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 🎉
📊 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
visualizeparameter 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:
- Explore the dashboard and toolbox
- View MCP client setup instructions
- Test tools directly in your browser
Option 2: Run Locally
Prerequisites
- Python 3.12+
- uv (optional, recommended)
- Alpaca Paper Trading Account (free)
- NewsAPI Key (optional, 100 free requests/day)
Installation
git clone https://github.com/N-lia/MonteWalk.git
cd MonteWalk
# Option 1: Using uv (recommended) - handles venv creation and dependency install
uv sync
# Option 2: Using pip
# 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 claude_desktop_config.json:
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
- API Reference: Complete tool documentation with examples
- .env.example: Configuration template
🏗️ 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
- Model Context Protocol: modelcontextprotocol.io
- Gradio 6 Docs: gradio.app/docs
- Alpaca Paper Trading: alpaca.markets/docs/trading/paper-trading
🙏 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
- GitHub: github.com/N-lia/MonteWalk
- Hugging Face Space: huggingface.co/spaces/N-lia/MonteWalk
- MCP 1st Birthday: huggingface.co/spaces/launch/mcp-1st-bday
Made with ❤️ for the trading community