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Quickstart

Use this flow to experience OMNI as a financial terminal plus agentic analyst.

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1. Sign in

Open app.omnibrief.app and authenticate.

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2. Open agentic chat

Start from the terminal/chat surface and ask for live market context. Example prompts:

• What moved markets today?
• Summarize today's high-impact macro events.
• Explain NVDA's move using factors and news.

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3. Validate symbol lookup

Run a symbol search flow:

• Search symbols for 'Berkshire'
• Load BRK.B profile and key metrics

OMNI uses first-party symbol tools for both exact and fuzzy lookup.

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4. Pull a briefing

Ask for the latest briefing or specific date/type:

• Show today's Daily Briefing
• List weekly briefings from the last 30 days

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5. Check portfolio intelligence

Ask for portfolio and holdings diagnostics:

• Show portfolio summary and YTD
• Run holdings pulse in compact mode
• Show factor decomposition for AAPL

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6. Try a Superpower workflow

Use skills for deeper tasks:

• Run read-news for semiconductors and cluster themes
• Build a draft investment thesis for MSFT
• Analyze this PDF and extract the key tables

Next: /skills/superpowers