Lumos Trade
Lumos Trade is an open source trade visualization and analysis platform used to explore account performance, trades, and portfolio history, with AI-assisted workflows for questions and reporting. Powered by Google's Vertex AI/Agent Development Kit an
What is Lumos Trade?
Lumos Trade is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to lumos trade is an open source trade visualization and analysis platform used to explore account performance, trades, and portfolio history, with ai-assisted workflows for questions and reporting. powe...
Lumos Trade is an open source trade visualization and analysis platform used to explore account performance, trades, and portfolio history, with AI-assisted workflows for questions and reporting. Powered by Google's Vertex AI/Agent Development Kit an
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Lumos Trade is an open source trade visualization and analys
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx lumostradeConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Lumos Trade
Lumos Trade is an open-source trade visualization and AI-assisted analysis platform that integrates with brokers like ETrade and Charles Schwab. Powered by Google Cloud's Vertex AI and the Agent Development Kit, it provides LumosChat for natural-language trade Q&A and LumosConjure for automated chart and table generation, making portfolio performance reporting accessible through an MCP interface.
Prerequisites
- Node.js 18+ installed
- Google Cloud project with Vertex AI API enabled
- ETrade or Charles Schwab brokerage account credentials
- Google Cloud SQL database provisioned for trade history
- Basic familiarity with Google Cloud CLI (gcloud)
Clone the repository
Clone the LumosTrade repository from GitHub and navigate into the project directory. This project is in active beta development, so review the DISCLAIMER.md before use.
git clone https://github.com/marktisham/LumosTrade.git
cd LumosTradeInstall dependencies
Install the Node.js dependencies required by the MCP server and the trade analytics platform.
npm installConfigure secrets and environment
Follow the repository's SECRET_MANAGEMENT.md guide (under config/) to set up Google Cloud credentials, database connection strings, and broker API keys. Copy the example environment file and populate the required values for your setup.
cp .env.example .env
# Edit .env with your Google Cloud project ID, SQL credentials, and broker keysConfigure Claude Desktop
Add LumosTrade as an MCP server in your Claude Desktop configuration file. The server is launched via npx so no global install is required.
{
"mcpServers": {
"lumostrade": {
"command": "npx",
"args": ["lumostrade"]
}
}
}Restart Claude Desktop and verify
Restart Claude Desktop to load the LumosTrade MCP server. Once connected, you can ask about your portfolio, individual trades, break-even prices, and risk ratios via LumosChat.
Lumos Trade Examples
Client configuration
Minimal Claude Desktop config to run LumosTrade via npx.
{
"mcpServers": {
"lumostrade": {
"command": "npx",
"args": ["lumostrade"]
}
}
}Prompts to try
Use these prompts with Claude once LumosTrade is connected.
- "Show me my portfolio performance for the last 30 days"
- "What is the break-even price for my AAPL position?"
- "Generate a chart of my trade P&L by category this month"
- "Summarize my scale-in trades on TSLA and calculate average cost basis"Troubleshooting Lumos Trade
Server fails to start with Google Cloud authentication errors
Ensure you have run 'gcloud auth application-default login' and that your service account has the Vertex AI User and Cloud SQL Client roles assigned in your Google Cloud project.
Broker data is not loading or returns empty results
Double-check that your broker API credentials (ETrade consumer key/secret or Schwab credentials) are correctly set in .env, and that you are running within market or extended-hours windows (7am–8pm local time for automated data sync).
npx lumostrade command not found or fails
The package is in active development. Clone the repository directly and run the server from source using 'npm start', then reference the compiled entry point in your MCP config using 'command: node' with the dist/index.js path.
Frequently Asked Questions about Lumos Trade
What is Lumos Trade?
Lumos Trade is a Model Context Protocol (MCP) server that lumos trade is an open source trade visualization and analysis platform used to explore account performance, trades, and portfolio history, with ai-assisted workflows for questions and reporting. powered by google's vertex ai/agent development kit an It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Lumos Trade?
Follow the installation instructions on the Lumos Trade GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Lumos Trade?
Lumos Trade works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Lumos Trade free to use?
Yes, Lumos Trade is open source and available under the Apache-2.0 license. You can use it freely in both personal and commercial projects.
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Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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