Option Desk

com.avidquant由 avidquant.com 发布官方发布者v0.3.0更新于 Oct 24, 2026

Option analytics over the SYNTH sample or a permitted chain: Greeks, positioning, payoffs, plots.

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

Option Desk 是一个托管式期权分析服务，让助手汇总期权链、计算希腊值与持仓分布，并生成收益图和行情图。

可以做什么
查询服务状态、数据模式、来源与许可门槛，并读取可接受的快照字段与修复规则。校验、规范化并导入用户提供的期权链，也可提前删除已导入的看板。基于 SYNTH 样本或用户数据汇总期权链，计算希腊值、伽马墙、伽马翻转与最大痛点。渲染行情图、希腊值阶梯图与结构对比图，并为指定期权结构生成收益图。生成含策略记录、希腊值单位、情景与成本假设的合并多图报告，或用用户数据创建私有交互看板。
适用场景
适合让助手检查你已有的期权链、按收益与希腊值比较多腿结构，或用合成 SYNTH 样本生成教学式图表。它面向私有分析与报告，而非实时行情或回测。
运行要求
远程 streamable HTTP 端点；未声明任何软件包、环境变量或请求头。托管流程涵盖快照校验、希腊值、持仓分布与策略图。SYNTH 样本无需数据账户；分析真实标的需自行提供期权链数据。
安装前请注意
该服务从不抓取行情数据，结果完全取决于你上传的期权链，请确认你拥有该数据的使用权。做市商方向是假设而非实际持仓，结果不是成交、建议或投资意见。导入的看板通过 bearer 链接访问，一小时后过期；数据敏感时可提前删除。不提供托管回测。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Option Desk，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/com.avidquant%2Foptiondesk/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "option-desk": {
      "type": "http",
      "url": "https://optiondesk.avidquant.com/mcp"
    }
  }
}

README

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.

[Checks] [Tests] [Unit coverage gate] [Mutation cases] [Python]

[License] [Ask DeepWiki] [Local skills] [Hosted skills] [Local MCP tools]

[Agent guides] [Last commit]

[MCP Registry] [Option Desk MCP connector, tool definition quality and endpoint health on Glama] [Hosted sample]

Contents

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.

PositioningVolatility
[Synthetic dealer gamma, walls, open interest, and max pain][Synthetic volatility surface, smile, and Greek curves]
Inspect the assumed dealer exposure and chain coverage.Compare strikes and expiries without hiding missing values.
Structure payoffTwo-expiry structures
[Synthetic option structure payoff and legs][Synthetic calendar and diagonal comparison]
Read the legs, breakevens, and limits together.Inspect the valuation assumptions for the surviving leg.
SimulationBacktest
[Simulation panels from synthetic price history][Backtest panels from synthetic price history and modeled premiums]
Read the fan with the convergence diagnostics.Read outcomes with the benchmark and model limitations.
Composite comparisonContract ladder
[Composite scores and their components for synthetic structures][Synthetic contract Greeks and overlaid strategy payoffs]
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 pointFirst actionContinue with
I want to try it without a data accountRun the supplied sample below.First walkthrough
I use Claude Code or CodexInstall the local tools, then connect the plugin.Agent workflows
I have a CSV or JSON chainImport it with its source and timestamp.Data import
I want a browser-based exampleOpen the hosted sample.Hosted connection

Try the supplied sample

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

sh
git clone https://github.com/Iman/agent-driven-options-desk-and-skills.gitcd agent-driven-options-desk-and-skillspython3 -m venv .venv. .venv/bin/activatepython -m pip install -e ./engine -e ./shelloptiondesk chain SYNTH --from-file examples/chain-synth.json --accept-data-rights --out-dir artifacts/tutorialoptiondesk greeks --out-dir artifacts/tutorialoptiondesk exposure --out-dir artifacts/tutorialoptiondesk compare --out-dir artifacts/tutorialoptiondesk 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:

sh
./install.shoptiondesk 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:

sh
./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

ProductInstallation choices
Codexnpx, manual copy, shell installer, or plugin.
Claude Codenpx, manual copy, shell installer, or plugin.
ChatGPTIndividual hosted-skill uploads where the account supports Skills, plus a separate MCP app.
Claude chatIndividual 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:

text
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 wantSkillExample
Working toolsdesk-setupCheck why my MCP tools are unavailable.
Contract sensitivitiesoptions-greeksShow delta, gamma, theta, and vega from this chain.
Chain positioningoptions-positioningShow the gamma walls and state the dealer-sign assumption.
Multi-leg structuresoptions-strategyCompare these structures by payoff, loss, and Greeks.
Forward distributionoptions-simulationSimulate the underlying from permitted history and report convergence.
Historical researchoptions-backtestBacktest 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

StepActionWhat to inspect
1. LoadImport a chainSource, timestamp, expiry, and missing inputs.
2. InspectCalculate Greeks and positioning.Units, skip counts, and dealer-sign assumptions.
3. CompareBuild structuresLegs, breakevens, maximum loss, and spread costs.
4. Explore timeCompare two expiriesNear-expiry valuation and scan limits.
5. Research historySimulate or backtestConvergence, benchmarks, uncertainty, and omitted costs.
6. RecordOpen a paper positionPlan, 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

GuidePurpose
User guide homeChoose a task and follow it to a result.
Installation referenceeight install paths for local, plugin, skills-only, hosted, and container use.
Dashboard tourRead the panels and identify missing calculations.
ExamplesCopyable commands and expected results.
TroubleshootingInstallation, provider, import, and chart problems.
FAQCommon questions and interpretation limits.
CapabilitiesFeature and interface catalogue.
Master algorithmOne pseudocode reference for skills, loops, graph routing, prompts, backtests, and paper tests.
ArchitecturePackages, data flow, contracts, current diagrams, and preserved design references.
Preserved project referenceComplete earlier README, with its engineering detail, measurements, and examples.
API inventoryGenerated public function and class reference.
Documentation mapAll guides, policies, and maintenance references.

