ATLAS Terminal brings market overview, quant research, valuation, technical analysis, macro monitoring, filings workflows, and printable institutional reports into one desktop-first interface.

What It Does

Multi-asset overview for equities, ETFs, commodities, crypto, FX, and macro signals
Quant research dashboards with F-Score, DuPont, anomalies, Sankey, and waterfall views
Valuation tooling including DCF, sensitivity, Monte Carlo, tornado, and reverse DCF
Technical analysis with candlesticks, moving averages, Bollinger Bands, RSI, MACD, and Fibonacci levels
Cross-market monitoring through macro, smart-money, yield/FX, earnings, news, filings, and portfolio pages
Institutional report generation with printable PDF-style layouts

Core Product Principle

LLMs handle text. Python handles numbers.

Qualitative analysis, summarization, and narrative framing can be AI-assisted, while valuation logic, financial metrics, and quantitative workflows are computed deterministically in code.

Product Tour

Overview

Valuation

Technical Analysis

Institutional Report

Demo Assets

You can also click the screenshot below to open the recorded walkthrough:

Stack

Frontend: Next.js 14, React 18, TypeScript, Tailwind CSS, Recharts, Lightweight Charts
Backend: FastAPI, Python 3.12+, Pydantic, yfinance, pandas, scipy
Data: SEC, DART, EDINET, FRED, OECD, DBnomics, Yahoo Finance
AI: Gemini for qualitative analysis only
Storage: SQLite by default

Key Pages

/ overview dashboard
/research quant research workbench
/valuation DCF and scenario analysis
/technical chart-driven technical analysis
/macro macro and smart-money dashboard
/filings SEC, DART, and EDINET workflows
/report institutional report generator
/portfolio portfolio tracking and OCR import

Quick Start

Backend

pip install -r requirements.txt
PYTHONPATH="." uvicorn server.main:app --host 127.0.0.1 --port 8000

Frontend

cd apps/web
npm install
npm run dev

Local URLs

Recent Work

Morgan Stanley-inspired redesign across the shell, overview, research, valuation, technical, macro, settings, and report flows
Shared chart palette and UI primitives for a more consistent desktop terminal experience
Research dashboard performance fixes for faster repeat loads and less blocking on page open
Improved macro failure states, report messaging, tooltip formatting, and chart legibility

Why This Project

ATLAS Terminal started as an attempt to build a personal Bloomberg-lite for retail investing workflows: high information density, clean narrative structure, and a hard separation between AI-generated language and deterministic financial computation.

It is currently optimized as a desktop-first personal research environment rather than a SaaS product.