ThetaEdge Options Intelligence (Thetix) for Openclaw

Thetix is an advanced options intelligence platform skill designed to empower financial AI agents with conversational portfolio analysis, options strategy calculators, and real-time market insights.

mempko
v0.0.1
May 28, 2026
1
560
0

Install & Download

1. ClawHub CLI

The fastest way to install a skill directly from the registry.

npx clawhub@latest install thetaedge-skill

2. Manual Installation

Copy the skill folder to one of these locations

Global
~/.openclaw/skills/
Workspace
<project>/skills/

Priority: Workspace > Local > Bundled

3. Prompt Installation

Copy this prompt to OpenClaw to install it automatically.

Help me install thetaedge-skill using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).

Prefer to download?

Get the raw skill files in a ZIP archive.

What is ThetaEdge Options Intelligence (Thetix)?

The Thetix skill is an integration designed to bring professional-grade financial intelligence and options analysis directly into your AI workflows. As part of the ecosystem of Openclaw Skills, it connects AI coding agents and automated systems to the ThetaEdge API, allowing them to perform deep options analysis, run calculators, search market news, and manage investment portfolios using natural language commands.

By leveraging this skill, developers can construct sophisticated trading assistants that can query live market data, design optimal options strategies such as covered calls or cash-secured puts, and automatically extract AI-generated trading ideas. The skill handles asynchronous job processing for complex calculations and visualizes data using dynamic charts, markdown tables, and interactive payoff diagrams.

ThetaEdge Options Intelligence (Thetix) Use Cases

  • Portfolio & Market Conversation: Ask conversational AI about portfolio performance, current asset allocations, market news, or website URLs.
  • Options Strategy Design: Run high-performance calculators to simulate covered calls, cash-secured puts, and position rolling options with live market pricing.
  • Automated Dashboard Creation: Turn natural language commands into structured visualization cards and boards (payoff diagrams, tables, and charts).
  • Brokerage Integration: Fetch active accounts, current positions, and perform account-scoped queries seamlessly.
  • AI Trading Idea Generation: Periodically pull priority-ranked investment and roll ideas complete with estimated values and deadlines.

How ThetaEdge Options Intelligence (Thetix) Works

  1. Authenticate Request: The skill establishes communication using the THETAEDGE_API_KEY and a base endpoint URL via the command line or configuration files.
  2. Initialize Workspace: The agent retrieves brokerage accounts or selects an existing chat collection/board to maintain context.
  3. Asynchronous Execution: Queries (such as complex strategy simulations or web-backed chat prompts) are submitted to the API, returning a pending status immediately.
  4. Poll for Progress: The agent systematically polls the API status endpoint (typically every 2 seconds) until the calculation or data extraction completes.
  5. Render Materialized Result: The agent fetches the final JSON payload containing structured widgets, tables, and markdown arrays, presenting clear metrics (such as return on capital, break-evens, and max profit/loss) to the developer.

ThetaEdge Options Intelligence (Thetix) Setup

First, obtain your API key by logging into your ThetaEdge dashboard and navigating to Profile > API Keys.

Environment Variables

Set your environment variables in your terminal shell:

export THETAEDGE_API_KEY="te_your_key_here"
export THETAEDGE_API_BASE="https://api.thetaedge.ai" # defaults if unset

Agent Configuration

To persist credentials across different platforms and leverage Openclaw Skills seamlessly, configure your settings files as follows:

Claude Code (~/.claude/settings.json):

{
  "env": {
    "THETAEDGE_API_KEY": "te_your_key_here"
  }
}

OpenClaw (~/.openclaw/openclaw.json):

{
  "skills": {
    "entries": {
      "thetix": {
        "enabled": true,
        "env": {
          "THETAEDGE_API_KEY": "te_your_key_here",
          "THETAEDGE_API_BASE": "https://api.thetaedge.ai"
        }
      }
    }
  }
}

Default Agent Settings (~/.config/thetaedge/credentials.json):

{
  "api_key": "te_your_key_here",
  "api_base": "https://api.thetaedge.ai"
}

Basic Verification

Test your setup using a basic curl command to check existing chat collections:

curl -s -H "Authorization: Bearer $THETAEDGE_API_KEY" "$THETAEDGE_API_BASE/api/thetix-chat-collections"

ThetaEdge Options Intelligence (Thetix) Data Schema & Taxonomy

The Thetix skill processes complex structured JSON schemas across its primary capabilities. Below are the core object models used by the API:

Account Schema

Field Type Description
id String Unique ID of the brokerage account
name String Display name of the account
source String Brokerage provider source
positionsCount Number Count of active holding positions
setupStatus String Account onboarding/integration state

AI Trading Idea Schema

Field Type Description
title String Structured headline of the trade or roll action
priority String Ranking classification (high, medium, low)
type String Idea classification (roll, trade, monitor, other)
estimatedValue Number Projected monetary impact or premium generated
deadline String Expiration or response deadline

Response Formatting Standards

Developers and agents should format output payloads for maximum readability:

  • Monetary Values: Prefix with dollar signs ($) and display exactly two decimal places (e.g., $1,250.50).
  • Percentages: Display with exactly one decimal place (e.g., 12.4%).
  • Payoff Diagrams: Highlight maximum profit, maximum loss, and breakeven boundaries using markdown lists or structured summaries.

ThetaEdge Options Intelligence (Thetix) Advanced Features

  • Multi-Turn Chat Context Retention: Pass an active chat_id into a processing session to automatically append new conversation segments while preserving historical context.
  • Asynchronous Processing Engine: Efficiently queues large data fetches and web searches, offering real-time task status tracking through a lightweight status polling loop.
  • Dynamic Card & Board Refreshing: Programmatically refresh materialized query dashboards using the POST /api/thetix-cards/<card_id>/refresh endpoint to pull live quotes.
  • Multi-Strategy Roll Calculator: Evaluate advanced transitions of pre-existing options positions into newer strikes and expirations dynamically using historical trade coordinates.

SKILL.md


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