About LunaTerminal
A useful client review needs more than a fluent answer. It needs dated evidence, calculations that can be checked, a view of the downside, and wording an advisor can explain to a client. LunaTerminal is built around those four things.
Updated
How it works
- Bring the context: a question, a ticker, a household, holdings or a document.
- Collect the evidence from named market-data providers, keeping dates, sources and coverage limits.
- Calculate in code: allocations, returns, scenarios and planning results.
- Explain and challenge with one of eleven analytical roles, from Client Explainer to Devil's Advocate and Risk Manager.
- Keep the work: save the conversation, export a report or schedule a recurring check.
Principles
- The model is the explanation layer, not the source of prices or calculated figures.
- Missing data is shown as missing, never filled in.
- Chat stays on financial planning and market research.
- Memory is explicit: you see and control every note the AI remembers.
- Read-only by design: no trades, no money movement, read-only connectors.
Who builds it
LunaTerminal is built by Patrick. Its 13F, stock map and screener views come from its sister project, Fear & Greed, so both sites show the same numbers.
Timeline
- October 2026: started as an AI research chat for financial questions.
- November 1, 2026: moved to lunaterminal.com, with Claude-powered chat.
- November 2026: advisor desk, planning calculators, performance reporting, Plaid account linking, 13F, maps and the screener.
- November 8, 2026: a public MCP server, so AI agents can use LunaTerminal's tools. See the changelog.
Contact
Questions, feedback and security reports: patrick@feargreedflow.com.