MonteWalk 🚀

Institutional-grade quantitative finance tools for AI agents.

License: MIT MCP Compatible

MonteWalk is an MCP server that gives AI assistants (like Claude) access to professional trading tools: real-time market data, paper trading, risk analysis, and portfolio optimization.

✨ Key Features

📊 Market Intelligence: Aggregates data from Yahoo Finance, Alpaca, and CoinGecko.
💰 Paper Trading: Real execution via Alpaca ($100k virtual account).
⚠️ Risk Management: Monte Carlo simulations, VaR, and volatility metrics.
📈 Backtesting: Test strategies with walk-forward analysis.
🗞️ News & Sentiment: Multi-source news aggregation with NLP sentiment scoring.
🤖 Intelligent Watchlist: Auto-syncs with your portfolio via AI prompts.

🚀 Quick Start

1. Prerequisites

Python 3.12+
Alpaca Account (Free Paper Trading)
NewsAPI Key (Optional)

2. Installation

git clone https://github.com/N-lia/MonteWalk.git cd MonteWalk python3 -m venv .venv source .venv/bin/activate pip install mcp yfinance pandas numpy scipy pandas_ta textblob gnews newsapi-python pycoingecko alpaca-py python -m textblob.download_corpora

3. Configuration

Create a .env file:

cp .env.example .env

Edit .env with your keys:

ALPACA_API_KEY=your_key ALPACA_SECRET_KEY=your_secret NEWSAPI_KEY=your_key # Optional

4. Run Server

For Hugging Face Deployment (Gradio UI + MCP):

uv run app.py

For Local Claude Desktop (stdio-based MCP):

uv run server.py

🔌 Connect to Claude Desktop

Local Connection (Recommended):

Add to your claude_desktop_config.json:

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

Note: Replace /absolute/path/to/MonteWalk with your actual path.

Alternative (Streamable HTTP via Gradio): If using app.py, configure with URL:

{ "mcpServers": { "montewalk": { "url": "http://localhost:7860/gradio_api/mcp/" } } }

⚠️ Note: You must start app.py BEFORE launching Claude Desktop for this to work.

📚 Usage

Just ask Claude:

"What's my portfolio risk?"
"Analyze TSLA technicals and sentiment."
"Backtest a 10/50 MA crossover on Apple."
"Buy 10 shares of MSFT."
"Run morning briefing." (Auto-syncs watchlist!)

See API_REFERENCE.md for full tool documentation.

🛠️ Architecture

Core: FastMCP server
Data: yfinance, Alpaca, CoinGecko, NewsAPI
Analysis: NumPy, SciPy, Pandas, TextBlob
Security: Paper trading only, local data storage

📄 License

MIT License. Built for the MCP 1st Birthday Hackathon.

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Related Resources

GitHub Repository

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MonteWalk