I managed to fit everything an investor actually uses into one platform
Hey everyone,
Quick context, I manage portfolios for a living and was a software engineer before that. For years i was patching together fifteen tabs every single time i wanted to research a position properly. Financials on one site, 13F filings on another, congressional trades somewhere else, macro data on a fourth, options on a fifth, news on a sixth.
The Bloomberg Terminal solves all of this in one place but costs roughly $24k a year per seat. Nothing in the retail world even gets close to that breadth, and it's been like this for years.
About 8-9 months ago i finally got tired of complaining about it, and started building. Told myself it was a side project. It stopped being a side project within the first three weeks. The question that kept me going was simple: how much of Bloomberg's day to day workflow could one person realistically fit into a single terminal.
Here's what's in it right now, after 9 months of building and rewriting:
Fundamentals: Full financial statements going back years, every line item visualised with bar charts and animations so you can read a stock in seconds instead of crawling through a 10-K. Liquidity, leverage and profitability ratios. Margin evolution, balance sheet health, cashflow trends, revenue breakdowns by segment and by product.
Macro Indicators: Fed rates, rate expectations, CPI, jobs data, housing, plus deeper stuff like US Class 8 truck sales, one of the leading indicators institutional analysts actually watch but that almost never makes it into retail tools**.**
Options: Implied vol surfaces, GEX, gamma profiles, intraday heatmaps.
Crypto, Futures, Forex: Real charts across the full asset map with proper indicators and timeframes.
News: Ticker filtered, source tagged, time stamped, sortable by impact.
Earnings and Economic Calendar: Full calendar with consensus estimates and historical beat or miss tracking on every name in the S&P 500.
Funds Portfolios: 13F holdings for every major hedge fund, deltas tracked over time so you can actually see what Bridgewater, Citadel, Baupost and the rest are quietly adding or trimming
Congress Trades: Every senator and representative disclosure, filterable by stock, by person, by date.
Well Known Investors: Dedicated pages for Buffett, Ackman, Burry, Dalio, Druckenmiller, Klarman, Einhorn and roughly a dozen others, with their current positions and how those positions are shifting.
On top of all that: A screener with the kind of filter depth you'd expect from a paid tool, sector heatmaps, insider trading data, suppliers and customers mapping for any large cap (the Bloomberg style relationship graphs), and a world trade flow map for thinking about macro and geopolitical positioning.
Ten tabs total. One navigation pattern. You can input directly commnas to fecth faster data.
Obviously this is not the Bloomberg Terminal. I'm one person and there's a whole institutional layer that no solo build is going to reach. But i'd genuinely say that across every platform out there right now, this is the one where you get the most value for the price by a fairly wide margin.
In terms of pure coverage breadth, probably the most complete option you'll find once you step outside the institutional tier (Bloomberg, Refinitiv, Factset, S&P Capital IQ, Morningstar Direct). That's the bracket i'm trying to be in the conversation with, even as a solo build.
There's a free tier for the basics and a PRO tier at $24.95 a month (cheaper on annual) for the deeper features. I tried to make sure the truly useful workflow is reachable without spending anything, even if PRO is what makes the build sustainable.
It's at qfiterminal.com if anyone wants to take a look.
I would love feedback from this community, especially on what's missing. Most of the best feature ideas have come from users dropping a casual "you know what would be really useful here..." So please feel free to ask for new tools.
Happy to answer anything about the build, the workflow, or the journey.