Stock Compass

io.github.Stock-Compass由 GitHub 账号 Stock-Compass 发布v1.0.0更新于 Oct 30, 2026

Watchlist, signals, trades and journal for HK, US and China A-share stocks. Records only; no orders.

已验证Streamable HTTP可网页运行效率与工作流金融

概览

AI 生成的概览

Stock Compass 的远程 MCP 连接器，让 AI 读取并更新你在港股、美股和 A 股上的自选股、持仓、信号、交易与日志。

可以做什么
  • 读取自选股、持仓、交易、信号和价格提醒
  • 记录、更正或删除交易，修改止损与目标价
  • 增删自选股并设置价格提醒
  • 协助撰写策略并解读回测结果
  • 共提供 11 个工具，其中 4 个读取、7 个写入
适用场景
适合已经在 Stock Compass 记录交易、希望 AI 助手回答自己账户记录相关问题，或在对话中登记交易和提醒的用户。面向关注港股、美股和 A 股持仓、需要记账辅助而非下单执行的人。
运行要求
需要 Stock Compass Pro 账户或免费试用；使用 ChatGPT 时须先在官网开通试用。需要支持自定义 MCP 服务器（连接器）的 AI 应用套餐。通过 stock-compass.app 的 OAuth 登录，或不支持 OAuth 的客户端使用 Authorization Bearer 请求头携带 API 密钥。需能访问远程端点。
安装前请注意
它会写入你的账户：交易、自选股、止损、目标价和提醒都可能被新增、修改或删除，若无需改动请只授予只读权限。它不会向券商下单。AI 读取的记录会进入与该 AI 服务商的对话，受其隐私条款约束。使用完毕后可在设置中撤销授权或 API 密钥。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Stock Compass，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.Stock-Compass%2Fstock-compass/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "mcpServers": {
    "stock-compass": {
      "type": "http",
      "url": "https://stock-compass.app/api/mcp"
    }
  }
}

README

[Stock Compass]

English · 简体中文

Stock Compass for AI apps

Use your Stock Compass records from any AI app or agent. You can ask about your watchlist, holdings, signals, trades and journal; have it record, correct or delete a trade, change a stop or target, or set a price alert; or get help writing a strategy and reading a backtest. It covers Hong Kong, US and China A-shares.

It only keeps records. Recording a trade writes it into your Stock Compass journal. It never places an order with a broker.

What it looks like: stock-compass.app/en/ai · the site itself, with sample data: demo.

[In ChatGPT, the user asks to record a buy of 5 NVDA at 205. The AI shows the trade marked pending confirmation, not saved yet; after Confirm and save trade, Stock Compass records it and lists the updated holdings.]

Recording a buy in ChatGPT: a preview first, saved only after you confirm. No order goes to a broker.

Before you start

  • A Stock Compass Pro account, or the free trial. New accounts can try Pro free, with no card. With ChatGPT, start it on the site first: ChatGPT's approval page cannot start one.
  • An AI app whose plan can add a custom MCP server (also called a custom connector). That is each company's rule, and it changes. As their help pages put it on 2026-10-31:
    • Claude: every plan (Free, Pro, Max, Ultra, Team, Enterprise). Free allows one custom connector; on Team and Enterprise an owner adds it for the organization first. (Claude help)
    • ChatGPT: on chatgpt.com, not the mobile apps. Business, Enterprise and Edu workspaces can (on Business, admins and owners add it). A personal Pro account can read but not make changes. Other plans are not listed. (OpenAI help)
    • Claude Code, Cursor and other MCP clients: add a remote MCP server; where OAuth is not supported, use an API key.

Let your AI set it up

Paste this into your AI app (Claude, ChatGPT, Claude Code, Cursor or any other):

text
Set me up with Stock Compass: open https://stock-compass.app/ai/setup.md and follow it step by step to install it, sign me up and get me started.

