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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. | |
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| ## 1. Landing Page & Navigation | |
| Your gateway to financial literacy. The clean interface allows you to jump straight into one of our three core pillars. | |
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| * **Academy:** For structured learning. | |
| * **Lab:** For risk-free practice. | |
| * **U2CHAT:** For AI-assisted analysis. | |
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| ## 2. Knowledge Academy | |
| The Academy is designed to take you from novice to pro through structured coursework. | |
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| ### 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. | |
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| ### 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). | |
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| * **Design By Yourself Mode:** Switch to "You to Design" to create your own mental map. | |
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| * **Add Concepts:** Create custom nodes for topics you want to study. | |
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| * **Link Nodes:** Connect ideas to build your own knowledge graph. | |
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| ### 2.3 Module Interface | |
| Clicking any topic opens the learning module. | |
| * **Video Lessons:** High-quality content curated from top financial educators. | |
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| * **Community:** Discuss topics with other learners. | |
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| * **Progress Tracking:** Mark lessons as complete to earn your badge. | |
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| * **Share:** Share your progress on social media. | |
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| ## 3. Trading Lab | |
| Before risking real money, master the market here with **$100,000 virtual cash**. | |
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| ### 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. | |
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| * **Step 2: Risk:** Learn about diversification. | |
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| * **Step 3: Execution:** How to read the dashboard. | |
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| * **Buy/Sell Guide:** Clear instructions on placing orders. | |
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| ### 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. | |
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| ## 4. U2CHAT (AI Agent) | |
| Your 24/7 Financial Analyst, powered by **DeepSeek-V3** and **LangGraph**. | |
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| ### 4.1 Advanced Reasoning | |
| Unlike basic bots, U2CHAT "thinks" before it answers. It breaks down complex queries into logical steps. | |
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| ### 4.2 Market Analysis | |
| Ask about any stock (e.g., "Analyze Moutai"). The agent fetches real-time data and provides a professional breakdown. | |
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| ### 4.3 Data Visualization | |
| The agent doesn't just talk; it draws. It generates interactive price charts right in the chat window. | |
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| ### 4.4 Strategic Suggestions | |
| It can combine real-time data with its internal knowledge base (RAG) to offer investment strategies. | |
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| ## Architecture | |
| For the tech-savvy, here is how U2INVEST works under the hood: | |
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