ECONIMER TERMINAL

USER GUIDE

Every panel, and what you would open it for.

Econimer Terminal has 68 panels, each one a short code away. The whole list is below, then every panel in turn: what it does, and what you would open it for.

Learn the Terminal

13 min · no sound

Terminal Commands

68 panels · 10 groups

Every code jumps to its full entry.

Markets15

One company16

Research, news and edge6

Derivatives and risk5

Macro, rates and credit7

The physical world6

Portfolio and the book4

The desk2

Workbench4

System3

Markets

What the whole market is doing right now

15 panelsTop

WATCHQuote Monitor

WHAT IT DOES

Your watchlist as a live grid. Each row shows the last price, the move in dollars and percent, the day’s range, where inside it the price is sitting, and how old the print is. A name the feed cannot price says so, and gives the reason, rather than showing a zero. The strip along the bottom counts how many names are up, how many are down, and the average move across the list.

USE CASE

Keep a set of names in view all session, and click one to point every linked panel at it.

MKTMarket Board

WHAT IT DOES

The whole market on one screen. Cells flash as prices move, and the top of the panel shows how many names are up versus down, the sectors alongside, and which feed the numbers came from. Click a company and its overview opens, while your linked panels move to it.

USE CASE

Get the shape of the day in one look, spot the sector that is out of step, then click straight into the company behind it.

RAILMarket Rail

WHAT IT DOES

A narrow strip of big index and macro tiles with sparklines, sized to read from across the desk. Put whatever you want in it, in whatever order. Click a tile and your linked panels move with it.

USE CASE

Keep half an eye on the indexes and volatility while you work inside other panels.

MOSTMost Active

WHAT IT DOES

Four rankings of the same 200 names: most active by share volume, biggest gainers, biggest losers, and heaviest dollar turnover.

USE CASE

Find the day’s movers outside your watchlist, and tell where the money went from where the share count went.

HMAPHeatmap

WHAT IT DOES

An index drawn as boxes, one per member, sized by its weight in the index and coloured by today’s move. Switch between the S&P 500, the Nasdaq 100 and the Dow, group the boxes by sector or lay them out flat, and click any box to send that ticker to your other panels.

USE CASE

See whether an index move was broad, or the work of one or two mega caps.

IMAPIndex Movers

WHAT IT DOES

Four major indexes on one chart, all rebased to zero at the start of the window, with the day’s sector ranking underneath.

USE CASE

Check whether small caps are leading or lagging the large caps, and which sectors carried the move.

WEIWorld Markets

WHAT IT DOES

Three boards: cash equity indexes, equity index futures and commodity futures. Group them by region or by sector.

USE CASE

Take the overnight read before the US open: what Asia and Europe did, and where futures are now.

MAPExchange Map

WHAT IT DOES

A world map with a dot per exchange, coloured by where that venue is in its trading day, with the day and night line drawn across it. A side rail lists which market opens next.

USE CASE

Work a foreign listing and know which venues are open and how long until the next one.

HALTTrading Halts

WHAT IT DOES

Live trading halts and volatility pauses, with the venue’s reason code written out in words, the halt time and the expected resume.

USE CASE

Confirm that a position which has stopped printing is halted, and find out why.

TASTime & Sales

WHAT IT DOES

The tape, newest print at the top, coloured by whether it hit the bid or lifted the offer, with size, venue and condition. The feed is a control, and a banner that cannot be dismissed names it and says how much of US trading it covers: real time on a slice of the market, or the complete tape on a delay. Hold the tape to read it, and hide prints under a size you set.

USE CASE

Work an order and read size and aggression print by print around a level.

TAPETape Coverage

WHAT IT DOES

For one symbol and one session, how much of the day’s real volume your live feed actually carried, broken down by venue.

USE CASE

Know how complete the tape is for a name before you read anything into it.

CMDTYCommodity Futures

WHAT IT DOES

Energy, metals, grains, softs and livestock, 26 markets in all. Each is priced on a specific, named contract month, with the later months beside it, the annualised cost of rolling into the next one, and how far that roll has already moved.

