Florin is an AI-powered financial terminal for market monitoring, research, screening, portfolio analytics, and trading. It supports equities, ETFs, indices, mutual funds, and cryptocurrencies across 20+ global exchanges, with a web dashboard for research workflows and a Telegram bot for mobile alerts and trade commands.

• Florin Terminal
  • Contents
  • Overview
  • Visual Tour
    • Markets Home
    • Screener
    • Asset Research
    • Portfolio Analytics
  • Features
    • Research and Market Intelligence
    • Screening and Monitoring
    • Portfolio and Trading
    • AI and Alerts
  • Quick Start
  • Prerequisites
  • Configuration
    • Market Data
    • Broker
    • LLM Providers
    • Trading Defaults
    • Telegram and Sentiment Sources
  • Running Locally
  • Docker
  • Dashboard Dev Mode
  • Telegram Bot
    • Bot Commands
  • Architecture
    • Dashboard Navigation
  • API Documentation
  • Paper Trading
  • Technology Stack

Florin combines live and historical market data, screening, LLM-assisted analysis, risk analytics, portfolio tooling, and broker integration in one local terminal. The backend is a FastAPI service that starts the data, alerting, trading, Telegram, and dashboard services together. The frontend is a React dashboard served by the same FastAPI app in production.

The default trading mode is paper trading. Trading 212 support is available for demo or live accounts when configured.

Headline market information and news is available from the home view.

The screener supports multi-asset filters, regional exchange selection, saved configurations, and alert workflows.

The research view combines price history, quantitative metrics, news, ownership, options, and LLM analysis for individual assets.

Portfolio pages show allocation, performance, risk, and dependency statistics for custom portfolios.

• Asset search across equities, ETFs, indices, mutual funds, and cryptocurrencies
• Cumulative return charts with comparison overlays
• Intraday and daily data with configurable periods from 1 minute to monthly
• Options chain viewer with Greeks
• Risk metrics including Sharpe ratio, max drawdown, annualised volatility, VaR, and CVaR
• Regime detection using Markov switching regression
• Short interest, insider activity, institutional holders, news, sentiment, and web search
• Market breadth, economic calendar, earnings calendar, yield curves, and cross-asset correlation views

• Multi-asset screener for stocks, ETFs, indices, mutual funds, and crypto
• Region, exchange, OTC tier, ADR, momentum, price, volume, and market-cap filters
• Saved screener configurations with Telegram alerts
• Watchlist notes, targets, live monitor polling, sparklines, and price alerts

• Custom portfolios with weighted holdings
• Portfolio analytics including correlation, dependency modelling, returns analysis, benchmark comparison, and risk decomposition
• Paper broker by default, with Trading 212 integration for demo or live accounts
• Market, limit, and stop-loss orders
• Position monitoring, trade history, P&L charts, and performance statistics

• LLM-powered announcement and sentiment analysis
• Single-model or multi-LLM consensus modes
• Provider support for Groq, Gemini, Claude CLI, and OpenRouter
• Telegram bot for alerts, account status, position checks, and trade commands

./setup.sh

On Windows:

setup.bat

Start Florin:

uv run python main.py

Open the dashboard at http://localhost:8000 and configure API keys from the Settings page.

Dependencies are pinned in uv.lock, so uv sync --frozen reproduces the project environment. The setup scripts can fall back to python -m venv and pip if uv is not installed, but that path is not lockfile-reproducible.

Settings can be configured from the dashboard Settings page at http://localhost:8000/settings, through environment variables, or through a local .env file.

yfinance is used automatically for historical data, asset metadata, screening, and enrichment.

Models can also be managed dynamically from the Settings UI through the LLM model registry.

uv run python main.py

Or double-click Florin.command on macOS or Florin.bat on Windows.

The app starts all core services concurrently:

• Market data providers
• Screener alert service
• Alert processing pipeline
• Position monitoring
• Market breadth scanner
• Economic calendar refresh service
• Telegram bot when configured
• Web dashboard on port 8000
• WebSocket event bridge at /ws

docker compose up -d

Open http://your-server:8000 and configure API keys from the Settings page.

For frontend development with hot reload, start the backend and frontend separately:

# Terminal 1: backend
uv run python main.py

# Terminal 2: frontend
cd dashboard_ui
npm run dev

The frontend dev server runs at http://localhost:5173 and proxies /api and /ws traffic to the backend on port 8000.

After frontend changes, build the production dashboard:

cd dashboard_ui
npm run build

1. Message @BotFather and create a bot with /newbot.
2. Add the bot token as TELEGRAM_BOT_TOKEN.
3. Message @userinfobot to get your chat ID.
4. Add the chat ID as TELEGRAM_CHAT_ID.
5. Start a conversation with your bot and send /start.

The bot can send automatic alerts when screener matches or momentum signals are found, including LLM analysis and interactive trade actions.

main.py                  # Florin orchestrator
config/                  # Settings, constants, and environment handling
core/                    # Event bus, Pydantic models, logging, market hours
data/                    # Market data providers
scanner/                 # Screener alerts and market breadth scanning
sentiment/               # News, Reddit, SEC, ApeWisdom, Alpha Vantage, and web search
analysis/                # LLM providers, consensus, and report generation
broker/                  # Trading 212 and paper broker implementations
telegram_bot/            # aiogram bot commands and alert handlers
stats/                   # Statistical models and risk metrics
dashboard/               # FastAPI REST API, WebSocket, and built frontend
dashboard_ui/            # React, Vite, TailwindCSS frontend source
db/                      # SQLAlchemy async ORM and Alembic migrations
tests/                   # pytest and pytest-asyncio test suite

/calendar redirects to /news/economic.

Interactive API documentation is available at http://localhost:8000/api/docs when the server is running. The API exposes 80+ endpoints across the dashboard route modules.

Leave T212_API_KEY unconfigured to use the paper broker. It simulates execution at current market prices, tracks virtual positions and P&L in memory, starts with £10,000 virtual capital, and applies the same position limits and stop-loss rules used by live trading.

• Backend: Python 3.13, FastAPI, SQLAlchemy 2.0 async, SQLite WAL mode, Alembic
• Frontend: React 19, Vite 8, TailwindCSS 4, React Router 7, Recharts
• Real-time: WebSocket at /ws, async EventBus pub/sub
• Market data: Alpaca, yfinance, BIS, ECB, BOC, Alpha Vantage, Finnhub
• LLM: Groq, Gemini, Claude CLI, OpenRouter
• Statistical: statsmodels, copulax
• Telegram: aiogram 3.x
• Tests: 600+ pytest and pytest-asyncio tests