Open Trading Surface — the investment research terminal whose understanding compounds between sessions

Open Trading Surface

An agent-native investment research terminal for Claude<br>The investment research terminal<br>whose understanding compounds between sessions.

Open Trading Surface doesn't just fetch data — it maintains a living model of the world and hands the agent the controls. A worldview that becomes probability-weighted theses, driver-based company models, and portfolios, all on a surface the agent reads and drives, all on your machine.

Download the plugin<br>See what it does

Runs locally · zero runtime npm dependencies · your keys never leave your machine · never trades

Open Trading Surface — Operating Model · CAT

Not investment advice. Open Trading Surface is an informational research tool. Nothing it produces is advice or a recommendation; data may be inaccurate — verify everything independently. You bear full responsibility for all decisions. See the full disclaimer.

Most terminals show you data. Open Trading Surface builds a model of the world.

Two ideas make it unlike anything else you can install — and they compound the longer you use it.

🌍

A living world-model, not a data feed

Open Trading Surface maintains a structured worldview across macro, geopolitics, and demographics, turns it into theses with explicit, auditable probability estimates and an evidence ledger that revises the odds as reality changes, and grounds every name in a driver-based operating model . The model persists and compounds between sessions instead of resetting each time you open it.

Worldview → theses → screens → portfolios — one connected chain, not disconnected tabs

Probabilities that move as evidence lands — logged, auditable, reversible

Company models that turn any event into an EPS and fair-value delta

Point-in-time honest — snapshots keep backtests free of hindsight

🤖

Agent-native by construction

The terminal is a shared world-model : everything you see, the agent can read and drive . It isn't a dashboard a human clicks — it's an operating surface with 100+ introspectable tools, an event inbox , reusable playbooks , an audit journal , and research memory . Ask in plain language; the agent inspects the exact view you're looking at and acts on it.

inspect_* / control_* — the agent reads state, rendered views, and raw data, and drives every surface

Thinks between sessions — inbox, morning brief, memory, and an API-budget governor

Plan-only — it models, drafts, and proposes, and never places a trade

Worldview

Theses

Company models

Screens & portfolios

↻ continuously reassessed

A worldview at the center — fed by FRED macro, SEC filings, and 13F flows — radiates into theses, company models, and portfolios, and the whole system is reassessed as new evidence arrives . That's the ots: a working model of the market in motion.

One tool, the whole workflow

From a market view to a modeled position — top to bottom, all agent-operable.

💠 A full-spectrum pricing engine — and a Model of Models

Twenty valuation models behind one interface — every methodology the industry uses, each chartable through time — and on top of them, a weighted Model of Models that reads which valuation frame the market is actually tracking for each name.

The whole spectrum : DCF, FCFE, EPV, dividend discount, residual income and EVA; P/E, P/S and EV/EBITDA at the name's own trailing-median multiple; book, NAV, liquidation and replacement cost; seeded Monte Carlo and bull/base/bear; sum-of-the-parts; real options; platform economics

Every model is a line on the chart — point-in-time reconstructions from filed statements only, no lookahead, side by side with price

The Model of Models : each model earns a walk-forward correlation weight against the name's own price, per stock, adaptive over time — the weights are the reading, and their rotation is chartable as per-model weight series

Recorded weightings — dated weight vectors saved per stock, so the composite replots under the weighting of any point in time; the chart line is always one consistent snapshot, never rolling weights

A venture book for the companies statements can't see — pre-revenue businesses (robotaxi, humanoids, AI infrastructure) valued as probability-weighted expected values net of committed capital, maintained in a form-based editor alongside every other judgment model

📐 Company operating models

Every company can carry a driver-based model calibrated from its filings and consensus. Turn any event into an instant answer.

Revenue → EBIT → EPS → FCF, five years out<br>Blended exit-multiple + DCF fair value<br>Shock any driver — tariffs, contract wins, rate moves — and see the fair-value delta<br>A graphical influence map wiring economic, policy, supply-chain & consumer factors to the drivers they move<br>Calibrate factor levels from FRED; fit sensitivities from filings — annually or on ~60 quarterly points<br>Segment-scoped drivers ("what if Cloud growth halves?")...