Your broker, safely connected to your AI.
The free, open-source bridge between your real brokerage and exchange accounts and any AI assistant or app. Read-only by default: your AI can see your portfolio and can never touch it. Your keys stay on your machine.
The safe bridge from your broker to your AI.
Claude, ChatGPT, Cursor, or anything you build on one side. Your real accounts on the other. The bridge between them is built read-only from the first line of code, so your AI gets perfect, live sight of your portfolio while your accounts and your keys stay entirely, provably yours.
your brokers & exchanges
+ 16 more
Broker SDK
open source · runs on your machine
✓ accounts, live
✓ positions, live
✓ trade history
✓ stats from real fills
read-only by design · keys stay on your machine
your AI
or any MCP client, or your own app
Ask your portfolio anything.
Once your accounts are connected, your AI stops guessing about your money and starts answering from it. Real balances, real positions, real fills, across every broker and exchange you use, in plain language.
“What am I actually holding right now, across every account?”
Every open position from every connected broker and exchange, in one answer.
“How did I really trade this month?”
Win rate and realized P&L computed from your real fills, not your memory.
“Which of my accounts is sitting in cash?”
Balances and equity per account, compared for you.
“Summarize this week for my trading journal.”
Your trade history, newest first, ready to reflect on.
“Anything unusual in my portfolio this morning?”
A fresh snapshot on demand; the cache refreshes when you ask.
“Build me a dashboard of all my accounts.”
The same SDK powers real apps, so your AI can code against it directly.
22 brokers and exchanges. One connection.
Stocks, options, futures, and crypto accounts all speak the same language once they’re connected. Twelve return full trade history today, and any broker that can export a CSV statement works from day one.
includes trade history
Read-only by default
The root export reads accounts, balances, positions, and history. Nothing in it can place an order.
Keys stay local
It runs where your code runs: no hosted service, no telemetry, and your keys never touch anyone else’s servers.
Sanctioned APIs only
Each broker’s own official API: no scraping, no reverse-engineered private endpoints, ever.
Order placement exists, deliberately quarantined in a separate module, paper and sandbox first, where live trading requires an exact acknowledgement sentence typed by you. Nothing in the root export can move money.
For the builders
One schema under everything.
One npm package, zero runtime dependencies, strict TypeScript. Every broker returns the same normalized snapshot (accounts, balances, positions, trades), so code written once works against all twenty-two. Every adapter is gated by a committed golden test vector, live canaries run real read-only accounts on schedule, and an API watch files an issue the day a broker’s docs drift.
const portfolio = createPortfolio()portfolio.add({ broker: 'alpaca', credentials: { apiKey, apiSecret } })portfolio.add({ broker: 'binance', credentials: { apiKey, apiSecret } })portfolio.add({ broker: 'hyperliquid', credentials: { walletAddress } }) const { snapshots, failures } = await portfolio.fetchAll()const stats = computeStats(snapshots)console.log(stats.totalEquity, stats.trades?.winRate)
Portfolio sweep
Every account fetched at once; one broker failing never blanks the rest.
Stats engine
Win rate and realized P&L from real fills, FIFO-matched, deterministic.
CSV statement import
Any broker that can export a statement is supported the same day.
Sync daemon + webhooks
Polls, spots what changed, and notifies your systems with signed webhooks.
Drop-in connect UI
A React component renders every broker’s exact credential form.
Credential rotation
Rotating tokens handled first-class; replacements handed back to persist.
Your agent, reading your accounts.
Six read-only tools in the local LuxAlgo MCP server give Claude, Cursor, or any AI assistant live sight of your real portfolio. They run only on your machine, with your own keys, and nothing in them can place a trade. That is the deal, and it is enforced in code.
broker_setup
Supported brokers, their env vars (set or unset, never values), read-only key guides.
broker_accounts
Connected accounts: broker, currency, equity, cash.
broker_positions
Open positions with market values, asset class, entry price; negative quantity means short.
broker_trades
Trade history, newest first; filter by broker or symbol.
broker_stats
Total equity, equity by broker, top positions, FIFO win rate and realized PnL.
broker_refresh
Bypass the 5-minute cache and re-fetch now.
Your keys. Your machine. Your data.
MIT. Zero dependencies. Forever.
ESM and CJS, strict TypeScript, nothing phoning home. Built for the apps and agents you ship.
MIT © LuxAlgo Global, LLC · zero runtime dependencies · no telemetry · contribute
This software reports what your broker reports. It is not investment advice, and nothing in it recommends any trade. Use at your own risk; verify important numbers against your broker’s own statements.