Stock Compass

io.github.Stock-Compass由 GitHub 帳號 Stock-Compass 發布v1.0.0更新於 Oct 30, 2026

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

已驗證Streamable HTTP可網頁執行效率與工作流金融

概覽

AI 產生的概覽

Stock Compass 的遠端 MCP 連接器，讓 AI 讀取並更新你在港股、美股與 A 股的自選股、持倉、訊號、交易與日誌。

可以做什麼
  • 讀取自選股、持倉、交易、訊號與價格提醒
  • 記錄、更正或刪除交易，調整停損與目標價
  • 新增或移除自選股並設定價格提醒
  • 協助撰寫策略並解讀回測結果
  • 共提供 11 個工具，其中 4 個唯讀、7 個可寫入
適用情境
適合已在 Stock Compass 記錄交易、希望 AI 助理回答自己帳戶紀錄相關問題，或在對話中登記交易與提醒的人。面向關注港股、美股與 A 股持倉、需要記帳輔助而非下單執行者。
執行需求
需要 Stock Compass Pro 帳戶或免費試用；使用 ChatGPT 時須先在官網開通試用。需要方案允許自訂 MCP 伺服器（連接器）的 AI 應用程式。透過 stock-compass.app 的 OAuth 登入，或不支援 OAuth 的用戶端以 Authorization Bearer 標頭帶入 API 金鑰。需能連線至遠端端點。
安裝前請注意
它會寫入你的帳戶：交易、自選股、停損、目標價與提醒都可能被新增、修改或刪除，若無需變更請只授予唯讀權限。它不會向券商下單。AI 讀取的紀錄會進入與該 AI 服務商的對話，受其隱私條款約束。使用完畢可在設定中撤銷授權或 API 金鑰。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Stock Compass，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.Stock-Compass%2Fstock-compass/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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

來源：README.md，提交 cb4160c

工具

0
該伺服器需要登入，因此 SourceWeft 無法在沒有帳號的情況下讀取其工具，也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

1
  1. v1.0.0最新Oct 30, 2026

評分

已滿足適用檢查項的 85%

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    請讓伺服器在無憑證時回應 tools/list，或發布可在沙箱中無憑證啟動的軟體包。

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