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https://github.com/marktisham/lumostrade

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. Supports etrade and charles schwab.
https://github.com/marktisham/lumostrade

adk-google agent-development-kit ai-agents ai-assistant ai-tools day-trading etrade gcp google-cloud mcp mcp-tool-box-for-databases mcp-tools schwab trading trading-software vertex-ai

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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. Supports etrade and charles schwab.

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README 

          
# Lumos Trade



[![License](https://img.shields.io/badge/License-Apache%202.0-blue.svg)](LICENSE)





  Lumos Trading




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. Lumos Trade runs as a self-hosted single-tenant application on Google Cloud.





  

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## What you can do with Lumos



- **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.

- **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.

- **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.

- **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.

- **AI-assisted workflows**: ask questions about your trades and accounts with LumosChat, and generate charts/tables with LumosConjure for faster exploration and reporting.



> ⚠️ *This project is in active development and should be treated as a beta. Use at your own risk.*



## Overview Video





  Video Overview




See also the [Project Overview](docs/OVERVIEW.md)



## More Lumos Trade Videos!



- [AI Services Demo](docs/AI_SERVICES.md)

- [Installing Lumos](docs/INSTALLATION.md)

- [Architecture Oveview](docs/ARCHITECTURE.md)



Check out the [Full Playlist](https://youtube.com/playlist?list=PLFIgJytZ9IRceh-fO-vsr0ZJqcekVVryz&si=DP__y0EJTuuvaIMu) on youtube.



## Live Demo

Try out Lumos Trade with simulated data:



  

    Launch Demo

  




Password: demo



*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!*



---



## More Information



- [Installing Lumos](docs/INSTALLATION.md)

- Operations and environments: [docs/OPERATIONS.md](docs/OPERATIONS.md)

- Secret management: [config/SECRET_MANAGEMENT.md](config/SECRET_MANAGEMENT.md)



## License and Legal



---



**🔴 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.**



Lumos Trade is licensed under the **Apache License 2.0** - see [LICENSE](LICENSE) for full details.



**Key Points:**

- ✅ Free to use, modify, and distribute

- ✅ Can be used commercially

- ✅ Patent grant included

- ⚠️ Must preserve copyright notices

- ⚠️ Must state significant changes

- ⚠️ Provided "AS IS" with NO WARRANTIES



**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.



**CRITICAL DISCLAIMER:** You **MUST** read and understand the complete [DISCLAIMER](DISCLAIMER.md) before using this software. Trading involves substantial risk of loss. 



## About Lumos Trade



Every 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!



Primary goals:



1. 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".

2. Get hands-on experience building AI Agents (ADK) and MCP tools and learn the ecosystem.

3. Solve real-world frustrations and inefficiencies I was facing with existing stock broker tools and reports.



*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.*



Feel free to download, contribute and ask questions. I hope you find value in this project and dare to expand it...using AI of course!



**Copyright © 2025-2026 Mark Isham**



*Lumos Trade was created by [Mark Isham](https://www.linkedin.com/in/mtisham/), contact: [mtisham@gmail.com](mailto:mtisham@gmail.com)*