New · AI Assistants (MCP) · Every plan

Your trading journal,
inside Claude & ChatGPT.

Connect your AI assistant to SignalDeck. It reads your real trades, R-multiples and backtests. It checks a new trade against your risk rules before you take it. With your permission, it logs the trade, moves the stop, closes it and writes the post-mortem.

54 tools · Claude · ChatGPT · Claude Code · read / write / delete permissions you control

Assistant · connected to SignalDeck
read + write
Thinking about long NQ at 18,420, stop 18,380, 2 contracts. Does that fit my FTMO rules?
▸ tool get_portfolio_heat
▸ tool check_trade_compliance preset=ftmo
It passes, but it's tight. You already have 1.6% open risk on ES and GC. This trade adds 0.8%, which puts worst-case daily loss at 4.1% of your 5% limit. One contract keeps you under 3.7%. Want me to log it at 1 contract?
Yes, 1 contract. Tag it "A+ setup".
▸ write create_trade NQ · LONG · 1 @ 18,420 · stop 18,380
▸ write set_trade_tags ["A+ setup"]
Logged. Trade #5132 is open in your journal with a 1R of $800.▍

Illustrative conversation. Numbers come from your own journal and risk rules.

Read · your real data

Ask your journal the questions
a dashboard can't answer.

Dashboards answer the questions someone designed them for. An assistant with your trade history can answer the one you actually have today, in plain English, from the same numbers the app shows you: R-multiples, SQN, expectancy, strategy breakdowns, your calendar and your goals.

It reads open positions, full trade history with notes and post-mortems, your review queue, backtests and live strategy runs. It only ever sees your own account.

"Which of my setups actually makes money in R, and which ones just feel good?"
"Compare my Friday afternoon trades to the rest of the week."
"What's in my review queue? Draft the missing notes for the trades without them."
"Is my breakout strategy tracking its backtest since I promoted it, or drifting?"
"Am I on pace for my journaling and P&L goals this month?"
Journal writes · this session
update_trade #5132 stop → 18,420✓
close_trade #5132 @ 18,510+2.25R
upsert_post_mortem #5132✓
attach_trade_screenshot exit✓
add_journal_entry mood: good✓
Every write: the assistant shows you the exact change and asks before it's made.

Write · with your permission

It doesn't just talk about
your journal. It keeps it.

Journaling fails when it's a chore. Tell your assistant what happened and it does the data entry: log the trade, trail the stop, close it with the exit reason, fill in the post-mortem, attach the chart and write the day's entry.

  • >Open, edit and close trades, including connected groups
  • >Notes, tags, signals, entry checklists and post-mortems
  • >Price and pip-distance alerts on open trades
  • >Screenshots: the file goes straight to your journal, not through the model
  • >Daily journal entries and mood

P&L, R-multiple and slippage are calculated by the same code the app uses, so a trade closed by your assistant is identical to one closed by hand.

Pre-trade · prop firm ready

A second opinion
before the order, not after.

Your assistant can run the same pre-trade checks as the app. It projects a new trade against your open book and your prop firm or custom rules, and flags concentration in a single symbol or strategy. It all happens in the conversation where you're already thinking through the trade.

  • >Portfolio heat across every open position
  • >Compliance check: FTMO preset, generic or your own rules
  • >Concentration check by symbol and strategy

Checks are read-only. Nothing is logged unless you ask. Prop firm features →

check_trade_compliance · FTMO WARN
Max daily loss (5%)4.1% worst case
Max total loss (10%)6.2% worst case
Index exposure3 of 4 positions
Open heat after entry2.4%
get_live_strategy_comparison · Breakout v3
BACKTEST
LIVE
Win rate
48%
46%
Avg R
+0.42
+0.18
Max DD
-8.1R
-5.4R
Assistant: Win rate holds, but average R is less than half the backtest. Your exits are cutting winners early.

Backtests · live strategies

Theory vs. reality,
explained in plain English.

Your assistant can read every backtest you've run, including Walk-Forward and Monte Carlo results on plans that include them. It can also read how each promoted strategy has performed live since promotion, and scanner runs and signals too. Ask it why live results are drifting and it has the numbers to answer.

Strategy backtester → · Walk-Forward Analysis →

Permissions & safety

You decide what it can touch.

Three permission levels, chosen when you connect. The defaults are conservative, and nothing reaches your broker.

Read

Default

Trades, stats, strategies, journal, calendar, goals, backtests, live runs and pre-trade checks. Nothing changes.

Write

Opt in

Open, edit and close trades. Add notes, tags, signals, checklists, post-mortems, alerts, screenshots and journal entries. The assistant confirms each change with you first.

Delete

Separate opt in

Off unless you tick it on top of write. Deleting a trade also means typing back its symbol, because a deleted trade can't be restored.

Journal only. No broker orders, no billing, no account settings.
Your account only. A connection can never see or change another user's data.
Automated book is off limits. The scanner's managed positions can't be changed.
Hourly write limits. A runaway assistant can't rewrite your journal in bulk.
Revoke in one click. Settings → AI assistants (MCP) lists every token and connected app.
Password change cuts everything. Resetting or changing your password revokes every connection.
Imported trades warn. Editing a broker-synced field tells you the next re-import will overwrite it.
Standard OAuth sign-in. PKCE, short-lived access tokens and a consent screen that shows exactly what you're granting.

