Journal + AI · read-only

AI for Your Options Trading Journal

Pair multi-leg options journaling with user-scoped AI: ask about spreads, Greeks-aware imports, and which structures actually make money.

Quick summary

  1. Journal first: See Best Trading Journal for Options for platform fit.
  2. Connect AI: MCP token or on-site chat—same 17 user-scoped tools.
  3. Ask with context: Always get_runtime_context before trade questions.

Key takeaway

TradeJournal.co connects options trading journals to AI via MCP or the on-site assistant: user-scoped tools query your own multi-leg trades, win rate, and strategy tags after broker import (14-day free trial and pro trader onboarding with subscription).

Start with the right journal page

Best Trading Journal for Options

Multi-leg support, auto-import, and pattern detection for options traders.

Read guide

Why add AI on top

Multi-leg P&L

Iron condors, spreads, and single-leg trades tagged for clean AI filters.

Strategy tags

Filter AI answers by credit spread vs. covered call vs. 0DTE.

Read-only safety

AI cannot place or adjust orders—review only.

Example prompts (read-only)

  • What is my win rate on closed credit spreads this quarter?
  • List my last 15 options trades in my active portfolio.
  • Which strategy tag has the worst average R?

Connect AI · On-site assistant · Tools reference

MCP tools (summary)

Tool Purpose
get_runtime_context User portfolios, active portfolio, plan flags, privacy rules. Call this first in every session.
list_portfolios Portfolio id and name list for disambiguation.
list_trades Filtered trade list (portfolio, symbol, status, asset, limit, order_by). Open rows include plan targets and nudges.
list_open_trades_by_target_priority Open trades sorted by price/stop target priority with nudge summary.
get_trade Single trade by id with entries, sizing, option context, and plan levels.
update_trade Set or clear price_target / stop_target on a trade (validated).
get_trade_stats Aggregate win rate, profit, and related stats for the user.
get_dashboard_stats High-level public/private trade and post rollups.
list_posts Published posts metadata for the user.
get_post One published post by id.
get_portfolio_stats Per-portfolio performance rollup.
list_media_assets User media library with attribution metadata.
get_media_asset Single media asset by id.
update_media_asset Update media attribution fields (narrow write).
delete_media_asset Delete unreferenced media assets.
audit_portfolio_import_health Read-only import/portfolio health audit.
repair_portfolio_import_health Allowlisted import repairs (confirm required for apply).

FAQ

Yes, with AI Assist you can use MCP (Cursor, Claude, etc.) or on-site chat. Tools return your own imported options trades and stats—read-only.

Imported multi-leg trades are stored as your broker reports them; ask AI to filter by symbol, strategy tags, or portfolio for structured review.

Start free trial — connect AI to your journal