Open Terminal

Open Terminal is a self-hosted financial research tool built for individual investors. It provides a Bloomberg-style interface that connects directly to SEC filings, live stock prices, and AI-powered analysis — all without the Bloomberg price tag.

The platform aggregates financial data into an in-memory DuckDB database served through a Flask backend. Features include:

• Financials tab: Chart revenues, net income, and other GAAP concepts alongside stock prices for selected tickers.
• Companies directory: Browse thousands of public companies with LLM-generated summaries and sector tags.
• Quadrant analysis: Compare companies across two financial dimensions simultaneously on a scatter plot.
• AI Playground: Ask plain-English questions and get SQL queries generated against the financial database via OpenRouter.
• SQL Explorer: Direct DuckDB query access for power users.

Data is pre-processed into parquet files from SEC EDGAR and Polygon.io sources. The app runs on Python with a vanilla JavaScript frontend.

Compared to Bloomberg Terminal, Open Terminal is free, self-hosted, and aimed at retail investors rather than institutional traders. It lacks real-time market data depth but offers SEC fundamentals and AI query generation at no cost.