Setup

Connect in about two minutes.

You need a SignalDeck account (the free plan works). Then pick your assistant.

Server URL https://app.sgnldk.com/api/mcp

Claude & ChatGPT

claude.ai · ChatGPT · sign-in flow

  1. In your assistant's settings, add a custom connector and paste the server URL.
  2. Sign in to SignalDeck when prompted.
  3. On the consent screen, choose read, write and (optionally) delete, then Approve.

Custom connectors may need a paid assistant plan or developer mode, depending on the provider.

Claude Code

terminal · personal access token

  1. In SignalDeck: Settings → AI assistants (MCP). Create a token and tick write or delete if you want them.
  2. Run:
claude mcp add --transport http \
  signaldeck https://app.sgnldk.com/api/mcp \
  --header "Authorization: Bearer sd_pat_…"

Ask it to call whoami to confirm the account.

Claude Desktop

desktop app · token or connector

  1. Create a token in Settings → AI assistants (MCP).
  2. Copy the ready-made Claude Desktop config snippet shown next to your new token into Claude Desktop's config.
  3. Restart Claude Desktop. SignalDeck appears in your tools.

Tokens are shown once. Revoke them any time from the same screen.

54 tools

Everything the assistant can do.

Each tool runs the same code as the matching screen in the app, so the numbers always agree.

Trades & stats

List and filter trades, full trade detail and change history, open positions, dashboard stats (R, SQN, expectancy), per-strategy performance, tags, brokers and funding accounts.

Risk & review

Portfolio heat, trade compliance check (FTMO, generic or custom rules), concentration check, and the review queue of trades missing notes, post-mortems or stops.

Backtests & strategies

Backtest history and full results, live strategies, backtest-vs-live comparison, scanner runs and buy signals.

Journal & calendar

Read, add and edit journal entries and mood. Monthly and yearly calendar summaries, your journaling and P&L goals, and the daily market review.

Trade lifecycle write

Create a trade, edit size, stop, target and fees, close it with exit reason and intended stop, and close a connected group in one step.

Trade details write

Notes, tags, signals, entry checklist, post-mortem, price and pip alerts, and screenshots (inline or through a one-time upload link).

Why this is different

Plenty of tools have an AI chat box. Very few let the AI you already use work directly with your journal.

Approach What the AI can do with your journal
SignalDeck MCP Your choice of Claude or ChatGPT reads your full history and backtests, runs risk checks, and logs, edits and closes trades under permissions you control
Built-in AI chat in a journal Works only inside that app, with the vendor's chosen model and often a daily question cap. You can't bring the assistant you already use.
Export a CSV and paste it into a chatbot A one-off snapshot that goes stale immediately. No live positions, no backtests, and nothing flows back into the journal.
Post-trade journal with no AI access Nothing. You do the data entry and the analysis yourself.

Competitor features change. Verify current specs on their sites. See full comparisons →

Stop copy-pasting trades into a chatbot.

Give your assistant the real journal instead: live positions, R-multiples, backtests and your own rules. Available on every plan, including Free.

Start free, then connect your assistant

Frequently Asked Questions

What is MCP?

MCP (Model Context Protocol) is an open standard that lets an AI assistant call tools in another app. SignalDeck runs an MCP server, so a connected assistant can read your journal and, if you allow it, make changes to it on your behalf.

Which AI assistants work with SignalDeck?

Claude (claude.ai, Claude Desktop and Claude Code) and ChatGPT. claude.ai and ChatGPT connect with a sign-in and approval screen. Claude Code and Claude Desktop can also use a personal access token from Settings. Any MCP client that supports remote HTTP servers with OAuth or bearer tokens can connect the same way.

Can the assistant change or delete my trades?

Only if you allow it. Read access is the default. Write access is a separate permission you grant when you connect, and the assistant is instructed to show you each change and get your confirmation first. Deleting is a further opt-in on top of write, and deleting a trade also requires confirming its symbol, because a deleted trade can't be restored.

Can it place trades at my broker?

No. The assistant works inside your SignalDeck journal only. It never touches your broker, billing or account settings, and it can never change the automated scanner's managed positions.

Which plan includes it?

Every plan, including Free. Your plan's normal limits still apply through the assistant. For example, Free allows one screenshot per trade, and premium analytics fields stay premium. See plans →

What if I edit a trade that was imported from my broker?

The change is made, and the assistant tells you which fields came from the broker sync. The next forced re-import from MT5, cTrader, SnapTrade, IBKR or Tradovate will overwrite those fields. Manual and CSV trades never warn.

How do I disconnect an assistant?

In SignalDeck, go to Settings → AI assistants (MCP). Revoke a personal access token, or disconnect an app under Connected apps, and access stops immediately. Changing or resetting your password also cuts off every existing connection. Logging out of the web app does not.