Fincept-Corporation/FinceptTerminal

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Summary

FinceptTerminal is an open-source financial intelligence platform built in C++20 with Qt6, offering CFA-level analytics, AI automation, and comprehensive data connectivity for equity research, portfolio management, and trading.

FinceptTerminal is a modern finance application offering advanced market analytics, investment research, and economic data tools, designed for interactive exploration and data-driven decision-making in a user-friendly environment.
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Fincept-Corporation/FinceptTerminal Source: https://github.com/Fincept-Corporation/FinceptTerminal # Fincept Terminal License: AGPL-3.0 (https://github.com/Fincept-Corporation/FinceptTerminal/blob/main/LICENSE) C++20 (https://isocpp.org/) Qt6 (https://www.qt.io/) Python (https://www.python.org/) Hits (https://hits.sh/github.com/Fincept-Corporation/FinceptTerminal/) Twitter (https://twitter.com/intent/tweet?text=Check%20out%20FinceptTerminal&url=https%3A//github.com/Fincept-Corporation/FinceptTerminal/) LinkedIn (https://www.linkedin.com/sharing/share-offsite/?url=https%3A//github.com/Fincept-Corporation/FinceptTerminal/) Facebook (https://www.facebook.com/sharer/sharer.php?u=https%3A//github.com/Fincept-Corporation/FinceptTerminal/) Reddit (https://www.reddit.com/submit?url=https%3A//github.com/Fincept-Corporation/FinceptTerminal/&title=FinceptTerminal) WhatsApp (https://api.whatsapp.com/send?text=Check%20out%20FinceptTerminal%3A%20https%3A//github.com/Fincept-Corporation/FinceptTerminal/) ### Your Thinking is the Only Limit. The Data Isn’t. State-of-the-art financial intelligence platform with CFA-level analytics, AI automation, and unlimited data connectivity. πŸ“₯ Download (https://github.com/Fincept-Corporation/FinceptTerminal/releases) Β· πŸ“š Docs (https://github.com/Fincept-Corporation/FinceptTerminal/tree/main/docs) Β· πŸ’¬ Discussions (https://github.com/Fincept-Corporation/FinceptTerminal/discussions) Β· πŸ’¬ Discord (https://discord.gg/ae87a8ygbN) Β· 🀝 Partner (https://github.com/Fincept-Corporation/FinceptTerminal/blob/main/docs/COMMERCIAL_LICENSE.md) Fincept Terminal Equity Research Portfolio News Node Editor β€” ## About Fincept Terminal v4 is a pure native C++20 desktop application. It uses Qt6 for UI and rendering, embedded Python for analytics, and delivers Bloomberg-terminal-class performance in a single native binary. β€” ## Features | Feature | Description | |———––|—————–| | πŸ“Š CFA-Level Analytics | DCF models, portfolio optimization, risk metrics (VaR, Sharpe), derivatives pricing via embedded Python | | πŸ€– AI Agents | 37 agents across Trader/Investor (Buffett, Graham, Lynch, Munger, Klarman, Marks…), Economic, and Geopolitics frameworks; local LLM support; multi-provider (OpenAI, Anthropic, Gemini, Groq, DeepSeek, MiniMax, OpenRouter, Ollama) | | 🌐 100+ Data Connectors | DBnomics, Polygon, Kraken, Yahoo Finance, FRED, IMF, World Bank, AkShare, government APIs, plus optional alternative-data overlays such as Adanos market sentiment for equity research | | πŸ“ˆ Real-Time Trading | Crypto (Kraken/HyperLiquid WebSocket), equity, algo trading, paper trading engine, 16 broker integrations (Zerodha, Angel One, Upstox, Fyers, Dhan, Groww, Kotak, IIFL, 5paisa, AliceBlue, Shoonya, Motilal, IBKR, Alpaca, Tradier, Saxo) | | πŸ”¬ QuantLib Suite | 18 quantitative analysis modules β€” pricing, risk, stochastic, volatility, fixed income | | 🚒 Global Intelligence | Maritime tracking, geopolitical analysis, relationship mapping, satellite data | | 🎨 Visual Workflows | Node editor for automation pipelines, MCP tool integration | | 🧠 AI Quant Lab | ML models, factor discovery, HFT, reinforcement learning trading | β€” ## Installation ### Option 1 β€” Download Installer (Recommended) Latest release: