Fintellect Desktop · Terminal

Every Market Screen, One Command Away

Fintellect Terminal is a Bloomberg-style market terminal built into Fintellect Desktop. Type a ticker and a function code, press Enter, and the screen appears. Run four at once, ask Claudia about any of them, and pay nothing extra for the data.

Download for Mac See all functions

44 function screensFour panels at oncePublic data, no API keysClaudia connected

Fintellect — Terminal

How it works

Ticker, Function, Enter

Every screen has a short code. Type it after a security, or on its own for market-wide screens, and the panel fills with the answer

1. Pick a securityAAPL US EQUITYStocks, indices (SPX INDEX), futures (CL1 COMDTY), currencies (EURUSD CURNCY) or crypto (BTC). Start typing a name and it suggests the ticker.

2. Add a functionAAPL US EQUITY DESDES for the profile, FA for financials, OMON for options, GP for a chart. Press Enter.

3. Use four panelsWEI · TOP · WIRP · ECOEach panel has its own command line, so you can watch markets, news, rates and the calendar side by side.

Type HELP for every function, and DATA to see where each screen’s numbers come from.

Fed rate path

See What the Market Prices for Every Fed Meeting

WIRP turns fed funds futures into the expected rate after each upcoming meeting, so you can see how many cuts or hikes are priced and how that changed since yesterday.

Fintellect Terminal — WIRP · BTMM · ECO

WIRPBTMMECO

Options

Options Chains with the Implied Move

OMON shows the chain around the money with implied volatility, delta and open interest, and prices the move the market expects from the at-the-money straddle. OVDV adds the full volatility surface.

Fintellect Terminal — OMON · OVDV

OMONOVDV

Rates

Yield Curves, Money Markets and Credit

Compare today's Treasury curve with a month or a year ago, check the 2s10s spread, and watch funding rates and credit spreads on one screen.

Fintellect Terminal — GC · BTMM · CRED · CBRT

GCBTMMCREDCBRT

Companies

A Company Deep Dive in Two Commands

DES gives you the profile and key numbers, FA five years of financials, CF the SEC filings, INSD the insider trades and HDS the biggest holders.

Fintellect Terminal — DES · FA · CF · INSD · HDS

DESFACFINSDHDS

Backtesting

Find Out If a Strategy Is an Edge or Luck

BTST tests a rule on real history, then runs the checks most backtesters skip: walk-forward, probability of overfitting, deflated Sharpe ratio, higher trading costs and Monte Carlo.

Fintellect Terminal — BTST

BTST

Ask Claudia

Ask in Plain English, Get Answers from the Screens

Claudia and OpenCode are connected to Fintellect Terminal automatically. Ask a question and the agent runs the right functions, reads the numbers and tells you where each one came from. Try these

Morning brief“Give me this morning's brief in 12 lines: overnight markets and crypto, the headlines that matter for my watchlist, today's economic releases, what futures price for the next Fed meeting, and who on my watchlist reports this week.”WEICRYPTOTOPWECOWIRPERN

Is the earnings move priced?“NVDA reports this week. What move do options imply for the report, and how does that compare with how far it actually moved after its last 8 reports?”ERNOMONOVDVHP

Fed day“What does the market price for the next Fed meeting and the three after it, how has that changed this week, and where are the 2-year, the 10-year and credit spreads?”WIRPGCBTMMCRED

Insiders buying“For every stock on my watchlist, list open-market insider purchases in the last 60 days: who bought, their role and the dollar amount. Then check the 8-Ks since for anything that explains it.”WINSDCF

Red flags in filings“Search the last year of 10-K and 10-Q filings for my watchlist for going concern, material weakness, restatement or auditor resignation. Show each hit with the sentence it appears in.”DSCFW

Cost of protection“Using my portfolio's beta, how many SPY puts about 5% out of the money would cover a 10% fall for three months, and what would that cost as a share of my portfolio?”PORTOMONOVDV

Data surprises“Show the last few CPI, payrolls and retail sales releases against consensus, how the S&P 500 and the 10-year moved that day, and what's due this week.”SURPECOGC

Edge or luck?“Backtest buying SPY when it closes above its 200-day average with RSI under 60, and selling when it closes back below. Run the quant checks and tell me plainly whether it's an edge or luck.”BTST

Type PLAY in the terminal for more playbooks you can copy straight into Claudia.

