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MonteWalk

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title: MonteWalk emoji: 🏔️ colorFrom: blue colorTo: purple sdk: gradio sdk_version: 6.0.0 app_file: app.py pinned: true tags:

  • building-mcp-track-enterprise

  • building-mcp-track-consumer

  • MODAL.com

🏔️ MonteWalk

Institutional-grade quantitative trading tools for AI agents
Built for the MCP 1st Birthday Hackathon 🎉

License: MIT MCP Compatible Gradio 6

📊 MCP Server Stats:
🛠️ 25+ Tools | 📡 4 Resources | 🎯 6 Agentic Prompts

🎯 The Problem

Retail traders face an overwhelming flood of market data, news, and analysis tools—but lack the institutional-grade infrastructure to make sense of it all:

  • Data Overload: Thousands of stocks, crypto assets, news sources—impossible to monitor manually

  • Risk Blindness: No access to professional risk metrics (VaR, drawdown, Monte Carlo)

  • Execution Friction: Scattered tools across multiple platforms, no unified workflow

  • AI Disconnect: Existing AI assistants can't access real-time market data or execute trades

What if your AI assistant could be your quantitative analyst, risk manager, and trading desk—all in one?

✨ The Solution

MonteWalk is a Model Context Protocol (MCP) server that transforms AI assistants like Claude into institutional-grade trading terminals. It provides:

🔌 MCP Integration

Connect to Claude Desktop, VSCode, or any MCP-compatible client to give your AI:

  • Real-time market data (stocks, crypto, news)

  • Portfolio management and execution

  • Risk analytics and backtesting

  • Intelligent workflows and automation

🎨 Beautiful Gradio 6 Interface

Test all tools through a polished, professional UI featuring:

  • Live Dashboard: Portfolio, watchlist, crypto trends, news feed

  • Interactive Toolbox: Direct access to 25+ trading tools

  • MCP Client Setup: Copy-paste configuration for instant connection

  • Dark Theme: Sleek glassmorphism design with smooth animations

🧠 Agentic Workflows

Pre-built prompts that guide AI through complex multi-step analyses:

  • Morning Briefing: Portfolio review, market scan, risk check

  • Gamma Hunt: Find unusual market activity and deep-dive top picks

  • Ticker Analysis: Comprehensive research (fundamentals, technicals, sentiment)

  • Portfolio Rebalancing: Optimize weights using modern portfolio theory

🚀 Key Features

📊 Market Intelligence

  • Multi-source Data: Yahoo Finance, Alpaca, CoinGecko—all cached for speed

  • Crypto Support: Live prices, trending coins, comprehensive market data

  • News Aggregation: yfinance → NewsAPI → GNews fallback pipeline

  • Sentiment Analysis: FinBERT-powered financial sentiment scoring (via Modal)

  • Unusual Activity Scanner: Detect big movers, volume spikes, reversal candidates

📈 Advanced Visualizations

  • Candlestick Charts: Professional OHLC charts with volume bars

  • Interactive Charts: Line, bar, histogram, scatter, heatmap support

  • Dark Theme: Charts styled to match UI with custom color palette

  • Base64 Encoding: Charts returned as embeddable images for AI consumption

  • Integrated with Tools: get_price(visualize=True), monte_carlo_simulation(visualize=True), etc.

⚡ Paper Trading Engine

  • $100K Virtual Capital: Risk-free strategy testing on Alpaca Paper Trading

  • Smart Execution: Simulated slippage and transaction costs

  • Pre-trade Risk Checks: Prevents portfolio concentration >50%

  • Position Management: Instant portfolio view and one-click flatten

🛡️ Institutional Risk Analytics

  • Value at Risk (VaR): Historical simulation at any confidence level

  • Monte Carlo Forecasting: GBM-based portfolio path simulations

  • Volatility Metrics: Annualized portfolio standard deviation

  • Drawdown Analysis: Track maximum peak-to-trough decline

🔬 Professional Backtesting

  • Walk-Forward Analysis: Out-of-sample validation to prevent overfitting

  • Strategy Lab: Test MA crossovers, custom indicators, any logic

  • Transaction Costs: Realistic modeling with slippage and fees

📈 Technical Analysis Suite

  • Smart Signals: Automated Buy/Sell/Neutral recommendations

  • 20+ Indicators: RSI, MACD, Bollinger Bands, SMAs, and more

  • Portfolio Optimization: Mean-variance, risk parity algorithms

🎯 Intelligent Watchlist

  • Auto-sync: Detects owned stocks not in watchlist and prompts addition

  • Live Prices: Real-time updates for tracked symbols

  • News Feed: Aggregated headlines for all watched assets

🎨 UI/UX Showcase

MonteWalk features a professionally designed Gradio 6 interface optimized for traders:

