Trade Coach for Claude, Cursor, ChatGPT & agents

Trade review (复盘) coach from your REAL fills: imports executed trades from the broker skill (IBKR Flex / Alpaca, read-only) or any broker CSV export (English or Chinese headers, Futu/Tiger style, U...

curl -fsSL https://tradeloop.top/install.sh | sh

What it does

Trade review (复盘) coach from your REAL fills: imports executed trades from the broker skill (IBKR Flex / Alpaca, read-only) or any broker CSV export (English or Chinese headers, Futu/Tiger style, UTF-8/GBK), FIFO-pairs them into round-trip trades, then grades the process A-F with fully transparent components — profit factor, expectancy, disposition effect (how long losers are held vs winners), loss concentration, fee drag — each with the number, threshold and weight shown, plus rule-based coaching notes and a per-symbol breakdown. Optionally writes the review to the wiki journal. Use for 'grade my trading this month', 'am I holding losers too long', post-mortem reviews. NOT for live positions or trade ideas — it only judges closed evidence, never says buy/sell.

The Trade Coach skill is one of 40+ pre-wired TradeLoop integrations that any MCP-compatible client — Claude Desktop, Claude Code, Cursor, Windsurf, Codex CLI, and ChatGPT desktop — can call out of the box. You don't configure MCP servers or copy API keys into a JSON file; the TradeLoop daemon discovers the skill at startup and exposes its tools to whichever AI client is running.

Sample prompts

Once TradeLoop is installed and Trade Coach is connected, ask your agent something like:

• “Import Broker broker from Trade Coach.”
• “Import Csv csv from Trade Coach.”
• “Fills from Trade Coach.”

Tools available (4)

• coach__import_broker

  Pull executed trades from a connected broker (via the read-only broker skill) into the local coach store: 'ibkr' uses the Flex Query trades section, 'alpaca' uses closed filled orders. Deduplicates against what's already stored — safe to run repeatedly. Requires the broker skill to be configured for that broker.

• coach__import_csv

  Import a broker CSV export of executed trades. Auto-detects columns from common English AND Chinese headers (symbol/代码, side/方向/买卖, qty/成交数量, price/成交价格, date/成交时间, fees/佣金 …) in UTF-8 or GBK — covers Futu/Tiger-style exports. Rows it can't parse are counted, not silently dropped.

• coach__fills

  List the normalized fills currently stored (optionally filtered by symbol and/or last N days) — use to verify an import before running review.

• coach__review

  The trade review: FIFO-pairs stored fills into round trips over the window, then reports grade A-F with transparent components (profit factor, expectancy, disposition ratio, loss concentration, fee drag — value + threshold + weight each), coaching notes tied to those numbers, per-symbol P&L table, and the 10 most recen

How to connect

Trade Coach is a no-auth skill — there's nothing to connect. Once TradeLoop is installed, your agent can call its tools immediately.

1. Run curl -fsSL https://tradeloop.top/install.sh | sh on macOS / Linux (or the PowerShell command on Windows).
2. Run tradeloop login to create your account and a device-bound encryption key.
3. Run tradeloop update to sync the skill + credentials to every installed AI client.

Pricing

Free at every TradeLoop tier. Connect your account once at /connect; the OAuth or API-key credential stays encrypted on your machine and syncs to your other devices via the TradeLoop vault.

See the full TradeLoop pricing breakdown — Free $0/mo, Pro $29/mo, Ultra $99/mo — on the homepage.