Functions

44 Screens, Grouped the Way You Work

Each one is a function code you can type in any panel. The example column is a command you can paste as-is

Markets

WEIWorld equity indicesThe major stock indices across the Americas, Europe and Asia, with the day's move.WEI

GLCOCommoditiesEnergy, metals and agriculture futures on one board.GLCO

FXCCurrency cross ratesA grid of the major currencies against each other.FXC

CRYPTOCrypto monitorLive prices for the main coins, straight from the exchanges.CRYPTO

MOSTMost activeToday's biggest US gainers, losers and volume leaders.MOST

GP / GIPPrice chartsDaily and intraday charts with indicators and drawing tools.NVDA US EQUITY GP

HPHistorical pricesDaily, weekly or monthly closes in a table you can export.SPY US EQUITY HP

BQExtended-hours quoteThe price with pre-market and after-hours trading.AAPL US EQUITY BQ

Companies

DESDescriptionWhat the company does, its size, sector and key numbers.AAPL US EQUITY DES

FAFinancialsFive years of income statement, balance sheet and cash flow.MSFT US EQUITY FA

CNCompany newsThe latest headlines for one stock.TSLA US EQUITY CN

CFSEC filings10-K, 10-Q, 8-K and more, with links to each document.AAPL US EQUITY CF

INSDInsider tradesForm 4 buys and sales by executives and directors.NVDA US EQUITY INSD

HDSHoldersThe biggest institutional owners and their stakes.AAPL US EQUITY HDS

EEEarnings estimatesConsensus estimates and the last four surprises.AMZN US EQUITY EE

ANRAnalyst ratingsBuy, hold and sell counts with price targets.META US EQUITY ANR

DVDDividendsDividend history, yield and the next ex-date.KO US EQUITY DVD

ERNEarnings calendarWho reports this week, and when.ERN

DSDocument searchFull-text search across SEC filings back to 2001.DS "going concern" 10-K

Options & volatility

OMONOption monitorThe chain with bid, ask, implied volatility, delta, open interest and the implied move.NVDA US EQUITY OMON

OVDVVolatility surfaceThe volatility smile across strikes and the term structure across expiries.SPX INDEX OVDV

Rates & macro

WIRPFed rate pathWhat fed funds futures price for each upcoming Fed meeting.WIRP

GCYield curvesThe Treasury curve today against past dates, plus other countries.GC

BTMMMoney marketsSOFR, fed funds, repo and bill rates in one place.BTMM

CREDCredit spreadsHigh-yield and investment-grade spreads and where they sit in their range.CRED

AUCTTreasury auctionsUpcoming auctions and recent results.AUCT

ECOEconomic calendarThis week's releases with the consensus and the actual numbers.ECO

ECSTUS economic statisticsCPI, payrolls, unemployment and other key series.ECST

SURPEconomic surprisesActual against consensus, and how markets moved that day.SURP

CBRTCentral bank ratesPolicy rates around the world and their last change.CBRT

COTPositioningHow traders are positioned in futures, from the CFTC's weekly report.COT GOLD

CTFutures curvesContango or backwardation across contract months.CL1 COMDTY CT

News

TOPTop newsMarket headlines from public news feeds, newest first.TOP

Portfolio & tools

WWatchlistYour own list of securities with live prices.W

PORTPortfolioYour holdings with P&L, beta and risk. Imports Schwab, Fidelity and Interactive Brokers exports.PORT

ALRTAlertsPrice alerts that pop up on screen when a level breaks.ALRT BTC ABOVE 70000

EQSEquity screenerScreen every US-listed stock by sector, size and move.EQS LARGE TECH

