“How did I do this week? Which days and symbols cost me the most?”
Claude · ChatGPT · Cursor · VS Code
Ask Claude about your trading journal
Connect TradeReview to Claude or another AI assistant through MCP. It reads your trades, strategies and rules, and answers in plain language with your real numbers.
- Access
- Read-only
- Plans
- Basic & Pro
- Sign-in
- OAuth, no API keys
- Setup
- About a minute
Which rules did I break most this month, and what did it cost me?
get_rule_adherencelist_trades
You followed your rules on 78% of trades. Two rules account for most misses:
- Waited for the candle close−$640 · 7 trades
- Risk ≤ 1% of account−$410 · 3 trades
Trades that followed every rule made +$1,180. Focus for next week: wait for the close.
Server URL · Streamable HTTP
https://mcp.tradereview.app/mcpConnect Claude
Works in Claude on the web, desktop and mobile. You sign in once in your browser.
In Claude, open Customize → Connectors and find TradeReview. Not listed for you yet? Choose Add custom connector and paste the server URL.
Click Connect. Claude opens the TradeReview sign-in page.
Sign in and check the consent screen: it shows which app is asking and which account it will read. Click Allow.
Back in Claude, ask about your trading.
What you can ask
Plain questions work. Unless you name a period, the assistant looks at the last 90 days.
“Compare my strategies over the last three months.”
“Which strategy rules do I break most often, and what does it cost me?”
“Show my worst trades in October and what they have in common.”
“Which trades have no stop loss?”
“List the trades I haven't reviewed yet.”
11 read-only tools
Every tool takes an optional filter by dates, account, strategy, symbol and tags.
Your setup
So the assistant uses your own names in filters.
list_accounts- Your trading accounts.
list_strategies- Strategies (playbooks) with their checklist rules.
list_tags- Tag categories and tags: setups, mistakes, mood, market conditions, custom.
Performance
The same numbers you see in the app.
get_performance- Net P&L, win rate, average win and loss, profit factor, hold times, commissions, largest win and loss, realized R:R.
get_summary_by_strategy- Results by strategy.
get_summary_by_tag- Results by tag category and tag.
get_summary_by_symbol- Results by symbol.
get_summary_by_dates- Results by weekday or by calendar month.
get_rule_adherence- Rule follow rate, weakest rules and trades that missed a rule.
Trades
Individual trades with your notes.
list_trades- Recent, best, worst, losing, unreviewed, missing-stop or rule-breaking trades, up to 50 at a time.
get_trade- One trade in full: prices, stop and target, fees, tags, missed rules and notes.
Built-in prompts
In Claude, find them in the + menu under TradeReview.
Weekly trading review
Results, mistakes, unreviewed trades and one focus for next week.
Rule-break audit
Which strategy rules get broken most and what breaking them costs.
Compare strategies
Side-by-side results for your strategies over a period you choose.
Privacy and security
Read-only
No tool can change your journal, place orders or reach your broker.
You approve each assistant
Every connection starts on a TradeReview consent screen and is tied to your account.
Disconnect any time
Remove a connection in Account → AI assistants. Access stops right away.
No content in our logs
We log which tool ran and when, for limits and reliability. Never tool results or your notes.
- Per minute
- 60 requests
- Per day
- 1,000 tool calls
- Connections
- Up to 10
- Default range
- Last 90 days
More in our Privacy Policy. Manage connections inAccount → AI assistants.
Questions and troubleshooting
Which plan do I need?
Basic or Pro. On the Free plan you can sign in from an assistant and see what the connection offers, but the tools return data only on a paid plan. See plans.
What does the assistant's provider see?
Only what the tools return during your conversation. That data is handled under the provider's own terms and privacy policy. See our Privacy Policy.
How do I disconnect an assistant?
Open Account → AI assistants in TradeReview and remove the connection. You can also remove the connector in the assistant's settings.
"Connecting AI assistants needs a paid TradeReview plan"
Your account is on the Free plan. Upgrade to Basic or Pro, then ask again. The connection keeps working.
"Daily limit … reached" or "Too many requests"
The connection hit its daily or per-minute limit. The daily limit resets at the time shown in the message (UTC).
"Not signed in to TradeReview" or a sign-in loop
Remove the connector, add it again and finish the consent screen within a few minutes. If the first request after a quiet period is slow, the server is starting up; try again.
Ask your journal a better question
Connect Claude in about a minute. Your trades stay in TradeReview, and the assistant only reads what it needs to answer.
AI assistants can make mistakes. Check important numbers in TradeReview. Nothing here is financial advice. Questions? [email protected]