title: MonteWalk emoji: 🏔️ colorFrom: blue colorTo: purple sdk: gradio sdk_version: 6.0.0 app_file: app.py pinned: true tags:

• building-mcp-track-enterprise
• building-mcp-track-consumer
• MODAL.com

🏔️ MonteWalk

Institutional-grade quantitative trading tools for AI agents
Built for the MCP 1st Birthday Hackathon 🎉

📊 MCP Server Stats:
🛠️ 25+ Tools | 📡 4 Resources | 🎯 6 Agentic Prompts

🎯 The Problem

Retail traders face an overwhelming flood of market data, news, and analysis tools—but lack the institutional-grade infrastructure to make sense of it all:

• Data Overload: Thousands of stocks, crypto assets, news sources—impossible to monitor manually
• Risk Blindness: No access to professional risk metrics (VaR, drawdown, Monte Carlo)
• Execution Friction: Scattered tools across multiple platforms, no unified workflow
• AI Disconnect: Existing AI assistants can't access real-time market data or execute trades

What if your AI assistant could be your quantitative analyst, risk manager, and trading desk—all in one?

✨ The Solution

MonteWalk is a Model Context Protocol (MCP) server that transforms AI assistants like Claude into institutional-grade trading terminals. It provides:

🔌 MCP Integration

Connect to Claude Desktop, VSCode, or any MCP-compatible client to give your AI:

• Real-time market data (stocks, crypto, news)
• Portfolio management and execution
• Risk analytics and backtesting
• Intelligent workflows and automation

🎨 Beautiful Gradio 6 Interface

Test all tools through a polished, professional UI featuring:

• Live Dashboard: Portfolio, watchlist, crypto trends, news feed
• Interactive Toolbox: Direct access to 25+ trading tools
• MCP Client Setup: Copy-paste configuration for instant connection
• Dark Theme: Sleek glassmorphism design with smooth animations

🧠 Agentic Workflows

Pre-built prompts that guide AI through complex multi-step analyses:

• Morning Briefing: Portfolio review, market scan, risk check
• Gamma Hunt: Find unusual market activity and deep-dive top picks
• Ticker Analysis: Comprehensive research (fundamentals, technicals, sentiment)
• Portfolio Rebalancing: Optimize weights using modern portfolio theory

🚀 Key Features

📊 Market Intelligence

• Multi-source Data: Yahoo Finance, Alpaca, CoinGecko—all cached for speed
• Crypto Support: Live prices, trending coins, comprehensive market data
• News Aggregation: yfinance → NewsAPI → GNews fallback pipeline
• Sentiment Analysis: FinBERT-powered financial sentiment scoring (via Modal)
• Unusual Activity Scanner: Detect big movers, volume spikes, reversal candidates

📈 Advanced Visualizations

• Candlestick Charts: Professional OHLC charts with volume bars
• Interactive Charts: Line, bar, histogram, scatter, heatmap support
• Dark Theme: Charts styled to match UI with custom color palette
• Base64 Encoding: Charts returned as embeddable images for AI consumption
• Integrated with Tools: get_price(visualize=True), monte_carlo_simulation(visualize=True), etc.

⚡ Paper Trading Engine

• $100K Virtual Capital: Risk-free strategy testing on Alpaca Paper Trading
• Smart Execution: Simulated slippage and transaction costs
• Pre-trade Risk Checks: Prevents portfolio concentration >50%
• Position Management: Instant portfolio view and one-click flatten

🛡️ Institutional Risk Analytics

• Value at Risk (VaR): Historical simulation at any confidence level
• Monte Carlo Forecasting: GBM-based portfolio path simulations
• Volatility Metrics: Annualized portfolio standard deviation
• Drawdown Analysis: Track maximum peak-to-trough decline

🔬 Professional Backtesting

• Walk-Forward Analysis: Out-of-sample validation to prevent overfitting
• Strategy Lab: Test MA crossovers, custom indicators, any logic
• Transaction Costs: Realistic modeling with slippage and fees

