terminalq

Professional-grade portfolio intelligence, market analysis, and investment research — delivered through conversation.

Installation • Why TerminalQ • Workflow Skills • MCP Tools • Slash Commands • Data Providers • Architecture

---

Why TerminalQ

Individual investors face a fundamental problem: the tools that power institutional decision-making — real-time market data, portfolio analytics, macro indicators, technical analysis — are locked behind $24,000/year Bloomberg terminals or scattered across dozens of websites and apps.

TerminalQ closes that gap. It turns Claude into a financial analyst that can:

• Pull live quotes, financials, and earnings from the same data sources professionals use
• Analyze your actual portfolio with risk metrics, allocation breakdowns, and concentration warnings
• Run multi-step research workflows — morning market briefings, company deep-dives, trade decision briefs — that would take 30+ minutes of manual research
• Track macro conditions — yield curves, inflation, labor market, Fed policy — and connect them to your holdings
• Generate charts — price action, sector heatmaps, allocation breakdowns, yield curves — right in your terminal

All of this happens in a natural conversation. No switching tabs. No copy-pasting data. No spreadsheets. Just ask Claude what you want to know about the markets or your portfolio, and TerminalQ provides the data to back it up.

Your portfolio data stays on your machine. Holdings, RSU schedules, and account data live in ~/.terminalq/ — they're never sent to external APIs or stored in the cloud.

---

Installation

Prerequisites

• Claude Code CLI installed
• uv (Python package manager)
• Python 3.11+

Quick Start

# Clone the repo
git clone https://github.com/fakoli/terminalq.git
cd terminalq

# Run setup (installs deps, creates ~/.terminalq/, checks API keys)
./setup.sh

# Install as a Claude Code plugin
claude plugin install .

API Keys

Add your API keys to ~/.env:

FINNHUB_API_KEY="your_finnhub_key"    # Required — https://finnhub.io/register
FRED_API_KEY="your_fred_key"          # Required — https://fred.stlouisfed.org/docs/api/api_key.html
BRAVE_API_KEY="your_brave_key"        # Optional — https://brave.com/search/api/

Provider	Required	Free Tier	What It Powers
Finnhub	Yes	60 calls/min	Quotes, profiles, news, earnings, analyst ratings
FRED	Yes	120 calls/min	Economic indicators, yield curve, forex
Brave Search	No	2,000 calls/mo	Web search for research
SEC EDGAR	No key needed	10 req/sec	Financial statements, SEC filings
Yahoo Finance	No key needed	Via yfinance	Historical prices, dividends
CoinGecko	No key needed	30 calls/min	Cryptocurrency data

Import Your Portfolio

# Option 1: Use the interactive ingestion command
/tq-ingest holdings

# Option 2: Edit the template directly
nano ~/.terminalq/portfolio-holdings.md

TerminalQ reads portfolio data from markdown tables in ~/.terminalq/. Templates are created during setup. The /tq-ingest command can parse brokerage statements, CSVs, or pasted text.

---

Workflow Skills

TerminalQ includes 6 workflow skills that orchestrate multiple tools into comprehensive financial analyses. Each produces structured output following output contracts with data freshness tracking and disclaimers.

/market-overview — Morning Market Briefing

"How are markets doing?" / "Morning briefing" / "What happened in markets?"

Pulls index quotes, sector performance, macro indicators, economic calendar, and your portfolio in parallel. Produces a briefing covering market mood, index snapshot, style rotation, sector heatmap, macro dashboard, upcoming catalysts, and portfolio impact.

/company-research SYMBOL — Deep-Dive Research Report

"Research AAPL" / "Deep dive into NVDA" / "Due diligence on MSFT"

Runs 11 tools in parallel: company profile, quote, 3 financial statements, technicals, analyst ratings, news, earnings, price chart, and allocation. Produces a report with financial health, valuation, technical picture, bull/bear cases, analyst consensus, and portfolio fit.

/portfolio-health — Portfolio Health Check