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.
- 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.
See also the Project Overview
Check out the Full Playlist on youtube.
Try out Lumos Trade with simulated data:
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. This stuff costs money!
- Installing Lumos
- Operations and environments: docs/OPERATIONS.md
- Secret management: config/SECRET_MANAGEMENT.md
🔴 IMPORTANT: By using this software, you agree to the terms in DISCLAIMER.md and 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 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 before using this software. Trading involves substantial risk of loss.
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:
- 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".
- Get hands-on experience building AI Agents (ADK) and MCP tools and learn the ecosystem.
- 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, contact: mtisham@gmail.com