Landing Page

  • Hero Section: Clear value proposition with feature cards

  • Glassmorphism Design: Modern dark theme with subtle transparency

  • Smooth Navigation: Instant page transitions with scroll-to-top

Dashboard

  • 4-Panel Layout: Portfolio, Watchlist, Crypto, News—all in one view

  • One-Click Refresh: Update all data sources simultaneously

  • Responsive Design: Works seamlessly on desktop and tablet

Toolbox

  • Organized by Category: 9 tool groups with collapsible accordions

  • Dynamic Forms: Auto-generated from function signatures

  • Clear Results: Formatted outputs with syntax highlighting

Settings

  • API Configuration: Secure credential management with password fields

  • Instant Feedback: Clear success/error messages

  • Restart Prompt: Guides users on applying changes

🔧 Technical Implementation

Built with Gradio 6

  • Native MCP Support: demo.launch(mcp_server=True) enables seamless integration

  • Custom Theming: Professional dark palette using gr.themes.Base

  • Advanced CSS: Glassmorphism effects, custom animations, responsive grid

  • Navigation State: Visibility control for multi-page SPA experience

MCP Architecture

  • 25+ Tools: Comprehensive trading toolkit spanning 9 categories

  • 4 Resources: Live portfolio, watchlist, news, crypto feeds

  • 6 Prompts: Guided workflows for complex multi-step analyses

  • Error Resilience: Automatic fallbacks and graceful degradation

Data Pipeline

  • Caching Strategy: 5-minute TTL on market data requests

  • Multi-source Fallback: yfinance → NewsAPI → GNews → CoinGecko

  • FinBERT Sentiment: Serverless GPU inference via Modal endpoint

  • Local Storage: JSON-based portfolio and watchlist persistence

Visualization System

  • Matplotlib + Seaborn: Professional charts with dark theme

  • 6 Chart Types: Candlestick, line, bar, histogram, scatter, heatmap

  • mplfinance Integration: Specialized candlestick rendering with volume

  • Base64 Images: Charts encoded for AI/web consumption

  • Tool-Integrated: Optional visualize parameter in key functions

Market Scanner

  • 3 Scan Types: Big movers, volume spikes, reversal candidates

  • Real-time Data: Powered by Alpaca market data API

  • Smart Filtering: Configurable thresholds and limits

  • Visualization Support: Bar charts for scan results

Security & Safety

  • Paper Trading Only: Zero real money risk

  • Environment Variables: API keys never committed to code

  • Position Limits: Hard-coded risk checks on every trade

  • Audit Logging: Complete action trail with timestamps

🌍 Real-World Impact

MonteWalk democratizes institutional-grade quantitative finance for retail traders and developers:

For Individual Traders

  • Learn by Doing: Practice strategies with $100K virtual capital

  • Risk Education: Understand VaR, drawdown, volatility in real-time

  • Time Savings: Automate research with AI-powered workflows

  • Better Decisions: Combine fundamentals, technicals, and sentiment

For Developers

  • MCP Template: Reference implementation for financial tool servers

  • Gradio Best Practices: Professional UI patterns with Gradio 6

  • API Integration: Multi-source data aggregation examples

  • Testing Framework: Safe paper trading environment for strategy validation

For AI Assistants

  • Context Enhancement: Give Claude/GPT financial superpowers

  • Agentic Workflows: Enable complex multi-step trading strategies

  • Real-time Data: Connect LLMs to live market information

  • Tool Orchestration: Demonstrate MCP's composability potential

Potential Extensions

  • Live Trading: Production Alpaca integration (easy switch from paper)

  • Advanced Strategies: Options, futures, arbitrage implementations

  • Social Trading: Share and clone successful agent workflows

  • Educational Platform: Interactive finance courses powered by AI

🎥 Demo Video

Coming Soon: Full walkthrough of MonteWalk's features, MCP integration, and agentic workflows.

🚀 Quick Start

Option 1: Try on Hugging Face Spaces (Recommended)

Click the Gradio UI above to:

  1. Explore the dashboard and toolbox

  2. View MCP client setup instructions

  3. Test tools directly in your browser

Option 2: Run Locally

Prerequisites

Installation

git clone https://github.com/N-lia/MonteWalk.git cd MonteWalk python3 -m venv .venv source .venv/bin/activate # Windows: .venv\Scripts\activate pip install -r requirements.txt

Configuration

cp .env.example .env # Edit .env with your API keys: # ALPACA_API_KEY=your_key # ALPACA_SECRET_KEY=your_secret # NEWSAPI_KEY=your_key (optional)

Run

# Gradio UI + MCP Server uv run app.py # Or pure MCP Server (for Claude Desktop) uv run server.py

Option 3: Connect to Claude Desktop

1. Add to

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{ "mcpServers": { "montewalk": { "command": "/absolute/path/to/MonteWalk/.venv/bin/python", "args": ["/absolute/path/to/MonteWalk/server.py"] } } }

2. Restart Claude Desktop

3. Start using MonteWalk:

  • "What's my portfolio risk?"

  • "Analyze AAPL technicals and sentiment"

  • "Backtest a 10/50 MA crossover on MSFT"

  • "Run morning briefing"

📚 Documentation

🏗️ Architecture

MonteWalk/ ├── app.py # Gradio 6 UI + MCP server ├── server.py # Pure MCP server (stdio) ├── theme.py # Custom Gradio theme ├── config.py # Environment config ├── tools/ # 25 trading tools │ ├── market_data.py │ ├── execution.py │ ├── risk_engine.py │ ├── backtesting.py │ ├── feature_engineering.py │ ├── portfolio_optimizer.py │ ├── news_intelligence.py │ ├── watchlist.py │ ├── crypto_data.py │ └── ... ├── resources/ # Educational materials └── data/ # Local storage (gitignored)

Tech Stack

  • Frontend: Gradio 6.0, Custom CSS, Google Fonts

  • MCP: FastMCP, stdio/HTTP protocols

  • Data: yfinance, Alpaca SDK, CoinGecko, NewsAPI

  • Analysis: NumPy, SciPy, Pandas, pandas_ta

  • Sentiment: FinBERT (Modal serverless GPU)

  • Deployment: Hugging Face Spaces, Python 3.12

🎓 Learn More

🙏 Acknowledgments

Built for the MCP 1st Birthday Hackathon by N-lia.

Special thanks to:

  • Anthropic for the Model Context Protocol specification

  • Gradio for the amazing UI framework and MCP support

  • Alpaca for free paper trading infrastructure

  • Modal for serverless GPU inference

📄 License

MIT License - see LICENSE for details.

🔗 Links

Made with ❤️ for the trading community

One-click Deploy
A
security – no known vulnerabilities
F
license - not found
A
quality - confirmed to work

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