building pitch decks or financial models, use the AI Verify tool.

• What it does: Cross-references claims, numbers, and statements from your documents against verifiable market data.
• How to use it: Upload a document or enter the text. Winus extracts the claims, checks them against SEC filings, press releases, or pricing data, and outputs a "True/False" conclusion with the supporting evidence.

4. Agents & Skills Market

Access the Skill Market from the sidebar to automate your workflows.

• What it does: A library of official and custom AI agents designed for specific financial tasks.
• How to use it: Browse for skills like "Public Company Earnings Review" or "Company Investment One-Pager". Toggle them on, or click + Create Skill to turn a frequent prompt into a reusable template.