Zero Terminal is live. Public beta, free to use. Connect your Schwab account and get:
→ Portfolio-level options Greeks (delta, gamma, theta, vega aggregated by underlying)
→ Factor tilt analysis (value, growth, momentum, quality, volatility)
→ Delta-adjusted position weights
→ Margin analysis and concentration risk
→ SEC filings with AI analysis
→ Corporate actions, earnings, dividends
→ Options chains with full Greeks
→ Real-time market data
→ X API timeline search scoped to your positions
→ MCP server — plug ZT into Claude or any AI agent Built by a 15-year trading systems veteran. No tracking. No ads. https://t.co/68hmt30tEO
@ZeroTerminalIO
Spent Friday wiring TradeStation auth into Zero Terminal.
RequiredMargin pulls in 47ms. Futures positions render alongside equity options.
The agent can answer one question across both books now. Couldn't on Schwab - they don't expose futures.
Tuesday.
@ZeroTerminalIO
Me: lay out my options for more $GOOGL exposure
Claude (with @ZeroTerminalIO MCP on my Schwab account):
- pulls live positions
- pulls $GOOGL chain, Greeks, IV, OI
- flags Jul 17 expiry is 6 days before earnings
- notes I'm already heavy $MSFT $META $NOW $AMZN $NVDA
- lays out 11 vehicles with strikes and premiums
This is the workflow.
Bloomberg PORT <GO> costs $24K/yr. @ZeroTerminalIO is free. Your AI agent queries your Schwab positions, options Greeks, SEC filings, and X timeline in real time - using your own market data entitlements. Not a dashboard. A desk analyst for your book.
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.
Initial user response to @ZeroTerminalIO looks great. Happy to hear positive comments on the usability of the tool as a whole - and this is before anyone actually upgraded to the paid Standard tier…
Zero Terminal is live. Public beta, free to use. Connect your Schwab account and get:
→ Portfolio-level options Greeks (delta, gamma, theta, vega aggregated by underlying)
→ Factor tilt analysis (value, growth, momentum, quality, volatility)
→ Delta-adjusted position weights
→ Margin analysis and concentration risk
→ SEC filings with AI analysis
→ Corporate actions, earnings, dividends
→ Options chains with full Greeks
→ Real-time market data
→ X API timeline search scoped to your positions
→ MCP server — plug ZT into Claude or any AI agent Built by a 15-year trading systems veteran. No tracking. No ads. https://t.co/68hmt30tEO
@ZeroTerminalIO
@ZeroTerminalIO has an MCP server. Point your AI agent at it and it gets live access to:
→ Your Schwab portfolio, positions, and balances
→ Options Greeks aggregated by underlying
→ Delta-adjusted weights and factor tilts
→ Margin analysis and concentration risk
→ Options chains, fundamentals, price history
→ CME futures specs, expirations, and schedules
→ SEC filings with Grok AI analysis
→ X timeline search scoped to your positions
→ Grok sentiment and news
36 tools. One endpoint. Works with Claude Desktop, Anthropic API, or any MCP client.
Your agent can also read the full docs at https://t.co/jSQhoUk4jQ to set itself up.
Docs → https://t.co/T2Nv2QVEok
I also used Grok with X content but never understood why it doesn’t search your own following timeline. Short story: I started playing with the new X API, then plugged my OpenClaw into it, now I have @ZeroTerminalIO
Sorry for the plug! But it’s darn good if you have a Schwab or TradeStation account.
Oil started ticking lower today while I was busy doing dev work and I wanted to know why. I asked my OpenClaw to scan my timeline via the ZT MCP. In 2 minutes it came back with the catalyst: Pakistan brokering a 2-week ceasefire extension with Iran. I didn't scroll through a single post.
Grok inside X cannot see your Following timeline. It only searches public X. So it can't tell you what YOUR feed is saying about a topic. @ZeroTerminalIO is the only platform that gives your AI agent private access to your X timeline, scoped to your portfolio.