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Agent Trading Journal

AI trading journal: your agent logs trades from chart screenshots and checks your own rules.

Connector by smizxe · GitHub account verified by the MCP Registry

IndexedMITLocal (stdio)★ 1
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Install

Works with Claude Code, Codex, VS Code, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/smizxe-agent-trading-journal

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

AI trading journal: your agent logs trades from chart screenshots and checks your own rules.

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
15 read · 12 write · 2 delete · 3 not yet classified
Secrets
None asked for
Install scripts
Not scanned yet
Runs as
Node.js package

Tools by what they do 32

Read from the source code; the running server may list different tools.

Read 15 · Look things up without changing anything.

  • check_risk
  • dashboard_status
  • export_review
  • get_onboarding_guide
  • get_setup_status
  • get_stats
  • get_strategy
  • get_trade
  • get_workflow
  • list_accounts
  • list_lessons
  • list_presets
Show 3 more tools
  • list_sessions
  • list_strategies
  • query_trades

Write 12 · Create, change, send or run things.

  • add_lesson
  • add_screenshot
  • import_preset
  • import_statement
  • set_profile
  • start_dashboard
  • start_session
  • stop_dashboard
  • update_lesson
  • update_trade
  • upsert_account
  • upsert_strategy

Delete 2 · Delete, drop, revoke or wipe things.

  • delete_lesson
  • delete_trade

Not yet classified 3 · We could not tell from the name and description.

  • export_strategy
  • log_trade
  • run_sql_readonly

Secrets and settings it asks for

Other settings (environment variables or headers).

  • JOURNAL_DATA_DIR

Files it touches

  • Any path the agent passes to its tools

Tools (32)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • add_lessonAdd a lesson

    Description is built at runtime.

  • add_screenshotAttach a screenshot

    Copy an image (png/jpg/gif/webp, absolute path) into the journal and attach it to a trade.

  • check_riskCheck account risk limits

    Today's R and estimated % vs the account's daily loss / drawdown / trade-count / loss-streak limits. status: ok | caution | stop.

  • dashboard_statusDashboard status

    Whether the dashboard started by this server is running.

  • delete_lessonDelete a lesson

    Delete a lesson recorded by mistake.

  • delete_tradeDelete a trade

    Delete a trade logged by mistake (with its rule checks and screenshot records).

  • export_reviewExport a review (Markdown)

    Markdown review of a scope (Obsidian-friendly). Returns the text, or writes it to path.

  • export_strategyExport a strategy

    Portable JSON of a strategy (same format as presets) — to back up or share.

  • get_onboarding_guideOnboarding interview guide

    The interview script for setting the journal up around this trader. Follow it when get_setup_status says onboarding is needed.

  • get_setup_statusSetup status (call first)

    Profile, strategies, accounts and counts. Tells you whether onboarding is needed.

  • get_statsStats

    Win rate, total R, expectancy, profit factor, payoff, drawdown, streaks, Edge Score, breakdowns (direction, symbol, weekday, hour, every custom field), rule adherence, calendar, equity curve.

  • get_strategyGet a strategy

    Full definition with field guides and rules. Call before logging trades.

  • get_tradeGet a trade

    One trade with fields, rule checks, screenshots and lessons.

  • get_workflowGet a workflow

    Description is built at runtime.

  • import_presetImport a preset as a strategy

    Copy a preset into the journal as a strategy (optionally under a new slug/name), then edit it with upsert_strategy.

Show 17 more tools
  • import_statementImport a broker statement

    Description is built at runtime.

  • list_accountsList accounts

    Accounts with their limits.

  • list_lessonsList lessons

    Lessons, newest first.

  • list_presetsList strategy presets

    Example strategies to start from (always adapt them to the user).

  • list_sessionsList sessions

    Sessions with trade count, win count and total R.

  • list_strategiesList strategies

    All strategies with version, number of fields/rules and trades.

  • log_tradeLog a trade or skipped setup

    Log one trade into a session with custom fields and rule checks. Skipped setups count too (status=skipped + skip_reason). RR, R and outcome are derived when possible.

  • query_tradesQuery trades

    Trades matching filters, newest first.

  • run_sql_readonlyRead-only SQL

    Any SELECT for ad-hoc analysis. Tables: profile, strategies, strategy_fields, strategy_rules, accounts, sessions, trades (custom fields in fields_json → json_extract), trade_rule_checks, attachments, lessons.

  • set_profileSave trader profile

    Upsert trader profile entries (language, markets, style, sessions, timezone, experience, goals, weaknesses, ...). null deletes a key.

  • start_dashboardStart dashboard

    Description is built at runtime.

  • start_sessionStart a session

    A backtest / forward / live session. Returns session_id for log_trade.

  • stop_dashboardStop dashboard

    Stop the dashboard started by this server.

  • update_lessonUpdate a lesson

    Edit text or category.

  • update_tradeUpdate a trade

    Change any field, custom field or rule check. Send only what changes.

  • upsert_accountCreate / update an account

    Trading account with its risk limits (prop-firm style). Same name = update; omitted fields stay unchanged.

  • upsert_strategyCreate / update a strategy

    Save the full strategy definition: plan, custom fields (what to measure per trade) and rules (entry checklist). Fields/rules left out are archived, not deleted.

Signals

Stars
1
Forks
0
Open issues
0
Last commit
Sep 24, 2026 (1 month ago)
Last release
Sep 24, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
io.github.smizxe/agent-trading-journal
Version
0.1.0
Auth
No auth
Packages
npm agent-trading-journal
License
MIT
Repository
github.com/smizxe/agent-trading-journal
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql
Cite this page

Agent Trading Journal MCP server. Agent Mart. https://agentmart.dev/connectors/smizxe-agent-trading-journal (last updated 2026-10-24)