Getting Started with Terminal
Prerequisites
- A Blank account with Terminal access enabled
- (Optional) A FRED API key for economic data — get one free
- (Optional) A Financial Modeling Prep API key for company financials and news — get one free
First Login
- Navigate to Terminal
- You will be redirected to the auth service to log in
- After authentication, you are redirected back to Terminal
- Your default dashboard loads automatically
Exploring Market Data
Viewing Quotes
- Click Market in the sidebar
- The market overview shows equities, crypto, and forex sections
- Click any symbol to open its detail page with price chart, profile, and financials
Searching for Symbols
- From the Market page, use the search bar at the top
- Type a company name or ticker symbol (e.g., “Apple” or “AAPL”)
- Click a result to navigate to its detail page
Cryptocurrency and Forex
The Market page includes dedicated sections for:- Crypto — Top cryptocurrencies by market cap (powered by CoinGecko)
- Forex — Major currency pairs (EUR/USD, GBP/USD, USD/JPY, etc.)
Building Dashboards
Your First Dashboard
When you first log in, a default dashboard is created with a selection of starter widgets. You can customize it or create new ones.Creating a Dashboard
- Click the + tab next to your existing dashboard tabs
- Give the new dashboard a name
- The empty grid is ready for widgets
Adding Widgets
- Click the Add Widget button on your dashboard
- Browse the widget picker — 16 types are available
- Click a widget type to add it to the grid
- Configure the widget (e.g., select a symbol for a Price Chart)
Arranging Widgets
- Drag any widget by its header to reposition it on the grid
- Resize by dragging the bottom-right corner of a widget
- Changes are saved automatically
Managing Watchlists
Creating a Watchlist
- Click Watchlists in the sidebar
- Click New Watchlist
- Enter a name for your watchlist
- Add symbols by searching and clicking the add button
Managing Portfolios
Creating a Portfolio
- Click Portfolios in the sidebar
- Click New Portfolio
- Enter a name and optionally set the base currency
Adding Positions
- Open a portfolio by clicking on it
- Click Add Position to manually add a holding
- Enter the symbol, quantity, and cost basis per share
- The position appears in the holdings table with live P&L
Recording Transactions
- Click Record Transaction on a portfolio detail page
- Select Buy or Sell
- Enter the symbol, quantity, and price
- Transactions automatically update your positions
Economic Indicators
- Click Economic in the sidebar
- Browse popular FRED series like GDP, CPI, Unemployment Rate
- Click any indicator to view its time-series chart
- Use the search bar to find any FRED series
Configuring Data Providers
Admins and managers can configure API keys for external data providers.- Click Providers in the sidebar
- For providers that require a key (FRED, Financial Modeling Prep), click to configure
- Enter your API key and save
Getting Free API Keys
- FRED: Register at fred.stlouisfed.org
- Financial Modeling Prep: Sign up at financialmodelingprep.com