COMPCompare returnsTwo or more securities side by side: return, volatility, drawdown.AAPL MSFT COMP

Quant, AI & data

BTSTBacktester with quant checksTest a trading rule, then check it for luck: walk-forward, overfitting, deflated Sharpe, cost stress and Monte Carlo.SPY US EQUITY BTST

PLAYPlaybooksReady-made questions to ask Claudia, built on these screens.PLAY

APIExcel & PythonBDP and BDH-style local web addresses for spreadsheets and scripts.API

DATAWhere the data comes fromEvery screen's public source and how fresh it is.DATA

HELPAll functionsThe full list of function codes.HELP

Excel & Python

Pull the Same Numbers into Your Own Tools

While the terminal is open, it answers BDP-style snapshots and BDH-style history at local web addresses on your Mac. Paste one into Excel’s From Web, or read it in Python with one line of pandas. Type API in the terminal for live examples

/api/bdh?security=AAPL US EQUITY&fields=PX_LAST,PX_VOLUME&start=-1Y&per=W&format=csv

Data

Where the Numbers Come From

Every screen is built from public sources that need no account or API key. Each one names its source, so you always know what you’re looking at

CryptoBinance, Coinbase, KrakenLive

Stocks, indices, futures, FXNasdaq, Yahoo FinanceLive to 15 minutes delayed

OptionsCBOE15 minutes delayed

Fed rate pathFed funds futuresAbout 10 minutes delayed

Treasury yields & money marketsUS Treasury, New York Fed, FREDDaily

Filings, insider trades, document searchSEC EDGARMinutes after filing

Holders, estimates, ratings, screenerNasdaqDaily to quarterly

Credit spreads & macro seriesFREDDaily to monthly

Treasury auctionsTreasuryDirectAs announced

Economic calendarNasdaq, Forex FactoryLive on release

Central bank ratesBISWithin days

PositioningCFTC Commitments of TradersWeekly

NewsPublic feeds from CNBC, WSJ, FT and othersLive

What it doesn’t do

No live order book or level 2 data. Some stock and futures prices run up to 15 minutes behind. Filings, insider trades, holders and options cover US securities only. There’s no newsroom or chat network, and the terminal never places trades.

FAQ

Questions

Is Fintellect Terminal included in Fintellect Desktop?

Yes. It's the Terminal tab in the Mac app. There's nothing extra to install, and no account or API key for the data.

Is the data real-time?

Crypto is live from the exchanges. Most stock, futures and options prices are live to 15 minutes delayed, and rates and macro data update daily or as released. Type DATA in the terminal to see where each screen's numbers come from.

Does it work outside the US?

Prices, charts and company profiles work for international listings, for example VOD LN EQUITY. Filings, insider trades, holders and options are US-only.

Can Claudia use it?

Yes. Claudia and OpenCode sessions get the terminal's functions automatically, so you can ask questions in plain English and get answers built from the same screens, with the source of every number.

Can I add my own screen?

Yes. Ask Claudia for the screen you want, such as the week's biggest insider buys or a sector board, and it can build a new function code for you.

Does it place trades?

No. Fintellect Terminal is for research and analysis. It doesn't place orders, and the backtester uses historical data only.

Where is my data stored?

Your layout, watchlist, portfolio and alerts are saved on your Mac, in the app's own data folder.

Is it affiliated with Bloomberg?

No. Fintellect Terminal is Bloomberg-style: it uses familiar function codes and a four-panel layout, but it's built on public data and isn't affiliated with, endorsed by or connected to Bloomberg L.P.

Get started

Open the Terminal Tab

Fintellect Terminal comes with Fintellect Desktop for Mac. Open the app, click Terminal in the sidebar and type WEI

Download for Mac See plans

Fintellect Terminal is a Bloomberg-style terminal built on public data. It is not affiliated with, endorsed by or connected to Bloomberg L.P. Data sources are trademarks of their respective owners and are used under their own terms. Fintellect Terminal is for research and education only and is not financial, investment or trading advice.