Welcome to StockBud.io

StockBud is an AI-powered trading platform that connects to your brokerage accounts through the Model Context Protocol (MCP), providing intelligent portfolio management, market analysis, and trading assistance.

New to StockBud? Start with our Quick Start Guide to get up and running in 5 minutes.

What is StockBud?

StockBud acts as a bridge between AI assistants (like Claude or ChatGPT) and your brokerage accounts. Ask questions in natural language and get intelligent responses backed by real market data.

Example conversation:

You: "What's my portfolio performance today?"

StockBud: Your portfolio is up $1,234.56 (+0.99%) today.
         Top performer: NVDA +3.2%
         Risk score: 6.5/10 (Moderate)
         
         💡 Recommendation: Consider taking profits on NVDA 
         as it's up 45% from your entry.

Key Features

Feature	Description
🤖 AI-Powered Analysis	Get intelligent insights on your portfolio and market conditions
📊 Real-Time Data	Live market data from Alpaca, Yahoo Finance, and more
🔌 MCP Integration	Connect to Claude Desktop, ChatGPT, or any MCP-compatible AI
🛡️ Risk Management	Automated risk assessment, position sizing, and rebalancing

Quick Start

1. Install StockBud

git clone https://github.com/neverpeak/mcp-server-stockbud.io
cd mcp-server-stockbud.io
uv venv && uv pip install -r requirements.txt

2. Configure Environment

cp env.v2.sample .env
# Add your ALPACA_API_KEY and ALPACA_SECRET_KEY

3. Start the Server

uv run python scripts/start/stockbud_main.py

4. Connect to Claude Desktop

Add StockBud to your MCP configuration and start asking questions!

Architecture

StockBud follows the Model Context Protocol specification, exposing tools, resources, and prompts that AI assistants can use:

┌─────────────────────┐     ┌─────────────────────┐     ┌─────────────────────┐
│                     │     │                     │     │                     │
│   AI Assistant      │────▶│   StockBud MCP      │────▶│   Brokerages        │
│   (Claude/GPT)      │     │   Server            │     │   (Alpaca, etc)     │
│                     │     │                     │     │                     │
└─────────────────────┘     └─────────────────────┘     └─────────────────────┘
                                     │
                                     ▼
                            ┌─────────────────────┐
                            │                     │
                            │   Market Data       │
                            │   (Yahoo, etc)      │
                            │                     │
                            └─────────────────────┘

Available Tools

Tool	Description
`get_portfolio`	Get current portfolio with all positions
`analyze_stock`	Deep analysis of a specific stock
`place_order`	Place a buy/sell order
`get_market_sentiment`	Get overall market sentiment

View all tools →

Data Schemas

All data structures are defined with JSON Schema for type safety:

Schema	Description
Portfolio	Positions, insights, and targets
Trading	Orders, trades, and strategies
Market Data	Quotes, bars, and news
MCP Server	Tool definitions and responses

View all schemas →

Need Help?

📖 Full Documentation - Comprehensive guides
🐛 GitHub Issues - Report bugs
💬 Discord Community - Get help from the community

⚠️ Paper Trading First: We recommend starting with Alpaca's paper trading account to test your strategies before using real money.

Welcome to StockBud

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