Trading Journal MCP: Connect Claude or ChatGPT to Your Trades

A trading journal MCP lets Claude, ChatGPT or another AI app read your own trades and answer questions about them in plain English. I built one into the Financial Tech Wiz Trading Journal, and free accounts can connect it to their own journal today. This guide covers how it works, how to connect it, what it can and cannot do, and how it compares with the other journals that now offer one.

Key Takeaways

• A trading journal MCP server gives an AI app scoped access to your journal, so you can ask “where do I lose money?” instead of building the report yourself.
• Our free account connects its own journal through the MCP: 52 of our 82 tools, at lower rate limits. The paid plan unlocks all 82, including scan results, our RS Rating history and the tested Official systems’ backtests.
• The MCP reads your journal and, only if you allow it, writes journal records. It never connects to your broker and never places orders.

What Is a Trading Journal MCP?

MCP stands for Model Context Protocol, an open standard that lets an AI app call tools on another service. A trading journal MCP server is the bridge between your journal and the AI app you already use. You add the server’s URL to the app, approve what it may see, and the AI can then call tools such as “list my trades”, “get my trade stats” or “add a note to this trade” while it answers you.

The difference from pasting a CSV into a chat is that the AI pulls exactly the records it needs, from the live journal, every time you ask. You do not export anything, and the numbers it works from are the same ones your journal shows. The difference from a built-in AI feature is choice: you bring the model you like, keep your own chat history, and combine your journal with whatever else that app can do.

An MCP is only as good as the journal behind it. If your trades are incomplete, the answers will be too, so the first job is still to log every trade. Our guide on how to log trades in the Financial Tech Wiz Trading Journal covers manual entry and file imports.

What You Can Ask Once It Is Connected

These are the questions I ask most. Each one maps to tools a free account can use on its own journal:

• “Show my win rate and P&L by day of week and time of day for the last 90 days.”
• “Which symbols have cost me the most this year, and what do my notes say on those trades?”
• “Compare my winners and losers by how far they moved against me before I exited.” (This uses MAE and MFE, the maximum adverse and favorable excursion of each trade.)
• “Which playbook setups have the best average result, and which mistakes show up most often?”
• “Write a day note for today summarizing my three trades, and tag the AAPL trade with the mistake ‘chased entry’.”

The last one writes to your journal, so it only works if you ticked write permission when you connected. The AI does the reasoning; the journal supplies the records. Ask it to show the sample size and date range behind every number, and check one familiar trade by hand before you trust a big conclusion.

Free vs Paid: What the MCP Can Reach

Our MCP server has 82 tools. A free account gets the 52 that work on your own journal; the paid plan ($19 a month or $119 a year) gets all 82. Here is the split as the app enforces it:

Area	Free account	Paid plan
Journal accounts, trades and executions (read, add, edit, delete)	Yes	Yes
Trade stats, analytics and MAE/MFE	Yes	Yes
Notes, day notes, playbooks, mistakes, routines, missed trades, saved filters	Yes	Yes
Prop account tracker and journal settings	Yes	Yes
Importing trades your AI app reads from a statement	Yes	Yes
Scan results, scan history and saved scans	No	Yes, including today’s lists
RS Rating history, sector strength, stock profiles, chart images	No	Yes
Official systems and stored backtests	No	Yes
Rate limit	15 requests a minute per key, 30 per member	60 per key, 120 per member

If a free account’s AI app calls a paid tool, the server answers that a paid plan is required rather than failing silently, so the AI can tell you why. The free limits are plenty for a personal review session; they matter only if you script heavy batch jobs.

How to Connect Your Trading Journal to Claude or ChatGPT

There are two ways in, and both use the same hosted server URL: https://journal.financialtechwiz.com/api/mcp. Menus inside each AI app change often, so follow that app’s own instructions for adding a custom connector alongside the steps below.

