What financial advisors do with LunaTerminal
Five jobs advisors bring to LunaTerminal every week. Each one keeps the same rule: data comes from named sources with dates, calculations run in code, and the AI explains.
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Prepare a client review with numbers you can checkPrepare client reviews faster: allocation against target, drift, concentration, tax-loss candidates, stress tests and a rebalance proposal, calculated in code.Portfolio construction with calculated weightsBuild portfolios from an objective, risk tolerance, horizon and exclusions. Weights and risk checks are calculated from price history; AI only explains.Retirement and tax planning answers with the math shownRoth conversions, RMDs, Social Security claiming, IRMAA, Monte Carlo and 2026 federal tax, calculated in code and explained by AI. Free for financial advisors.AI market research that cites its dataResearch stocks, ETFs and the economy with AI that cites dated data: quotes, charts, valuations, 13F ownership, a 20-filter screener and earnings dates.Client communication that is checked before it is sentDraft client emails, explanations and market commentary with AI, then screen them for guarantees, promises and missing disclosures before they go out.Free tools for advisors and investorsFree 13F tracker, AI stock screener, stock maps, economic data, ETF holdings, a retirement check-up and 5 free AI research prompts. No sign-up needed.