CLI Reference¶

Verified against .venv/bin/openfin on 2026-03-19.

Examples below use redacted or trimmed output. Live market data, news, filings, and account values will vary. Commands that mutate local state are marked.

openfin is organized like gh:

openfin [--verbose] [--log-file PATH] [--privacy] <command> <subcommand> [flags]

Top-Level Commands¶

analysis   Run automated analysis signals.
brokerage  Manage connected brokerage accounts, positions, and orders.
init       Bootstrap data directory, configure credentials, and validate API keys.
market     View market data, quotes, and indicators.
research   Search news, web, and SEC filings for investment research.
review     Run and manage weekly investment reviews.
social     Discord social signal data from trading channels.
thesis     Manage investment theses.
tools      Database, service, and operational tools.
watchlist  Manage your derived watchlist.

Common Options¶

openfin --privacy brokerage positions --all
openfin --verbose market quote NVDA
openfin --log-file /tmp/openfin.log research news NVDA

--privacy redacts portfolio quantities and values.
--verbose enables debug logging.
--log-file also writes plain-text logs to a file.

Init¶

openfin init

  SnapTrade: ok
  Finnhub: ok
  FRED: ok
  Telegram Bot (optional): ok
  Brave Search (optional): ok
  SEC EDGAR (optional): ok
  Cloudflare D1 (optional): ok

All keys present.

Validating connections...

  SnapTrade: ok (3 accounts)
  FRED: ok (7 indicators)

Analysis¶

openfin analysis stock AAPL
openfin analysis stock NVDA,MSFT,AVGO --json
openfin analysis stock AAPL --verbose

Analyzes stocks across 8 dimensions (earnings, fundamentals, analyst sentiment, historical patterns, market context, sector performance, momentum, sentiment) and produces a BUY/HOLD/SELL recommendation.

--json outputs structured JSON instead of tables.
--verbose shows analysis progress.

Brokerage — Accounts¶

openfin brokerage accounts

| Name       | Institution | Cash      | Total Value | Currency |
|------------|-------------|-----------|-------------|----------|
| ROTH IRA   | Fidelity    | [redacted] | [redacted] | USD      |
| Individual | Fidelity    | [redacted] | [redacted] | USD      |

Brokerage — Positions¶

openfin brokerage positions --all

| Account    | Symbol | Qty        | Avg Price | Price   | Cost Basis | Mkt Value | P&L      | Day %  | MTD %  | Total % | Tax |
|------------|--------|------------|-----------|---------|------------|-----------|----------|--------|--------|---------|-----|
| ROTH IRA   | NVDA   | [redacted] | $120.06   | $183.22 | [redacted] | [redacted] | [redacted] | -0.64% | +3.40% | +52.61% | LT  |
| Individual | AMD    | [redacted] | $81.91    | $196.58 | [redacted] | [redacted] | [redacted] | -0.15% | -1.64% | +139.99% | - |

Brokerage — Orders¶

openfin brokerage orders
openfin brokerage orders --all
openfin brokerage orders --all --symbol NVDA

| Account    | Symbol | Action | Qty   | Price | Status   | Submitted            |
|------------|--------|--------|-------|-------|----------|----------------------|
| ROTH IRA   | SPAXX  | BUY    | 87.36 | $1.00 | EXECUTED | 2026-03-12T04:00:00Z |
| Individual | FZFXX  | SELL   | 1000  | $1.00 | EXECUTED | 2026-03-06T05:00:00Z |

Quotes¶

openfin market quote AAPL,MSFT,NVDA

| Ticker | Price   | Day %  | 52w Low | 52w High | P/E  |
|--------|---------|--------|---------|----------|------|
| AAPL   | $254.16 | +0.53% | $169.21 | $288.62  | 31.5 |
| MSFT   | $399.47 | -0.12% | $344.79 | $555.45  | 24.8 |
| NVDA   | $181.90 | -0.72% | $86.62  | $212.19  | 37.0 |

Market¶

openfin market overview --period 5d
openfin market overview --period 1mo

## Indices

| Index | Price   | Period % |
|-------|---------|----------|
| SPY   | $670.55 | +0.23%   |
| QQQ   | $603.24 | +0.48%   |
| DIA   | $470.68 | +0.08%   |
| IWM   | $249.89 | +0.39%   |

## Sectors

| Sector           | ETF  | Period % |
|------------------|------|----------|
| Energy           | XLE  | +1.14%   |
| Consumer Disc    | XLY  | +0.84%   |
| Technology       | XLK  | +0.53%   |
| Financials       | XLF  | +0.49%   |

openfin market macro

| Indicator              | Value     | Unit      | As Of      |
|------------------------|-----------|-----------|------------|
| Federal Funds Rate     | 3.64      | percent   | 2026-02-01 |
| 2-Year Treasury        | 3.73      | percent   | 2026-03-13 |
| 10-Year Treasury       | 4.28      | percent   | 2026-03-13 |
| CPI (All Urban)        | 327.46    | index     | 2026-02-01 |
| PCE Price Index        | 128.97    | index     | 2026-01-01 |
| Unemployment Rate      | 4.40      | percent   | 2026-02-01 |
| Initial Jobless Claims | 213000.00 | thousands | 2026-03-07 |

Forex¶

openfin market forex

Shows major forex pair quotes (EUR/USD, USD/JPY, etc.).

Commodities¶

openfin market commodities

Shows major commodity ETF quotes (USO, GLD, SLV, etc.).

Watchlist¶

openfin watchlist list
openfin watchlist list --show-positions
openfin watchlist add NVDA
openfin watchlist remove NVDA

| Ticker | Price   | Day %  | Week % |
|--------|---------|--------|--------|
| ABT    | $110.87 | +0.84% | -      |
| GOOG   | $309.36 | +1.62% | -      |
| NVDA   | $181.90 | -0.72% | -      |
| TSLA   | $398.51 | +0.75% | -      |

--show-positions includes cost basis, quantity, and gain for held positions.

Mutating commands return simple status text:

Added NVDA to watchlist
NVDA already in watchlist
Removed NVDA from watchlist

Earnings¶

openfin market earnings
openfin market earnings AAPL,MSFT

| Ticker | Earnings Date |
|--------|---------------|
| OKLO   | 2026-05-11    |
| MRVL   | 2026-05-27    |
| ABT    | -             |

News¶

openfin research news NVDA
openfin research news NVDA --limit 10
openfin research headlines
openfin research headlines --tickers 10 --limit 5

## NVDA News

- **Tuesday's session: most active stock in the S&P500 index** (ChartMill)
  https://finnhub.io/api/news?id=...
- **Micron's AI Memory Push Starts To Show** (Yahoo)
  https://finnhub.io/api/news?id=...

ABT:
  - DGI For The DIY: 2025 Dividend Portfolio Review
  - Abbott Diabetes And Cardiology Updates Test Growth Story For Investors

GOOG:
  - Alphabet Bets on Cooling as AI Infrastructure Heats Up
  - Google's data center power playbook comes into focus

Search¶

openfin research search "nvidia earnings Q4"
openfin research search-symbol NVDA
openfin research search-symbol NVDA --limit 5

- **Nvidia post earnings review: Q4 2026 and outlook | S&P Global** (2026-03-12T13:04:35)
  www.spglobal.com
  Nvidia's Data Center segment accounted for 91.5% of the quarter's sales...
  https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/03/nvidia-post-earnings-review-q4-2026-and-outlook

## NVDA — Web Search Results

- **Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through '27** (2026-03-16T20:51:22)
  www.cnbc.com
  At Nvidia's annual developer conference, CEO Jensen Huang said the company is seeing booming demand for its latest technology.

Discord social signal data from ~97 trading channels aggregated in a Cloudflare D1 database. Requires [cloudflare] credentials in ~/.openfin/credentials.toml.

Signals¶

openfin social signals                         # fetch for all watchlist symbols
openfin social signals --symbols NVDA,AMD      # specific tickers
openfin social signals --symbols NVDA --json   # structured JSON output
openfin social signals --days 7                # lookback window (default 14)

## Social Signals (Discord)

### NVDA (14d)
  Signals: 67 stock, 13 option | Channels: 16
  BUY: 62 | SELL: 5 | SHORT: 0
  Confidence: 46 strong, 9 moderate, 12 weak
  Options: 9 calls, 4 puts
  Sector: Semiconductors
  Recent (7d): 67

| Channel        | Win Rate | Signals | Action | Confidence |
|----------------|----------|---------|--------|------------|
| 顺哥-股票-中＆长线 | 93%      | 1       | BUY    | STRONG     |
| 冷月-股票-波段     | 68%      | 3       | BUY    | MODERATE   |

Data persisted to data_snapshots (type social_signal).

Radar¶

Shows non-watchlist tickers with notable social signal activity, filtered by quality thresholds.

openfin social radar                           # default filters
openfin social radar --min-signals 5           # tune minimum signal count
openfin social radar --min-channels 3          # tune minimum channel count
openfin social radar --min-win-rate 0.6        # tune minimum channel win rate
openfin social radar --json                    # structured JSON output

## Social Radar (non-watchlist activity)

| Ticker | Signals | Channels | BUY | SELL | Strong | Sector     | Top Channel (WR)    |
|--------|---------|----------|-----|------|--------|------------|---------------------|
| SPY    | 76      | 16       | 53  | 20   | 35     | —          | 顺哥-股票-中＆长线 (93%) |
| TSLA   | 58      | 17       | 52  | 5    | 35     | Automotive | 顺哥-股票-中＆长线 (93%) |
| COIN   | 28      | 9        | 26  | 1    | 14     | Crypto     | 顺哥-股票-中＆长线 (93%) |

Radar is data only — the agent layer decides what's interesting. Data persisted to data_snapshots (type social_radar).

Without Cloudflare credentials, both commands return empty results with a warning (no crash).

Thesis¶

Theses are story-centric (identified by slug, e.g. ai-compute-hardware), not ticker-centric. Each thesis contains a narrative, time horizon, and one or more symbols.

openfin thesis list
openfin thesis show ai-compute-hardware
openfin thesis status ai-compute-hardware
openfin thesis symbols
openfin thesis save ai-compute-hardware
openfin thesis save --all

thesis show <slug> displays thesis details:

Thesis: AI Drives Compute Hardware Demand [ai-compute-hardware] | Status: active
Narrative: Hyperscaler and enterprise AI training/inference workloads continue to grow...

Symbols: NVDA, MRVL, AVGO, AMD, TSM
Time horizon: 12-18 months

thesis status <slug> shows health, time pressure, and active hypotheses:

Thesis: AI Drives Compute Hardware Demand [ai-compute-hardware]
Status: active
Time Horizon: 12-18 months
Health: mixed
Time Pressure: early

Active Hypotheses (1):
  [3abd8d970040] If ASML Q3 bookings beat, confirms broadening fab capacity
    Invalidated by: ASML guides down on EUV orders

thesis symbols shows all symbols across theses and which thesis each belongs to.

thesis save snapshots a thesis (or all with --all) to the DB for audit history.

Hypothesis Management¶

openfin review hypothesis create ai-compute-hardware \
  --claim "If A then B" --invalidation "Unless C" --time-horizon "6 months"
openfin review hypothesis list ai-compute-hardware
openfin review hypothesis list ai-compute-hardware --status active
openfin review hypothesis update <id> --status confirmed --resolution "What happened"

SEC Filings¶

Requires SEC_USER_AGENT to be set to your name and email, per SEC fair access guidance.

