Finterm collects the tools a working investor actually reaches for — live charts and quotes, SEC filings and quarterly fundamentals, an aggregated news desk, a spreadsheet wired to live prices, a quant lab for regression and pricing models, and a scriptable backtester — inside a single browser tab or a native desktop window. Every surface is keyboard-first; every layout is yours to compose. Your workspace stays on your machine until you decide to share it.
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Unsigned during alpha — first-run macOS users right-click → Open. Or use it in any browser at finterm.xyz/dashboard.
Every window — a chart, a news feed, an SEC filing, a spreadsheet, a note — is a movable, resizable pane in the same canvas. Snap them with keyboard shortcuts, save the layout to a single file, or hand the whole arrangement to a colleague through a shared URL. The workspace is yours to compose; nothing is locked into a fixed grid or a pre-baked dashboard.
The chart is built for fluid panning and zooming across long time horizons, even on a laptop trackpad. Crypto streams in real time; equities, ETFs and indices arrive as a daily history with a current quote on top. A single workspace can hold a live BTC chart and a multi-year AAPL chart side by side.
Headlines arrive in a unified feed pulled from CoinDesk, CoinTelegraph, Decrypt, The Block, Bitcoin Magazine, Hacker News, Yahoo Finance and a curated set of subreddits. Duplicates are stripped automatically, so the list stays quiet. Click any item to open it in the in-app reader — including a Reddit reader that renders post bodies and threaded comments without leaving the workspace.
Every US-registered public company’s filings list and quarterly fundamentals are one ticker away. The latest 10-K, 10-Q, 8-K and proxy filings sit alongside a quarter-by-quarter view of revenue, net income, earnings per share, equity and cash flow — pulled straight from the company’s own reports, so you can read the trend instead of hunting for a single line in a PDF.
The backtester accepts JavaScript strategies and runs them inside an isolated sandbox with no network access and no way to touch the rest of the page. Bars and indicator helpers like sma and ema are handed to your code through a small context object; the run returns an equity curve, a trade list, max drawdown, win rate and fill rate. Strategies stay on your machine.
=PRICE("BTC") for crypto, =STOCK("AAPL") for equities — both refresh in place as new ticks arrive. Drop in =BLACKSCHOLES, =VOL, =TREND, =ZSCORE, =SHARPE, =SORTINO, =MAXDD or =BETA and the cell holds a real number, not a placeholder. Select any range and one click spawns a chart you can export to SVG, PNG or PDF, or save into the same file store as your sheets.
A dedicated panel for linear regression, linear forecasting, Black-Scholes pricing and Monte Carlo simulation. Every run lives on its own numerics worker, so the spreadsheet stays responsive. The options tab can pull a live Yahoo options chain — pick an expiry and a strike and the spot, time-to-expiry and implied vol auto-fill for pricing.
Workspaces, files, notes, spreadsheets, indicator scripts and saved settings all live on your device. We don’t sync them, mirror them or have any way to read them. Export a workspace to a single .ftm file, share it as a URL, or simply close the tab; once it has loaded, the app keeps working without a network.
Two markets, two pipelines. Crypto runs in real time, tick by tick. Equities, ETFs and indices arrive as a daily series with a live quote on top, plus the latest company data straight from official filings.
All of these surfaces live in the workspace. Open them from the ⌘K palette, snap them where you like, pop them out into their own window. Nothing here is locked behind a tab — the layout is yours.
A real workspace is rarely one window. The screenshot below shows a typical layout — a news feed on the left, a quotes monitor tracking the symbols you care about, and a filings list ready for a click. Every pane is a real window in the app: drag it, resize it, pop it out into its own browser window, or replace it with anything else from the command palette.
A terminal that does not respect the keyboard ends up as a slow website. Finterm is built the other way round. The command palette opens with one stroke, the layout shortcuts mirror the ones a power user already knows from a tiling window manager, and the search field on the chart is reachable without ever touching the mouse. The shortcuts below are the ones you will use within the first hour.
The backtester accepts a JavaScript strategy and runs it over the bars currently loaded into the chart, inside an isolated sandbox that can’t reach the network or the rest of the page. The result — equity curve, trade list, drawdown, win rate — is rendered alongside the candles. The same idea drives the spreadsheet: a cell can call =PRICE("BTC") and the value updates as the market moves.
// Strategy: SMA crossover. // Available: bars[], ctx = { i, sma(n), ema(n) } const fast = ctx.sma(10); const slow = ctx.sma(30); if (fast === null || slow === null) return null; if (fast > slow * 1.001) return 'BUY'; if (fast < slow * 0.999) return 'SELL';
A1: =PRICE("BTC") 63,421.58 A2: =PRICE("ETH") 3,284.12 A3: =PRICE("SOL") 148.04 A4: =SUM(A1:A3) 66,853.74 // auto-refreshes as the price moves
The data tools — charts, spreadsheet, notes, files, news, filings — work with no sign-up. An account exists for the cross-device sync we’re still building; until that ships there is no reason to create one. The terminal opens straight into a usable workspace.
Everything you produce in the app — workspaces, files, drafts, indicator code, settings overrides — is stored on your device. We don’t snapshot it to a server. To carry a setup between machines, export the .ftm file or copy the workspace share URL.
Telemetry is off by default. With the toggle off — which is how it ships — no analytics events leave your browser. With it on, only the anonymous events documented in the docs page are sent, and only the fields listed there. There is no third-party script collecting anything in the background.
Each session is scoped strictly to the workspace it belongs to. Code you run in the backtester runs in a sandbox that can’t reach the network, the rest of the page, or anyone else’s state. Nothing on Finterm is shared between users by default — sharing is always explicit, through a file or a URL you choose to send.
Free during alpha · no account required