OpenTerm

Bloomberg Terminal-style financial platform using free data sources.

A professional-grade terminal providing real financial data through a keyboard-driven, multi-panel interface with Bloomberg-style commands, real-time streaming, and advanced analytics.

Features

Multi-Panel Workspace

• 4 independent panels in configurable layouts (1x1, 2x1, 1x2, 2x2)
• Per-panel context - each panel maintains its own ticker and state
• Keyboard navigation - F1-F4 to focus panels, Alt+1-4 for layouts
• Panel maximization - Alt+Enter to fullscreen, Escape to restore

Real-Time Streaming

• WebSocket infrastructure for live data updates
• Multi-source aggregation - Alpha Vantage, Yahoo Finance, Polygon.io
• Crypto streaming - Real-time prices via Binance WebSocket (free, no API key)
• Order book visualization - Live bid/ask depth for crypto pairs
• Ticker tape - Scrolling quotes for major indices and stocks

Charting & Technical Analysis

• Candlestick charts with OHLCV data
• Technical indicators: RSI, MACD, Bollinger Bands, SMA, EMA
• Drawing tools: Horizontal lines, trendlines, text annotations
• Compare mode: Overlay up to 5 securities with normalized returns
• Multiple timeframes: 1D, 1W, 1M, 3M, 6M, 1Y, 5Y

Options & Derivatives

• Options chain with real-time Greeks (Delta, Gamma, Theta, Vega, Rho)
• Black-Scholes pricing model
• Implied volatility display
• Straddle view - calls and puts side by side
• ITM/OTM highlighting

Market Data & Research

• Security search: Fast autocomplete across US equities
• Fundamentals: Income statement, balance sheet, cash flow, ratios
• SEC filings: 10-K, 10-Q, 8-K from EDGAR
• Company news: Ticker-specific news via Finnhub
• Market news: General market headlines
• Insider trading: Form 4 filings with cluster detection

Social & Sentiment Analysis

• Reddit sentiment - r/wallstreetbets and r/stocks analysis
• Twitter/X sentiment - Real-time tweet analysis
• StockTwits bull/bear ratio
• WSB trending rank
• News sentiment scoring

Market Overview

• Sector heatmap - S&P 500 sector performance visualization
• Color-coded by performance - intensity shows magnitude

Calendars & Events

• Economic calendar: Upcoming releases (CPI, GDP, NFP) with forecasts
• Earnings calendar: BMO/AMC timing, EPS estimates vs actuals

Workflow Tools

• Alerts system: Price, volume, news, and earnings alerts
• Saved workspaces: 5 built-in templates + custom workspace saving
• Watchlist: Track favorite securities with quick access

Portfolio & Analytics

• Portfolio manager: Holdings, cost basis, P&L tracking
• Performance analysis: Time-weighted returns, benchmark comparison
• Attribution: Sector allocation, security contribution, factor analysis
• Factor exposure: Fama-French 5-factor model visualization
• Correlation matrix: Security correlation heat map
• Stock screener: Filter by P/E, market cap, sector

Macro & Fixed Income

• Macro dashboard: GDP, inflation, unemployment from FRED
• Yield curve: Treasury curve visualization (1M to 30Y)

Quick Start

Prerequisites

• Docker & Docker Compose
• (Optional) FRED API key for macro data
• (Optional) Finnhub API key for news
• (Optional) Alpha Vantage API key for real-time quotes

Run

# Clone the repository
git clone <repo-url>
cd openterm

# Copy environment template
cp .env.example .env

# Start all services
docker compose up

# In another terminal, seed the database (first time only)
docker compose exec backend python -m scripts.seed_data

Open http://localhost:3000

Cloud Deployment

Deploy to production with Vercel (frontend) and Railway (backend).

Quick Deploy (10 minutes)

1. Backend (Railway)

   • Go to railway.app
   • Deploy from GitHub, set root to backend
   • Add PostgreSQL and Redis plugins
   • Copy your Railway URL

2. Frontend (Vercel)

   • Go to vercel.com
   • Import repo, set root to frontend
   • Set NEXT_PUBLIC_API_URL to your Railway URL
   • Deploy

3. Connect

   • In Railway, set FRONTEND_URL to your Vercel URL

See docs/QUICK_DEPLOY.md for step-by-step guide.

