Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud
Agent Trading Journal
Overview
Description from the maker (original English)
AI trading journal: your agent logs trades from chart screenshots and checks your own rules.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
- UsageiVery new↓ 63/wk · ★ –
What you can do with it
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
- Connection: Runs on your computer
- Transport: stdio
- Category: Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 1 of 1 passed
- Runs on your computer with your user’s permissions (files, network, apps).
- You fill in yourself:
JOURNAL_DATA_DIR
You need
- npmNode.js installed (for the npx command)
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"agent-trading-journal": {
"command": "npx",
"args": [
"-y",
"agent-trading-journal"
],
"env": {
"JOURNAL_DATA_DIR": "your-value"
}
}
}
}Run this in your terminal
claude mcp add agent-trading-journal --env JOURNAL_DATA_DIR=your-value -- npx -y agent-trading-journalFill in the empty values before running it.
Or copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"agent-trading-journal": {
"command": "npx",
"args": [
"-y",
"agent-trading-journal"
],
"env": {
"JOURNAL_DATA_DIR": "your-value"
}
}
}
}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.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"agent-trading-journal": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"agent-trading-journal"
],
"env": {
"JOURNAL_DATA_DIR": "your-value"
}
}
}
}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.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
Values you fill in
JOURNAL_DATA_DIRenvFolder for journal.db and screenshots (default ~/.agent-trading-journal)
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
What it can do
Runs on your computer; the tool list appears in your AI app after you install it.
Basic checksi
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 9, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account smizxe, which owns the repo
- … Not checked yet
Still maintained
We have not read this repo from GitHub yet
- … Not checked yet
Has a licence
We have not read this repo from GitHub yet
- – Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
- – Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
- … Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 2960 servers in this category
- Published to the registry more recently than 41% of the other 2960 servers in this category
- Basic checks equal to or better than 100% of the other 2960 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Agent Trading Journal safe?
It passed 1 of 1 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.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
Is it still maintained?
The GitHub repo last changed –, and the latest version (0.1.0) reached the registry 2 months ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
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
SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud✓ solidinvoice.co
Korea Tax Calculator
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Runs on your computer
README from the maker
Open the README
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.
Agent Trading Journal: an AI trading journal (MCP server) for Claude Code and Codex
Works with: Claude Code · Codex CLI · Claude Desktop · Cursor · Windsurf · any MCP client — Markets: forex, futures, stocks, crypto — Imports: MetaTrader 4/5, TradingView, IBKR, NinjaTrader, Tradovate and more
A trading journal your AI agent writes for you. Paste a chart screenshot into Claude Code, Codex or any MCP client. The agent reads it, fills in *your* strategy's fields, checks the trade against *your* rules, logs it, and attaches the image. A local dashboard shows what's working.
No forms, no LLM API key, no account. Everything stays on your machine in one SQLite file.
Dashboard with generated demo data (npx agent-trading-journal demo). Not a real account.
Why this exists
Most "AI trading journals" are a web form plus a chatbot that reads your numbers afterwards. Two problems follow:
- Logging is the bottleneck. People stop journaling because entering trades by hand is tedious.
- Generic fields measure nothing specific. "Setup: A/B/C" doesn't tell you whether *your* rules work.
Here the agent is the data-entry clerk, and the journal is shaped by an onboarding interview about how *you* trade:
| Typical AI journal | Agent Trading Journal | |
|---|---|---|
| Who enters trades | You, in a form | Your agent, from screenshots (or a broker statement) |
| How AI connects | The app calls an LLM with your API key | MCP: your agent (Claude Code / Codex / …) *is* the AI |
| What is measured | Fixed fields + free tags | Fields and a rule checklist defined for your strategy |
| Rules | Notes | Each rule is pass/fail per trade → "E[R] when followed vs broken" |
| Skipped setups | Not tracked | Logged and reviewed (was staying out right?) |
| Risk limits | Rarely | Prop-firm style guard: daily loss, max drawdown, trades/day, loss streak |
Quick start
1. Connect it to your agent. Requires Node.js 22+.
Claude Code:
claude mcp add journal -- npx -y agent-trading-journalCodex CLI (~/.codex/config.toml):
[mcp_servers.journal]command = "npx" args = ["-y", "agent-trading-journal"]
Claude Desktop, Cursor, or any other MCP client: add a stdio server with command npx and args ["-y", "agent-trading-journal"]. Run npx agent-trading-journal setup to print all the snippets.
2. Tell your agent: *"Set up my trading journal."*
It interviews you in your language: markets, risk rules, how you find bias, setups, entries, stops and targets, and when you don't trade. From your answers it proposes fields (what to measure on every trade) and rules (your entry checklist). You confirm, and it saves them. See docs/ONBOARDING.md for the full script.
3. Trade or backtest as usual. Paste screenshots and say *"log this"*. Ask for *"weekly review"* or *"pre-session check"*. Say *"open the dashboard"* to see it at http://localhost:3777.
