Integrations and data sources
Where LunaTerminal's data comes from and what it connects to. Everything that connects to your accounts is read-only.
Updated
Market data
| Source | Used for |
|---|---|
| Tradier, Yahoo Finance, Tiingo, Twelve Data | Quotes, charts and price history, with currency pairs from Twelve Data |
| Finnhub, Financial Modeling Prep, Alpha Vantage | Company profiles, fundamentals, metrics and company news |
| Fear & Greed (feargreedflow.com) | Stock profiles, 13F filings, stock maps, the screener, supply chains and sentiment |
| SEC 13F filings | Institutional holdings, through Fear & Greed's quarterly builds |
| FRED (Federal Reserve Bank of St. Louis) | Fed funds, Treasury yields, inflation, unemployment, CPI and GDP |
| U.S. Treasury | The daily par yield curve, for bond ladders |
| Google News (through Serper) and Bing News | Market headlines |
| Tavily and Exa | Web search for news and events in chat |
AI models
Chat on lunaterminal.com runs on Anthropic's Claude models. LunaTerminal's desktop and self-hosted versions can also run local models through Ollama, or OpenAI models.
Connected apps (read-only)
- Gmail
- Google Calendar
- Google Drive
- Outlook / Microsoft 365 mail
- Notion
- Linear
Bring an email, meeting, file or note into a planning conversation. Connect apps from Settings after signing in.
Custodian and holdings data
- Plaid Investments: link brokerage, IRA, 401(k) and other accounts to sync holdings and cash flows.
- Interactive Brokers Flex reports.
- CSV holdings exports from any custodian, reconciled before use.
Exports
- Portfolio reports to print or download
- CSV exports of holdings
- Branded chart images
- Chat transcripts
For AI agents
An MCP server for Claude and other agents, llms.txt for a site summary, and Markdown versions of pages for agents that ask for text/markdown.