📈 Technical Analysis Suite

• Smart Signals: Automated Buy/Sell/Neutral recommendations
• 20+ Indicators: RSI, MACD, Bollinger Bands, SMAs, and more
• Portfolio Optimization: Mean-variance, risk parity algorithms

🎯 Intelligent Watchlist

• Auto-sync: Detects owned stocks not in watchlist and prompts addition
• Live Prices: Real-time updates for tracked symbols
• News Feed: Aggregated headlines for all watched assets

🎨 UI/UX Showcase

MonteWalk features a professionally designed Gradio 6 interface optimized for traders:

Landing Page

• Hero Section: Clear value proposition with feature cards
• Glassmorphism Design: Modern dark theme with subtle transparency
• Smooth Navigation: Instant page transitions with scroll-to-top

Dashboard

• 4-Panel Layout: Portfolio, Watchlist, Crypto, News—all in one view
• One-Click Refresh: Update all data sources simultaneously
• Responsive Design: Works seamlessly on desktop and tablet

Toolbox

• Organized by Category: 9 tool groups with collapsible accordions
• Dynamic Forms: Auto-generated from function signatures
• Clear Results: Formatted outputs with syntax highlighting

Settings

• API Configuration: Secure credential management with password fields
• Instant Feedback: Clear success/error messages
• Restart Prompt: Guides users on applying changes

🔧 Technical Implementation

Built with Gradio 6

• Native MCP Support: demo.launch(mcp_server=True) enables seamless integration
• Custom Theming: Professional dark palette using gr.themes.Base
• Advanced CSS: Glassmorphism effects, custom animations, responsive grid
• Navigation State: Visibility control for multi-page SPA experience

MCP Architecture

• 25+ Tools: Comprehensive trading toolkit spanning 9 categories
• 4 Resources: Live portfolio, watchlist, news, crypto feeds
• 6 Prompts: Guided workflows for complex multi-step analyses
• Error Resilience: Automatic fallbacks and graceful degradation

Data Pipeline

• Caching Strategy: 5-minute TTL on market data requests
• Multi-source Fallback: yfinance → NewsAPI → GNews → CoinGecko
• FinBERT Sentiment: Serverless GPU inference via Modal endpoint
• Local Storage: JSON-based portfolio and watchlist persistence

Visualization System

• Matplotlib + Seaborn: Professional charts with dark theme
• 6 Chart Types: Candlestick, line, bar, histogram, scatter, heatmap
• mplfinance Integration: Specialized candlestick rendering with volume
• Base64 Images: Charts encoded for AI/web consumption
• Tool-Integrated: Optional visualize parameter in key functions

Market Scanner

• 3 Scan Types: Big movers, volume spikes, reversal candidates
• Real-time Data: Powered by Alpaca market data API
• Smart Filtering: Configurable thresholds and limits
• Visualization Support: Bar charts for scan results

Security & Safety

• Paper Trading Only: Zero real money risk
• Environment Variables: API keys never committed to code
• Position Limits: Hard-coded risk checks on every trade
• Audit Logging: Complete action trail with timestamps

🌍 Real-World Impact

MonteWalk democratizes institutional-grade quantitative finance for retail traders and developers:

For Individual Traders

• Learn by Doing: Practice strategies with $100K virtual capital
• Risk Education: Understand VaR, drawdown, volatility in real-time
• Time Savings: Automate research with AI-powered workflows
• Better Decisions: Combine fundamentals, technicals, and sentiment

For Developers

• MCP Template: Reference implementation for financial tool servers
• Gradio Best Practices: Professional UI patterns with Gradio 6
• API Integration: Multi-source data aggregation examples
• Testing Framework: Safe paper trading environment for strategy validation

For AI Assistants

• Context Enhancement: Give Claude/GPT financial superpowers
• Agentic Workflows: Enable complex multi-step trading strategies
• Real-time Data: Connect LLMs to live market information
• Tool Orchestration: Demonstrate MCP's composability potential

Potential Extensions

• Live Trading: Production Alpaca integration (easy switch from paper)
• Advanced Strategies: Options, futures, arbitrage implementations
• Social Trading: Share and clone successful agent workflows
• Educational Platform: Interactive finance courses powered by AI

🎥 Demo Video

Coming Soon: Full walkthrough of MonteWalk's features, MCP integration, and agentic workflows.