v4.0.2 β€” View all releases (https://github.com/Fincept-Corporation/FinceptTerminal/releases/tag/v4.0.2) | Platform | Download | Run | |–––––|–––––|—–| | Windows x64 | FinceptTerminal-Windows-x64-setup.exe (https://github.com/Fincept-Corporation/FinceptTerminal/releases/download/v4.0.2/FinceptTerminal-4.0.2-win64-setup.exe) | Run installer β†’ launch FinceptTerminal.exe | | Linux x64 | FinceptTerminal-Linux-x64.run (https://github.com/Fincept-Corporation/FinceptTerminal/releases/download/v4.0.2/FinceptTerminal-4.0.2-linux-x64-setup.run) | chmod +x β†’ run installer | | macOS Apple Silicon | FinceptTerminal-macOS-arm64.dmg (https://github.com/Fincept-Corporation/FinceptTerminal/releases/download/v4.0.2/FinceptTerminal-4.0.2-macOS-setup.dmg) | Open DMG β†’ drag to Applications | β€” ### Option 2 β€” Quick Start (One-Click Build) Clone and run the setup script β€” it installs all dependencies and builds the app automatically: bash # Linux / macOS git clone https://github.com/Fincept-Corporation/FinceptTerminal.git cd FinceptTerminal chmod +x setup.sh && ./setup.sh bat # Windows β€” run from Developer Command Prompt for VS 2022 git clone https://github.com/Fincept-Corporation/FinceptTerminal.git cd FinceptTerminal setup.bat The script handles: compiler check, CMake, Qt6, Python, build, and launch. β€” ### Option 3 β€” Docker bash # Pull and run docker pull ghcr.io/fincept-corporation/fincept-terminal:latest docker run --rm -e DISPLAY=$DISPLAY -v /tmp/.X11-unix:/tmp/.X11-unix \ ghcr.io/fincept-corporation/fincept-terminal:latest # Or build from source git clone https://github.com/Fincept-Corporation/FinceptTerminal.git cd FinceptTerminal docker build -t fincept-terminal . docker run --rm -e DISPLAY=$DISPLAY -v /tmp/.X11-unix:/tmp/.X11-unix fincept-terminal > Note: Docker is primarily intended for Linux. macOS and Windows require additional XServer configuration. β€” ### Option 4 β€” Build from Source (Manual) > Versions are pinned. Use the exact versions below. Newer or older versions are unsupported and may fail to build or produce unstable binaries. #### Prerequisites (exact versions) | Tool | Pinned Version | Notes | |β€”β€”|––––––––|—––| | Git | latest | β€” | | CMake | 3.27.7 | Download (https://cmake.org/download/) | | Ninja | 1.11.1 | Download (https://github.com/ninja-build/ninja/releases) | | C++ compiler | MSVC 19.38 (VS 2022 17.8) / GCC 12.3 / Apple Clang 15.0 (Xcode 15.2) | C++20 required | | Qt | 6.8.3 | Qt Online Installer (https://www.qt.io/download-qt-installer) | | Python | 3.11.9 | python.org (https://www.python.org/downloads/release/python-3119/) | | Platform SDK | Win10 SDK 10.0.22621.0 / macOS SDK 14.0 (deploy 11.0+) / glibc 2.31+ | β€” | #### Install Qt 6.8.3 Windows: Qt Online Installer β†’ select Qt 6.8.3 > MSVC 2022 64-bit (install path: C:/Qt/6.8.3/msvc2022_64) Linux: Qt Online Installer β†’ Qt 6.8.3 > Desktop gcc 64-bit (install path: ~/Qt/6.8.3/gcc_64). Or for system packages, install qt6-base-dev qt6-charts-dev qt6-tools-dev qt6-base-private-dev libqt6websockets6-dev libgl1-mesa-dev β€” note system packages may be a different 6.x minor. macOS: Qt Online Installer β†’ Qt 6.8.3 > macOS (install path: ~/Qt/6.8.3/macos) #### Build (using CMake presets β€” recommended) bash git clone https://github.com/Fincept-Corporation/FinceptTerminal.git cd FinceptTerminal/fincept-qt # Configure + build (pick your platform) cmake --preset win-release && cmake --build --preset win-release # Windows (Dev Cmd for VS 2022) cmake --preset linux-release && cmake --build --preset linux-release # Linux cmake --preset macos-release && cmake --build --preset macos-release # macOS Debug variants: win-debug, linux-debug, macos-debug. #### Build (manual β€” if presets can’t resolve your Qt path) bash # Windows (Developer Command Prompt for VS 2022) cmake -B build -G Ninja -DCMAKE_BUILD_TYPE=Release ^ -DCMAKE_PREFIX_PATH="C:/Qt/6.8.3/msvc2022_64" cmake --build build # Linux cmake -B build -G Ninja -DCMAKE_BUILD_TYPE=Release \ -DCMAKE_PREFIX_PATH="$HOME/Qt/6.8.3/gcc_64" cmake --build build # macOS cmake -B build -G Ninja -DCMAKE_BUILD_TYPE=Release \ -DCMAKE_OSX_DEPLOYMENT_TARGET=11.0 \ -DCMAKE_PREFIX_PATH="$HOME/Qt/6.8.3/macos" cmake --build build #### Run bash ./build/FinceptTerminal # Linux / macOS (preset build) .