Frequently asked questions
Short answers about LunaTerminal. If yours is not here, email patrick@feargreedflow.com.
Updated
Questions
What is LunaTerminal?
An AI research terminal for financial advisors. It brings market research, client households, portfolio construction, planning calculations and client review preparation into one browser workspace.
Who is LunaTerminal for?
Independent RIAs, solo advisors, CFP professionals and small advisory teams. Investors use the free stock pages, 13F data and screener too.
How much does LunaTerminal cost?
Nothing. Guests get 5 AI prompts without an account; a free account gets 15 AI prompts a day. See pricing.
Where does the market data come from?
Tradier, Yahoo Finance, Finnhub, Twelve Data, Tiingo, FRED, the U.S. Treasury and SEC 13F filings. Every quote carries its source and observation time, and quotes can be delayed.
Which AI model does it use?
Anthropic's Claude models on lunaterminal.com. The model explains and drafts; prices come from data providers and planning figures from tested calculators.
Can the AI make up numbers?
LunaTerminal is built to prevent it: the model is told to use only the supplied market data and calculator results, every figure in an answer is checked against them, and answers list any figure that needs verifying. Review figures before acting on them.
Is my data private?
Guest chats stay in your browser. Signed-in account items are encrypted at rest with AES-256-GCM. Chat prompts go to the AI provider to be answered. See the security page and privacy policy.
Can I use it with real client information?
Follow your firm's data policy. Leave out Social Security and account numbers, and read the security page first: LunaTerminal has no SOC 2 report yet and is not a books-and-records archive.
Does LunaTerminal place trades?
No. It never places trades, moves money or holds assets.
Can I import my clients' holdings?
Yes: CSV exports from any custodian, linked accounts through Plaid, or Interactive Brokers Flex reports.
Does it work on my phone?
Yes. LunaTerminal runs in any modern browser on desktop or mobile.
Can I use LunaTerminal from Claude or other AI agents?
Yes. Add the MCP server at https://lunaterminal.com/mcp. It is free, read-only and needs no account. See developers.
Is LunaTerminal financial advice?
Answers are research for a professional to review, not personalized investment, tax or legal advice.