ProTerminal.io — Institutional-Grade Market Terminal

The admin screenshots below are from the live product with customer PII (names, emails, phone numbers, payment details) intentionally blurred. Business metrics are shown as-is.

Overview

ProTerminal.io is an institutional-grade stock-market terminal delivered as a SaaS — the kind of data depth normally reserved for Bloomberg-class tooling, built for individual investors and traders. It pairs a real-time, multi-panel terminal with professional TradingView charting, a unique dilution-risk engine covering 4,300+ US companies, a full suite of screeners and calendars, congressional & insider-trading trackers, an AI-hosted financial-TV livestream, and a deep operator admin console — all fed by a high-throughput background data platform that makes 50,000–80,000 market-data API calls a day.

It is a genuinely large system: a four-part architecture (web client, API server, background job server, and livestream engine) over MongoDB + Redis, deployed across two 32-core servers.

Architecture

                       ┌──────────────────────────────────────────┐
   Browser  ──HTTPS──▶ │  API SERVER (Express, 16-instance PM2)    │
   (React 19 SPA)      │  REST 50+ route groups · JWT + API-key    │
        ▲   ▲          │  WebSocket: /ws/scanner · /ws/fmp/quote   │
        │   │          └───────────┬─────────────────┬────────────┘
   WebSocket ticks                 │ read            │ read/cache
        │                          ▼                 ▼
        │                   ┌────────────┐     ┌────────────┐
        │                   │  MongoDB   │     │   Redis    │
        │                   │ Atlas M30  │     │ cache+queue│
        │                   │ 50+ colls  │     └─────▲──────┘
        │                   └─────▲──────┘           │ BullMQ
        │                         │ write            │
        │      ┌──────────────────┴───────────────────────────────┐
        │      │  BACKGROUND JOB SERVER (BullMQ · node-cron)       │
        │      │  4 queues · 100+ jobs · Bottleneck rate budgets   │
        │      │  providers: FMP · Polygon · SEC EDGAR · Gemini    │
        │      └───────────────────────────────────────────────────┘
        │
   ┌────┴─────────────────────────────────────────────┐
   │  AI LIVESTREAM ENGINE (OpenAI Realtime + OBS)     │
   │  Playwright drives the real terminal on-screen    │
   └───────────────────────────────────────────────────┘

• Client (client/): React 19 + Vite, TanStack Query for server-state, TradingView Charting Library, Tailwind, Google OAuth + reCAPTCHA, and a set of WebSocket services (movers, quotes, futures, forex, indices). A command palette (⌘K), resizable panels, and a Bloomberg-style data-dense UI.
• Server (server/): Express + MongoDB (Mongoose) + Redis, run as a 16-instance PM2 cluster. 50+ REST route groups, JWT + API-key auth, a WebSocket market scanner and an FMP-compatible quote stream, Stripe/Authorize.net billing, Resend email, ExcelJS/PDFKit exports.
• Background (background/): the data engine (below).
• Livestream (livestream/ + aiLivestream/): the AI financial-TV engine (below).

The Terminal & Charting

The terminal is a resizable, multi-panel workspace: a discovery sidebar (watchlists, screener results, sectors, themes), a central TradingView chart with pre/post-market sessions and multiple timeframes, and a context panel (overview, earnings, news, press releases, financials). Quotes stream live over WebSockets; the scanner pushes gainers/losers/most-active snapshots every couple of seconds during market hours.

Markets & Research

A research suite ranks and surfaces opportunities across factors: a proprietary Smart Score (profitability, valuation, growth, momentum, dividend, short interest, insider buying, analyst sentiment), top analyst stocks, most-active insiders, short-squeeze candidates, largest companies, AI/tech baskets, and an AI-assisted Fortune 500 valuation with DCF/comps fair-value ranges.

Screeners

Four screeners — stocks, ETFs, penny stocks, and technicals — run server-side over the full universe with 50+ fundamental and technical filters, quick presets (value, growth, aristocrats, cap tiers), live KPI tiles, and CSV export.

Dilution Center (flagship)

The Dilution Center is ProTerminal's signature feature: continuous dilution-risk tracking for 4,300+ small- and micro-cap companies. The engine ingests SEC EDGAR filings and XBRL company facts, parses 10-Q buyback/share data, monitors shelf registrations (S-1/S-3) and their effectiveness, extracts warrant series and offering terms from filings with Google Gemini, and rolls everything into per-symbol risk scores and timelines — surfaced as latest risk analysis, new filings, completed offerings, pending S-1s, reverse splits, and high-risk lists.

Calendars & Tools

A deep bench of market tools and calendars: earnings, dividends, IPOs, economic releases, FDA catalysts, stock splits, buybacks, market holidays — plus options (Black-Scholes Greeks), dividend calculators, securities class-action tracking, and stock comparison.

Politician & Insider Trading

STOCK-Act congressional disclosures and Form 4 insider transactions are ingested, normalized, and analyzed (1/3/6/9/12-month performance), with per-politician profiles and per-company history.