\build\FinceptTerminal.exe # Windows (preset build) #### Troubleshooting 1. β€œCould not find Qt6 6.8.3” β€” verify CMAKE_PREFIX_PATH points to the Qt 6.8.3 install, not 6.5/6.6/6.8. 2. MSVC version error β€” use VS 2022 17.8+ (MSVC 19.38+). Check with cl /?. 3. Need to unblock with a different Qt minor? Pass -DFINCEPT_ALLOW_QT_DRIFT=ON (local testing only β€” never for releases or CI). 4. Clean rebuild: delete build/ and re-run configure. β€” ## What Sets Us Apart Fincept Terminal is an open-source financial platform built for those who refuse to be limited by traditional software. We compete on analytics depth and data accessibility β€” not on insider info or exclusive feeds. Recent builds also support optional Adanos Market Sentiment connectivity in Data Sources β†’ Alternative Data. When configured, Equity Research can surface cross-source retail sentiment snapshots across Reddit, X, finance news, and Polymarket. Without an active Adanos connection, the feature remains dormant and the rest of the app behaves exactly as before. - Native performance β€” C++20 with Qt6, no Electron/web overhead - Single binary β€” no Node.js, no browser runtime, no JavaScript bundler - CFA-level analytics β€” complete curriculum coverage via Python modules - 100+ data connectors β€” from Yahoo Finance to government databases - Free & Open Source (AGPL-3.0) with commercial licenses available β€” ## Roadmap | Timeline | Milestone | |–––––|———–| | Shipped | Real-time streaming, 16 broker integrations, multi-account trading, PIN authentication, theme system | | Q2 2026 | Options strategy builder, multi-portfolio management, 50+ AI agents | | Q3 2026 | Programmatic API, ML training UI, institutional features | | Future | Mobile companion, cloud sync, community marketplace | β€” ## Contributing We’re building the future of financial analysis β€” together. Contribute: New data connectors, AI agents, analytics modules, C++ screens, documentation - Contributing Guide - C++ Contributing Guide - Python Contributor Guide - Report Bug (https://github.com/Fincept-Corporation/FinceptTerminal/issues) - Request Feature (https://github.com/Fincept-Corporation/FinceptTerminal/discussions) β€” ## For Universities & Educators Bring professional-grade financial analytics to your classroom. - $799/month for 20 accounts - Full access to Fincept Data & APIs - Perfect for finance, economics, and data science courses - CFA curriculum analytics built-in Interested? Email [email protected] with your institution name. University Licensing Details (https://github.com/Fincept-Corporation/FinceptTerminal/blob/main/docs/COMMERCIAL_LICENSE.md) β€” ## License Dual Licensed: AGPL-3.0 (Open Source) + Commercial ### Open Source (AGPL-3.0) - Free for personal, educational, and non-commercial use - Requires sharing modifications when distributed or used as network service - Full source code transparency ### Commercial License - Required for business use or to access Fincept Data/APIs commercially - Contact: [email protected] - Details: Commercial License Guide (https://github.com/Fincept-Corporation/FinceptTerminal/blob/main/docs/COMMERCIAL_LICENSE.md) ### Trademarks β€œFincept Terminal” and β€œFincept” are trademarks of Fincept Corporation. Β© 2025-2026 Fincept Corporation. All rights reserved. β€” ### Your Thinking is the Only Limit. The Data Isn’t. Email ⭐ Star Β· πŸ”„ Share Β· 🀝 Contribute

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