DeltaForge

Changelog

DeltaForge release history

0.10

0.10.17 released

In-app agent reads and operates the interface: snapshot, click, type, key, scroll, hover.

  • Agent interface control setting: Off, Ask or Allow, with a consent prompt and an Allow for this session option.
  • Enable agent UI control host setting.
  • On-screen agent status chip removed.
  • Frontend SDK 3.0.0: settings changes pushed to panels, matching the Go and Python SDKs.
  • MCP server: interface tools; Off/Ask/Allow control.

Plugin updates

  • data_proxy 3.2.0: Currency pair contract search.
  • ibkr_provider 0.53.0: Currency pair contract search; fee rate, bid and ask history.
  • schwab_provider 0.29.0: Currency pair contract search.
  • historical_data_sync 0.20.0: Fee rate, bid and ask tables for stocks.
  • universe_history_sync 0.6.3: Fee rate, bid and ask history requests for every stock in the universe.

0.10.10 released

Desktop shell on Electron 45, replacing Electron 41.

  • Host log level changes apply immediately across the core, plugin supervisors and the Electron main process.
  • Unrecognised log levels rejected.
  • Go SDK 2.2.0: settings changes delivered to Go plugins as they happen.

Plugin updates

  • fred_sync 0.2.0: New plugin: curated FRED series set with full revision history.
  • cftc_sync 0.2.0: New plugin: Commitments of Traders reports by market.
  • bls_sync 0.2.0: New plugin: whole BLS surveys from bulk files, with revision history.
  • fiscal_data_sync 0.4.0: New plugin: every Treasury Fiscal Data catalog table, with a history window setting.
  • eia_sync 0.7.0: New plugin: EIA bulk data sets.
  • bea_sync 0.1.6: New plugin: BEA national, industry, regional and international accounts.
  • census_sync 0.1.2: New plugin: Census Economic Indicator programs.
  • portwatch_sync 0.1.1: New plugin: IMF PortWatch layers.
  • ffiec_sync 0.2.0: New plugin: per-bank Call Report detail from 2001 onward and optional UBPR ratios; settings apply immediately.
  • fdic_sync 0.5.0: FDIC institutions directory and quarterly bank financials, each bank linked to its listed holder's ticker; settings apply immediately.
  • sec_edgar_sync 0.10.0: SEC bulk data sets as local tables: financial statements, insider data, 13F, N-PORT, fund tickers, company submissions; progress in Plugin Health; settings apply immediately.
  • ticker_universe 0.4.0: Continuous futures in the universe; sync on/off setting.
  • universe_history_sync 0.3.0: Daily history for the active universe, with an on/off setting.
  • historical_data_sync 0.17.1: One-shot cache demands reporting whether data became available.
  • ibkr_provider 0.48.0: Ordered historical request queue; implied volatility on stock quotes.
  • quote_sweep 0.6.0: Implied volatility stored for contracts that have options.
  • portwatch_provider 3.2.2: Layer download retry and checkpoint resume.
  • ffiec_provider 3.3.4: Downloaded files unused for 90 days deleted; storage cap.
  • duckdb_store 0.10.0: Bulk loading from Parquet and Arrow IPC files.
  • risk_limits 1.2.0: Limit edits apply immediately.

0.10.6 released

Plugin code generation for several schema major versions side by side.

Plugin updates

  • data_proxy 3.0.1: New schema major for streamed stock quotes.
  • ibkr_provider 0.40.0: New schema major for streamed stock quotes.
  • schwab_provider 0.28.0: Streamed stock quotes on the new schema major.
  • quote_sweep 0.4.0: Buffered batch writes.
  • sec_edgar_provider 3.1.2: Retention age and storage cap settings for downloaded files.
  • youtube_summary_go 1.3.0: Shorts tagging.
  • youtube_summary_ui 1.5.1: Short badge.

