Option Desk

Options research with a local dashboard, agent skills, and MCP tools. Import a chain, inspect its Greeks and positioning, compare structures, and keep the results as readable files.

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On this page

Guides and wiki

See the desk

The dashboard brings the chain, model assumptions, and research results onto one page. These are captures of the current local dashboard with synthetic teaching inputs. They are not market observations or evidence of trading performance. Capture details distinguish the input scenario from the capture date.

Structure comparison in the local dashboard, using synthetic inputs

Dashboard tour

Open an image for its full resolution. The complete gallery includes individual panels and charts. The dashboard guide explains how to read them.

Positioning	Volatility

Inspect the assumed dealer exposure and chain coverage.	Compare strikes and expiries without hiding missing values.

Structure payoff	Two-expiry structures

Read the legs, breakevens, and limits together.	Inspect the valuation assumptions for the surviving leg.

Simulation	Backtest

Read the fan with the convergence diagnostics.	Read outcomes with the benchmark and model limitations.

Composite comparison	Contract ladder

Inspect the formula and disagreements between models.	Compare sensitivities and payoff shapes.

The dashboard pipeline from input through saved research artifacts

Get started

Choose one route:

Your starting point	First action	Continue with
I want to try it without a data account	Run the supplied sample below.	First walkthrough
I use Claude Code or Codex	Install the local tools, then connect the plugin.	Agent workflows
I have a CSV or JSON chain	Import it with its source and timestamp.	Data import
I want a browser-based example	Open the hosted sample.	Hosted connection

Try the supplied sample

Requirements: Git and Python 3.11 or later. Run these commands on macOS or Linux:

git clone https://github.com/Iman/agent-driven-options-desk-and-skills.git
cd agent-driven-options-desk-and-skills
python3 -m venv .venv
. .venv/bin/activate
python -m pip install -e ./engine -e ./shell
optiondesk chain SYNTH --from-file examples/chain-synth.json --accept-data-rights --out-dir artifacts/tutorial
optiondesk greeks --out-dir artifacts/tutorial
optiondesk exposure --out-dir artifacts/tutorial
optiondesk compare --out-dir artifacts/tutorial
optiondesk dashboard --out-dir artifacts/tutorial

Open http://127.0.0.1:8787 on the same computer. Select SYNTH and 2026-10-08. Press Ctrl+C in the terminal to stop the server. The result files remain in artifacts/tutorial.

The supplied sample contains 62 synthetic contracts and a fixed valuation scenario. It needs no external provider after installation. The walkthrough includes Windows activation, expected results, and the next steps. Sample provenance explains the inputs.

Install the full local desk

From a checkout, run:

./install.sh
optiondesk doctor

This installs the local tools and skills and attempts MCP registration with supported runtime CLIs it finds. Installation covers paths, flags, Docker, and removal. A plugin installation alone does not install the local calculation engine.

For an existing local provider setup, run the complete demonstration:

./run.sh --symbols SPY

The runner retrieves data, builds the research artifacts, opens a paper position, and serves the dashboard. It writes to ~/TradingDesk/option-desk-demo by default. Use --dry-run to inspect its commands. Read provider setup before enabling Yahoo access.

Ask your agent

Install skills in your product

Product	Installation choices
Codex	`npx`, manual copy, shell installer, or plugin.
Claude Code	`npx`, manual copy, shell installer, or plugin.
ChatGPT	Individual hosted-skill uploads where the account supports Skills, plus a separate MCP app.
Claude chat	Individual hosted-skill ZIPs plus a custom MCP connector.

The installation guide includes single-skill and all-skill commands, user/project scope, ZIP preparation, and connection checks.

After connecting the local tools, ask:

Use examples/chain-synth.json, the supplied synthetic teaching sample.
I can use this file for private analysis.
Save the results under artifacts/tutorial.
Show its Greeks and positioning, then compare an iron condor with a straddle.
State the source, missing inputs, model assumptions, and degradation first.

