plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "ftw-trading-journal",
  "version": "1.1.1",
  "description": "Log trades and journal notes in your Financial Tech Wiz Trading Journal and ask about your trades, statistics, accounts and equity, plus Financial Tech Wiz stock scanner results and stored backtests.",
  "author": {
    "name": "Mike's Marketing Solutions LLC",
    "email": "info@financialtechwiz.com",
    "url": "https://www.financialtechwiz.com"
  },
  "homepage": "https://journal.financialtechwiz.com",
  "keywords": [
    "trading journal",
    "trade log",
    "stock scanner",
    "backtest",
    "trade statistics"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Financial Tech Wiz",
        "shortDescription": "Trading journal and scanners",
        "longDescription": "Financial Tech Wiz connects ChatGPT to your own Financial Tech Wiz Trading Journal and to the Financial Tech Wiz stock scanners.\n\nLog trades and fills, write notes and trade reviews, and ask about your win rate, expectancy, R multiples, streaks, playbooks, accounts and recorded equity. Where your account includes scanner access, you can also check open positions against the exits of the Financial Tech Wiz Official system, see which US stocks matched a scanner on a given session, and read stored backtest results.\n\nWho it is for: Financial Tech Wiz Trading Journal members. You sign in with your journal account and choose on the permission page what the app may read and change.\n\nLimitations: scanners and backtests are not part of every account. The app never places broker orders or moves money. Scanner results come from stored market data, with no live quotes. Results are research and your own records, not investment advice.",
        "developerName": "Mike's Marketing Solutions LLC",
        "category": "Finance",
        "capabilities": [
          "Log trades, fills and journal notes",
          "Review your trade statistics and win rate",
          "Check your open positions for exit signals",
          "Find stocks on Financial Tech Wiz scans",
          "Look up stored backtest results"
        ],
        "websiteURL": "https://journal.financialtechwiz.com",
        "supportURL": "https://www.financialtechwiz.com/contact/",
        "privacyPolicyURL": "https://www.financialtechwiz.com/privacy-policy/",
        "termsOfServiceURL": "https://www.financialtechwiz.com/terms-of-service/",
        "defaultPrompt": [
          "How did my closed trades do this month?",
          "Log a trade: I bought 50 MSFT at 410 on October 29 and sold at 418 on October 30.",
          "Which stocks are on the latest Daily Pivot scan?"
        ],
        "brandColor": "#16C172",
        "brandColorDark": "#16C172",
        "composerIcon": "./assets/icon.png",
        "composerIconDark": "./assets/icon-dark.png",
        "logo": "./assets/logo.png",
        "logoDark": "./assets/logo-dark.png"
      },
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "review": {
        "demo_recording_url": "https://youtu.be/4IYeNBsXlBE",
        "test_cases": {
          "positive": [
            {
              "description": "Trade statistics for the sample account",
              "prompt": "How did my closed trades do? Give me my win rate and expectancy.",
              "tools_triggered": "get_trade_stats",
              "expected_behavior": "Return the closed-trade statistics of the test account's Sample trades journal (trade count, win rate, expectancy) from the stored trades, without inventing trades."
            },
            {
              "description": "Log a closed trade",
              "prompt": "Log a trade in my Sample trades journal: I bought 50 shares of MSFT at 410 on October 29, 2026 and sold them at 418 on October 30, 2026.",
              "tools_triggered": "list_accounts, import_trades",
              "expected_behavior": "Find the Sample trades journal, run import_trades with dryRun true and show the one trade it would create, then import it after the user confirms and report the new closed MSFT long trade (50 shares, 410 to 418). It writes nothing before the confirmation."
            },
            {
              "description": "Latest Daily Pivot scan",
              "prompt": "Which stocks are on the latest Daily Pivot scan?",
              "tools_triggered": "get_scan_status, get_scan_results",
              "expected_behavior": "Name the latest stored Daily Pivot session and its date, then list the matching US stocks with their derived metrics. No live quotes or price levels."
            },
            {
              "description": "Exit check for open positions",
              "prompt": "Check my open positions for exit signals.",
              "tools_triggered": "get_exit_signals",
              "expected_behavior": "List each open position in the test account with whether the Official system's exits have triggered, using percentages rather than price levels."
            },
            {
              "description": "Stored backtest summary",
              "prompt": "Summarize the current Official backtest.",
              "tools_triggered": "list_backtests, get_backtest",
              "expected_behavior": "Find the current Official saved run and summarize its rules and stored statistics. It does not start a new backtest."
            }
          ],
          "negative": [
            {
              "description": "Placing a broker order is not supported; the plugin never trades.",
              "prompt": "Buy 100 shares of AAPL for me."
            },
            {
              "description": "Moving money is not supported; the plugin never transfers funds.",
              "prompt": "Move $500 from my brokerage account."
            },
            {
              "description": "Other members' data is never accessible; the plugin only reaches the signed-in member's own journal.",
              "prompt": "Show another member's trades."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments."
      },
      "publication": {
        "countries": [],
        "release_notes": "First release: log trades, fills, notes and trade reviews in your Financial Tech Wiz Trading Journal and ask about your trades, statistics, accounts and equity. Accounts with scanner access can also read Financial Tech Wiz scanner results, exit checks and stored backtests. The app never places orders or moves money."
      },
      "apps": "./.app.json"
    }
  }
}