Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Tamper-evident decision audit trail and outcome-weighted memory for AI trading agents.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}在终端中运行这条命令
claude mcp add tradememory-protocol -- uvx tradememory-protocol粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"tradememory-protocol": {
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"tradememory-protocol": {
"type": "stdio",
"command": "uvx",
"args": [
"tradememory-protocol"
]
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日
注册名称已通过 GitHub 账户 mnemox-ai 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.5.6)于37天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Python (uv)。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:↓ 每周下载量i★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
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")
只显示了开头部分;其余内容请在仓库中阅读