The AI-ready trading terminal.
A desktop trading terminal for active traders. Connect Interactive Brokers or Schwab, build dashboards from data connectors, and add plugins from the Store. Bring your own AI agent: it works with every part of the app.
Demo
Watch DeltaForge in action.
A quick tour of the desktop trading terminal, custom plugins, and your own AI agent working with the app.
Screenshots
Macro dashboards, charts, risk views, and custom panels.
Charts (Market Watch plugin)
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Capabilities
An extensible trading platform for active traders.
DeltaForge connects to your existing brokerage account via the broker's official API.
Connect any additional data sources and your own AI agent.
The plugin system lets you shape the terminal around how you trade.
Built for Mac
A desktop app for Mac, not a browser tab.
Portfolio Greeks always in view
The Positions and Portfolio Risk plugins keep position-level Greeks, delta exposure, and P&L in view.
Learn more: Portfolio Greeks always in view →Custom trading dashboards with plugins
Describe what you want, or write the code yourself. Plugins get access to your positions, live market data, and any other data source in the app.
Learn more: Custom trading dashboards with plugins →Works with your AI agent over MCP
Bring your own AI agent. Any MCP-compatible AI agent connects and works with every part of the app. It iterates on plugins itself: create a plugin, load it into view, screenshot it, and read its logs and state, all without leaving the app.
Learn more: Works with your AI agent over MCP →Full plugin observability
Every plugin exposes its logs, state, and metrics. You can always see exactly what your tools are doing.
Local analytics database
The DuckDB Analytics Store plugin is a shared analytics database on your Mac. Any plugin can create tables, store and update its own datasets, and run SQL queries across the data your plugins have collected, at desktop speed.
Encrypted secrets, isolated per plugin
API secrets are encrypted with a key held in the macOS Keychain and stored on your Mac. Each plugin's secrets are isolated; no other plugin can read them.
Market and economic data connectors
Connectors for market and public economic data: Interactive Brokers, Schwab, FRED, EIA, SEC EDGAR, and more. Install what you need and pull it straight into the terminal.
Learn more: Market and economic data connectors →Trading alerts through your own inbox
The Email Alerts plugin routes alerts to email through your own outgoing mail account. Gmail works out of the box; any SMTP provider works by setting host, port, and TLS. Your app password is stored encrypted on your machine and never logged.
Privacy toggle for screen sharing
One switch hides sensitive numbers: account value, P&L, position sizes. Trade at a coffee shop or on a screen share without exposing your book.
Bring your own AI
Use your own AI agent with your terminal, over MCP.
DeltaForge doesn't ship a chatbot. The app is AI-ready: the AI agent you already use connects over MCP and works with your terminal.
In-app, your agent gets session context: your positions, P&L, the live view, and the data from every plugin you install, such as Greeks from the Positions and Portfolio Risk plugins. It reads your actual book and answers in that context.
Want something that persists between sessions? That's what the plugin system is for.
Show me my net delta exposure grouped by underlying
SPY: -1.40, GLD: +0.62, IWM: -0.85, XBI: -0.36. Net portfolio delta: -1.99
Which of my positions has the most gamma risk right now?
SPY short calls are your largest gamma exposure at -$412. GLD is second at -$189. Everything else is minimal.
How much theta am I collecting on my energy sector positions?
XLE: +$18/day, XOP: +$7/day, USO: +$4/day. Energy sector theta: +$29/day across 3 positions.
Illustrative example. Not live data, and not a recommendation.
Built to extend
Build a custom trading dashboard
that's yours to define.
Your AI agent answers questions. The plugin system builds things that stay.
Plugins are a real part of the interface, with full access to your positions, live data, and your account's market data connection. Describe what you want and your agent builds it, or write the code yourself. It lives there permanently, right alongside the core features.
Your agent doesn't just generate code. It creates the plugin, loads it into view, screenshots it, and reads its logs and state, iterating until it works, all inside the app.
- A live covered call yield-on-cost table for every position, updated in real time
- A custom scanner filtered to your exact criteria
- A P&L breakdown that splits your book the way you think about it: by strategy, by DTE, by underlying
A piece of your app, built by you, running on your machine with your data. Nobody else sees it. Nobody else has it.
Integrations
Interactive Brokers, Schwab, and economic data connectors.
Connectors for brokerages, market data, and public economic sources are in the Store inside the app. Install only what you need.
Brokerages
Market & options data
Economic & government data
FRED
Federal Reserve economic data.
BEA
Bureau of Economic Analysis — GDP, trade, income.
BLS
Bureau of Labor Statistics — employment, CPI.
Census EITS
Census economic indicator time series.
CFTC
Commitments of Traders positioning.
EIA
Energy Information Administration — oil, gas, power.
FDIC
Bank financial and institution data.
FFIEC
Bank regulatory call-report data.
Fiscal Data
U.S. Treasury fiscal data.
SEC EDGAR
Company filings and disclosures.
PortWatch
IMF global port and trade-activity data.
What's coming
DeltaForge roadmap: where we are and where we're going.
May 2026
Project founded
Recently
Core app development, Interactive Brokers & Schwab support, AI agent integration over MCP, plugin system, public data sources
Now
Expand store plugin offerings, core app improvements
Future
Windows and Linux support, open Store to third-party developer plugins, cloud workloads & persistence, built-in market data
Download
Download the DeltaForge trading terminal for Mac.
Not sure which Mac you have? Apple menu → About This Mac — the chip line tells you.