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tapelog-journal/tapelog-mcp

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Open-source MCP server: private AI trade-journal coach for DAS Trader & Robinhood CSVs. Stats, behavioral leaks, period comparison. Not investment advice.

Overview

An open-source Model Context Protocol server that lets Claude, ChatGPT, Cursor or any MCP client analyze broker exports. It parses and CSVs, rebuilds round trips, and reports your stats plus the behavioral patterns where your results were weakest: time of day, sizing after a loss, hold time, symbol and day of week. - no broker login, no cloud. Fills are stored in ~/.tapelog/fills.json on your machine. - MIT licensed. - TapeLog describes what you already did. It never suggests trades. TapeLog is an educational, record-keeping tool. It is , and TapeLog is or broker-dealer. It does not recommend buying, selling or holding any security, does not give price targets, signals or market predictions, and does not place trades. Past results don't predict future results. add this to claude_desktop_config.json (Settings, then Developer, then Edit Config): add the same block under mcpServers in ~/.cursor/mcp.json. claude mcp add tapelog -- uvx --from git+https://github.

README

TapeLog MCP: a private AI trade-journal coach

An open-source Model Context Protocol server that lets Claude, ChatGPT, Cursor or any MCP client analyze your own broker exports. It parses DAS Trader Pro and Robinhood CSVs, rebuilds round trips, and reports your stats plus the behavioral patterns where your results were weakest: time of day, sizing after a loss, hold time, symbol and day of week.

  • Local and private: no broker login, no cloud. Fills are stored in ~/.tapelog/fills.json on your machine.
  • Free: MIT licensed.
  • Process, not picks: TapeLog describes what you already did. It never suggests trades.

Disclaimer: TapeLog is an educational, record-keeping tool. It is not investment advice, and TapeLog is not a registered investment adviser or broker-dealer. It does not recommend buying, selling or holding any security, does not give price targets, signals or market predictions, and does not place trades. Past results don’t predict future results.

Tools

Tool What it does
import_fills Import a DAS Trader Trades-window CSV, a Robinhood account activity CSV, or a generic CSV (date,time,symbol,side,qty,price,fees). Duplicates are skipped.
get_stats Net P&L, win rate, profit factor, expectancy, average win and loss, payoff ratio, max drawdown, losing streak, hold time, and PDT day-trade count over the last 5 business days
find_leaks Descriptive breakdowns of your weakest groups, for example “Your 18 trades entered 11:00-12:00 netted -$2,039 (win rate 11%)” or “After a loss your position was 2.1x larger”
compare_periods Period A vs period B, such as last week vs this week
weekly_habit_report This week vs your prior weeks: which habits appeared and which faded, with counts (size-up after a loss, losers held longer than winners, overtrading bursts, a time-of-day slump). For example “Size-up after a loss: this showed up 8 times this week vs 0 per week before.” Returns JSON plus a rendered markdown report.
list_trades Your reconstructed round trips
clear_data Deletes all stored fills (requires confirm=true)

Install

You need Python 3.10+ and uv, or pip.

Claude Desktop: add this to claude_desktop_config.json (Settings, then Developer, then Edit Config):

{
  "mcpServers": {
    "tapelog": {
      "command": "uvx",
      "args": ["--from", "git+https://github.com/tapelog-journal/tapelog-mcp", "tapelog-mcp"]
    }
  }
}

Cursor: add the same block under mcpServers in ~/.cursor/mcp.json.

Claude Code: claude mcp add tapelog -- uvx --from git+https://github.com/tapelog-journal/tapelog-mcp tapelog-mcp

Other MCP clients (Windsurf, VS Code, Cline, Goose): use a stdio server with command uvx and the args shown above. Or run pip install git+https://github.com/tapelog-journal/tapelog-mcp and use the command tapelog-mcp.

Optional: set the env var TAPELOG_DATA=/path/to/fills.json to change where fills are stored.

Use it

“Import ~/Downloads/trades.csv with trade_date 2026-10-15, then show my stats and find my leaks.”

“Compare Sept 1-15 to Sept 16-30.”

“Give me my weekly habit report.”

See a sample weekly habit report (synthetic sample data), also on the TapeLog site.

Exporting your trades: in DAS Trader, open the Trades window, right-click and choose Export. DAS files have no date, so pass trade_date. In Robinhood, go to Account, then Reports and statements, then Account activity report (CSV). Step-by-step guides are on the TapeLog site.

No MCP? The /coach folder has a ready-to-paste Custom GPT or Claude Project instruction pack and a one-shot prompt that works on an uploaded CSV.

Scope rules (enforced in the server instructions and coach prompts)

TapeLog analyzes only your past behavior and process: timing, sizing, hold times and discipline. Findings are descriptive. Small samples are flagged, and patterns are framed as prompts for reflection, not signals.

Develop

python -m venv .venv && .venv/bin/pip install -e . pytest && .venv/bin/pytest -q

Everything in samples/ is synthetic sample data. More free tools are at tapelog-journal.github.io/tapelog, and there’s a weekly newsletter at thetapelog.beehiiv.com.

Not affiliated with DAS Inc., Robinhood Markets, Inc., Anthropic or OpenAI.

View this README on GitHub

Install

uvx --from git+https://github.com/tapelog-journal/tapelog-mcp tapelog-mcp

Configuration

{ "mcpServers": { "tapelog": { "command": "uvx", "args": ["--from", "git+https://github.com/tapelog-journal/tapelog-mcp", "tapelog-mcp"] } } }