LunaTerminal guide
How to research markets, build portfolios and prepare client reviews with LunaTerminal.
- New chat: ask a market or planning question. Mention a ticker for a stock card, ask "who owns NVDA?" for 13F holders, or ask about a Roth conversion to run the calculators.
- Clients: households with goals, holdings, risk profiles, portfolio reviews, planning and meeting preparation.
- Finance: markets, stock and ETF pages, 13F filings, maps, the screener, the economy and your portfolios and watchlists.
- Agents: AI agents that keep checking a question or a reminder after you close the page.
- Calendar and Activity: earnings dates, reminders and what your agents did.
- Settings: AI model and effort, custom instructions, memory, connected apps, appearance and account security.