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TradeBlocks

Options trading analytics platform with a web dashboard and AI-powered analysis via MCP (Model Context Protocol).

Repository Structure

tradeblocks/ ├── app/ # Next.js web application ├── components/ # React components (shadcn/ui + Plotly charts) ├── tests/ # Jest test suites ├── docs/ # Documentation │ └── development.md # Architecture and local dev guide └── packages/ ├── lib/ # Core business logic (@tradeblocks/lib) ├── mcp-server/ # MCP server (npm: tradeblocks-mcp) └── agent-skills/ # AI agent skill definitions 

Quick Start

Development Setup

git clone https://github.com/davidromeo/tradeblocks.git cd tradeblocks npm install npm run dev # Web dashboard at http://localhost:3000

MCP Server

# Run directly with npx npx tradeblocks-mcp ~/Trading/backtests # Or from source npm run build -w packages/mcp-server node packages/mcp-server/server/index.js ~/Trading/backtests

Testing

npm test # All tests npm test -- path/to/file.test.ts # Single file npm run test:coverage # Coverage report

Documentation

Guide Description
Development Guide Architecture, local setup, testing
MCP Server README Installation, platform configuration
MCP Usage Guide Tool reference, example workflows
Agent Skills Guided conversational analysis

Data Format

Both the web dashboard and MCP server accept CSV exports from platforms like Option Omega. Each block contains:

  • tradelog.csv (required) - Trade history with P/L, dates, strategy name
  • dailylog.csv (optional) - Daily portfolio values for enhanced drawdown calculations
  • reportinglog.csv (optional) - Actual/reported trades for backtest vs live comparison

Files are auto-detected by column headers, not filenames. See USAGE.md for format details.

Features Overview

Web Dashboard

  • Performance dashboards with equity curves, drawdowns, monthly returns
  • Risk tooling: Monte Carlo simulator, position sizing, correlation analysis
  • Block-based organization for multiple strategies
  • Client-side storage (IndexedDB) - data stays on your machine

MCP Server

  • Tools for statistics, simulations, walk-forward analysis, and SQL queries
  • SQL analytics layer (run_sql + describe_database) for flexible data exploration
  • Market data import and enrichment (import_market_csv + enrich_market_data)
  • Lookahead-free trade enrichment with market context (VIX regimes, intraday timing)
  • Works with Claude Desktop, Claude Code, Codex CLI, Gemini CLI, ChatGPT, Google AI Studio
  • Agent skills for guided strategy health checks and portfolio recommendations

Contributing

  1. Create a feature branch
  2. Update or add tests when behavior changes
  3. Run npm run lint and npm test before opening a pull request

License

MIT

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Portfolio analytics analysis for OptionsOmega portfolio back tests

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