---
title: API Reference
summary: Route map for TerraFin's page APIs, chart APIs, and hosted assistant APIs.
---

# API Reference

TerraFin serves one FastAPI application with several route families. This page
is the quick route map; the deeper behavior and state model live in
[Interface Overview](interface.md).

OpenAPI is available at `/openapi.json`.

## Root And Operational Routes

| Method | Path | Purpose |
|--------|------|---------|
| `GET` | `/` | Redirect to the dashboard page |
| `GET` | `/health` | Multi-component status page (HTML, 30 s in-process cache, `?refresh=1` to force) |
| `GET` | `/health.json` | Same data as JSON |
| `GET` | `/ready` | Readiness endpoint |
| `GET` | `/resolve-ticker?q=...` | Resolve a query string to a ticker symbol and company name (no `/stock/api/` prefix) |

## Chart

Prefix: `/chart/api/*`

Key routes:

- `GET /chart/api/chart-data`
- `POST /chart/api/chart-data`
- `POST /chart/api/chart-view`
- `GET /chart/api/chart-selection`
- `POST /chart/api/chart-selection`
- `POST /chart/api/chart-series/add`
- `POST /chart/api/chart-series/set`
- `POST /chart/api/chart-series/progressive/set`
- `POST /chart/api/chart-series/progressive/backfill`
- `POST /chart/api/chart-series/remove`
- `GET /chart/api/chart-series/names`
- `GET /chart/api/chart-series/search`

## Dashboard

Prefix: `/dashboard/api/*`

Representative routes include breadth, valuation, and cache-backed widget
payloads. See [Interface Overview](interface.md) for the current widget
contract and private-access fallback behavior. Watchlist routes are listed in
the [Watchlist](#watchlist) section below.

- SPX GEX snapshot: `GET /dashboard/api/gex/spx`
- SPX GEX history: `GET /dashboard/api/gex/spx/history`

## Watchlist

Prefix: `/dashboard/api/watchlist*`

| Method | Path | Body | Description |
|--------|------|------|-------------|
| `GET` | `/dashboard/api/watchlist` | — | Full snapshot |
| `POST` | `/dashboard/api/watchlist` | `{symbol, tags?}` | Add symbol |
| `DELETE` | `/dashboard/api/watchlist/{symbol}` | — | Remove symbol (optional `?group=` to scope) |
| `PATCH` | `/dashboard/api/watchlist/{symbol}/tags` | `{tags, mode}` | Set/add/remove tags (`mode`: `set`\|`add`\|`remove`, default `set`) |
| `GET` | `/dashboard/api/watchlist/groups` | — | List groups with counts |
| `POST` | `/dashboard/api/watchlist/groups` | `{name}` | Create group |
| `DELETE` | `/dashboard/api/watchlist/groups/{tag}` | — | Delete group |
| `POST` | `/dashboard/api/watchlist/groups/rename` | `{old, new}` | Rename group |
| `PUT` | `/dashboard/api/watchlist/groups/order` | `{groups: [name, ...]}` | Persist group order |
| `PUT` | `/dashboard/api/watchlist/groups/{group}/item-order` | `{symbols: [ticker, ...]}` | Persist item order within group |
| `PUT` | `/dashboard/api/watchlist` | `{symbols: [{symbol, tags}]}` | Bulk update all symbols and tags |

## Market Insights

Prefix: `/market-insights/api/*`

Representative routes include:

- guru portfolio views
- top-company payloads
- S&P 500 DCF payloads
- market-regime and macro widgets

## Stock Analysis

Prefix: `/stock/api/*`

Representative routes include:

