Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Tamper-evident decision audit trail and outcome-weighted memory for AI trading agents.
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
Claude Desktop → Settings → Developer → Edit Config를 열고 claude_desktop_config.json에 이 내용을 붙여 넣으세요
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}터미널에서 이 명령어를 실행하세요
claude mcp add tradememory-protocol -- uvx tradememory-protocol프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"tradememory-protocol": {
"type": "stdio",
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
이 서버는 내 컴퓨터에서 실행되는데, ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요. 다른 앱을 고르세요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
내 컴퓨터에서 실행돼요. 설치하면 AI 앱에 도구 목록이 나타나요.
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 7일 점검
레지스트리 이름이 GitHub 계정 mnemox-ai 기준으로 확인되었고, 이 계정이 저장소를 소유하고 있어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
내 컴퓨터에서 실행되는 서버라 인터넷 엔드포인트가 없어요
내 컴퓨터에서 실행되며, 대신 로컬 설정을 사용해요
내 컴퓨터에서 실행돼요. 도구 목록은 인터넷 엔드포인트가 있는 서버에서만 읽을 수 있어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 1개 중 1개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
레지스트리에 필수 키가 나와 있지 않아요. 다만 처음 쓸 때 로그인을 요구하는 서버도 있어요.
내 컴퓨터에서 실행돼요. AI 앱이 필요할 때 실행하고, 데이터는 제작자의 서버를 거치지 않아요(서버 자체가 온라인 서비스를 호출하는 경우는 제외).
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.5.6)은 36일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. 내 컴퓨터에 Python (uv)도 있어야 해요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
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.
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
Getting Started | Use Cases | API Reference | OWM Framework | Limitations | 中文版
TradeMemory remembers what it cost. It is an open-source, local-first memory and brake for AI trading agents: it pulls in your fills, finds where your own history loses money, puts those losing trades in front of your agent before the next order, and can refuse an order that breaks rules you set, before it reaches the broker.
Brokers now let AI agents trade over MCP, with different guardrails: Webull and tastytrade set size or buying-power limits, Interactive Brokers only lets the agent draft an order for you to submit, and Robinhood and Public set no cap you can impose on an external agent (StockBrokers, 2026-09-30). The caps are fixed numbers. None of them looks at how your own past trades went.
pip install tradememory-protocol
tradememory sync hyperliquid --address 0xYourAddress
tradememory sync alpaca --env-file ~/.secrets/alpaca.env
Each closed trade is stored in memory once; running it again stores only new trades. Then it prints where your history loses money. The format, with illustrative numbers:
After 2 losses in a row (20 trades):
5 of them (25%) were 1.5x your usual size or more. All 20 won 60% and made -$1,500. The 5 sized-up trades won 20% and made -$1,700.
Median hold: winners 1.5h, losers 9.0h.
These are descriptive statistics of your own past trades, not advice about the next one. Hyperliquid's API serves only an address's recent fills, not its whole history, so the sooner it is synced, the more history is kept. Other venues: MT5 and Binance spot sync scripts are in scripts/, and any agent can record a trade with remember_trade.
recall_memories(order="losses_first") puts every losing trade ahead of the rest, the bigger losses in similar conditions first, with their size and P&L. Besides the symbol's most recent trades, it searches the symbol's recent losing trades, so an older loss is not crowded out. The server tells connected agents to call it before proposing a trade. The default order ranks better outcomes higher (by R multiple, where one was recorded) and keeps at least 20% losses in the list.
pip install tradememory-protocol
Add to Claude Desktop (claude_desktop_config.json):
{
"mcpServers": { "tradememory": { "command": "uvx", "args": ["tradememory-protocol"] } } }
Then tell Claude: *"Record my AAPL long at $195 — earnings beat, institutional buying, high confidence."*
Claude Code / Cursor / Docker
# Claude Code
claude mcp add tradememory -- uvx tradememory-protocol
git clone https://github.com/mnemox-ai/tradememory-protocol.git cd tradememory-protocol && pip install -e . && python -m tradememory
docker compose up -d
Full walkthrough: Getting Started (Trader Track + Developer Track)
The proxy extra runs TradeMemory between your agent and your broker's MCP server (Alpaca today). Every tool is forwarded unchanged except the order-placing ones, which Mnemox Control evaluates against a policy you own before they reach the broker. Every evaluation, allowed or refused, is recorded and chained into the audit log. An allowed order comes back with your losing trades from similar conditions first, and tradememory sync alpaca later fills in how each forwarded trade ended, in R when the entry carried a stop. The agent you already have keeps working; only one line of its MCP config changes.