What you want	Skill	Example
Working tools	`desk-setup`	Check why my MCP tools are unavailable.
Contract sensitivities	`options-greeks`	Show delta, gamma, theta, and vega from this chain.
Chain positioning	`options-positioning`	Show the gamma walls and state the dealer-sign assumption.
Multi-leg structures	`options-strategy`	Compare these structures by payoff, loss, and Greeks.
Forward distribution	`options-simulation`	Simulate the underlying from permitted history and report convergence.
Historical research	`options-backtest`	Backtest this structure and explain the benchmark and missing costs.

The local MCP server exposes 12 tools. The hosted service supports a smaller workflow: snapshot validation, Greeks, positioning, and strategy plots. Simulation and backtests remain local workflows. See agent setup and prompts.

Follow a research workflow

Step	Action	What to inspect
1. Load	Import a chain	Source, timestamp, expiry, and missing inputs.
2. Inspect	Calculate Greeks and positioning.	Units, skip counts, and dealer-sign assumptions.
3. Compare	Build structures	Legs, breakevens, maximum loss, and spread costs.
4. Explore time	Compare two expiries	Near-expiry valuation and scan limits.
5. Research history	Simulate or backtest	Convergence, benchmarks, uncertainty, and omitted costs.
6. Record	Open a paper position	Plan, thesis, later marks, and unavailable quotes.

The dashboard reads saved artifacts. It does not fetch new data when you open the page. Use the same --out-dir for related commands and the dashboard. The results guide explains how to interpret each stage.

Read the documentation

Guide	Purpose
User guide home	Choose a task and follow it to a result.
Installation reference	eight install paths for local, plugin, skills-only, hosted, and container use.
Dashboard tour	Read the panels and identify missing calculations.
Examples	Copyable commands and expected results.
Troubleshooting	Installation, provider, import, and chart problems.
FAQ	Common questions and interpretation limits.
Capabilities	Feature and interface catalogue.
Master algorithm	One pseudocode reference for skills, loops, graph routing, prompts, backtests, and paper tests.
Architecture	Packages, data flow, contracts, current diagrams, and preserved design references.
Preserved project reference	Complete earlier README, with its engineering detail, measurements, and examples.
API inventory	Generated public function and class reference.
Documentation map	All guides, policies, and maintenance references.

Development

Testing and coverage covers happy and failure paths, BDD scenarios, integration checks, and the 80% unit line-coverage gate per package.

Run from the repository root with the development dependencies installed. See Development for environment setup and screenshot capture.

python -m pytest engine/tests -q    # 355 tests
python -m pytest shell/tests -q     # 572 tests
python -m pytest agent/tests -q     # 161 tests
python -m pytest -q                # 1088 tests

These are collection counts, not a claim that this documentation edit ran every test. The workflow badge links to the actual CI result.

python3 scripts/refresh.py --no-index
python3 scripts/mutate.py --list

Ten stages in a full run rebuild generated documents and packages, check recorded evidence, and run the suites and repository rules. The mutation harness defines ninety-nine mutations. Use its output to distinguish detected changes, survivors, and skipped cases.

Eight schemas under shell/src/optiondesk/contracts/ define the artifact interface: 8 schemas + validator. See the architecture guide for their roles.

The evidence record pins an earlier chain measurement to 2026-08-30T14:12:17+00:00. It records 607 contracts, spot, listed expiries and 595 solved, 12 refused as unidentified. These are historical evidence strings, not counts for the sample or the current screenshots. The recorder retains them here for its existing documentation checks.

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Licensing

The repository uses PolyForm Noncommercial 1.0.0. It is source available and free for noncommercial use. Commercial use requires a separate written agreement. See LICENSES.md. The software license does not grant rights to provider data.

Research software. No order placement. Model results are not fills, recommendations, or investment advice. Read the disclaimer, privacy policy, and third-party notices.