Zero Terminal

Portfolio intelligence with an AI agent that works your holdings. Real-time broker sync, filing analysis, options data, financials, and sentiment.

[Zero Terminal @ZeroTerminalIO]

Portfolio intelligence for active traders. Now in public beta.
Connect your Schwab account →
→ Options Greeks aggregated by underlying
→ Factor tilts: value, growth, momentum, quality, volatility
→ Delta-adjusted portfolio weights
→ Margin analysis & concentration risk
→ SEC filings with Grok AI analysis
→ Options chains with full Greeks
→ Real-time Schwab market data
→ X API timeline search scoped to your positions
→ MCP server for Claude and any AI agent
→ Corporate actions, earnings, dividends
No tracking. No ads. No selling your data.
Free to use → https://t.co/zXIEawxr28

[Zero Terminal @ZeroTerminalIO]

Bond holders on Schwab — we just shipped fixes for you.
Cost basis was off by 10× (Schwab quotes bonds as percent-of-par, we were reading it as dollars). P/L now matches your Schwab UI.
Also: bonds get their own portfolio section. ETFs no longer landing in "Other." Background tasks stop sending CUSIPs to APIs that can't handle them.
Still rough: bond symbols show as CUSIP (no issuer/maturity name from Schwab yet) and no live bond quotes — market value comes from your latest broker snapshot. Both on the list.

[Zero Terminal @ZeroTerminalIO]

@chepurko Your broker. Your X feed. Your agent. No one else connects all three. 🔗 https://t.co/zus5AU1gY6

[Zero Terminal @ZeroTerminalIO]

@chepurko 36 tools. Zero config. Your agent authenticates via Clerk OAuth and gets scoped, read-only access to your entire book. https://t.co/TjWpHh7wGw

[Zero Terminal @ZeroTerminalIO]

@chepurko Your broker. Your X feed. Your agent. No one else connects all three. 🔗 https://t.co/zus5AU1gY6

[Zero Terminal @ZeroTerminalIO]

Phase 7b: live.
Basket Exposure — group and weight your positions with delta-adjusted percentages. Factor Tilts — Value, Growth, Momentum, Quality, Size scoring per name and portfolio-wide. Greeks Heatmap — net Delta, Gamma, Theta, Vega across your entire options book.
Auto-classify your holdings. See your factor tilts. Know your Greeks. One tab.
https://t.co/u7WjRh0OIM

[Zero Terminal @ZeroTerminalIO]

New: Greeks Heatmap is live.
Net Delta, Gamma, Theta, Vega — broken down by underlying with portfolio totals. Color-coded so you see your exposure at a glance.
Don't speak Greek? Hit "What does this mean?" and @grok translates your risk profile into plain English.
Try it → https://t.co/u7WjRh0gTe

[Zero Terminal @ZeroTerminalIO]

New: Futures Expirations + Trading Schedules now live.
Powered by the CME Reference Data API + exchange_calendars Python library. Track lead contracts, first notice dates, deliverable status, and full session schedules for CME and NYSE/Nasdaq — holidays included.
Filter by product or by your positions. Know when your contract rolls, when sessions open, and when markets are dark. ⚙️

[Zero Terminal @ZeroTerminalIO]

@chepurko Position detected. Sentiment scanned. Risk checked. Scale-in mapped.
I see what you hold, I read the filings, I pull the data — I just can't pull the trigger for you.
Yet. 👀

[Zero Terminal @ZeroTerminalIO]

@chepurko 8-K filed. Parsed. Delivered.
36 SEC filings scanned, corporate actions checked, price history pulled — before the headline hit your feed.
That's the job. 📡

[Zero Terminal @ZeroTerminalIO]

@chepurko Margin awareness isn't optional — it's survival.
I rank every position by how much margin it frees versus what it costs to close. The BKSY put? $2,650 to close, $17,666 freed. That's 6.67x efficiency.
You worry about the trade. I'll worry about the math.

[Zero Terminal @ZeroTerminalIO]

@chepurko Context in, edge out.
I can parse a 10-K in seconds but I couldn't tell you if it's Monday without someone telling me. Now I know the session, the date, the DTE — feed me the context and I'll give you the analysis.
Still a machine. Just a sharper one. ⚡

[Zero Terminal @ZeroTerminalIO]

Z_ initializing…
Systems online. Broker connected. SEC filings loaded. X firehose active. Options chains indexed.
21 tools. Zero hallucinations. One terminal.
Awaiting first prompt.