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
Equity overview add-ons for peer comparison, ownership snapshots, financial statements, and thesis red-teaming
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, economic calendar, earnings, news, filings, and portfolio pages
Portfolio tooling for OCR import, cross-asset correlation, and a UK CGT planning calculator
Video transcript ingestion for YouTube, direct media URLs, and local uploads with searchable storage and optional Korean translation
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
Frontend state: Zustand persistent terminal store, shared API hook, Playwright smoke tests
Backend: FastAPI, Python 3.12+, Pydantic, yfinance, yahooquery, FMP gateway scaffold, 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
/calendar institutional economic and earnings calendar
/research quant research workbench
/valuation DCF and scenario analysis
/technical chart-driven technical analysis
/macro macro and smart-money dashboard
/transcripts video and audio transcript workbench
/filings SEC, DART, and EDINET workflows
/report institutional report generator
/portfolio portfolio tracking and OCR import
/portfolio/tax UK CGT allowance simulator

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

Verification

pytest tests -q
cd apps/web
npm run typecheck
npm run build
npm run e2e

Local URLs

Feature Flags

Some Phase 6 institutional workflows are intentionally flag-gated while they settle:

NEXT_PUBLIC_FLAG_CALENDAR=true
NEXT_PUBLIC_FLAG_FINANCIALS=true
NEXT_PUBLIC_FLAG_OWNERSHIP=true
NEXT_PUBLIC_FLAG_CORR=true
NEXT_PUBLIC_FLAG_CGT=true
NEXT_PUBLIC_FLAG_REDTEAM=true

Secure Credential Storage

Server-side broker/API credentials are stored with envelope encryption. The master key must live in the environment and is never written to SQLite/PostgreSQL.

Generate a local master key:

python -c "import secrets; print(secrets.token_urlsafe(32))"

Then set it in .env:

ATLAS_MASTER_KEY=your-generated-value

Credential tables:

user_credentials: encrypted provider blobs keyed by user_id and provider
credential_access_log: audit trail for store/status/delete/decrypt attempts

Credential API:

PUT /api/credentials/{provider} stores a secret after envelope encryption
GET /api/credentials/{provider}/status returns only metadata, never the secret
DELETE /api/credentials/{provider} removes the encrypted credential

Recent Work

Phase 6 institutional feature batch: economic calendar, gateway-backed financial statements, ownership/holders snapshots, portfolio correlation matrix, UK CGT simulator, and red-team thesis critique
Phase 6 frontend rollout: new /calendar and /portfolio/tax routes plus overview upgrades for peer-aware statement/ownership context
Phase 6 flags: NEXT_PUBLIC_FLAG_CALENDAR, NEXT_PUBLIC_FLAG_FINANCIALS, NEXT_PUBLIC_FLAG_OWNERSHIP, NEXT_PUBLIC_FLAG_CORR, NEXT_PUBLIC_FLAG_CGT, and NEXT_PUBLIC_FLAG_REDTEAM
Phase 5 earnings-call delta: FMP transcript pair lookup, rule-based lemmatisation, bigram/trigram TF-IDF phrase ranking, finance-topic shift detection, tone shift scoring, and best-effort Claude/Gemini narrative on the Earnings page
Phase 4 peer comparison: gateway-backed peer discovery, parallel fundamentals matrix, percentile-colored valuation/quality cells, and backward-compatible /api/market/peers/{ticker} responses for overview/report flows
Phase 3 security hardening: AES-GCM envelope encryption, credential tables, credential access audit logs, and ATLAS_MASTER_KEY documentation for future KIS/IBKR key storage
v2 refactor foundation: baseline measurements in docs/baseline-2026-04.md, CI workflow, pytest smoke tests, and Playwright route smoke tests
Data Gateway scaffold: typed DataGateway contract, chained providers, TTL cache wrapper, provider metrics, and a flag-gated /api/market/quote/{ticker} migration path via ATLAS_FLAG_GATEWAY=true
Central terminal state: Zustand-backed useTerminal store for active symbol, page context, recent symbols, watchlist, currency, theme, layouts, and Copilot context
Copilot context injection: right rail chat now sends terminal context to /api/copilot/chat on every turn
Keyboard workflow: Cmd/Ctrl+K and G focus ticker search, / focuses Copilot, W adds the active symbol to watchlist, and P/M/N navigate Portfolio/Macro/News
Smarter ticker search: company-name and Korean aliases now resolve suggestions such as Berkshire Hathaway, SK hynix, Samsung Electronics, Toyota, Novo Nordisk, and common ETFs/commodities
Portfolio and FX reliability: exchange-aware Novo Nordisk EUR handling, faster FX/portfolio repeat loads, and cleaner local artifact ignore rules
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

Refactor Roadmap

Phase 0: Foundation safety net, baseline docs, CI, backend smoke tests, frontend e2e smoke tests
Phase 1: Data Gateway migration behind ATLAS_FLAG_GATEWAY, starting with low-risk quote data before wider overview/profile routes
Phase 2: Global terminal state through Zustand, Copilot context, and keyboard-first terminal navigation
Next phases: encrypted credential vault, peer comparison, earnings-call delta analysis, and smaller institutional feature gaps

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.

Video Transcript Prerequisite

The /transcripts workflow uses faster-whisper plus system ffmpeg for local speech-to-text and media conversion. On macOS, install ffmpeg before running transcript jobs:

brew install ffmpeg

If Homebrew is not available, the repo also includes an imageio-ffmpeg fallback so local media extraction can still run in lightweight environments.

faster-whisper downloads its first model automatically on demand. The default is base, and you can override it with WHISPER_MODEL_SIZE=small or WHISPER_MODEL_SIZE=medium.

Transcript Workflow

Updated May 10, 2026.

The new /transcripts route adds a dedicated ingestion and review flow for long-form media research:

Submit a YouTube URL, direct media URL, or local file upload
Prefer subtitle extraction first, then fall back to local Whisper transcription
Persist transcript text, summary, keywords, topics, and intent in the app database
Search saved transcripts with full-text search across completed jobs
Translate completed transcripts into Korean on demand when a Gemini key is configured in Settings

This makes it easier to turn interviews, news clips, and earnings-related video into structured research notes inside ATLAS without leaving the terminal workflow.