Option 1: Sign in from the AI app (no key)

Claude, ChatGPT in developer mode and other AI apps that support MCP sign-in can connect with the URL alone.

1. Create your journal account (free works) and log or import a few trades.
2. In your AI app, add a custom connector with the server URL above and no headers.
3. The app opens journal.financialtechwiz.com. Sign in, and you will see which app is asking and what it may do.
4. Read permissions are ticked by default. Anything that changes your journal is unticked; tick it only if you want the AI to write notes, tags or trades. Choose Allow.
5. Test with a question you can check, such as “list my journal accounts” or “show my last five trades”.

A sign-in connection covers all your journals and has the same limits as a key. You can see and disconnect apps in the journal’s Settings under API and integrations, Connected AI apps, and a connection that goes unused for 30 days ends on its own.

Option 2: Use an API key (Claude Code, Codex, Cursor)

Developer tools usually connect with a key. Create one in the journal’s Settings, starting with read-only scopes, and give it to your client as a private environment variable or request header, never pasted into a chat, screenshot or code repository. Our MCP setup docs have copy-ready configuration for Claude Code, Claude Desktop, Codex and Cursor, plus the full list of tools and their inputs. A key is also what you need for the plain HTTP API if you want to build your own dashboard or script.

What the MCP Can and Cannot Do

This matters more than the setup, so here it is plainly:

• It reads your journal. Accounts, trades, executions, equity history, stats, notes and the rest of what you have recorded.
• It writes journal records only when you allow it. Notes, tags, playbooks, trade reviews and imported trades. These are edits to your journal, not instructions to your broker.
• It never places, changes or cancels broker orders. There is no order tool. It also does not connect to a broker or control Broker Auto Sync; it can only read whether a sync is healthy.
• It does not give advice. Scan results and system data are research from fixed rules, not personalized investment advice. You make your own decisions.

One privacy point every MCP shares: whatever you allow the AI app to read is sent to that AI company, and its own privacy policy covers it from then on. Connect only the apps you trust, and disconnect them when you stop using them.

Importing a broker statement through your AI app

A handy free use: give your AI app a broker statement and ask it to import the executions into your journal. It should run the import as a dry run first and show you the result before anything is saved, and it should list any missing price or time rather than guess. This is a separate route from Broker Auto Sync, which connects 25+ brokers directly on the paid plan, and from our file importers (for example the Interactive Brokers trading journal import through IBKR Flex, which is free).

Trading Journal MCP Servers Compared

We are not the only journal with an MCP. I checked the vendors ranking for this search on November 10, 2026, using each one’s own MCP page. Full disclosure: we make the Financial Tech Wiz Trading Journal, and there are no affiliate links in this section.

Journal	Who gets the MCP	Read or write	Beyond your own trades
Financial Tech Wiz Trading Journal	Free account (52 tools); paid plan gets all 82	Read, plus journal writes you opt into	Paid: prebuilt scanners, RS Rating history, tested Official systems with backtests
TradesViz	Pro or Platinum subscription	Read, plus notes, tags and supported journal edits you approve	Journal data and REST API
TraderMake.Money	Any verified user; plan sets how much history the AI can read	Read-only	Crypto journal data from connected exchanges
PFT-EdgeBook (ProFuturesTrading)	Paid Trader + AI plan	Read-only, nine tools	Journal data

TradesViz is the most complete of the others. Its MCP connects ChatGPT, Claude and Grok, covers notes, tags and journal management with a preview step, and sits on top of a very deep feature set; you need its Pro plan ($19.99 a month, or $14.99 a month billed annually) to use it. TraderMake.Money, a crypto journal, keeps its MCP free and strictly read-only, which suits crypto traders who never want an AI touching their records. PFT-EdgeBook is built for futures traders using its own terminal.

Where ours differs is what sits next to the journal. A paid account’s AI app can read the same prebuilt scanners and tested systems I use myself, so one conversation can go from “how did my breakout trades do?” to “which stocks matched the breakout scan this week?” For a wider look at journals, with or without an MCP, see our best trading journals comparison.

