How-To Guides

Practical guides for solving specific problems and completing common tasks.

What Are How-To Guides?

How-to guides are problem-oriented recipes that show you how to accomplish specific goals. They assume you have basic knowledge of FinWiz and focus on practical solutions.

Available Guides

Setup and Configuration

• Setup Environment - Configure development and production environments
• Install Dependencies - Manage Python dependencies
• Configure API Keys - Set up required API access

Performance Optimization

• Performance Optimization - General optimization strategies
• Batch Processing - High-performance portfolio analysis
• Python Scoring Engine - Deterministic scoring for speed
• Performance Configuration - Advanced configuration
• Performance Monitoring - Monitor and track performance
• Memory Management - Optimize memory usage

Analysis and Reporting

• Deep Analysis Troubleshooting - Fix deep analysis issues
• Template Configuration - Customize report templates
• Report Customization - Customize report outputs
• Data Export - Export analysis results

Portfolio Management

• Risk Management - Configure risk assessment
• Portfolio Monitoring - Monitor portfolio performance
• Custom Optimization - Custom portfolio optimization

Data and Integration

• Data Validation - Validate input data
• External Integration - Integrate with external systems
• API Troubleshooting - Debug API issues

Development

• Custom Crews - Create custom analysis crews
• Custom Workflows - Build custom analysis workflows
• Plugin Development - Develop FinWiz plugins
• Testing - Test FinWiz components
• Schema Customization - Customize Pydantic schemas

Troubleshooting

• Troubleshooting - General troubleshooting guide
• Performance Troubleshooting - Fix performance issues

Guide Categories

By User Type

End Users

Start with these guides:

1. Setup Environment
2. Performance Optimization
3. Troubleshooting
4. Report Customization

Power Users

Advanced usage guides:

1. Batch Processing
2. Python Scoring Engine
3. Performance Configuration
4. Risk Management

Developers

Development-focused guides:

1. Custom Crews
2. Custom Workflows
3. Testing
4. Plugin Development

By Task

Getting Better Performance

1. Performance Optimization - General strategies
2. Batch Processing - 10-20x speedup
3. Python Scoring Engine - Deterministic scoring
4. Memory Management - Reduce memory usage

Customizing FinWiz

1. Template Configuration - Report templates
2. Custom Workflows - Analysis workflows
3. Custom Crews - Analysis crews
4. Schema Customization - Data schemas

Fixing Problems

1. Troubleshooting - General issues
2. API Troubleshooting - API problems
3. Performance Troubleshooting - Performance issues
4. Deep Analysis Troubleshooting - Deep analysis problems

How-To Guide Format

Each guide follows this structure:

• Problem Statement: What you're trying to accomplish
• Prerequisites: What you need before starting
• Solution: Step-by-step instructions
• Verification: How to verify it worked
• Common Issues: Troubleshooting tips
• See Also: Related guides

Additional Resources

Core Documentation

• User Guide - Complete user documentation
• Developer Guide - Architecture and development

Tutorials

• Getting Started - First-time setup
• First Analysis - Your first analysis
• Portfolio Analysis - Portfolio review

Reference

• CLI Commands - Command reference
• Environment Variables - Configuration
• API Reference - API documentation

Explanations

• Architecture - System design
• Design Principles - Core philosophy
• AI Architecture - AI agent framework

Need Help?

Can't find what you're looking for?

• Check: User Guide for comprehensive documentation
• Search: Use GitHub search across all documentation
• Ask: GitHub Discussions
• Report: GitHub Issues for bugs

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Browse the guides above or check the User Guide for comprehensive documentation.