Charlie

Charlie is a local-first desktop market workspace built with React, Vite, and Electron. It runs as a native app on macOS, Windows, and Linux, and keeps your workspace data, preferences, watchlists, and provider connections local to the machine you are using.

Screenshots

Market Overview	News + Geopolitics
AAPL Research	AAPL Chart

Current Feature Set

• Command-driven terminal UI with a top command bar, live market ticker, watchlist sidebar, main panel, status bar, and optional live player.
• Dedicated workspaces for market overview, ticker research, charts, news and geopolitics, opportunities, prediction markets, macro and yield monitoring, portfolio tracking, sector heatmaps, forex, crypto, ETF monitoring, help, and settings.
• Fast ticker shortcuts such as AAPL, AAPL GP, AAPL NEWS, and AAPL WL.
• Optional AI-assisted market summaries, geopolitics extraction, and a general-purpose research companion with autonomous web access and workspace awareness.
• Local persistence for watchlists, portfolio lots, command history, companion conversations, chart style, forex pair selection, and provider settings.

Install and Run

npm install
npm run desktop:dev

On macOS, if the local Electron cache needs to be refreshed:

npm run fix:electron-mac
npm run desktop:dev

How to Use Charlie

• HOME or OVERVIEW opens the market overview.
• Typing a ticker such as AAPL opens the equity workspace.
• Appending a subcommand changes the destination:
  • AAPL GP or AAPL CHART opens the chart workspace
  • AAPL NEWS opens ticker-specific news
  • AAPL WL adds the symbol to the watchlist
• OPPS, NEWS, GEO, PRED, MACRO, PORT, HEAT, FX, CRYPTO, ETF, HELP, and SETTINGS jump straight to the matching workspace.
• ENTER runs the command, UP and DOWN browse command history, TAB accepts autocomplete, and ESC clears or closes the command dropdown.
• F1 through F12 provide shortcut-bar navigation for the core workspaces.

Data Sources

• Yahoo Finance via yahoo-finance2: equities, ETFs, indices, forex, futures, company fundamentals, search, charts, news, portfolio repricing, and most market screens.
• Teleborsa / FIDA fallback parsing: quote and chart fallback for some fund-like instruments that Yahoo does not cover reliably.
• CoinGecko: crypto prices, rankings, market caps, and breadth inputs.
• Polymarket Gamma API: prediction-market contracts, probabilities, liquidity, and volume.
• FRED: macro series and release dates used in the macro and calendar views.
• Finnhub: earnings calendar support used in macro views.
• GDELT DOC 2.0: geopolitics headline intake and country clustering.
• Caldara-Iacoviello GPR dataset: geopolitical risk time series and charting.
• Local policy calendar registry: bundled policy-event schedule data.
• OpenAI Responses API: optional overview summaries, general chat and live web research, workspace-aware companion analysis, geopolitics extraction, and opportunities theme discovery.

Provider Connections

Charlie works with public/no-key sources out of the box. Optional provider credentials are configured in the SETTINGS workspace, not in .env, and that workspace also lets you adjust the OpenAI model and prompts used by the AI workflows.

• OpenAI: optional AI features
• FRED: macro data and release calendars
• Finnhub: earnings calendar support

On macOS, these credentials are stored in Keychain. On Windows and Linux, they are stored in a local connections.json file in the user's Charlie data directory. No private provider keys should be committed to the repository.