Academy
OUPI Finance: Reports, Market Data & AI-Driven Analyses
Master the financial tools available in OUPI Finance. This intermediate course walks you through transaction management, the Financial Health Score, the Anomaly Narrator, Spending DNA profiling, real-time market data, and the Smart Financial Advisor. By the end you will be able to generate meaningful reports, interpret market information, and leverage AI analyses to make better financial decisions.
Course outline
1
Navigating the Finance Dashboard
Familiarize yourself with the OUPI Finance interface, its sub-menus, and the guided tour so you can move efficiently between features.
2
Recording & Categorizing Transactions
Learn how to add, import, and auto-categorize transactions so your data is accurate and ready for analysis.
3
Understanding Your Financial Health Score
Interpret the four dimensions of the Health Score—income vs expenses, diversification, savings regularity, and debt-to-income ratio—to gauge your overall financial standing.
4
Detecting Anomalies with the Anomaly Narrator
Use the Anomaly Narrator to automatically spot unusual spending patterns and understand the AI-generated explanations.
5
Exploring Your Spending DNA
Discover your unique spending profile through AI-powered visualization and analysis to identify long-term habits.
6
Accessing Real-Time Market Data & Charts
Search for tickers, read real-time quotes, and navigate historical charts to stay informed on financial markets.
7
Getting Personalized Advice from the Smart Financial Advisor
Ask targeted questions to the AI advisor and learn how to frame queries for the most actionable, context-aware recommendations.
Take this course in OUPI
Progress, quiz and certificate in your account — 6 questions to check what you learned and earn a certificate, in your OUPI workspace.