Winus Financial AI Skills - Be a one-person team of elite financial pros

Hi Everyone! 👋

I’m Jared from the Winus AI product team. We’ve spent the last few months watching our users navigate the "high-stakes" world of finance, and we noticed a common problem: even the best pros are often slowed down by manual, repetitive tasks.

Today, we’re launching Winus Skills to fix that.

Our goal was to move past the "black box" of general AI. Instead of a generic assistant that might hallucinate, we’ve built an extensive foundation spans 90% of the world’s free-float market cap and a Global Enterprise Library of 350 million entities across 107 countries. The market intelligence and financial tools where you can package your own know-how into professional, reusable, and personal AI skills.

Why Winus is different:

Generic AI summarizes; Winus executes. We’ve built a massive foundation of market intelligence and specialized financial tools using the MCP framework. You aren't just prompting an LLM; you are commanding a fleet of specialized engines.

The "Superpower" we’re handing you:
Imagine being an entire team of financial professionals at once. You create the logic, and Winus scales it.

How it works in your workday:
💬 Chat to Create: Describe a task, and Winus builds the skill for you.
📚 Library Access: Import and personalize official templates to hit the ground running.
🤖 Smart Detection: Winus notices your repetitive tasks and suggests a skill to automate them.

We’re dying to know:
1. If you could clone your professional self to handle one specific financial task, what would it be?
2. How much time do you currently spend "double-checking" AI sources? (We’re big on our traceable logic feature for this exact reason!)

Get started here: https://www.winus.ai/en/skills

We’ll be here all day to answer questions and hear your "wishlist" ideas! 🚀

Hi PH 👋

Here's what we're seeing from early users.

People come in expecting to automate a data pull. Within the first session, they're building something much more specific — encoding the way their desk reads an earnings call, or the exact logic their risk team uses for a Fed statement.

Once you see what's underneath Skills, the shift makes sense.

Winus Skills run on 20 years of financial domain expertise and a 100B-parameter model, covering 40+ financial roles and data across 100+ countries. Retrieval, modeling, backtesting, validation, and reporting run in parallel. Users who've worked with general-purpose models notice the difference within a few queries.

What makes Winus Skills reusable in practice: hundreds of MCP tools connect each Skill directly to live market data, fundamentals, macro feeds, filings, research reports, and news. So when someone builds an earnings screener, it runs against current filings—not a paste from this morning. Write it once, run it every quarter.

Pairing Skills with Winus Agents takes it further. One team set up its FOMC analysis. Skill to fire the moment Powell's statement drops. Structured output arrives before anyone opens a browser—no manual coordination, and no one is waiting on the senior analyst to have bandwidth.

The personalized part: from raw information to final deliverable, in your format, your logic connected to your actual data sources.

Two things I'd love to hear from the PH community:

1. What's the workflow at your firm that still has someone's name on it—because only they know how to run it correctly?

2. For anyone who's built GPT workflows or internal prompt templates: what caused them to fall apart after the first few weeks?

Game-Changer for Financial Professionals ⭐⭐⭐⭐⭐

I've been testing Winus Skills for the past few weeks, and it's genuinely transformed how I approach financial analysis and client communications.

What stands out:

The breadth of data coverage is remarkable. Having access to 350 million entities across 107 countries means I'm no longer piecing together information from multiple databases. Last week, I needed to analyze supply chain risks for a mid-cap manufacturing client with operations in Southeast Asia. Winus pulled relevant entity connections and market data that would have taken me hours to compile manually.

The AI Skills concept is clever:

Instead of starting from scratch with each client interaction, I've built reusable workflows that capture my analytical framework. For example, I created a "Quarterly Earnings Deep Dive" skill that automatically:

• Pulls comparable company metrics

• Generates variance analysis

• Flags anomalies based on my criteria

• Produces a client-ready summary

This is the "stop repeating your brilliance" part the tagline promises—and it delivers. I'm not just faster; I'm more consistent.

Real-world impact:

Used it for three pitch decks last month. Each one had the depth of analysis I'd normally reserve for my top-tier clients, but with 60% less prep time. The verifiability aspect is crucial—every insight comes with source citations, which builds trust with compliance teams and clients alike.

Minor critiques:

The learning curve for creating custom skills is steeper than advertised. Expect to invest 2-3 hours upfront to get the workflow logic right. Also, I'd love to see more pre-built templates for niche areas like ESG scoring or cryptocurrency correlation analysis.

Bottom line:

If you're in equity research, corporate finance, or wealth management and find yourself answering the same types of questions repeatedly, this is worth the investment. It's not replacing your expertise—it's scaling it.

The 90% free-float market cap coverage isn't just marketing fluff. In practice, it means I spend less time saying "I don't have data on that company" and more time delivering insights.

Verdict: 4.5/5 stars. Deducted half a point for onboarding friction, but the core product is exceptional.

Congrats on the launch, @jared_lo.

I personally like the Traceable Citations detail. I think this is what every finance professional has been waiting for.

Saw the homepage leads with a feature comparison table. The person who needs this most (an analyst who's been burned by a wrong number in a client deck) doesn't start reading from a table. They start from a feeling. The real headline is buried in your founder comment: "even the best pros are slowed down by manual repetitive tasks." That sentence hits harder than anything on the page.

Love the idea of turning common financial tasks into AI “skills.”

A lot of analysts’ time is still spent on repetitive work like pulling data and summarizing filings. If Winus can turn those into reusable workflows, it could really boost productivity and allow more time for actual investment thinking.

Exciting direction — congrats on the launch! 🚀

The part that resonates most with me is the "write it once, run it every quarter" idea. So much time in finance gets burned rebuilding the same workflows over and over. If Winus delivers on that promise consistently, it becomes something teams genuinely depend on.

Really impressive launch. Looking forward to seeing how this evolves. 🚀

How can this AI tool integrate with real‑world financial workflows to improve efficiency?

What a brilliant approach to financial AI! 👏 Building specialized skills instead of relying on generic prompts solves so many headaches. I'm really curious about how this integrates into existing planning and review chains. Do the skills trigger automatically based on the workflow state, or are they strictly user-initiated? 🤖 Great launch! 🚀

⚡ How can Winus break data silos to improve decision-making efficiency in finance?

Looks interesting. I hate manual work. Does the free trial include all features? Want to test it with my team. 👀