The AI reads the setup guide and walks you through connecting your app. If you have no account yet, it also helps you sign up; new accounts get a free Pro trial with no card. You sign in on stock-compass.app itself and never give the AI your password. To do it by hand instead, see Connect your AI app.

What is in this repository

What it doesWorks with
MCP connector at https://stock-compass.app/api/mcpGives an AI 11 tools on your own records: 4 that read and 7 that writeAny app that supports remote MCP servers: Claude, ChatGPT, Claude Code, Cursor and others
Skill, skills/stock-compass/Teaches an AI how all of Stock Compass works and the rules for using it. It covers signals, strategies and every indicator, backtests, trades, fees, the journal, execution discipline, sizing, alerts, emails, plans, API keys and the REST API.Apps that load Agent Skills (SKILL.md). For other apps, the files can be read as plain documentation.
Claude plugin, .claude-plugin/Installs the connector and the skill in one stepClaude (web, desktop app, Cowork) and Claude Code

The skill is three reference files plus SKILL.md. An AI reads a file only when the question needs it:

  • SKILL.md: when to use the tools, and the rules (confirm before any change, no advice);
  • product.md: every page, plan, email and setting;
  • strategies.md: rules, all 96 indicators, strategy JSON import, backtests;
  • api.md: OAuth, API keys, MCP tools, REST endpoints and errors.

Connect your AI app

AppHow
Claude (web, desktop app, Cowork)Customize → Plugins → Add → Add marketplace → Stock-Compass/stock-compass-plugin. Install Stock Compass, then connect it on the plugin's Connectors tab.
Claude Codeclaude plugin marketplace add Stock-Compass/stock-compass-plugin, then claude plugin install stock-compass@stock-compass. In Claude Code, /reload-plugins, then /mcp to sign in.
ChatGPTStart Pro or the free trial on stock-compass.app first: ChatGPT's approval page cannot start one. Then chatgpt.com/plugins → + → Add custom MCP server. Paste https://stock-compass.app/api/mcp and choose OAuth.
Any other MCP clientAdd https://stock-compass.app/api/mcp as a remote MCP server (Streamable HTTP) with OAuth, or with the header Authorization: Bearer sc_… and an API key. It is in the official MCP Registry as io.github.Stock-Compass/stock-compass (listing) and on Glama.
Scripts, or tools without MCPUse the REST API at https://stock-compass.app/api/v1 with an API key. See api.md.

Each app sends you to stock-compass.app to sign in and approve it:

  • Read only (the default): your watchlist, holdings, trades, signals and price alerts.
  • Read and make changes: also add or remove watchlist stocks, record, correct or delete trades, change stops and targets, and set price alerts.

You can disconnect, or revoke an API key, at any time under Settings → AI apps & API on stock-compass.app.

Add the skill to your AI

  • Claude: the plugin above includes it.
  • Apps that load Agent Skills: copy the skills/stock-compass folder into the app's skills folder. Each app documents its own location.
  • Any other AI: give it the files above, or point it at stock-compass.app/llms.txt for a short summary.

Things to ask

  • "What's on my Hong Kong watchlist, and what are my stops?"
  • "Which buy signals did my strategies record this week?"
  • "I bought 200 shares of 700 at 382.4 today. Record it, stop at 350."
  • "Help me write a breakout strategy with an 8% stop, and give me the JSON to import."
  • "Why did my backtest say PARTIAL?"
  • "What does 'cost of waiting' on my journal page mean?"

Data

When you use it, the AI reads the records it needs from your account and sends Stock Compass only the changes you approve. What it reads becomes part of your conversation with that AI, under its provider's privacy terms. Stock Compass stores your sign-in only as a hashed token or key, and logs every change made through a connection; you can see the log in Settings. See the privacy policy.

Support

Email [email protected] or open an issue.

License

MIT

来源：README.md，提交 cb4160c

工具

0
该服务器需要登录，因此 SourceWeft 无法在没有账号的情况下读取其工具，也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

1
  1. v1.0.0最新Oct 30, 2026

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