pip install "tradememory-protocol[proxy]" # Python 3.12+
tradememory proxy init --account-id --symbols AAPL,MSFT tradememory proxy doctor --env-file ~/.secrets/alpaca-paper.env # checks the live tool names and the account id tradememory proxy config # prints the MCP client entry that replaces the direct Alpaca one
Refused by default: symbols outside your list, orders above your notional and position limits, entries without a bracket stop, any new order after your daily-loss or drawdown limit, cancelling the protective stop of an open position, any tool the brake has not classified, and everything while you have run tradememory proxy halt FULL_HALT. Never blocked: closing a position. Orders at or above approval_notional wait for tradememory proxy approve --terms , which approves exactly the terms you read; the agent retries with the same client_order_id and the same terms, and the proxy forwards it at most once. evaluate_order returns the same decision without placing anything, for pre-checks and for advisory layers in other frameworks. Anything the brake cannot evaluate (a dead quote feed, an unknown asset, an order type the policy does not cover) is refused, not passed through.
Status: tested end-to-end against a stateful fake of Alpaca's MCP server (tests/proxy/), and run against a real Alpaca paper account on 2026-10-01: three refusals (symbol not on the list, entry without a stop, notional over the limit), one allowed one-share bracket order that reached the broker, and one retry with the same client_order_id that was answered from the record without a second order. Options, order replacement, stop-limit and trailing orders are refused rather than evaluated. Your broker keys go only to the broker process the proxy starts; TradeMemory never stores them.
Walkthrough with the real outputs: docs/recipes/alpaca-brake.md.
| US equity trader | Forex EA system | Audit trail (illustrative) | |
|---|---|---|---|
| Market | Stocks (AAPL, TSLA, ...) | XAUUSD (Gold) | Multi-asset |
| How | Pre-flight checklist before every trade | Automated sync from MT5 | Decision records with a hash chain |
| Who | One independent user (March 2026) | The maintainer's own MT5 account | An example, not a customer |
| Details | Read more | Read more | Read more |
remember_trade writes to five memory layers: episodic, semantic, procedural, affective, and trade records| Category | Tools | Description |
|---|---|---|
| Memory | remember_trade · recall_memories | Record and recall trades with outcome-weighted scoring |
| State | get_agent_state · get_behavioral_analysis | Confidence, drawdown, streaks, behavioral patterns |
| Planning | create_trading_plan · check_active_plans | Prospective plans with conditional triggers |
| Risk | check_trade_legitimacy | 5-factor pre-trade gate (full / reduced / skip) |
| Audit | export_audit_trail · verify_audit_hash | SHA-256 tamper detection + bulk export |
All 20 MCP tools + REST API
| Category | Tools |
|---|---|
| Core Memory | get_strategy_performance · get_trade_reflection |
| OWM Cognitive | remember_trade · recall_memories · get_behavioral_analysis · get_agent_state · create_trading_plan · check_active_plans |
| Risk & Governance | check_trade_legitimacy · validate_strategy · compute_dqs |
| Evolution | evolution_fetch_market_data · evolution_discover_patterns · evolution_run_backtest · evolution_evolve_strategy · evolution_get_log |
| Audit | export_audit_trail · verify_audit_hash · verify_audit_chain · get_daily_root |
REST API: 35+ endpoints for trade recording, reflections, risk, MT5 sync, OWM, evolution, and audit. Full reference →
Running an agent against a broker, or want your history synced and read? Open a brake-integration issue or book 30 minutes. Setup help is free, and the people who use it decide what gets built next.
Every trading decision your agent makes — including decisions not to trade — is recorded as a Trading Decision Record (TDR). Per-record SHA-256 content hashes are linked into a forward-chained audit ledger; every UTC day is summarised by a Merkle root which itself chains across days. Tampering with any historical record invalidates every subsequent link.
Rules that require decision records bind investment firms, not retail users. Under the EU AI Act, the Annex III high-risk logging obligations were postponed to 2 December 2027, and ESMA's February 2026 supervisory briefing on algorithmic trading states that AI-based algorithmic trading is currently excluded from the high-risk scope. The table shows which TradeMemory features map to those texts if and when they apply to you. It is not a compliance claim.
| Regulation | Requirement | TradeMemory Coverage |
|---|---|---|
| MiFID II Article 17 | Record every algorithmic trading decision factor | Full decision chain: conditions, filters, indicators, execution |
| EU AI Act Article 14 | Human oversight of high-risk AI systems | Explainable reasoning + memory context for every decision |
| EU AI Act Article 12 | Automatic, tamper-resistant logs over system lifetime | Linked SHA-256 chain + daily Merkle roots (RFC 3161 TSA anchoring, on by default since 0.5.3) |
# Verify a single record hasn't been tampered with
verify_audit_hash(trade_id="MT5-7047640363")
verify_audit_chain(from_seq=1, to_seq=None)
get_daily_root(date="2026-05-14")
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