NO. 001v2.4 · MACOSMARKET DATA · FILINGS · RESEARCHEST. 2026
A trader's AI toolbox · for Mac

Your AI agent, now with a trader's toolbox wired in.

Live market data, SEC filings, macro and FinTwit sentiment — on tap for Claude, Cursor or ChatGPT, plus a dark-terminal desktop.

Download for MacFree · macOS 13+ · or live in the terminal ↓
Agent-native by default
ClaudeCodex🦞OpenClawHermesCursorWarp
002See it work

Watch a call become a follow-up.

TradeLoop
REC 08:34
Vertex Labs sync
with David Chen · 10:30 a.m.
DAVID
Honestly the rollout's been rough — the setup guide doesn't match what our admins actually do.
YOU
Is it the initial config that's the bottleneck, or the ongoing tuning?
DAVID
It's the first two days. The docs send people down the wrong path twice.
REC 08:32
Vertex Labs sync
with David Chen · 10:30 a.m.
✓CAPTURED · JUST NOW
Send David the rollout setup guide
tighter, focused on the first two days · for David Chen
↑ PULLED STRAIGHT FROM THE CONVERSATION
Today, May 24
2 stale·1 draft ready
START HERE
DCDavid Chen · Vertex Labs
You owe him the rollout setup guide
Stale 2 days·last concern was rollout friction
Draft
Record
It listens to the call
Capture
It pulls out the action
Follow up
It hands you what you owe
On your machine

Note-taking happens on your Mac. Nothing leaves until you send it.

01
Local-first
The daemon runs at 127.0.0.1 — your data never leaves your machine.
02
You hold the keys
Bring your own provider keys; they stay in your OS keychain.
03
Forget on command
Delete a session or note and every trace goes with it.
How it works

Quote, research, journal.

01Market data

Quote anything, straight from your agent.

Stocks, options, FX and crypto — plus SEC filings, earnings and macro data — on tap via Polygon, Finnhub, CoinGecko, EDGAR and FRED.

vertex labs · live
REC 08:20Vertex Labs sync · David Chen

DAVID

Can you send over the rollout setup guide? Ours is out of date.

YOU

Yes. I will get that to you today.

Action captured

Send David the rollout setup guide

agent · execution

From TradeLoop

DC

Send David the setup guide

Claudeready
Draft the rollout setup guide for David.
02Research & sentiment

Build the bull and bear case in seconds.

Scan FinTwit, Reddit and the open web with citations — X (Grok), Perplexity, Firecrawl and Tavily — so your agent reasons from live signal.

03Journal & review

Every thesis becomes durable memory.

Log trades and theses to your journal and wiki; the next session — and your agent — already know what you were watching and why.

wiki · account memory

Accounts

Vertex Labs
Acme Corp
Northwind

Vertex Labs

Account notes

Synced · May 24

Sent rollout setup guide. David's concern: first-two-days friction.

Available to your agent as memory

Connects

It plugs into the market data, research and tools you already use.

Gmail
Gmail
drafts replies
Calendar
Calendar
knows the call
Drive
Drive
attaches the doc
Notion
Notion
files the notes
Slack
nudges the thread
Linear
Linear
opens the issue
For terminal natives

One command and your agents are configured.

Installs the CLI, updates local tools, and auto-configures compatible agents — it detects Cursor, Claude Code, Hermes, and more.

macOS
$curl -fsSL https://tradeloop.top/install.sh | sh
Read the docs →
zsh — tradeloop

$ tradeloop login

Opening browser for login…

Login successful!

Premium Tools ready: perplexity, firecrawl, deepgram (quota applies)

$ tradeloop update

30 skills — all up to date

Cursor (configured) · Claude Desktop (configured)

Synced 8 credential(s)

All connected!

$

Stop trading with half the picture.

TradeLoop puts live market data, filings and research one ⌘K away — in your agent and on your desktop.

Download for MacFree · macOS 13+ · or install the CLI