USE CASE

Price a commodity cost input on a contract month you can name.

FXCFX Matrix

WHAT IT DOES

A cross-rate grid, currencies down the side and across the top. Every cell reads “1 row = X column”, with the direction spelled out in words. Choose which currencies are in the grid, click any cell for that pair’s history and its returns over the usual periods, and open relative strength, live quotes or interest-rate differentials underneath it.

USE CASE

Read a cross rate, its reciprocal and its day change without working out which way the cell is quoted.

IPOIPO Calendar

WHAT IT DOES

Upcoming, recently priced and withdrawn IPOs, with the price range, the deal size and the first-day return once the issue has traded. Each deal also carries its underwriting syndicate, read out of the company’s own prospectus rather than taken on trust.

USE CASE

Size up the new issue supply landing in a sector over the coming week.

ECEarnings Calendar

WHAT IT DOES

Who reports when, with before the open or after the close as the leading chip on each row. Consensus, the year-ago actual and the option market’s implied move sit beside it. Narrow the list to your own watchlist, and arm a reminder on any row you do not want to miss.

USE CASE

Plan around next week’s prints: which name reports when, and which carries the biggest implied move.

One company

The single-name workup

16 panelsTop

COCompany Overview

WHAT IT DOES

One screen for a whole company: quote, chart, key statistics, profile, top holders, news, filings, analysts, peers, earnings and corporate actions. Every card names the source its figures came from, and a card that could not load says so instead of showing a number. Click a peer and the whole screen moves onto that company.

USE CASE

Get up to speed on an unfamiliar company without opening six panels.

DESDescription

WHAT IT DOES

A live quote over the company profile: what the business is, where it is, how many people work there, and the valuation multiples with the filing date on each.

USE CASE

Find out what a company actually does and what it trades on.

GPPrice Chart

WHAT IT DOES

Candles or a close line over a volume histogram, with moving averages, RSI, MACD, ATR, Bollinger bands and VWAP. Pick the window you want; the span covered is printed on the chart, beside the range, the distance from the high, the deepest drawdown and the volatility of the bars on screen. Splits, dividends and reported quarters mark up the chart, you can pin your own price levels, and you can draw the price history from a second source instead of the usual one.

USE CASE

Read price action over a chosen period with your studies laid over it.

ALLQAll Quotes

WHAT IT DOES

Point it at a ticker and it shows everything around that name as live quotes: other share classes, industry peers, the sector ETF, the broad market and the implied move. All of it clickable.

USE CASE

Tell whether a move was the company or the sector, without needing to know the peer set first.

FAFinancials

WHAT IT DOES

Income statement, balance sheet, cash flow and ratios, with periods running across as columns. Choose fiscal years or quarters, three, five or ten of them, and read a statement as filed figures, as filed figures with the change underneath, as a percentage of revenue or total assets, or as growth on the year before. A fifth tab sets a second source beside the filed numbers and names every disagreement. The statements and the ratios export to a spreadsheet.

USE CASE

Work through several years of statements and read a margin shift across very different revenue scales.

EEEstimates

WHAT IT DOES

Forward EPS consensus by quarter and by year, the results as reported, and the surprise between them. Estimates and actuals are set in visibly different type. Across the top sit the mean price target, the upside it implies and the consensus rating. Beside each period sits how many analysts have raised their number lately and how many have cut.

USE CASE

Check consensus, the recent surprise history and which way the estimates are moving ahead of a print.

RVRelative Valuation

WHAT IT DOES

A comps table with your subject pinned at the top, an editable peer set beneath it, and a premium or discount row against the peer median on every metric.

USE CASE

Value a name against a peer group you pick yourself.

HMSHistorical Compare

WHAT IT DOES

Several securities on one chart, rebased so their shapes compare. Underneath, a table gives each name’s return, deepest drawdown, annualised volatility, beta and correlation against the first symbol, all measured over the dates the series actually share. Pan or zoom and the rebase point follows the left edge. Compare on price alone, or with dividends reinvested.

