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U2INVEST User Guide
Your path, Your Choice, Your Future, You to Invest.
Welcome to the complete walkthrough of the U2INVEST platform. This guide demonstrates every feature of our comprehensive financial education and analysis system.
1. Landing Page & Navigation
Your gateway to financial literacy. The clean interface allows you to jump straight into one of our three core pillars.
- Academy: For structured learning.
- Lab: For risk-free practice.
- U2CHAT: For AI-assisted analysis.
2. Knowledge Academy
The Academy is designed to take you from novice to pro through structured coursework.
2.1 Core Features
The main dashboard offers two views: Course Modules (Grid View) and Learning Roadmap (Tree View). You can track your progress and difficulty levels at a glance.
2.2 Learning Roadmap (Visual Progression)
We use a D3.js interactive tree to visualize your learning path.
Standard Mode: Follow our curated path from "Foundations" (Blue) to "Advanced" (Dark Blue) to "Professional" (Purple).
Design By Yourself Mode: Switch to "You to Design" to create your own mental map.
- Add Concepts: Create custom nodes for topics you want to study.
- Link Nodes: Connect ideas to build your own knowledge graph.
- Add Concepts: Create custom nodes for topics you want to study.
2.3 Module Interface
Clicking any topic opens the learning module.
- Video Lessons: High-quality content curated from top financial educators.
- Community: Discuss topics with other learners.
- Progress Tracking: Mark lessons as complete to earn your badge.
- Share: Share your progress on social media.
3. Trading Lab
Before risking real money, master the market here with $100,000 virtual cash.
3.1 Beginner Guide (Investment 101)
New to stocks? Our interactive guide walks you through the basics before you trade.
- Step 1: Ownership: Understand what a stock actually is.
- Step 2: Risk: Learn about diversification.
- Step 3: Execution: How to read the dashboard.
- Buy/Sell Guide: Clear instructions on placing orders.
3.2 Professional Dashboard (The Lab)
For advanced users, the Lab offers a professional trading interface.
- Real-time Data: Live prices for A-share stocks (Moutai, CATL, etc.).
- Interactive Charts: Zoomable K-Line charts (60/120/250 days).
- Order Entry: Buy and Sell instantly.
- Portfolio Tracking: Monitor your Cash, Holdings, and Returns in real-time.
4. U2CHAT (AI Agent)
Your 24/7 Financial Analyst, powered by DeepSeek-V3 and LangGraph.
4.1 Advanced Reasoning
Unlike basic bots, U2CHAT "thinks" before it answers. It breaks down complex queries into logical steps.
4.2 Market Analysis
Ask about any stock (e.g., "Analyze Moutai"). The agent fetches real-time data and provides a professional breakdown.
4.3 Data Visualization
The agent doesn't just talk; it draws. It generates interactive price charts right in the chat window.
4.4 Strategic Suggestions
It can combine real-time data with its internal knowledge base (RAG) to offer investment strategies.
Architecture
For the tech-savvy, here is how U2INVEST works under the hood:
