Finterm vs Trace

Finterm gives trading agents a CLI for financial data and sourced research, including ticker bundles, SEC filing diffs, ownership flows, options, and multi-source research.

A macOS menu-bar app that turns any conversation into a clean markdown transcript, with an optional on-device summary. Runs a local speech model entirely on your Mac, in...

About Finterm

Finterm gives trading agents a CLI for financial data and sourced research, including ticker bundles, SEC filing diffs, ownership flows, options, and multi-source research. Examples below use runs from June 23 and July 6, 2026. Creates the NVIDIA ticker_data run and returns the structured ticker snapshot inline. finterm bundle run company_deep_research NVDA --company-name "NVIDIA Corporation" --param q=Q1 --param fy=2027 --param prev_q=Q3 --param prev_fy=2026 --delivery-mode summary_json. Runs the search, crawl, dedupe, and source-labeling pass for NVDA.

About Trace

A macOS menu-bar app that turns any conversation into a clean markdown transcript, with an optional on-device summary. Runs a local speech model entirely on your Mac, in dozens of languages. The moment is pinned to your transcript at the exact timestamp. Trace provides you with clear markdown transcripts and summaries that you can use anywhere. Either copy the markdown from Trace directly or have it place the file anywhere in your filesystem. Trace can also send files directly to Obsidian, Bear, Drafts or Things with a button press.