0.10.4 released

Plugin updates

  • occ_provider 2.9.2: Typed store and sync, many report families, refresh interval derived from retention windows.
  • data_proxy 2.2.0: Streamed quote sweeps; account balances per account.
  • ibkr_provider 0.39.0: Streamed quote sweeps with a sliding market-data window; subscription to every managed account at once; dated futures positions and fills keyed by listing exchange and full contract month.
  • quote_sweep 0.2.0: Per-quote result streaming.
  • portfolio_risk 0.9.0: Exposure and risk models per account; cross-account totals removed.
  • risk_limits 1.1.1: Per-account limit evaluation; limit rows shown before the first update.
  • portfolio_summary 1.1.1: Selected account's exposure.
  • correlation 1.1.0: Selected account's exposure.
  • sector_factor 1.2.2: Selected account's exposure.
  • reverse_kelly 0.8.5: Follows the selected account.
  • pnl_curve 0.8.4: Follows the selected account.
  • aggregator 1.0.34: Follows the selected account.
  • account_pnl 0.1.6: Selected account's balance.
  • portfolio_nlv 0.4.4: Selected account's balance.
  • ibkr_status_panel 0.4.0: Single connected-account display removed.
  • email_alerts 0.3.3: Alert matching; email delivery through Email Sender.
  • email_sender 0.1.4: New plugin: queued sending, hourly and daily limits, retries; recipients and subjects containing line breaks rejected.
  • scanner_ui 0.8.2: SQL-only scans, View and Edit modes, resizable result columns, header columns chooser; sortable results grid, exact column widths, row-drag grip.
  • watchlist 1.2.7: Exact column widths; keyboard-reachable tooltips; resizable columns, row-drag grip. Colour link chip.
  • positions 1.0.24: Exact column widths, resizable columns, row-drag grip; keyboard-reachable tooltips.
  • chart 1.10.5: Measure tool, single scrollable toolbar, fixed-width symbol search. Colour link chip.
  • options_chain 1.4.0: Colour link chip.
  • portfolio_alerts 0.3.2: Margin rules.
  • portfolio_alerts_ui 0.3.0: Margin rules and rule status.

0.9

0.9.52 released

Text-size setting scales spacing, row heights, control heights, icons and padding across the app, the Store, Terminal panels and the Log View.

  • Popped-out panel windows follow the main window's text size, contrast and colour-vision settings live.
  • Java runtime requests for plugins.

Plugin updates

  • chart 1.7.0: Chart panel (KLineChart): candlestick, OHLC, Heikin-Ashi and line bars, volume pane, SMA, EMA, Bollinger, SAR, RSI, MACD, ROC and KDJ indicators, drawing tools, futures expiration picking, extended-hours toggle, price adjustment modes, synced scrolling and zoom across panels. Self-recovery; history refetch after a futures roll. Sub-minute timeframes.
  • watchlist 1.1.3: Watchlist panels: tabbed named lists, contract search, column chooser, live ticks. Self-recovery; continuous futures. Contract keys used as issued.
  • options_chain 1.3.1: New panel: calls and puts per strike; self-recovery.
  • scanner 0.2.0: Rename from Generic Scanner; named SQL scans over the DuckDB store; Builder and SQL mode switch; table removal.
  • scanner_ui 0.3.4: Rename, mode switch, table removal, host-style results table; results grid of up to 1000 rows.
  • portfolio_alerts_ui 0.2.4: Controls scale with text size; alert window GMT-offset, hour and minute pickers.
  • portfolio_alerts 0.2.0: Short option and leverage rules; severity removed.
  • alert_router 0.2.0: Severity removed.
  • email_alerts 0.2.0: Severity removed.
  • quote_sweep 0.1.4: Whole-universe batched quoting; volume distinguishes not reported from zero.
  • data_proxy 2.0.4: Multi-contract stock quotes of up to 500; computed mark price removed; sector, industry and options flags; tickers route.
  • ibkr_provider 0.37.0: Split sub-minute history, bounded batch quotes, Gateway management, Black-76 pricing.
  • schwab_provider 0.26.4: Batched stock quotes; indices in ticker lists.
  • ticker_universe 0.2.3: Full tradable universe snapshot; indices in ticker lists; about 34 major US indices in ticker lists.
  • ibkr_status_panel 0.3.0: TWS and Gateway sections with toggle buttons.
  • aggregator 1.0.32: Closed legs in position rows; combo grouping from leg fields; positions closed today included in Day P&L.
  • options_combos 1.1.8: Closed legs in position rows.
  • positions 1.0.20: Closed legs in position rows.
  • historical_data_sync 0.15.0: Bars keyed by contract key and currency.
  • portfolio_risk 0.8.10: Dividend yield; Black-76.
  • reverse_kelly 0.8.2: Implied-volatility covariance; futures financing.