openfin research sec-filings AAPL
openfin research sec-filings AAPL --type 10-K
openfin research sec-filings NVDA --type 10-Q --limit 3

| Form | Date       | Accession            | Description |
|------|------------|----------------------|-------------|
| 3    | 2026-03-06 | 0001780525-26-000003 | FORM 3      |
| 4    | 2026-02-26 | 0001059235-26-000004 | FORM 4      |
| 8-K  | 2026-02-24 | 0001140361-26-006577 | 8-K         |

| Form | Date       | Accession            | Description |
|------|------------|----------------------|-------------|
| 10-K | 2025-10-31 | 0000320193-25-000079 | 10-K        |
| 10-K | 2024-11-01 | 0000320193-24-000123 | 10-K        |

openfin research sec-read AAPL --type 10-K --url-only
openfin research sec-read AAPL --type 10-K

--url-only prints just the header and filing URL:

## AAPL 10-K (2025-10-31)
URL: https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

Without --url-only, the CLI prints the filing body after the same header. In the current build, the cleaned output still includes a large inline-XBRL-heavy preamble before the readable filing text.

Review¶

Daily Brief¶

openfin review daily
openfin review daily --dry-run
openfin review daily --date 2026-03-10
openfin review daily --force

Generates a pre-market daily brief.

--dry-run shows the brief without persisting.
--date overrides the brief date (YYYY-MM-DD, defaults to today).
--force bypasses brief cache and collects fresh data.

Weekly Review¶

openfin review weekly
openfin review weekly --dry-run
openfin review weekly --date 2025-03-10
openfin review weekly --ai
openfin review weekly --ai --use-codex
openfin review weekly --force

--dry-run shows report without persisting.
--date overrides the review date (YYYY-MM-DD, defaults to today).
--ai runs headless AI analysis after data collection (defaults to Claude).
--use-claude / --use-codex selects the AI provider.
--force bypasses report cache and collects fresh data.

Rubrics¶

openfin review rubric
openfin review rubric thesis_alignment

## Thesis Alignment (thesis_alignment)
Weight: 0.4  |  Scale: 0-10
Description: How well current data matches the original investment thesis conditions
...
Evaluation prompt template:
Evaluate thesis alignment for {symbol}.

Artifact Mutation Commands¶

These commands operate on an existing weekly review run directory:

openfin review score NVDA --metric thesis_alignment --score 7 --rationale "Thesis intact" --run-id <run_id>
openfin review evidence NVDA --run-id <run_id> --source-type news --claim "Demand remains strong"
openfin review annotate --run-id <run_id> --field market_regime --value "risk-on"
openfin review finalize --run-id <run_id>

evidence --source-type accepts: sec_filing, news, market_data, macro, thesis.

Representative status output:

Recorded NVDA thesis_alignment=7.0
Added evidence for NVDA (run <run_id>)
Updated 'market_regime' (run <run_id>)
Finalized 3 symbol(s). Artifacts in <run_id>/

Database¶

openfin tools db tables
openfin tools db query "SELECT 1 AS n"
openfin tools db latest NVDA
openfin tools db score-history NVDA
openfin tools db evidence NVDA
openfin tools db snapshots
openfin tools db history quote --symbol NVDA
openfin tools db latest-snapshot quote --symbol NVDA
openfin tools db migrate

| Table           | Rows |
|-----------------|------|
| alembic_version | 1    |
| rubric_scores   | 0    |

| n |
|---|
| 1 |

Service¶

openfin tools service --help
openfin tools service
openfin tools service --ai
openfin tools service --ai --use-codex
openfin tools service --schedule weekly_review=mon@06:00/America/Los_Angeles

Usage: openfin tools service [OPTIONS]

  Run async pub/sub service with Telegram and cron event sources.

Options:
  --telegram / --no-telegram
  --telegram-token TEXT
  --telegram-poll-timeout INTEGER RANGE
  --chat-id INTEGER
  --allowed-users TEXT
  --cron TEXT
  --schedule TEXT
  --event-log FILE
  --quiet
  --claude-path TEXT
  --codex-path TEXT
  --use-claude
  --use-codex
  --ai / --no-ai