Changelog
Notable changes to LunaTerminal, newest first.
Updated
November 8, 2026
- A public, read-only MCP server at lunaterminal.com/mcp with planning calculators and market data for Claude and other AI agents.
- Guides for advisors: use cases, comparisons, pricing, security and privacy pages.
- Stock pages show a written summary that reads without JavaScript.
- Finance: an address for every section, the full stock screener, new stock map indexes, 13F pages for each manager and an earnings calendar named by fiscal quarter.
- Tiingo and Financial Modeling Prep back up quotes and charts.
- ETF pages: holdings wheel, top 50 holdings and stock map.
November 7, 2026
- Market news from many publishers, with a week of headlines.
- Import reconciliation, account transitions and exposure workflows for advisors.
- Task agents on the Agents page.
November 5–6, 2026
- Link custodian accounts through Plaid and sync holdings and cash flows.
- Performance reporting: time-weighted and money-weighted returns against a blended benchmark.
- Equity compensation, inherited IRAs, and state tax, NIIT and AMT estimates.
- Bond and CD ladders and a net worth statement.
- Compliance and service checks: beneficiary audits, family dates and paperwork aging.
- Create saved agents and calendar reminders from chat.
- Guests get 10 free prompts before signing up.
November 3–4, 2026
- A finance harness for chat: playbooks, verified 2026 figures and tested calculators.
- Fifteen research views in chat, including 13F consensus, supply chains and stock maps.
- Account security settings, notifications, and light, dark and system themes.
- Account sync for chats, portfolios and settings.
November 1–2, 2026
- LunaTerminal moves to lunaterminal.com.
- Claude-powered chat.
- The advisor desk: households, portfolio reviews, tax planning, fees, look-through, proposals and RMDs.
October 2026
- First version: an AI research chat for financial questions, live market data and financial modeling workflows.