🚀 Quick Start

Option 1: Try on Hugging Face Spaces (Recommended)

Click the Gradio UI above to:

1. Explore the dashboard and toolbox
2. View MCP client setup instructions
3. Test tools directly in your browser

Option 2: Run Locally

Prerequisites

• Python 3.12+
• Alpaca Paper Trading Account (free)
• NewsAPI Key (optional, 100 free requests/day)

Installation

git clone https://github.com/N-lia/MonteWalk.git
cd MonteWalk
python3 -m venv .venv
source .venv/bin/activate  # Windows: .venv\Scripts\activate
pip install -r requirements.txt

Configuration

cp .env.example .env
# Edit .env with your API keys:
# ALPACA_API_KEY=your_key
# ALPACA_SECRET_KEY=your_secret
# NEWSAPI_KEY=your_key (optional)

Run

# Gradio UI + MCP Server
uv run app.py

# Or pure MCP Server (for Claude Desktop)
uv run server.py

Option 3: Connect to Claude Desktop

1. Add to claude_desktop_config.json:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "montewalk": {
      "command": "/absolute/path/to/MonteWalk/.venv/bin/python",
      "args": ["/absolute/path/to/MonteWalk/server.py"]
    }
  }
}

2. Restart Claude Desktop

3. Start using MonteWalk:

• "What's my portfolio risk?"
• "Analyze AAPL technicals and sentiment"
• "Backtest a 10/50 MA crossover on MSFT"
• "Run morning briefing"

📚 Documentation

• API Reference: Complete tool documentation with examples
• .env.example: Configuration template

🏗️ Architecture

MonteWalk/
├── app.py              # Gradio 6 UI + MCP server
├── server.py           # Pure MCP server (stdio)
├── theme.py            # Custom Gradio theme
├── config.py           # Environment config
├── tools/              # 25 trading tools
│   ├── market_data.py
│   ├── execution.py
│   ├── risk_engine.py
│   ├── backtesting.py
│   ├── feature_engineering.py
│   ├── portfolio_optimizer.py
│   ├── news_intelligence.py
│   ├── watchlist.py
│   ├── crypto_data.py
│   └── ...
├── resources/          # Educational materials
└── data/               # Local storage (gitignored)

Tech Stack

• Frontend: Gradio 6.0, Custom CSS, Google Fonts
• MCP: FastMCP, stdio/HTTP protocols
• Data: yfinance, Alpaca SDK, CoinGecko, NewsAPI
• Analysis: NumPy, SciPy, Pandas, pandas_ta
• Sentiment: FinBERT (Modal serverless GPU)
• Deployment: Hugging Face Spaces, Python 3.12

🎓 Learn More

• Model Context Protocol: modelcontextprotocol.io
• Gradio 6 Docs: gradio.app/docs
• Alpaca Paper Trading: alpaca.markets/docs/trading/paper-trading

🙏 Acknowledgments

Built for the MCP 1st Birthday Hackathon by N-lia.

Special thanks to:

• Anthropic for the Model Context Protocol specification
• Gradio for the amazing UI framework and MCP support
• Alpaca for free paper trading infrastructure
• Modal for serverless GPU inference

📄 License

MIT License - see LICENSE for details.

🔗 Links

• GitHub: github.com/N-lia/MonteWalk
• Hugging Face Space: huggingface.co/spaces/N-lia/MonteWalk
• MCP 1st Birthday: huggingface.co/spaces/launch/mcp-1st-bday

Made with ❤️ for the trading community