CB Terminal

Local terminal built for convertible bonds.

Quick start

Python 3.11+ is required. The core package uses the standard library; PyMuPDF is optional for text-layer PDF extraction.

python3 -m venv .venv
.venv/bin/python -m pip install -e '.[prospectus]'
.venv/bin/python -m cb_terminal.cli.serve --host 127.0.0.1 --port 8000

Open http://127.0.0.1:8000/.

Run checks:

.venv/bin/python -m unittest discover -s tests
.venv/bin/python -m compileall -q cb_terminal tests scripts
python3 scripts/check_public_tree.py

Workflow

1. Upload prospectus PDFs and market-data exports.
2. Extract evidence-backed contract terms for review.
3. Import CB quote, equity, and FX observations into generated valuation histories.
4. Price approved contracts with explicit PM assumptions.

Core modules: domain, prospectus, storage, pricing, and web.

Status

Implemented: local browser UI, command bar, prospectus intake/review, raw market-data import, valuation-history generation, canonical SQLite metadata, assumptions, pricing diagnostics, and stdlib tests.

Not implemented: scanned-PDF OCR, live market-data pulls, authentication/multi-user deployment, full desk calibration, and every call/put/conversion edge case.

This is a local prototype, not a trading system. Private inputs, generated outputs, runtime databases, reports, caches, and .venv are ignored; scripts/check_public_tree.py enforces that boundary.

Screenshot of the Terminal