What This Page Is
Reference, not required setup
The required first-run flow now lives in /onboarding. This page is the reusable explanation layer you can revisit any time after setup.
Alpha Notice
Fundy is a fundamentals-first research workspace in alpha. All output is educational only, not investment advice. Verify every thesis, data point, and order before acting. Demo mode mirrors the real app in read-only paper mode and does not save changes.
Learn Fundy
Keep the mental model close
Use this page as the persistent help center after setup. It explains how the main Fundy surfaces connect without blocking product access.
Best Use
Refresh the workflow
Open a page-level Show Me Around tour when you need a surface explained in context.
Learn Fundy
How Fundy fits together
Fundy works best as one loop: dashboard for account state, portfolio for book-level context, research for symbol evidence, strategies for organized scopes, trading for execution, and Fundy AI for challenge-and-clarify decisions.
1.
Start on Dashboard to understand what changed and what matters.
2.
Use Portfolio to decide whether the whole book agrees with that signal.
3.
Use Research when a symbol needs deeper evidence before action.
4.
Use Strategies to turn researched ideas into reusable scopes.
5.
Use Trading and Fundy AI only after thesis, sizing, and risk are coherent.
Learn Fundy
What setup unlocks
The onboarding wizard captures your experience, goals, risk boundaries, and operating defaults so Fundy can personalize recommendations instead of speaking to a generic user.
1.
Paper-vs-live account mode determines how Fundy frames broker actions.
2.
Goals and risk settings shape account-health and allocation decisions.
3.
Assistant preferences determine how much detail Fundy AI gives you by default.
Learn Fundy
How to use Fundy well
Fundy is strongest when you treat it as a decision-support system rather than a signal box. Move from account context to research to execution, and use Fundy AI to challenge your thinking before routing orders.
1.
Use page-level `Show Me Around` tours when you need a surface explained.
2.
Keep goals and constraints current so recommendations stay relevant.
3.
Favor paper trading first when testing a new workflow or strategy.