Lumos Trade is an innovative open-source trade visualization and analysis platform designed for individuals looking to enhance their understanding of account performance, trades, and portfolio history. By integrating AI-assisted workflows, Lumos Trade facilitates intuitive exploration, reporting, and data-driven decision-making.

Key Features

• Cross-Broker Performance Analysis: Gain insights into trade and account performance over time across various brokers, such as ETrade and Charles Schwab, all centralized in one location.
• Advanced Trade Analytics: Monitor scaling performance, break-even points, average costs, risk/reward ratios, and conduct comprehensive rollups by day, week, or month for improved trend clarity.
• Portfolio Performance Measurement: Evaluate gains in relation to invested capital while categorizing holdings (e.g., Technology, Metals, Defensives) to assess strategy performance.
• Decision-Making Tools: Calculate expected price movements on daily, weekly, and monthly horizons and automate recurring trades during extended hours (from 7 AM to 8 PM) for systematic entry and exit.
• AI-Powered Features: Utilize LumosChat for in-depth inquiries regarding trades and accounts, and leverage LumosConjure for the generation of charts and tables that enhance exploration and reporting.

⚠️ Note: This project is currently in active development and is considered a beta release. Use at your own discretion.

Visual Overview

For a visual introduction to Lumos Trade, an overview video is available here.

Try Lumos Trade

Experience Lumos Trade with simulated data through this live demo. Password: demo Note: There may be temporary resource limits, so retry if necessary or refer to the demo video for guidance.

Additional Resources

• AI Services Demo
• Installation Guide
• Architecture Overview
• Access the Full Video Playlist for more insights into Lumos Trade.

Contributing and Support

As an open-source project, contributions are welcome. Users are encouraged to explore, enhance, and engage with Lumos Trade for continuous improvement and expansion.