## 🖥️ FinCLI-Renewed Review — A Terminal-Native Financial Workstation **Version:** v1.9.1 **Repository:** [github.com/Suryadharmaa/FinCLI-Renewed](https://github.com/Suryadharmaa/FinCLI-Renewed) **Install:** `npm install -g @drico2008/fincli` **Stack:** Python 3.11+ / Node.js 18+ | SQLite local storage | MIT License --- ### What FinCLI-Renewed Is FinCLI-Renewed is a **modern financial CLI/TUI (Terminal User Interface)** that turns your terminal into a full-featured financial workstation. It's designed for traders, analysts, and developers who want to research, monitor, and trade markets without leaving the shell. It's **local-first** — no cloud lock-in, data stays on your machine in SQLite with encrypted secrets. --- ### 🚀 What the TUI Enables — Full Capability Breakdown #### 1. 📊 Research & Analysis | Command | What it does | |---|---| | `/research AAPL --deep` | AI-powered deep analysis with cited sources, scenario matrix, trust-capped citations | | `/market AAPL 1d` | Quote + news + technical summary in one view | | `/technical AAPL 1d` | RSI, MACD, EMA/SMA, Bollinger Bands, ATR indicators | | `/mtf AAPL 1d,1h,15m` | **Multi-timeframe analysis** — see the same symbol across different timeframes | | `/chart AAPL 1d --overlay rsi,macd` | **ASCII candlestick charts** with indicator overlays (no GUI needed!) | | `/news AAPL` | Aggregates 100+ news sources with free RSS fallback | | `/calendar week US high` | Economic calendar for high-impact events | **Research Engine v4** pipeline: Snapshot → Signal → Risk → Context → Trust Gate → Verified Facts → Inferences → Missing Data → Scenario Matrix → Source Scores → Summary. #### 2. 💼 Portfolio & Risk Management - `/portfolio` — Full portfolio overview - `/portfolio add AAPL 10 185` — Track positions - `/portfolio update AAPL 5 160` — DCA updates - `/portfolio risk` — **Risk v3** calculates: asset class exposure, currency exposure, concentration risk, drawdown, PnL (realized/unrealized), health score, **VaR** (historical + parametric) - `/portfolio correlation` — Pairwise correlation matrix between holdings - `/portfolio tax` — Realized PnL summary for tax reporting - `/portfolio benchmark SPY` — Benchmark comparison - `/portfolio rebalance` — Equal-weight rebalancing suggestions - `/portfolio create crypto` — Multiple named portfolios - `/portfolio history` — Snapshot history over time #### 3. 🔴 Live Trading (Broker Integration) | Command | What it does | |---|---| | `/trading live connect alpaca paper` | Connect Alpaca paper trading | | `/trading live connect alpaca live` | Connect Alpaca live trading | | `/trading live buy AAPL 10 --confirm` | Place buy orders (requires confirmation) | | `/trading live sell AAPL 5 --confirm` | Place sell orders | | `/trading live positions` | View broker positions | | `/trading live orders` | Order history | | `/trading live account` | Account info | | `/trading kill` | **Emergency kill switch** — blocks all orders immediately | | `/trading resume` | Resume trading after kill | | `/trading audit` | **Immutable audit log** of all orders | **Supported brokers:** Alpaca (US equities, paper + live) and Binance (crypto, testnet + live). **Safety defaults:** 20% max position size, 5% daily loss limit, no leverage in paper mode, auto-disconnect on suspicious activity. #### 4. 🔍 Screener & Alerts - `/scan sp500 rsi<30 --limit 20` — Scan any universe with filter expressions - `/scan nasdaq sma_cross` — Golden cross scanner - `/scan crypto below_resistance` — Crypto-specific scans - `/scan watchlist rsi<30` — Scan your personal watchlist - `/watchlist add AAPL [group] [notes]` — Organized watchlists - `/alert add AAPL above 200` — Price alerts - `/notification add discord alerts <webhook>` — Discord/Telegram notifications **Universes:** S&P 500, NASDAQ, crypto, forex, commodities **Filters:** rsi<30, sma_cross, sma_death, above_support, below_resistance, expression-based #### 5. 🤖 AI Assistant - `/ai What is RSI?` — Context-aware AI assistant grounded in your provider's actual data quality - `/ai_model` — Interactive provider/model picker - **Supported providers:** OpenRouter, OpenAI, Groq, Together, HuggingFace, Gemini, Anthropic, Ollama - 4k-token sliding window, 30-min response caching - **Grounded in real data** — won't hallucinate prices; knows about data gaps and reliability scores - Refuses programming questions by design (stays focused on finance) #### 6. ⏪ Backtesting & Strategy Comparison - `/backtest AAPL sma_cross 1y` — Backtest a strategy - `/backtest AAPL sma_cross 1y --fast 10 --slow 30` — Custom parameters - `/backtest compare AAPL sma_cross,rsi_reversion,macd_divergence` — Compare multiple strategies - Includes: fees/slippage, walk-forward analysis, position sizing, Monte Carlo simulation, ASCII equity curve, export - **Strategies:** sma_cross, rsi_reversion, momentum, bollinger_squeeze, macd_divergence, volume_breakout, and more #### 7. 📓 Trading Journal - `/journal add AAPL bullish "setup"` — Log trade ideas - `/journal stats` — Journal statistics - `/journal review` — Review past entries - `/export journal csv journal.csv` — Export to CSV/JSON #### 8. 🌐 Local Web Access (v1.9.1) - Optional authenticated browser workspace at `http://localhost:19850` - Dark/light themes, streaming-ready chat, research shortcuts - Slash-command registry accessible from the web UI - **Security:** binds to 127.0.0.1 by default, sensitive commands require terminal confirmation, secrets never leak into web/session history #### 9. ⚡ Productivity Features - **Command aliases:** `/p` → portfolio, `/r` → research, `/t` → technical, `/m` → market, `/s` → scan, `/w` → watchlist, `/j` → journal, `/b` → backtest, `/n` → news, `/a` → alert - **Favourites:** Auto-tracked by usage count, most-used symbols appear first - **Session recovery:** SQLite persistence means you don't lose state --- ### ⚠️ Caveats & Notes - AI output is **informational only, not financial advice** - Data quality depends on your provider and API plan - Requires Python 3.11+ and Node.js 18+ - The web UI is intended for **local use only** — do not expose publicly --- ### Summary FinCLI-Renewed is an impressively **comprehensive terminal-native financial workstation** that goes far beyond a simple ticker viewer. It combines **live broker trading** (with safety guards), **AI-assisted research** (grounded in real data), **technical analysis** (with ASCII charts), **portfolio risk management** (including VaR), **backtesting** (with Monte Carlo), **screening/scanning**, **alerts/notifications**, and a **trading journal** — all from the command line. The optional local web UI adds a browser-based companion without compromising the terminal-first philosophy. It's a serious tool for anyone who lives in the terminal and wants to interact with financial markets programmatically.