Where the desk is listed

ListingLinkStatus
Official MCP Registrycom.avidquant/optiondeskPublished 2026-09-11. Remote entry for the hosted endpoint, domain verified.
Smitheryiman-samizadeh/option-deskListed 2026-09-11. Hosted endpoint, 13 tools scanned, TXT record verified.
Glama serverIman/agent-driven-options-desk-and-skillsIndexed from the repository, 12 local tools listed.
Glama connectorcom.avidquant.optiondesk/option-deskHosted endpoint, listed 2026-09-11, health checked by Glama, 13 tools.
Claude Code and Codex marketplacesThis repository: /plugin marketplace add Iman/agent-driven-options-desk-and-skillsLocal plugin option-desk and hosted plugin option-desk-hosted.
Hosted sampleoptiondesk.avidquant.com, MCP at /mcpSynthetic SYNTH data, no account needed.
LinkedIn articleI built an options desk an agent can drivePublished 2026-09-10.
dev.todev.to/imansamizadehRepost of the article, canonical link to LinkedIn, publishes after the first week.

Directory listings describe the hosted endpoint or the repository as they were on the date shown. The listing pages are maintained on each directory, not in this repository.

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.

sh
python -m pytest engine/tests -q    # 355 testspython -m pytest shell/tests -q     # 574 testspython -m pytest agent/tests -q     # 161 testspython -m pytest -q                # 1090 tests

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

sh
python3 scripts/refresh.py --no-indexpython3 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.

Recorded historical example

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.

Contribute · Backlog · Changelog · Security

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.

来源：README.md，提交 c802f0e

工具

13

option_desk_status

Check the Option Desk data mode, source, refresh time, and public licence gate before requesting figures. No live feed or hosted backtest tool exists, even with uploaded history. Do not offer hosted backtests.

无需输入参数。

option_snapshot_schema

Return the accepted CSV and JSON option-chain fields, safe repair rules, size limits, data-rights confirmation, and retention policy.

无需输入参数。

option_chain_snapshot

Summarize SYNTH or analyze a user-supplied option chain for private analysis. This service never fetches market data.

输入参数rateexpirysymboldata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_positioning

Return gamma walls, gamma flip, and max pain from SYNTH or a user-supplied chain. Dealer signs are an assumption, not observed positions.

输入参数rateexpirysymboldata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_plots

Render opaque PNG plots in the conversation. The SYNTH sample offers the market plot (dealer gamma exposure, open interest, volume and the smile by strike), the Greek ladder, and the structure comparison. Each is computed from the sample's own engine artifacts; there is no simulation or backtest for SYNTH because the hosted service has no price history.

输入参数plotrateexpirysymboldata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_strategy_plot

Show an option-strategy payoff as an opaque PNG in the conversation. Any structure in the engine playbook can be built on the SYNTH sample chain. A market ticker requires user-supplied chain data. Do not start a localhost dashboard.

输入参数rateexpirysymbolstrategydata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_report_plots

Return the market map, Greek ladder, strategy comparison and up to three requested payoff charts in ONE widget. Prefer this tool for multi-chart reports instead of parallel individual plot calls. Includes strategy_records, Greek units, scenarios and cost assumptions. Use those records for tables; never invent currency or a multiplier. Uses SYNTH or a user-supplied chain; never fetches live data.

输入参数rateexpirysymbolstrategiesdata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_private_dashboard

Create a private interactive dashboard from user-supplied data. The bearer URL and all derived artifacts expire after one hour.

输入参数rateexpirysymbol必填data_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmedretention_confirmed

option_validate_snapshot

Validate and safely normalize a user-supplied option-chain snapshot. Return corrections and a summary. Delete all temporary files before the response.

输入参数rateexpirysymbol必填data_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_import_snapshot

Import user-supplied option-chain data into a bearer-private interactive dashboard. Delete the artifacts after one hour.

输入参数rateexpirysymbol必填data_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmedretention_confirmed

option_plots_from_snapshot

Create opaque market and Greek PNG images from a user-supplied snapshot. Stamp source, capture time, expiry, and warnings on every image. Delete temporary files before the response.

输入参数rateexpirysymbol必填data_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_strategy_from_snapshot

Build one option structure from a user-supplied chain and return its opaque payoff PNG with permanent source and risk warnings.

输入参数rateexpirysymbol必填strategydata_sourcesource_datasource_textsource_formatdividend_yieldrights_confirmed

option_delete_snapshot

Delete one short-lived imported dashboard before its automatic one-hour expiry.

输入参数token必填

版本历史

1
  1. v0.3.0最新Sep 16, 2026

评分

已满足适用检查项的 90%

该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

    请在仓库或注册中心条目中声明许可证。