Getting Started
Introduction
What Finterm is, what it isn't, and how it's built.
Finterm is a keyboard-first financial terminal that runs in your browser. It opens to a workspace of tilable windows — charts, spreadsheets, news feeds, SEC filings, a JS-sandboxed backtester — that you spawn through a single command palette.
Workspaces are local-first: everything you do persists to your browser's IndexedDB, and you can export an entire layout as a single .ftm file. Market data flows through one backend gateway that aggressively edge-caches every upstream call, so the chart stays fast and the upstream APIs (Binance, SEC EDGAR, Alpha Vantage, RSS aggregators) never see traffic spikes from the user pool.
What's wired today
- Crypto charts: live OHLCV from Binance with WebSocket tick streams. BitMEX, OKX, and Bitstamp picker entries also exist.
- US equities: SEC company search (~10k tickers), filings (10-K / 10-Q / 8-K / DEF 14A), quarterly fundamentals pivoted from the EDGAR companyfacts JSON.
- Indicator scripting: drop a JS function into the chart's editor and your output draws as a polyline overlay or scalar readout.
- Backtester: same JS sandbox, runs your strategy bar-by-bar against any Binance pair, returns trades + equity + max drawdown.
- Workspace persistence: drag, resize, snap, save layouts, share via URL, export to .ftm.
What's deliberately not here
- Order execution. There is no exchange-API-key field, no margin slider, no execute button. Finterm is a watch-and-research tool.
- Mobile-app polish. The dashboard auto-tiles on phones (one window full-bleed, swipe between via the tab strip), but desktop is the design target.
- Cross-device sync. Workspaces live in your browser; if you clear site data, you lose them. Sync is on the roadmap.
tipThe fastest way to learn the app is to hit ⌘K (Ctrl+K on Windows / Linux) and start typing. Every action — open windows, switch theme, change a setting, search a ticker — is reachable from the palette.