Terminal
Terminal is a financial data terminal and customizable dashboard workspace for teams. View real-time market data across equities, crypto, and forex, build personalized widget dashboards, manage watchlists, track investment portfolios, explore economic indicators, and stay current with financial news.Features
Market Data
- Real-time stock, ETF, cryptocurrency, and forex quotes
- Historical price charts with configurable time periods and intervals
- Symbol search across all asset classes
- Sector and crypto heatmaps for at-a-glance market overview
Dashboards
- Create multiple dashboards organized as tabs
- Drag-and-drop widget grid with resizable panels
- 17 widget types for building custom views
- Auto-seeded default dashboard for new users
- Duplicate dashboards to quickly create variations
Watchlists
- Create named watchlists to track symbols of interest
- Add and remove symbols with real-time quote updates
- Multiple watchlists per user
Portfolios
- Create and manage investment portfolios
- Track positions with cost basis, market value, and P&L
- Record buy/sell transactions with automatic position updates
- Allocation pie charts for visualizing portfolio composition
Economic Indicators
- Browse popular FRED (Federal Reserve) economic data series
- GDP, CPI, unemployment, federal funds rate, and hundreds more
- Interactive time-series charts
Financial News
- Financial news feed powered by Financial Modeling Prep
- Filter news by ticker symbol for targeted research
Company Financials
- Company profiles with sector, industry, and description
- Income statements, balance sheets, and cash flow statements (annual and quarterly)
Data Providers
- Configure API keys for external data sources
- Currently supported: Yahoo Finance (no key), CoinGecko (no key), FRED (free key), Financial Modeling Prep (free key)
Widget Types
Modules
Roles
Data Providers
Languages
Terminal is available in 5 languages: English, Spanish, Portuguese, French, and German.Guides
Dashboard
Dashboard guides
Economic
Economic guides
Market
Market guides
News
News guides
Providers
Providers guides
Settings
Settings guides
Watchlists
Watchlists guides