0.9.7 released

Chunked requests and replies between plugins in the Go, Python and frontend SDKs (SDK 2.0), with 64 MiB limits.

  • Error reported when a responder refuses a request.
  • Update? dialog before a Store install or update that changes a data format other plugins read.
  • Store installs run one at a time.
  • Store download retry on a dead connection.
  • Main window blocks stray navigation.
  • MCP server: chunked requests, size caps, versions in the plugin catalog.
  • Entity store: request chunking; payload size cap.

Plugin updates

  • bea_provider 3.0.15: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • bls_provider 3.0.13: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • census_provider 3.0.11: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • cftc_provider 6.0.10: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • eia_provider 3.0.8: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • fdic_provider 4.0.8: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • ffiec_provider 3.0.11: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • fiscal_data_provider 3.0.8: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • fred_provider 3.0.11: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • portwatch_provider 3.0.14: Single generic request; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • sec_edgar_provider 3.0.17: Generic passthrough; large-response streaming; durable cache, lossless decoding, stale-on-failure serving.
  • duckdb_store 0.8.1: Typed request set, Arrow results, query timeouts, drop-table request; pageable tables, coded replies, read-only queries.
  • reverse_kelly 0.8.1: Gamma and theta solve, historical percentile columns, ladders requested per solve; ranks implied growth against rolling excess-return history; re-solve every 15 minutes.
  • reverse_kelly_panel 1.3.1: Gamma and theta solve; Full and Half Kelly selector. Implied-volatility covariance.
  • pnl_curve 0.8.1: Horizon ladders served on request. Futures options; Expiry Handling setting.
  • aggregator 1.0.27: Expiration field on combos and strategy groups.
  • options_combos 1.1.7: Expiration column.
  • positions 1.0.19: Expiration column.
  • youtube_summary_go 1.2.3: Start-up refresh; followed channels with Gemini-written summaries using the user's own API keys.
  • youtube_summary_ui 1.4.7: Warning placement, attribution, collapsible lists.
  • data_proxy 1.29.2: ERROR health naming any routed provider that is not installed.
  • portfolio_summary 1.0.14: VaR and ES tab stacks into cards in narrow panels.
  • portfolio_risk 0.8.8: Store reads split into size-budgeted requests.
  • historical_data_sync 0.13.2: Typed store requests.
  • ibkr_provider 0.30.5: Previous close in option-chain quotes; continuous futures streaming.
  • schwab_provider 0.22.5: Futures-option chains from Schwab's own instrument listings.

0.5

0.5.62 released

Update status in the App menu, with Restart to Update.

  • Agent CLI launch errors shown in the terminal panel.
  • Added dependencies highlighted in Store purchases.

0.5.56 released

In-app updates on macOS.

  • Background update checks and download.
  • Sidebar Update button with progress.
  • Update install on quit.
  • Frontend and Python plugin installs without a Go toolchain.

0.5.44 released

Intel Mac support.

  • Single-architecture builds.
  • Per-platform plugin grants.

0.5.40 released

First public release.

