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A comprehensive MCP (Model Context Protocol) Server that brings quantitative stock analysis, strategy backtesting, and trade execution to Claude Code. Connects to Interactive Brokers TWS for live/paper trading of US stocks, with yfinance as a zero-config fallback for analysis.

# 1. Install uv tool install quant-trader # 2. Configure IB connection (optional — works without IB using yfinance) mkdir -p ~/.quant-trader cat > ~/.quant-trader/config.yaml << 'EOF' mode: paper ib_host: 127.0.0.1 ib_port: 7497 max_order_value: 10000.0 max_daily_loss: 2000.0 watchlist: [AAPL, MSFT, NVDA, TSLA, AMZN] EOF # 3. Add to Claude Code MCP config

Add to your Claude Code MCP settings:

{ "mcpServers": { "quant-trader": { "command": "quant-trader", "args": [] } } }

Then ask Claude: "run quant-trader doctor" to verify.

The built-in daily workflow automates a 7-step analysis process:

Trigger phrases: "morning briefing", "intraday snapshot", "EOD summary", "meme scan"

Each strategy returns: signal (buy/sell/hold), strength (0-100), reason, and key indicators. All strategies include backtesting with Sharpe ratio, max drawdown, win rate, and total return.

All reports are saved to the reports/ directory (git-ignored for privacy):

reports/ ├── portfolio.md # Current holdings (continuously updated) ├── journal.json # Trade log with win rate tracking ├── audit.json # Order audit trail ├── YYYY-MM-DD-morning.md # Pre-market briefing ├── YYYY-MM-DD-intraday.md # Intraday snapshots ├── YYYY-MM-DD-eod.md # End-of-day summary └── YYYY-MM-DD-meme.md # Hot/meme stock daily report 

git clone https://github.com/zw008/quant-trader.git cd quant-trader uv sync --all-extras uv run pytest tests/ -v --cov=quant_trader # 136 tests, 90%+ coverage

• Python 3.12+
• yfinance — market data (free, no API key needed)
• ib_insync — Interactive Brokers connection
• mcp — Model Context Protocol server
• pandas + pandas-ta — data analysis & technical indicators
• feedparser — news RSS feeds
• cachetools — TTL caching for API calls

MIT

为 Claude Code 打造的量化交易 MCP Server，支持美股分析、策略回测、模拟/实盘交易。通过 Interactive Brokers TWS 连接券商，也可以用 yfinance 零配置使用分析功能。

# 1. 安装 uv tool install quant-trader # 2. 配置 IB 连接（可选 — 不连IB也能用yfinance分析） mkdir -p ~/.quant-trader cat > ~/.quant-trader/config.yaml << 'EOF' mode: paper ib_host: 127.0.0.1 ib_port: 7497 max_order_value: 10000.0 max_daily_loss: 2000.0 watchlist: [AAPL, MSFT, NVDA, TSLA, AMZN] EOF # 3. 添加到 Claude Code MCP 配置

在 Claude Code MCP 配置中添加：

{ "mcpServers": { "quant-trader": { "command": "quant-trader", "args": [] } } }

然后对 Claude 说："运行 quant-trader doctor" 验证安装。

内置 7 步标准分析流程，对 Claude 说"收盘分析"即可一键执行：

常用指令：

• "开盘早报" → 盘前分析 + watchlist评分
• "盘中快照" → 持仓实时涨跌 + 止盈止损提示
• "收盘分析" → 完整7步分析
• "meme扫描" → 热门小盘股异动
• "分析 AAPL" → 单只股深度分析
• "回测均线策略 NVDA" → 策略回测

• 默认纸上交易（paper mode）
• 订单需两步确认（计划→执行）
• 实盘需双重确认（confirm_live=True）
• 订单计划5分钟过期
• 单笔上限 + 日亏损限制
• 全操作审计日志

git clone https://github.com/zw008/quant-trader.git cd quant-trader uv sync --all-extras uv run pytest tests/ -v --cov=quant_trader # 136 tests, 90%+ coverage

MIT