USE CASE

Compare a name against its peers, its sector ETF and the market over a period you choose.

CACSCorporate Actions

WHAT IT DOES

Every dividend on record with its trailing yield, every split with the adjustment factor since, and the ex-dates coming up across a watchlist. Each payment is shown on both bases: the amount the board declared, and the same amount adjusted for the splits that came after it.

USE CASE

Check a company’s dividend record and growth rate, and see what goes ex soon.

CFSEC Filings

WHAT IT DOES

Two views of EDGAR: one company’s complete filing history, and the live feed of everything being filed right now. Filter by form, or narrow the list by company, ticker or description. Annual and quarterly reports and earnings 8-Ks open in a reading pane beside the list; everything else gives you its details and a link out.

USE CASE

Watch disclosures land as they happen, or read one company’s filing history end to end.

CALLEarnings Materials

WHAT IT DOES

Three modes. MONITOR counts down to the print and fills in the date and session, the consensus going in, the 8-K and the webcast address as each one becomes known. DOCUMENT reads the quarter’s filed release and the report behind it, with a search that steps you through the matches. KEYWORDS counts your own terms across the last four to sixteen quarters, both as a raw count and per 10,000 words, and a click opens the sentences behind any figure.

USE CASE

Sit on a print and read the release the moment the 8-K lands.

HDSHolders

WHAT IT DOES

Who owns the company, in three separate views: the split between institutions, insiders and everyone else; named ETF holders; and every holder above 5% from Schedule 13D and 13G.

USE CASE

Establish who holds a name, and who has had to disclose crossing five percent of it.

OWNOwnership Changes

WHAT IT DOES

Four datasets on one page, each leading with its own as-of date and its age in days: the ownership snapshot, 13F holdings, short interest, and off-exchange volume.

USE CASE

Check how old a short-interest or 13F figure really is before you quote it.

INSDInsider Trading

WHAT IT DOES

Form 4 filings over a window you choose, from three months to two years, with every transaction code written out in words. Real buying and selling is kept apart from scheduled vests, tax withholding, option exercises and gifts, and the buy and sell totals count only the trades an insider chose to make. Three or more insiders trading the same way inside a month is called out at the top.

USE CASE

Test an “insiders are selling” claim against open-market trades alone.

ESGESG Disclosure

WHAT IT DOES

Three records kept separate: facility-level greenhouse gas emissions filed with the EPA, EPA enforcement history for those same facilities, and pay versus performance from the proxy.

USE CASE

Read a company’s filed emissions and its enforcement record.

MADeal Monitor

WHAT IT DOES

Announced M&A read out of EDGAR: merger proxies, tender offers and definitive agreements, with the terms pulled out and a link to the filing. FTC antitrust clearances sit alongside.

USE CASE

Follow live deal terms and check a spread against the document the terms came from.

Research, news and edge

What is being said and what is about to be

6 panelsTop

NEWSNews

WHAT IT DOES

One headline per row, newest first, from two dozen wires. Filter to a ticker, read the summary in place, and move through the feed from the keyboard.

USE CASE

Follow the wire on one name and search inside it without touching the mouse.

TOPTop News

WHAT IT DOES

Thirteen primary sources, regulators, central banks, the PR wires and the financial press, merged into one time-ordered tape with hour headers down the page.

USE CASE

Take the day’s first read straight from issuers and regulators.

RESResearch

WHAT IT DOES

Analyst coverage for one name in three sections: where the street sits, with the buy, hold and sell split and the mean target; who moved recently; and what the numbers are expected to be.

USE CASE

Find where the sell side sits on a name and who has changed their view.

EDGEEdge

WHAT IT DOES

Four public feeds that can move a company before its own reporting does: financial disclosure filings from Congress, with the bills and hearings alongside; federal contract money obligated to a company over the last ninety days against the ninety before it; the drug and trial pipeline, covering approvals, recalls and patent grants; and public attention measured by Wikipedia pageviews.