  • Go, Python and frontend plugins: transactional install, upgrade and uninstall, including all-or-nothing groups with rollback.
  • Plugin manifests declaring typed state and event kinds, settings and secret fields.
  • Plugins supervised as isolated subprocesses, with typed SDKs and local build and test tooling.
  • Deny-by-default macOS sandbox with manifest-declared network and filesystem access.
  • Per-plugin memory limits with live memory telemetry; minimal subprocess environment.
  • Store panel with Browse, Installed, Subscriptions and Account views: bundles and features with dependency breakdowns, consent-based checkout, offline catalog fallback, ordered group installs, Update, Reinstall and per-product uninstall.
  • Invite-based license activation, end-user license consent at first launch, per-plugin licenses that unlock purchased plugins, in-app sign-in that moves the license between machines.
  • Private Mode masking sensitive values across panels and plugins.
  • Agent panel running Claude, Codex or OpenCode against a local MCP server: plugin catalog, live state and Store catalog reads, plugin install and uninstall, approval-gated panel listing and screenshots, session resume after restart.
  • Dockable tabbed layouts saved per workspace, grouped panel picker with keyboard navigation, pop-out windows, Browser panel.
  • Settings view generated from plugin declarations.
  • Accessibility settings: text size, high contrast, reduced motion and transparency, color-blind-safe themes.
  • Plugin Health with a lifecycle timeline and multi-select uninstall.
  • Telemetry panel: bus throughput, drops, plugin memory, emission rates, runtime responsiveness.
  • Log View on a local, size-capped, searchable log store with severity, source and message filters.
  • Panel recovery after a backend restart, bounded plugin shutdown, subscription retry with backoff.
  • Signed and notarized macOS builds for Apple silicon and Intel.

Plugin updates

  • ibkr_provider 0.25.2: Historical bars, contract search, option expirations and strikes, quotes, live ticks, futures and cash indices.
  • schwab_provider 0.20.2: Historical bars, contract search, option expirations and strikes, quotes, live ticks, futures and cash indices.
  • data_proxy 1.24.3: Routes each request type to a chosen provider per security type.
  • fred_provider 1.5.3: FRED data.
  • bls_provider 1.4.2: BLS data.
  • bea_provider 1.2.3: BEA data.
  • eia_provider 1.1.3: EIA data.
  • census_provider 1.1.4: US Census data.
  • fiscal_data_provider 1.1.3: US Treasury Fiscal Data.
  • fdic_provider 2.2.3: FDIC data.
  • ffiec_provider 1.3.2: FFIEC data.
  • portwatch_provider 1.6.5: IMF PortWatch data.
  • cftc_provider 4.1.3: CFTC data.
  • sec_edgar_provider 1.7.1: Filings, company facts, financial statements, insider transactions, full-text search.
  • historical_data_sync 0.12.2: Requests only missing date ranges; stores bars per adjustment mode and contract type in the DuckDB analytics store.
  • duckdb_store 0.6.2: DuckDB analytics store with an optional web UI.
  • positions 1.0.13: Positions panel: account and strategy grouping, options combo detection, closed-position rows, Day P&L, Greeks, implied volatility, per-panel saved columns.
  • portfolio_summary 1.0.12: Portfolio Summary panel: VaR, expected shortfall.
  • portfolio_risk 0.6.3: Portfolio Risk: shock scenarios.
  • risk_limits 1.0.12: Risk Limits panel.
  • correlation 1.0.12: Correlation panel.
  • sector_factor 1.0.11: Sector and Factor exposure panel: factor exposure.
  • reverse_kelly_panel 1.0.11: Reverse Kelly panel.
  • pnl_curve_panel 0.2.3: P&L Curve panel.
  • account_selector 1.1.6: Account Selector plugin.
  • portfolio_nlv 0.4.2: Portfolio NLV panel: net liquidation value, cash, margin.
  • account_pnl 0.1.3: Account P&L panel: daily, unrealized and realized P&L.
  • alert_router 0.1.7: Alert router with durable history.
  • alert_router_ui 0.1.5: Live alerts panel.
  • email_alerts 0.1.8: Email delivery through the user's own SMTP account with rules, throttling and deduplication.

Related pages

Download the research terminal for Mac.

DeltaForge downloads for Apple silicon and Intel-based Macs. Add data connectors from the Store inside the app.

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