{"id":43784508,"url":"https://github.com/marktisham/lumostrade","last_synced_at":"2026-02-06T20:01:00.552Z","repository":{"id":335726396,"uuid":"1146249496","full_name":"marktisham/LumosTrade","owner":"marktisham","description":"Lumos Trade is an open source trade visualization and analysis platform used to explore account performance, trades, and portfolio history, with AI-assisted workflows for questions and reporting. Powered by Google's Vertex AI/Agent Development Kit and MCP tool services. 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Lumos Trade runs as a self-hosted single-tenant application on Google Cloud.\n\n\u003cp align=\"center\"\u003e\n  \u003ca href=\"docs/images/screen1.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen1.png\" alt=\"Screenshot 1\" width=\"100%\" /\u003e\n  \u003c/a\u003e\n\u003c/p\u003e\n\n\u003cp align=\"center\"\u003e\n  \u003ca href=\"docs/images/screen7b.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen7b.png\" alt=\"Screenshot 7\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n  \u003ca href=\"docs/images/screen3.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen3.png\" alt=\"Screenshot 3\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n  \u003ca href=\"docs/images/screen5.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen5.png\" alt=\"Screenshot 5\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n\u003c/p\u003e\n\u003cp align=\"center\"\u003e\n  \u003ca href=\"docs/images/screen2.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen2.png\" alt=\"Screenshot 2\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n  \u003ca href=\"docs/images/screen4.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen4.png\" alt=\"Screenshot 4\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n  \u003ca href=\"docs/images/screen6.png\" target=\"_blank\"\u003e\n    \u003cimg src=\"docs/images/screen6.png\" alt=\"Screenshot 6\" width=\"32%\" /\u003e\n  \u003c/a\u003e\n\u003c/p\u003e\n\n## What you can do with Lumos\n\n- **Analyze performance across brokers**: report on trade and account performance over time across multiple brokers (ETrade and Charles Schwab to start) all in one centralized location.\n- **Deep trade analytics**: track scale-in/scale-out performance, break-even and average costs, reward/risk ratios, and rollups by day, week, or month for longer-term trend clarity.\n- **Portfolio context**: measure gains relative to invested capital as you deposit or withdraw funds, and group holdings into reporting categories (for example, Tech, Metals, Defensives) to compare strategy performance.\n- **Tools for decisions and execution**: calculate expected moves on daily/weekly/monthly horizons and automate recurring extended-hours trades (7am–8pm) for systematic entry and exit.\n- **AI-assisted workflows**: ask questions about your trades and accounts with LumosChat, and generate charts/tables with LumosConjure for faster exploration and reporting.\n\n\u003e ⚠️ *\u003cspan style=\"color: red;\"\u003eThis project is in active development and should be treated as a beta. Use at your own risk.\u003c/span\u003e*\n\n## Overview Video\n\n\u003ca href=\"https://youtu.be/iRp06ikKhVo?si=4tq5zXBfvRb1bxhr\" target=\"_blank\" rel=\"noopener\"\u003e\n  \u003cimg src=\"docs/images/video-placeholder.svg\" alt=\"Video Overview\" /\u003e\n\u003c/a\u003e\n\nSee also the [Project Overview](docs/OVERVIEW.md)\n\n## More Lumos Trade Videos!\n\n- [AI Services Demo](docs/AI_SERVICES.md)\n- [Installing Lumos](docs/INSTALLATION.md)\n- [Architecture Oveview](docs/ARCHITECTURE.md)\n\nCheck out the [Full Playlist](https://youtube.com/playlist?list=PLFIgJytZ9IRceh-fO-vsr0ZJqcekVVryz\u0026si=DP__y0EJTuuvaIMu) on youtube.\n\n## Live Demo\nTry out Lumos Trade with simulated data:\n\u003cp\u003e\n  \u003ca href=\"https://lumos-app-210429327960.us-east4.run.app/\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:12px 20px;border-radius:8px;background:#16a34a;color:white;text-decoration:none;font-weight:600;\"\u003e\n    Launch Demo\n  \u003c/a\u003e\n\u003c/p\u003e\n\nPassword: demo\n\n*Warning: You may hit quota/resource limits in the AI agent tools. If you do, just try again later or watch the [video](https://youtu.be/XrKq4WUwWXA?si=RcNziSLh0r_YYEmX). This stuff costs money!*\n\n---\n\n## More Information\n\n- [Installing Lumos](docs/INSTALLATION.md)\n- Operations and environments: [docs/OPERATIONS.md](docs/OPERATIONS.md)\n- Secret management: [config/SECRET_MANAGEMENT.md](config/SECRET_MANAGEMENT.md)\n\n## License and Legal\n\n---\n\n**🔴 IMPORTANT: By using this software, you agree to the terms in [DISCLAIMER.md](DISCLAIMER.md) and [LICENSE](LICENSE). This software is for educational purposes only and is provided \"AS IS\" without warranties of any kind. Trading involves substantial risk of loss.**\n\nLumos Trade is licensed under the **Apache License 2.0** - see [LICENSE](LICENSE) for full details.\n\n**Key Points:**\n- ✅ Free to use, modify, and distribute\n- ✅ Can be used commercially\n- ✅ Patent grant included\n- ⚠️ Must preserve copyright notices\n- ⚠️ Must state significant changes\n- ⚠️ Provided \"AS IS\" with NO WARRANTIES\n\n**Third-Party Dependencies:** This project uses open source software from Google (Cloud SQL Connector, ADK, Vertex AI), Node.js ecosystem, and other libraries. Each dependency has its own license - see package.json files and dependency documentation.\n\n**CRITICAL DISCLAIMER:** You **MUST** read and understand the complete [DISCLAIMER](DISCLAIMER.md) before using this software. Trading involves substantial risk of loss. \n\n## About Lumos Trade\n\nEvery line of code and word of documentation you see was written by AI tools (Github Copilot driving Claude Sonnet 4.5, GPT 5.2 Codex, Gemini 3 Pro, and Raptor Mini) over a highly productive 3 month marathon vibe collaboration with Mark Isham. Not a single if-else was written by hand!\n\nPrimary goals:\n\n1. Gain deep experience using AI tools to build clean, reusable, scalable, production-grade software. Prove to myself that AI tools don't just create unmaintainable \"slop\".\n2. Get hands-on experience building AI Agents (ADK) and MCP tools and learn the ecosystem.\n3. Solve real-world frustrations and inefficiencies I was facing with existing stock broker tools and reports.\n\n*Conclusion: Software engineering has fundamentally changed and I'm never going back. These AI models took all the toil out of development and greatly expanded my ambition of what was possible. I would have never coded some of the tools you see in Lumos if I was writing them myself. With great power comes great...scope creep.*\n\nFeel free to download, contribute and ask questions. I hope you find value in this project and dare to expand it...using AI of course!\n\n**Copyright © 2025-2026 Mark Isham**\n\n*Lumos Trade was created by [Mark Isham](https://www.linkedin.com/in/mtisham/), contact: [mtisham@gmail.com](mailto:mtisham@gmail.com)*\n\n\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmarktisham%2Flumostrade","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fmarktisham%2Flumostrade","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fmarktisham%2Flumostrade/lists"}