# Read This First

Essential Reading - This guide covers everything you need to know before using Xynth effectively. Understanding these fundamentals will save you time and frustration.

# What is Xynth?

Xynth is an AI-powered trading research platform that transforms how investors conduct market analysis. By automating complex research workflows, Xynth eliminates the tedious manual processes that consume hours of your trading day.

Our platform unifies fragmented data sources from across the web into a single, intelligent interface. Instead of juggling multiple websites and providers to cross-reference asset data, you can access everything through natural language queries.

END GOAL: Build an intelligent AI Quant Analyst that guides you through every step of your trading journey.

# What Xynth Does Well

Data analysis and visualization
Complex calculations and backtesting
Research automation and screening
Unified access to comprehensive financial data
Natural language interface for complex tasks

# What Xynth Is NOT

Xynth does not generate money or find guaranteed profitable trades. Anyone with trading experience knows finding alpha is hard work. It automates processes and provides data access - the analysis and decisions remain yours.

# Working Effectively With Xynth

# Be Specific

The more specific your queries, the better Xynth performs. Treat it like you're talking to a skilled analyst.

Good prompts:

"Analyze AAPL's debt-to-equity ratio compared to the tech sector average over the last 3 years"
"Backtest a momentum strategy on SPY: buy when 20-day MA crosses above 50-day MA, sell on opposite signal"

Vague prompts:

"Find me stocks that will make money"
"What should I buy?"

# Human-in-the-Loop Required

All AI needs verification. Work as a team where Xynth handles calculations and data gathering while you provide direction and validate results.

Good approach:

"Pull fundamentals for TSLA focusing on cash flow and debt metrics, then create a visualization comparing it to Ford and GM"
"Screen for dividend stocks with P/E under 15 and debt-to-equity below 0.5, then show me the top 10 by dividend yield"

# Technical Essentials

Auto-Correction is Normal: When you see "execution failed," Xynth is fixing faulty code automatically. This is expected behavior, not a broken application. Stay patient and guide it through the process.

Memory Management: Xynth works best with fewer than 10 messages per chat. Once you reach a milestone or get your insight, start fresh to maintain speed and quality.

File Uploads: Upload CSVs, PDFs, Excel files, and JSON instead of pasting large amounts of data. Use the chat bar for conversation, not data dumps.

Desktop Optimized: Xynth is a heavy application. Research mode works on mobile, but Strategy and Pair Trading modes are designed for desktop.

Mode Differences:

Research Mode: Most refined, works everywhere
Strategy/Pair Trading: Beta features, desktop only
R1 (Reasoning): Heavy analysis mode for complex tasks
V1 (Normal): Quick, sharp responses for standard queries

# Best Practices & Getting Help

Planning Beats Diving In: Tell Xynth your research plan before executing. Ask it to keep you in the loop and avoid going off on tangents.

Example planning: "I want to analyze renewable energy stocks. First, screen for companies with revenue growth >20% and P/E <25. Then compare the top 5 by debt levels and profit margins. Finally, create visualizations for each step."

Explore All Tools: Read through all the tools documentation to understand Xynth's full capabilities. Each tool has specific strengths and use cases that can significantly enhance your research workflow.

For Pair Trading Mode: Don't move or interact with visual charts while Xynth is working on them. Let it complete the analysis before making adjustments.

Feedback Welcome: Strategy and Pair Trading modes are in beta. Your input helps us improve the platform.

Contact: Questions or feature requests? Reach out to hashims@xynth.finance - we're early stage and actively implementing user suggestions.

About This Handbook: This handbook provides comprehensive guidance on leveraging Xynth Finance's AI-powered features, from initial setup to advanced trading strategies and research methodologies.

Remember: The more input and guidance you provide, the better Xynth performs for you.