Automated Deployment

# Install CLIs
npm i -g vercel @railway/cli

# Setup (first time)
./scripts/setup-deployment.sh

# Deploy
./scripts/deploy-all.sh --prod

CI/CD

GitHub Actions workflows included:

• ci.yml: Run tests on every PR
• deploy.yml: Deploy to production on merge to main
• preview.yml: Create preview deployments for PRs

Set these secrets in GitHub:

• VERCEL_TOKEN
• RAILWAY_TOKEN

Full deployment docs: docs/DEPLOYMENT.md

Commands

Security Functions

Command	Description
AAPL	Open security overview
AAPL GP or AAPL CHART	Price chart with indicators
AAPL FA	Fundamentals (financials)
AAPL FILINGS	SEC filings
AAPL NEWS	Company-specific news
AAPL COMP MSFT GOOGL	Compare multiple securities

Market Functions

Command	Description
N or MARKET_NEWS	Market-wide news
ECO	Economic calendar
EARN or EARNINGS	Earnings calendar
YCRV or YIELD	Yield curve
MACRO	Macroeconomic data
SCREEN or SCREENER	Stock screener
CORR or CORRELATION	Correlation matrix
HEATMAP or MKTS	Sector heatmap

Derivatives & Crypto

Command	Description
OPTIONS AAPL or OPT AAPL	Options chain with Greeks
ORDERBOOK or OB BTCUSDT	Crypto order book

Alternative Data

Command	Description
SENTIMENT AAPL or SENT AAPL	Social sentiment analysis
INSIDER or FORM4	Insider trading tracker

Workflow Functions

Command	Description
WL or WATCHLIST	Watchlist manager
WL ADD AAPL	Add to watchlist
PORT or PORTFOLIO	Portfolio manager
ALERT or ALT	Alerts manager
LP or LAUNCHPAD	Saved workspaces
HL or HELP	Help & function catalog
STATUS	System status

Keyboard Shortcuts

Panel Navigation

Key	Action
F1-F4	Focus panel 1-4
Alt+1	Single panel layout
Alt+2	2-column layout
Alt+3	2-row layout
Alt+4	2x2 grid layout
Alt+Enter	Maximize focused panel
Escape	Restore / Cancel

Command Bar

Key	Action
/	Focus command bar
Tab	Accept autocomplete
Up/Down	Navigate suggestions/history
Enter	Execute command
Escape	Clear input

Architecture

┌─────────────┐    ┌─────────────┐    ┌─────────────┐
│  Frontend   │◄──►│   Backend   │───►│  Postgres   │
│  (Next.js)  │ WS │  (FastAPI)  │    │   + Redis   │
└─────────────┘    └──────┬──────┘    └─────────────┘
                          │
         ┌────────────────┼────────────────┐
         │                │                │
         ▼                ▼                ▼
┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│   REST API  │  │  WebSocket  │  │  External   │
│  Endpoints  │  │  Streaming  │  │  Sources    │
└─────────────┘  └─────────────┘  └─────────────┘
                                         │
              ┌──────────────────────────┴──────────────────────────┐
              │ Stooq │ FRED │ EDGAR │ Yahoo │ Finnhub │ Binance   │
              │ Alpha Vantage │ Polygon.io │ Reddit │ Twitter     │
              └─────────────────────────────────────────────────────┘

Data Sources

Domain	Source	Cost	Real-Time
Equities	Alpha Vantage	Free	Yes (5/min)
Equities	Yahoo Finance	Free	Yes
Equities	Polygon.io	Free	Yes (WebSocket)
Crypto	Binance	Free	Yes (no API key)
Fundamentals	Yahoo Finance	Free	No
Filings	SEC EDGAR	Free	Yes
Macro Data	FRED	Free	Daily
News	Finnhub	Free tier	Yes
Sentiment	Reddit API	Free	Yes
Sentiment	Twitter API	Free tier	Yes

All sources are free. See docs/C_DATA_SOURCES.md for details.