USE CASE

Check a company for contract awards and regulatory actions that are already public but have not reached a reported quarter.

SECFSearch

WHAT IT DOES

One box across four sources: the SEC ticker map, EDGAR full-text search, the entity index, and FRED’s 800,000 economic series. Keyboard navigable end to end.

USE CASE

Find a filing from a half-remembered phrase, or a company from part of its name.

TVVideo Wall

WHAT IT DOES

A mosaic of live financial broadcasts, every tile editable. Each one starts muted and only one can be unmuted at a time.

USE CASE

Keep several channels up for a scheduled event with exactly one of them audible.

Derivatives and risk

Options, greeks and the book’s exposure

5 panelsTop

OMONOption Chain

WHAT IT DOES

Calls on the left, puts on the right, strikes down the centre, with the underlying’s price cut in as a band between the two strikes that bracket it. One expiry at a time, greeks and implied vol on every row.

USE CASE

Read open interest, volume and implied vol around the strikes that matter to a position.

OVDVVolatility Surface

WHAT IT DOES

Three reads of one chain: a heatmap of implied vol by strike and expiry, the skew for a single expiry, and at-the-money vol against tenor. Realised volatility sits alongside, so you can weigh what options are charging against what the stock has actually done.

USE CASE

Size the event premium sitting in the front expiry ahead of a catalyst.

OSAStrategy Builder

WHAT IT DOES

Build a multi-leg option position from the live chain and see what it pays: the payoff at expiry, the modelled payoff before expiry, the greeks and the breakevens. Start from a preset (covered call, vertical, straddle, strangle, iron condor, butterfly, calendar) or add legs yourself, shares included, and price the whole thing at the mid or at the market.

USE CASE

Check the breakeven and the worst case on a spread before you put it on.

RISKRisk Analytics

WHAT IT DOES

Portfolio volatility, beta, Sharpe, value at risk, maximum drawdown and the correlation matrix, over the window the panel names at the top and against a benchmark you pick. A contribution table underneath shows which holdings are supplying the risk, next to how concentrated the book is.

USE CASE

Check the correlations and the drawdown in a book before you rebalance it.

POSNPositioning

WHAT IT DOES

Six ways of seeing who owns a name, ranked by how fresh each one actually is: daily ETF holdings, insider Form 4s, 13D and 13G blocks, N-PORT fund holdings, short interest and 13F. Every number carries the date the position is as of, and how old that makes it.

USE CASE

Find the freshest evidence of who else is in a name before you size a position.

Macro, rates and credit

The economy, the curve and the spread

7 panelsTop

ECOMacro

WHAT IT DOES

Five views: the headline economic reads, each with a sparkline, plus the FOMC clock and what is due out over the next three weeks; the Treasury curve against itself a month, three months and a year ago; inflation; the labour market; and a browser for any of FRED’s 800,000 series. A vintage picker redraws a series exactly as it was published on a past date.

USE CASE

See the number the market was actually looking at when a past release printed, before revisions.

ECALEconomic Calendar

WHAT IT DOES

Scheduled economic releases with the actual, the prior as it printed on the day, and any revision that came with the release. A live countdown to the next Fed decision sits at the top, next to the current target range.

USE CASE

Know what prints this week, and what the last print actually said on the day it landed.

BTMMRates Monitor

WHAT IT DOES

Four views. The Treasury par curve for any session back to 1990, nominal or the TIPS real curve, laid against itself a day, a week, a month, three months or a year earlier. The 2s10s, 3m10y and 5s30s spreads since 1990, with inversions shaded and recessions banded. Policy rates, the meeting calendar and a rate path worked out from bills, labelled as derived on every row. And money markets: the bill curve, the repo facilities and the Fed’s balance sheet.

USE CASE

See how far a curve spread has moved this month against thirty years of context.