Just looking? npx agent-trading-journal demo fills a separate demo journal and opens the dashboard.
What the agent can do (MCP tools)
| Area | Tools |
|---|---|
| Setup | get_setup_status, get_onboarding_guide, set_profile, list_presets, import_preset, upsert_strategy, get_strategy, list_strategies, export_strategy |
| Accounts & risk | upsert_account, list_accounts, check_risk |
| Journal | start_session, list_sessions, log_trade, update_trade, delete_trade, query_trades, get_trade, add_screenshot |
| Lessons | add_lesson, update_lesson, delete_lesson, list_lessons |
| Analysis | get_stats, run_sql_readonly, export_review (Markdown, Obsidian-friendly) |
| Import | import_statement: MetaTrader 4/5, TradingView, IBKR, ThinkorSwim, NinjaTrader, Tradovate, TopstepX, Webull, DAS, TradeZella, Tradervue, generic CSV |
| Dashboard | start_dashboard, stop_dashboard, dashboard_status |
MCP prompts (slash commands in clients that support them): onboarding, log_trade_from_screenshot, weekly_review, pre_session_check. The same workflows are available through the get_workflow tool for clients without prompt support.
Concepts
- Strategy: your plan (bias, setup, entry, stop, targets, management, no-trade conditions), plus:
- Fields: per-trade variables you want to analyse (
enum,bool,number,text). Every non-text field gets its own breakdown chart. - Rules: your checklist, each
mustorshould. Rule adherence compares expectancy when all must-rules were followed against when at least one was broken. - Versions: when fields or rules change, the version bumps. Old trades keep the version they were logged under, and removed fields are archived, not deleted.
- Session: a backtest, forward-test or live block on one symbol, optionally tied to an account.
- R: result in multiples of planned risk. Stats are R-based, so they compare across instruments and account sizes.
- Presets:
presets/has a *starter* template (for traders without a written strategy), a trend pullback and an opening-range breakout. They're starting points to edit, not recommendations. - Edge Score: an open 0–100 composite (docs/edge-score.md), withheld under 5 trades.
Data and configuration
| Env var | Default | Purpose |
|---|---|---|
JOURNAL_DATA_DIR | ~/.agent-trading-journal | folder with journal.db + screenshots/ |
JOURNAL_DB, JOURNAL_SCREENSHOTS | inside the data dir | override either path |
JOURNAL_PORT | 3777 | dashboard port (binds to 127.0.0.1 only) |
JOURNAL_WEB | unset | 1 = start the dashboard together with the MCP server |
JOURNAL_LOCALES_DIR | /locales | extra dashboard languages as .json (docs/locales.md) |
Back up by copying the data dir. run_sql_readonly and the SQLite file are yours to query.
CLI
agent-trading-journal [mcp] MCP server on stdio (what MCP clients run)agent-trading-journal dashboard dashboard at http://localhost:3777 agent-trading-journal demo demo data in a separate dir + dashboard agent-trading-journal import --account [--strategy ] [--dry-run] agent-trading-journal setup config snippets for Claude Code / Claude Desktop / Codex
Safety
This is a journaling and analysis tool. It does not place trades, connect to brokers for execution, or give financial advice. Leveraged trading is high-risk. The agent's chart reading can be wrong: every logged value is visible and editable, and rule checks show which ones failed and why.
FAQ
Do I need an OpenAI or Anthropic API key?
No. The journal is an MCP server; the AI is the agent you already use (Claude Code, Codex, Claude Desktop, Cursor…). The journal itself never calls an LLM.
Where is my data stored? Is anything sent online?
Everything is in one local SQLite file plus a screenshots folder (~/.agent-trading-journal by default). The dashboard binds to 127.0.0.1. Nothing is uploaded anywhere by the journal.
Can I use my own trading strategy?
That's the point. The onboarding interview turns *your* plan into custom fields and a rule checklist. Presets are only starting points. SMC/ICT, price action, supply & demand, indicators, options: anything you can describe works.
Can I import trades from MetaTrader 5 or TradingView?
Yes: import_statement (or agent-trading-journal import --account ) reads MT4/MT5 statements, TradingView paper/strategy exports, IBKR, ThinkorSwim, NinjaTrader, Tradovate, TopstepX, Webull, DAS, TradeZella and Tradervue exports. Your agent can then add screenshots and rule checks to the imported trades.
Does it work for backtesting (TradingView Replay) and prop firm challenges?
Yes. Sessions are backtest, forward or live. Accounts can carry prop-firm limits (daily loss, max drawdown, trades per day, loss streak), and check_risk warns before you hit them.
Does it place trades or give signals?
No. It only records and analyses. You make every trading decision.
Credits and license
MIT © 2026 smizxe.
Statement parsing and round-trip reconstruction use @luxalgo/journal-importers and @luxalgo/journal-core (MIT) from LuxAlgo's Trade Journal. The Edge Score is adapted from their open formula. This project is not affiliated with or endorsed by LuxAlgo.