Project Structure

openterm/
├── backend/          # Python FastAPI backend
│   ├── app/
│   │   ├── api/      # REST endpoints
│   │   ├── adapters/ # External source adapters
│   │   ├── core/     # Config, DB, Redis
│   │   ├── models/   # SQLAlchemy models
│   │   ├── schemas/  # Pydantic schemas
│   │   ├── services/ # Business logic
│   │   └── websocket/# WebSocket streaming
│   ├── alembic/      # Database migrations
│   └── tests/        # Unit & contract tests
├── frontend/         # Next.js frontend
│   └── src/
│       ├── app/      # Pages
│       ├── components/
│       │   ├── panels/    # All panel components
│       │   ├── chart/     # Chart-related components
│       │   └── workspace/ # Multi-panel workspace
│       ├── context/  # React context (Workspace, Alerts)
│       ├── hooks/    # Custom hooks (useRealtimeStream)
│       ├── types/    # TypeScript definitions
│       └── lib/      # API client, command parser
├── docs/             # Architecture & specs
└── docker-compose.yml

Documentation

Document	Description
A_PRODUCT_SPEC.md	Product requirements
B_ARCHITECTURE.md	System architecture
C_DATA_SOURCES.md	Data source details
D_DATA_MODEL.md	Database schema
E_API_SPEC.md	REST API specification
F_COMMAND_SPEC.md	Terminal command grammar

Development

# Run tests
make test

# Lint code
make lint

# View logs
make logs

# Database shell
make psql

# Rebuild containers
make build

Saved Workspaces

OpenTerm includes 5 built-in workspace templates:

Template	Panels
Trading View	Chart, News, Watchlist, Overview
Research View	Fundamentals, Filings, Chart, News
Macro View	Macro, Yield Curve, Econ Calendar, Market News
Portfolio View	Portfolio, Watchlist, Chart, News
Screener View	Screener, Chart, Fundamentals, News

Access via LP or LAUNCHPAD command. Save custom workspaces for your workflow.

New Features

Options Analytics

Full options chain with:

• Black-Scholes pricing model
• Greeks calculation (Delta, Gamma, Theta, Vega, Rho)
• Implied volatility display
• Straddle/Calls/Puts view toggle
• ITM highlighting

Access via OPTIONS AAPL or OPT AAPL.

Social Sentiment

Real-time sentiment analysis from:

• Reddit (r/wallstreetbets, r/stocks, r/investing)
• Twitter/X mentions
• StockTwits bull/bear ratio
• News sentiment

Access via SENTIMENT AAPL or SENT AAPL.

Insider Trading

Track Form 4 filings:

• Recent insider transactions
• Buy/sell clustering detection
• Bullish/bearish signals
• Filter by ticker or view all

Access via INSIDER or FORM4.

Market Heatmap

Sector performance visualization:

• All 11 S&P 500 sectors
• Color-coded by performance
• Intensity shows magnitude
• Real-time updates via WebSocket

Access via HEATMAP or MKTS.

Crypto Order Book

Real-time order book for crypto:

• Binance WebSocket (free, no API key)
• Top 10 bids and asks
• Depth visualization
• Spread calculation

Access via ORDERBOOK BTCUSDT or OB ETHUSDT.

Alerts

Set alerts for:

• Price: Above, below, or crosses threshold
• Volume: Spike detection
• News: Any news for a ticker
• Earnings: Upcoming earnings reports

Access via ALERT or ALT command.

Known Limitations

1. Real-time rate limits: Free tier APIs have rate limits
2. US equities focus: International coverage limited
3. Single user: No authentication
4. Mock data fallback: Some features use mock data when APIs unavailable

Tech Stack

• Frontend: Next.js, TypeScript, TailwindCSS, lightweight-charts
• Backend: FastAPI, SQLAlchemy, Redis, aiohttp
• Database: PostgreSQL
• Real-Time: WebSocket (FastAPI + React hooks)
• Deployment: Vercel (frontend), Railway (backend), Docker Compose (local)

Contributing

1. Fork the repository
2. Create a feature branch
3. Run tests: make test
4. Submit a pull request

License

MIT License - See LICENSE file.

Acknowledgments

• Stooq - Historical price data
• FRED - Economic data
• SEC EDGAR - Official filings
• Finnhub - News data
• Binance - Crypto WebSocket (free)
• Alpha Vantage - Real-time quotes
• TradingView Lightweight Charts