YASBond Analytics

WHAT IT DOES

Price, yield, accrued interest, duration, convexity, DV01 and spread to the Treasury curve, for a Treasury you pick or a bond whose terms you type in yourself. Day count and yield convention are controls you set. Two more views sit beside it: every marketable Treasury priced and ranked rich to cheap, and the constant-maturity curve those spreads are measured against.

USE CASE

Size a hedge off the DV01 of a specific Treasury.

CRDTCredit Monitor

WHAT IT DOES

Investment-grade and high-yield spreads in basis points with one-day, one-week, one-month and one-year changes, the spread curve by rating from AAA to CCC, and where each spread sits against its own history.

USE CASE

Place today’s high-yield spread inside the range of its own history.

HSNGHousing & Mortgage

WHAT IT DOES

Five views: daily mortgage rates with their move over a day, a week, a month and a year; house prices nationally and across hundreds of metros; the Fed’s agency mortgage-bond operations and the whole book it holds; starts, permits and for-sale inventory down to the metro; and mortgage lending by state, broken out by loan type and by lender.

USE CASE

Read the housing demand picture behind a homebuilder ahead of the monthly starts print.

NRGEnergy

WHAT IT DOES

The weekly petroleum complex, natural gas, the monthly power generation mix, and the hourly grid by balancing authority. The seasonal band chart plots this year against the high and low of the five before it, with the five-year average dashed through the middle.

USE CASE

Read a weekly crude or gas number against its own seasonal band rather than against the headline.

The physical world

Ships, ports, aircraft and the supply chain

6 panelsTop

SHIPShipping

WHAT IT DOES

Three reads in one panel: chokepoint transit counts against their own one-year median, live vessel positions on a world map, and seven-day average port calls for the world’s busiest ports. The map shows the waters the live feeds actually reach, and hatches the rest rather than drawing empty sea. Open the vessel list to search hulls by name, callsign or destination, with anything on the sanctions list marked.

USE CASE

See whether a disruption at a chokepoint is showing up in transit counts against the trailing year.

PORTSPort Activity

WHAT IT DOES

Daily port calls and estimated import and export tonnage for every port the IMF tracks, about 180 countries, drawn as squares sized by throughput. Click a port for its daily history and its last seven days set against its last thirty.

USE CASE

Compare a port complex against its own trend ahead of an importer’s quarter.

FLYFlight Tracker

WHAT IT DOES

A live global map of aircraft positions next to the FAA’s flow control board: which airports are stopped now, and which the FAA expects to stop later today. Click an aircraft for its registration, type, operator and route, or narrow the map to business jets only.

USE CASE

See ground stops and delay programmes in force hours before they become news.

SPCISupply Chain Index

WHAT IT DOES

The New York Fed’s Global Supply Chain Pressure Index, shaded against the band it spends most of its life inside. Underneath it sits the physical tape: rail carloads, truck tonnage, port calls, chokepoint transits, border crossings, trade partners and futures positioning.

USE CASE

Test a “supply chain crisis” headline against where the index actually sits in its own band.

SPLCSupply Chain

WHAT IT DOES

One company’s customers on one side and its suppliers on the other, every link taken from an SEC filing or a federal contract award. Click a link and read the document it came from.

USE CASE

Find out who a company’s disclosed customers are and how concentrated its revenue is on them.

SUPLSupplier Evidence

WHAT IT DOES

Named suppliers, each with the sentence the name was read out of, a link to the document, and what kind of evidence it is: a contract exhibit, the filer’s own annual report, or a federal subaward.

USE CASE

Check whether a claimed supplier relationship is actually named in a filed document.

Portfolio and the book

Positions, P&L, alerts and screening

4 panelsTop

PORTPortfolio

WHAT IT DOES

Your positions with live P&L, performance against a benchmark, allocation, and the transaction ledger underneath it all. Positions are worked out from the ledger rather than typed in, so every cost basis traces back to a trade, and you can import a trade history from a CSV file. You can keep more than one book.

USE CASE

Keep a book with a traceable cost basis and track it against a benchmark you choose.