- `GET /stock/api/overview?ticker=...`
- `GET /stock/api/dcf?ticker=...&projectionYears=5|10|15`
- `POST /stock/api/dcf?ticker=...` — accepts a `StockDCFRequest` body to override
  derived inputs. Beyond the existing `baseCashFlowPerShare`, `baseGrowthPct`,
  `terminalGrowthPct`, `beta`, `equityRiskPremiumPct`, `currentPrice` fields, the
  body now supports:
  - `projectionYears` (5 | 10 | 15) — explicit DCF horizon. Treasury rate curve
    is sized to match.
  - `fcfBaseSource` (`auto` | `3yr_avg` | `ttm` | `latest_annual`) — picks the
    base FCF/share. `auto` cascades 3yr_avg → annual → ttm. Default is `auto`.
    Note: `autoSelectedSource` in the `/fcf-history` response uses different
    string values (`quarterly_ttm`, `annual`) — do not pass it back here directly.
  - `breakevenYear`, `breakevenCashFlowPerShare`, `postBreakevenGrowthPct` —
    when all three are supplied, the model switches to **turnaround mode**: the
    base FCF/share input becomes the *current* (possibly negative) FCF; the
    schedule linearly interpolates from current FCF to the breakeven value
    across `breakevenYear` years, then compounds at the post-breakeven rate
    fading toward terminal growth.
- `GET /stock/api/reverse-dcf?ticker=...`
- `POST /stock/api/reverse-dcf?ticker=...` — optional body overrides: `baseCashFlowPerShare`,
  `terminalGrowthPct`, `beta`, `equityRiskPremiumPct`, `currentPrice`, `projectionYears` (1–20, default 5),
  `growthProfile` (`high_growth` | `early_maturity` | `fully_mature`, default `early_maturity`)
- `GET /stock/api/beta-estimate?ticker=...`
- `GET /stock/api/gex?ticker=` — GEX snapshot (regime, spot, zero-gamma, call/put walls, by-strike and by-expiration buckets)
- `GET /stock/api/fcf-history?ticker=...&years=10` — returns annual FCF/share
  history plus the base candidates the DCF would use:
  - `history`: chronological list of `{year, fcf, fcfPerShare}` (NaN years
    dropped, oldest→newest).
  - `ttmFcfPerShare`, `ttmSource` — most recent trailing-12-month value from
    quarterly cashflow when ≥4 quarters available, else latest annual.
  - `candidates`: `{threeYearAvg, latestAnnual, ttm}` per-share values, each
    nullable when the underlying data is absent.
  - `autoSelectedSource` — which candidate the backend's `auto` cascade would
    pick under the current data (one of `3yr_avg`, `annual`, `quarterly_ttm`,
    `missing`). Note: these response values differ from the `fcfBaseSource`
    input values — `ttm` input → `quarterly_ttm` response, `latest_annual`
    input → `annual` response. Do not pass `autoSelectedSource` back as
    `fcfBaseSource` directly.
  - `sharesOutstanding`, `sharesNote` — caveat that per-year FCF/share is
    computed using *current* sharesOutstanding (no per-year dilution
    adjustment).

## Calendar

Prefix: `/calendar/api/*`

Representative routes include macro and earnings event payloads plus
session-scoped calendar selection state.

## Agent Data APIs

Prefix: `/agent/api/*`

Current external-agent routes:

- `GET /agent/api/resolve`
- `GET /agent/api/market-data`
- `GET /agent/api/indicators`
- `GET /agent/api/market-snapshot`
- `GET /agent/api/company`
- `GET /agent/api/earnings`
- `GET /agent/api/financials`
- `GET /agent/api/portfolio`
- `GET /agent/api/economic`
- `GET /agent/api/macro-focus`
- `GET /agent/api/lppl`
- `GET /agent/api/calendar`

## Hosted Agent Runtime

Prefix: `/agent/api/runtime/*`

Core routes:

- `GET /agent/api/runtime/agents`
- `POST /agent/api/runtime/sessions`
- `GET /agent/api/runtime/sessions` — list all sessions
- `GET /agent/api/runtime/sessions/{session_id}`
- `DELETE /agent/api/runtime/sessions/{session_id}` — archive session
- `POST /agent/api/runtime/sessions/{session_id}/messages`
- `GET /agent/api/runtime/sessions/{session_id}/tasks`
- `GET /agent/api/runtime/sessions/{session_id}/approvals`
- `GET /agent/api/runtime/tasks/{task_id}`
- `POST /agent/api/runtime/tasks/{task_id}/cancel`
- `GET /agent/api/runtime/approvals/{approval_id}`
- `POST /agent/api/runtime/approvals/{approval_id}/approve`
- `POST /agent/api/runtime/approvals/{approval_id}/deny`

## Session Model

The important rule for route consumers is that stateful APIs are session-scoped.

- chart and calendar state default to the `"default"` session unless overridden
- browser flows usually use a per-tab session id
- hosted assistant sessions are persisted separately from chart sessions

For the implementation details, read [Interface Overview](interface.md) and
[Hosted Runtime](agent/hosted-runtime.md).