What the Paid Plan Adds: Scanners and the Official Systems

The journal tools tell you how you trade. The paid tools tell your AI app what the market is doing by the same rules every day. On the paid plan, your AI app can read:

• Prebuilt scanners. Today’s lists and the full history for every scanner on our stock scanners hub, such as the Daily Pivot breakout scanner, VCP, Minervini Trend Template and Power Earnings Gap. Intraday results are labeled preliminary until the daily close confirms them.
• RS Rating history. Our own relative strength rating, the same one behind the relative strength scanner, for any stock it covers.
• The Official systems. Official Breakout, Official Dip and Official Combo, with their stored backtests and trade lists, and exit checks for positions you hold under those rules.

That combination is the point. You can ask, “Which of my trades this quarter were entries the Official Breakout rules would also have taken, and how did mine compare?” and get an answer built from your journal and a tested system side by side. Free accounts still see delayed final scan results (five exchange sessions old) on the free scanner pages; today’s lists and the full backtests are paid.

The paid plan also includes the AI Trading Coach inside the journal, which answers questions using your own journal data without any outside app, and Broker Auto Sync so your trades arrive without manual entry.

Prompts That Get Better Answers

An AI app with tool access will happily produce a confident summary from half your data. A few habits fix most of that:

1. Name the account and date range. “In my swing account, January 1 to today” beats “my trades”.
2. Ask for the sample size. “Show how many trades each number is based on” stops it from drawing a lesson from three trades.
3. Ask for missing data. “List trades with no notes, no stop or no playbook” tells you where the journal is thin.
4. Preview every write. “Show me the notes you would add, then wait for my yes” keeps your journal clean.
5. Give it a method. “Group losers by setup, then by hold time, then tell me which group cost the most” gets a sharper answer than “why am I losing?”

A weekly routine that works: on Friday, ask for the week’s stats, the three biggest losers with their notes, any rule you broke more than once, and a short day note for each session. It takes five minutes and the review ends up saved in the journal, not lost in a chat.

Still weighing your options? Compare all trading journals side by side on price, broker sync and analytics, with prices checked November 2026.

Frequently Asked Questions

Is there a free trading journal MCP?

Yes. The Financial Tech Wiz Trading Journal’s free account can connect its own journal through our MCP server (52 of 82 tools, lower rate limits), and TraderMake.Money offers a free read-only MCP for its crypto journal. TradesViz and PFT-EdgeBook require a paid plan for theirs.

How do I connect my trading journal to Claude?

Add a custom connector in Claude with the server URL https://journal.financialtechwiz.com/api/mcp, sign in to your journal account when it asks, and choose what Claude may read or change. Claude Code and other developer tools can also connect with an API key from the journal’s Settings.

Can I connect my trading journal to ChatGPT?

Yes, in ChatGPT’s developer mode, by adding a connector with the same server URL and signing in. What ChatGPT can do with it depends on your ChatGPT plan and settings, so check OpenAI’s current instructions for custom connectors.

Can a trading journal MCP place trades?

Not ours, and not the others compared here. Our MCP reads your journal and writes journal records you allow; it has no broker connection and no order tool. Placing orders would need a separate broker integration with its own controls.

What is the difference between a trading journal API and an MCP?

An API is for code: your script sends requests and handles the answers. An MCP is for AI apps: the app discovers the tools and decides which to call while it answers you. Our journal offers both on the same account; the HTTP API needs a key, while the MCP also accepts a sign-in connection.

Is my trading data safe with an MCP?

You control the permissions, and every request is checked against your account. The trade-off is that whatever the AI app reads goes to that AI company under its privacy policy. Start read-only, keep keys out of chats and code, and disconnect apps you no longer use.

Ready to try it? Create a free account, log a week of trades and ask your AI app what it sees.