AUMBrokerage

WHAT IT DOES

Your linked brokerage account: equity and the day’s P&L, buying power, margin used, positions with unrealised P&L, and order history. It is read only, and a banner above every tab tells you whether the account is paper or live.

USE CASE

Reconcile a tracked book against the actual account it is meant to mirror.

ALAlerts

WHAT IT DOES

Price, percent-move, volume and news-keyword alerts with desktop notifications, running on the same live quotes every other panel reads. Test a condition before you save it. An alert fires on the crossing, then waits before it can fire again.

USE CASE

Get told when a name crosses a level or a keyword hits the wire, while you work on something else.

EQSEquity Screener

WHAT IT DOES

Two screening engines behind one filter rail, and you choose which is running. RANGES takes numeric bands (market cap, price, volume) across the whole US market; SIGNALS takes categories (sector, index, exchange, market-cap bucket) plus 26 named signals, from chart patterns to insider buying and earnings due, and adds returns out to a year. P/E and dividend yield bands apply to either. Save a screen by name and run it again later.

USE CASE

Build a candidate list from numbers or from a named signal, and save the screen to run again.

The desk

People and messages

2 panelsTop

MSGMessaging

WHAT IT DOES

Direct messages and rooms. A $TICKER in a message is a live control: click it and your linked panels move to that name. Rooms and private threads keep their history, and your Econimer profile carries a status colleagues can see, with every detail on it shown only if you choose to publish it.

USE CASE

Talk names with the desk and re-point a whole workspace from a colleague’s message.

BIODirectory

WHAT IT DOES

The desk lookup: who someone is, where they work, how to reach them, and one click to start a conversation. Narrow the list to whoever is available right now. Every row is opt-in: you choose what appears on yours, and you can take it down or close your account from the same place.

USE CASE

Find a colleague and open a conversation with them.

Workbench

Build and automate

4 panelsTop

NOTENotebook

WHAT IT DOES

Research notes tied to a symbol and, if you want, to a moment in time and a price level. Pin a level and the note keeps what the price was then and where that figure came from, so a number in a note can always be traced back. Notes are searchable and exportable, [AAPL DES] in the body becomes a working link, and $AAPL re-points your panels.

USE CASE

Write a thesis on a name and pin it to the date and the price level you formed it at.

SCPTScript

WHAT IT DOES

Write a short expression, and it pulls the data and renders as a table or a chart. Saved scripts come back with your layout.

USE CASE

Turn a calculation you keep redoing by hand into a panel that is there tomorrow.

HOOKWebhooks

WHAT IT DOES

Sends your alerts on to Slack, Discord or a destination of your own, with a log of every delivery. Send a test first to prove a destination works. The address you paste is masked once saved, and anything held back appears in the log marked SUPPRESSED.

USE CASE

Push alerts into a team channel and confirm from the log that they arrived.

RPLYReplay

WHAT IT DOES

Records a terminal session to your disk and lets you scrub the whole app back through it. The timeline shows where the terminal was busy, so you can find the minute worth replaying.

USE CASE

Replay the minutes around a scheduled event and watch several panels move together.

System

Settings, health and the command list

3 panelsTop

SETSettings

WHAT IT DOES

Preferences, appearance, your sign-in, and where you enter the keys for the data services you have an account with. Every control says plainly whether it applies now or is stored for later, and after you save a key the panel tells you whether it is already in use.

USE CASE

Add a data service’s key from inside the terminal, and see that it took.

SYSSystem

WHAT IT DOES

Service health, every data service with its free-tier terms and a signup link, and a table that tests a key you have entered and reports which plan it is on. A missing key can be entered here too, and a service that has stopped can be restarted from the same panel.

USE CASE

Work out which service is down, or which key needs attention, when something stops loading.

HELPHelp

WHAT IT DOES

Every command, every keyboard shortcut, how the coloured link groups work, and every data source, all read from the app itself so none of it can go stale. There is a troubleshooting section for when something will not load.

USE CASE

Look up the code for a panel or the shortcut for an action.