Data & integrations

Bring market history and option portfolios together.

VolForge normalizes dated option-market observations and client-authorized portfolio positions into a consistent analytical contract. Connection availability is confirmed per client during onboarding.

Initial market universe

Historical analysis currently focuses on major US equity indices and their related exchange-traded products, with explicit timestamps and freshness.

Portfolio files

A canonical file import provides the fastest controlled path to a first analysis. Repeated imports are idempotent and reconciled against the previous snapshot.

Portfolio connections

Server-side adapters map authorized client accounts into the same position contract. No connection is presented as active until credentials and mappings are installed.

Reconciliation

Each new snapshot records additions, changes, removals and count checks before it becomes the current portfolio state.

Data minimization

Browser sessions never receive infrastructure credentials. Exports contain derived analytical provenance rather than bulk raw market data.

Onboarding

We agree instrument scope, account hierarchy, timestamps, corrections and reconciliation totals with each design partner before activation.