How to Use Financial Chat
Learn how to leverage Financial Chat to turn questions into thorough financial analysis.
Overview
Financial Chat is your AI copilot designed for faster research and writing. Where general AI models hallucinate and traditional analysis is fully manual, Financial Chat brings precision. It uses powerful reasoning models and reflection mechanisms to capture the core of complex problems, delivering clear, structured, and directly usable research results in minutes.
Key Capabilities
- Finance-Ready Reasoning: Switch between thinking paths based on problem complexity. Get accurate answers to complex financial situations without guesswork.
- Built-in Calculations: Automatically perform interactive chart analysis, index backtests, and simulations right within the chat.
- Structured, Trusted Data: Every response is built on reliable market intelligence, and sources are cited.
- Tailored to Your Style: Produce investor-ready summaries drafted in the style and format you require.
Steps to Use Financial Chat
Step 1: Open Financial Chat
Navigate to the New Chat area on the left sidebar of the Winus platform.
Step 2: Choose Your Source Data (Optional)
If you have specific files, reports, or a custom Skill you want the chat to focus on, select them before typing your query.
Step 3: Ask Your Question
Type your prompt in the Ask anything... bar.
Example: "Analyze the P/E ratio trends of 5 tech stocks: Apple, Microsoft, Google, Amazon, and Tesla over the past 3 years compared to the Nasdaq 100."
Step 4: Choose Thinking Mode
Select your preferred reasoning depth (e.g., Thinking: Auto) from the toggles beneath the chat bar. Hit Enter.
Step 5: Review the Output
Winus will generate a comprehensive response. Review the structured summary, data tables, and explicit citations provided at the bottom of the analysis.
Typical Use Cases
- Buy-Side Investing: Distilling market trends and P/E ratios.
- Quant & Index Teams: Running historical backtests and checking moving average prices (EMA).
- Corporate Finance & IR: Generating talking points against comparable competitors.