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Tutorials

Step-by-step learning guides to get you started with FinWiz.

What Are Tutorials?

Tutorials are learning-oriented lessons that guide you through completing specific tasks. They are designed for beginners and provide hands-on experience with FinWiz's core features.

Available Tutorials

Getting Started

  • Getting Started - Complete setup and first-time configuration
  • Install FinWiz
  • Configure API keys
  • Run health checks
  • Understand project structure

Basic Analysis

  • First Analysis - Run your first stock analysis
  • Analyze a single stock (AAPL)
  • Understand analysis output
  • Interpret grades and scores
  • Review HTML reports

Portfolio Management

  • Portfolio Analysis - Comprehensive portfolio review
  • Prepare portfolio CSV files
  • Run portfolio analysis
  • Review keep/sell recommendations
  • Understand alternatives
  • Export results

Learning Path

Beginner Track

  1. Getting Started - Setup and installation
  2. First Analysis - Single asset analysis
  3. Portfolio Analysis - Multi-asset portfolio review

Intermediate Track

After completing the beginner track:

  1. Performance Optimization - Speed up analysis
  2. Batch Processing - High-performance portfolio analysis
  3. Template Configuration - Customize reports

Advanced Track

For power users and developers:

  1. Python Scoring Engine - Deterministic scoring
  2. Custom Workflows - Build custom analysis flows
  3. Developer Guide - Contribute to FinWiz

Tutorial Format

Each tutorial includes:

  • Prerequisites: What you need before starting
  • Learning Objectives: What you'll learn
  • Step-by-Step Instructions: Detailed walkthrough
  • Expected Results: What output to expect
  • Troubleshooting: Common issues and solutions
  • Next Steps: Where to go next

Additional Resources

Core Documentation

How-To Guides

Reference

Explanations

Need Help?

Ready to start? Begin with Getting Started!