Open Trading SurfaceOpen Trading Surface
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.
Two ideas make it unlike anything else you can install — and they compound the longer you use it.
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.
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.
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.
From a market view to a modeled position — top to bottom, all agent-operable.
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.
Every company can carry a driver-based model calibrated from its filings and consensus. Turn any event into an instant answer.
A maintained worldview feeds candidate theses with explicit, auditable probability estimates and an evidence ledger that updates them as the world changes — the system even proposes its own from FRED macro data.
Price is where a question starts, not where it ends. Overlay the outside world on the chart, then trace any move back to the document behind it.
Build a portfolio from a thesis and the whole chain is recorded, not reconstructed — so months later you can still answer why you own something.
The measurement core professionals expect — verified against closed forms.
Cross-sectional factor composites, an expression language, and relative-valuation tables — well beyond boolean filters.
~125 indicators, 39 drawing tools, every granularity, extended hours — no third-party charting library; the engine is original code. Overlay macro, commodity, financial & SEC-filing series on stacked axes with lead/lag shift.
Watchlists, edge-triggered alerts with playbooks, a catalyst calendar scoped to your names, a morning brief.
A workspace cockpit, an event inbox, research memory, an audit journal — the agent watches and drafts the work.
Runs locally, keys stay on your machine, security-reviewed, fully test-covered, and it never places a trade.
Download the package, add it in Cowork, and ask the agent to open it.
ots.plugin.ots.plugin file you downloaded, then restart the session.Requires Node.js 18+ (built and tested on Node 22 LTS). Stay current: the plugin tells you when a new version ships. Update & uninstall guide →