Most Advanced Financial Intelligence Platform

Open-source Fincept Terminal v3.0.15 delivers CFA-level analytics, 100+ data feeds, AI investor agents and maritime intel in one free download

Jan 07, 2026

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I recently discovered an open-source financial platform called Fincept Terminal.

I downloaded and tested the latest version v3.0.15 (just updated on January 5, 2026), and was amazed by its capabilities: CFA-level analysis, AI investor personas, 100+ data source connections, maritime supply chain intelligence—all free and open-source.

The project positions itself as a “modern financial intelligence platform,” emphasizing analytical depth and unlimited data access.

Core Highlights

CFA-Level Analysis

DCF models, dividend discount models, multi-factor valuation, portfolio optimization, risk metrics (VaR, Sharpe ratio, maximum drawdown)

AI Agents

20+ investment master personas (Buffett, Graham, Dalio, Soros, etc.), plus hedge fund strategies (Bridgewater, Citadel, Renaissance)

Data Connectivity

100+ adapters, including Polygon, Kraken, Yahoo Finance, DBnomics (100M+ economic series), World Bank, Kafka streaming, and custom API support

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