# LunaTerminal

> LunaTerminal is an AI research terminal for financial advisors. It brings market research, client households, portfolio construction, retirement and tax planning calculations and client review preparation into one browser workspace. Market data comes from named providers and keeps its dates and sources, and allocations, returns, scenarios and planning figures are calculated in code. The AI (Anthropic's Claude) explains and drafts; it is not the source of prices or calculated figures.

LunaTerminal runs in the browser at https://lunaterminal.com and is free: visitors can try it without an account with 5 free AI prompts, and a free account gets 15 AI prompts a day and keeps chats, clients, portfolios and settings, encrypted, across devices. It is built for independent RIAs, solo advisors, CFP professionals and small advisory teams. It never places trades. Answers are research, not financial advice, and figures should be checked before acting on them.

## Guides

- [AI platform for financial advisors](https://lunaterminal.com/ai-for-financial-advisors): what LunaTerminal does, who it is for, and what it is not
- [Use cases](https://lunaterminal.com/use-cases): [client review preparation](https://lunaterminal.com/use-cases/client-review-preparation), [portfolio construction](https://lunaterminal.com/use-cases/portfolio-construction), [retirement and tax planning](https://lunaterminal.com/use-cases/retirement-and-tax-planning), [market research](https://lunaterminal.com/use-cases/market-research) and [client communication with compliance screening](https://lunaterminal.com/use-cases/client-communications)
- [Comparisons](https://lunaterminal.com/compare): vs the [Bloomberg Terminal](https://lunaterminal.com/compare/bloomberg-terminal), [YCharts](https://lunaterminal.com/compare/ycharts), [Koyfin](https://lunaterminal.com/compare/koyfin) and [ChatGPT](https://lunaterminal.com/compare/chatgpt)
- [Pricing](https://lunaterminal.com/pricing): free
- [Security and data handling](https://lunaterminal.com/security) and [privacy policy](https://lunaterminal.com/privacy)
- [Integrations and data sources](https://lunaterminal.com/integrations)
- [FAQ](https://lunaterminal.com/faq), [about](https://lunaterminal.com/about) and [changelog](https://lunaterminal.com/changelog)

## Pages

- [AI research chat](https://lunaterminal.com/): ask about markets, a ticker, the economy or a client situation, and get answers with sourced, dated figures
- [Markets](https://lunaterminal.com/finance): the US market board, with pages for European and Asian markets
- [Stock pages](https://lunaterminal.com/finance/NVDA): each ticker has its own address, lunaterminal.com/finance/TICKER, with price, chart and research
- [ETFs](https://lunaterminal.com/finance/etfs): ETF pages with their top holdings
- [13F filings](https://lunaterminal.com/finance/13f): what institutional managers hold, from their quarterly 13F filings
- [Stock screener](https://lunaterminal.com/finance/screener): filter stocks on 20 fundamentals
- [Economy](https://lunaterminal.com/finance/economy): economic and macro data from FRED
- [Indices](https://lunaterminal.com/finance/indices), [bonds](https://lunaterminal.com/finance/bonds), [commodities](https://lunaterminal.com/finance/commodities), [currencies](https://lunaterminal.com/finance/forex) and [futures](https://lunaterminal.com/finance/futures)
- [Retirement check-up](https://lunaterminal.com/checkup): an educational risk quiz and an illustrative estimate of how long savings could last
- [Free tools](https://lunaterminal.com/free-tools): everything that works without an account
- [Guide](https://lunaterminal.com/guide): how to use LunaTerminal

## For AI agents

- [MCP server](https://lunaterminal.com/developers): https://lunaterminal.com/mcp, free, read-only, no account. Tools for Roth conversions, retirement Monte Carlo, Social Security, inherited IRAs, state tax, portfolio reviews, rebalancing, risk profiles, compliance screening, stock snapshots, quotes, price history, 13F holdings, a stock screener, FRED economic series, the Treasury yield curve, sentiment and news
- Every page is also available as Markdown: send `Accept: text/markdown`
- [Sitemap](https://lunaterminal.com/sitemap.xml)