Dividends, News & Intelligence

A dividend center (best payers, aristocrats, high-yield, comparison, calculators), a press-release scanner, an AI-written news/blog hub, original Pro Terminal Intelligence research, and an education library round out the platform.

Background Data Engine

The background service is where the platform's depth comes from. A market-hours-aware node-cron scheduler enqueues work onto four BullMQ queues; workers execute 100+ distinct job types and write to 50+ MongoDB collections. A global Bottleneck rate-limiter enforces a per-minute API budget split across priorities so real-time work never starves and historical backfills never blow the limit.

Queues (Redis-backed):
  updates       (concurrency 16)  realtime quotes/movers, news, ratings, calendars
  backfill      (concurrency  8)  history, dilution, SEC filings, politician trades
  aggregation   (concurrency  8)  derived/computed company fields (every 5 min)
  notifications (concurrency  3)  user alerts, subscription reminders

Rate budget (FMP ~2000 req/min):
  realtime 25% · frequent 20% · daily 20% · historical 30% · reserve 5%

Providers: Financial Modeling Prep · Polygon.io · SEC EDGAR (XBRL) ·
           Google Gemini (filings/warrants/articles) · OpenAI (livestream)
Throughput: ~50,000–80,000 API calls/day (≈2–3% of upstream limits)

Representative jobs: all-US snapshot quotes (Polygon, 1 call/min), market movers, news, analyst ratings, sector performance, insider trades, earnings/IPO/dividend/economic/FDA calendars, financial ratios & key metrics, technical indicators (RSI/SMA/EMA/MACD/ADX), historical backfills (financials, quotes, dividends, price targets), dilution tracking (shares outstanding, XBRL facts, 10-Q parsing, warrants, S-1 effectiveness), SEC offering/general filings, Senate/House trades, and AI content generation from filings and news.

AI Livestream

A continuous, interruptible AI-hosted financial-TV show for streaming/OBS. An OpenAI Realtime voice host narrates live; a planner cycles programme blocks (movers, ticker deep-dives, news, charts); a prefetch pipeline synthesizes the next segment while the current one plays; and Playwright drives the real terminal on-screen while obs-websocket handles scene transitions — all gated by a safety prompt (educational only, never buy/sell/hold advice).

Admin Console

The admin app (React 19 + Vite + Tailwind + Recharts) is a complete operations cockpit — ~30 pages spanning users, billing, content, trading signals, background-job control, and data quality.

Users & billing. Full user management with per-user detail (account, acquisition, subscription history, notifications), plus a subscriptions workspace with revenue analytics and a transactions ledger.

Content & signals. Rich editors for blog, intelligence and education content; a press-release manager; daily picks and Pro-Ticker watchlist signals; valuation queue; and a notification-campaign composer with audience targeting and delivery analytics.

Operations & data quality. This is where the background platform is driven: a job scheduler (edit cron, enable/disable, manual trigger), live active-queue monitoring, execution logs with force-cancel, real-time WebSocket connection stats, and a dilution data-quality flag queue (user reports + auto-detected invariants).

Infrastructure & Scale

• Two-server VPS topology (each 32 cores / 128 GB): Server 1 runs Redis (32 GB) + the background engine; Server 2 runs nginx + the 16-instance PM2 API cluster + the static client.
• MongoDB Atlas M30 (3-node replica set) holds 50+ collections of market, filing, and user data.
• Redis backs both the BullMQ queues and the read-cache; the WebSocket layer fans quote/scanner updates to clients.
• nginx reverse proxy with Let's Encrypt TLS across proterminal.io, admin.proterminal.io, and api.proterminal.io; UFW firewall, SSH-key-only access, security headers.

Integrations

• Market data: Financial Modeling Prep, Polygon.io, SEC EDGAR (filings + XBRL)
• AI: Google Gemini (filing summarization, warrant/offering extraction, article generation), OpenAI (Realtime voice host + text fallback)
• Billing: Stripe and Authorize.net (subscriptions, webhooks)
• Auth: JWT + refresh, API keys (FMP-compatible proxy + mobile), Google OAuth, reCAPTCHA
• Email: Resend with React Email templates
• An FMP-compatible proxy (18 endpoints + a quote WebSocket) lets mobile/3rd-party clients use ProTerminal as a cached data layer.

What made it work

• A clean split between synchronous UX (terminal, research, admin) and a high-throughput asynchronous data engine — 100+ jobs behind budgeted rate-limits keep 4,300+ companies current without ever exceeding upstream API limits.
• A genuinely differentiated flagship — institutional-grade dilution intelligence — built from primary SEC sources and AI extraction rather than re-packaged vendor data.
• Real-time everywhere: WebSocket scanners and quote streams, TradingView charts, and live admin monitoring of the very queues that feed them.
• An operator-grade admin that doesn't just manage content but controls the data platform — scheduling jobs, watching queues, and triaging data-quality flags in production.