FinquillOS Platform Guide

Welcome to FinquillOS. Follow these steps to set up your workspace:

1. Create an account — Sign up with your email from the landing page.
2. Complete onboarding — Choose your interests and risk profile.
3. Explore the Dashboard — Your home base for market overview and quick actions.
4. Add tickers to your Watchlist — Start tracking the securities you care about.
5. Ask a question in AI Studio — Use natural language to research any topic.

The Dashboard is your command center. At a glance you can see:

• Market overview with major index performance
• Your watchlist highlights and recent movers
• Latest AI-generated signals and alerts
• Quick-access cards for Journal, Research, and AI Studio

Use the sidebar to navigate between modules. The top search bar accepts natural language queries to quickly find tickers, journal entries, or research reports.

Track securities you are interested in. The Watchlist module lets you:

• Add or remove tickers instantly with the search bar
• View real-time price data, daily change, and volume
• Sort and filter by performance, sector, or custom tags
• Click any ticker to open a detailed view with charts and AI analysis

Keep a structured trading journal to log your trades and reflect on decisions:

• Create entries with rich text, tags, and attached tickers
• Record entry/exit prices, position size, and thesis
• Use the speech-to-text feature for quick voice notes
• Review historical entries alongside performance data

Deep-dive into any company or macro topic with AI-assisted research:

• Generate comprehensive research reports from a single query
• Access web search results curated by Tavily integration
• View fundamental data, earnings history, and analyst consensus
• Save and organize reports into collections for later reference

Your conversational AI interface for investment research:

• Ask natural language questions about markets, tickers, or strategies
• The AI can search the web, pull financial data, and cite sources
• Conversation history is saved so you can pick up where you left off
• Use slash commands for quick actions like /analyze AAPL

Stay informed with a curated stream of financial news and content:

• RSS-powered feed aggregating top financial news sources
• Filter by topic, source, or relevance to your watchlist
• AI-summarized headlines so you can scan faster
• Save articles for later or send them to your research workspace

Track important dates and events that impact your portfolio:

• Earnings dates for watchlisted tickers are auto-populated
• Economic events like FOMC, CPI, and jobs reports
• Add custom reminders for your own trading milestones
• Day, week, and month views to plan ahead

Build and customize your own AI research agents:

• Configure agents with specific tool sets and instructions
• Define custom workflows for recurring analysis tasks
• Enable or disable tool groups like web search, financial data, or charting
• Share agent configurations or use community presets

Manage your AI usage credits and billing:

• View remaining credits and usage history
• Purchase additional credits or upgrade your plan
• Track which features consume the most credits
• Set spending alerts to stay within your budget

Customize your FinquillOS experience:

• Profile — Update your name, email, and avatar
• Appearance — Toggle between light and dark themes
• Notifications — Configure alert preferences
• API Keys — Manage third-party integrations
• Security — Enable two-factor authentication and manage sessions