LunaTerminal: AI research terminal for financial advisors
Research markets, build portfolios and prepare client reviews in one AI terminal. Market data keeps its dates and sources, and allocations, returns and scenarios are calculated in code, not guessed by AI.
- Ask about markets, a ticker, the economy or a client situation in chat.
- Stock, ETF, index, bond, commodity and currency pages with live charts.
- 13F filings, market maps, a stock screener and economic data.
- Client households, portfolio construction and client review preparation.
Turn on JavaScript to use LunaTerminal. Answers are research, not financial advice.