Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Trading journal in Obsidian. Ask Claude or ChatGPT about your trades; edits are previewed first.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
You need
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Works in Claude on the web, desktop and mobile:
https://api.journalit.co/mcpRun this in your terminal
claude mcp add --transport http journalit https://api.journalit.co/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"journalit": {
"url": "https://api.journalit.co/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"journalit": {
"type": "http",
"url": "https://api.journalit.co/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://api.journalit.co/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
The server asks you to sign in before it lists its tools.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
The registry name was verified against the domain journalit.co (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 432 ms (HTTP 401)
Declares OAuth sign-in, so your AI app can take you to log in
Not checked yet; we read the tool list when we check the endpoint
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.10.1) reached the registry today.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Local-first trading journal for Obsidian.
English | Español | Deutsch | Русский | 简体中文 | Français | Italiano | Tiếng Việt | हिन्दी | தமிழ் | العربية
Installation · AI apps (MCP) · Supported brokers · Privacy
Install Journalit from Obsidian Community Plugins:
JournalitCommunity page: https://community.obsidian.md/plugins/journalit
Connect Claude, Claude Code, ChatGPT, Codex, Hermes, Grok Bot or another compatible AI app to your journal using MCP (Model Context Protocol). Ask it to analyse your trades, draft a weekly review or update journal fields without copying notes into a chat.
https://api.journalit.co/mcp as a remote MCP server in your AI app.Keep Obsidian open with Journalit running. Deletions, merges and large changes need your approval by default.
See the [AI apps setup guide](https://journalit.co/docs/ai-apps) for client-specific steps, permissions, undo and monthly usage limits.
Trade Sync creates an ongoing connection. Trade Import reads exported files. Support for one does not imply support for the other.
Rithmic Trade Sync is a preview for approved testers only. MetaTrader 5 statements use Trade Import, not FTP-based Trade Sync.
Supported export sources and formats:
trades.csvUse Manual Mapping for other compatible files. See the Trade Import overview and each source's guide for the required export.
Missing your broker? Join Discord and tell us what you want next.
Search keywords
Keywords: obsidian trading journal, trading plugin, trade tracker, obsidian trading template, trading analytics, Trade Import, Trade Sync, prop firm, prop firms, funded account, profit target, trailing drawdown, max drawdown, prop challenge, evaluation, funded phase, payout rules, daily loss limit
AI: MCP, Model Context Protocol, Obsidian MCP, AI trading journal, AI-assisted journaling, Claude, Claude Code, ChatGPT, Codex, Hermes, Grok Bot
Brokers and platforms: MetaTrader, MetaTrader 4, MT4 sync, MetaTrader 5 imports, IBKR, Interactive Brokers, Tradovate, cTrader, Hyperliquid, Rithmic, TopStepX, TradeZero, TradingView, TradingView Strategy Tester, Bybit, BloFin, Sierra Chart, MotiveWave, FX Replay, ATAS, Trading Technologies, DeepCharts, Breakout Terminal, Merrill Edge, PropReports
More resources
This plugin is source-available proprietary software. Source is published for Obsidian review and user inspection, but it is not licensed as open source. See LICENSE for permitted use.