Documentation

What it does

Backtester is an MCP server. MCP is a standard way for an AI agent to call outside tools. The server tests a trading rule on real past daily prices. It returns every simulated trade, the reason for each trade, the account value over time, and a comparison with buying and holding SPY. SPY is a fund that tracks 500 large US stocks.

It is a historical test only. It does not place trades, does not connect to brokers, and does not give investment advice. Past results do not predict future returns.

How to connect

The server address is https://backtester.daenadigital.com/mcp. Add it to an AI agent that supports MCP, such as Claude or ChatGPT. It needs no account, no login, and no key.

Tools

list_data: lists the data the server has and its limits. Call it first.

get_prices: returns daily prices for a ticker and a date range.

build_series: makes a named list of numbers over time from prices, such as a moving average.

build_signal: turns those lists into a signal, which is a buy or sell condition.

simulate: makes the simulated trades from the signals on past prices and counts the money.

report: runs a full test and shows the result in a chart. The report is kept privately as a draft for 30 days.

list_strategies: lists the strategies already saved on the website.

share_report: makes a report public and returns its page address. The page is listed in the public strategy library, and anyone can see it. Use it only when the user asks to share.

save_strategy: publishes a report as a public page in the strategy library. Use it only when the user asks to save it to the website. Anyone can see a saved page.

Example prompt

Test this rule on SPY from 2015 to 2024: buy when the 50 day average is above the 200 day average, and sell when it is below. Show the trades and compare the result with buying and holding SPY.

Limits

A test only uses data known on each date. If the data for a rule does not exist, the server says so and does not make it up. Call list_data for the current data and its limits. The main limits are:

Prices leave out cash dividends, so a result can differ from a real account that was paid dividends.

Every ticker in a run needs prices on the same dates.

Options are modeled from a premium you give and the payoff at expiry. There are no live option quotes.

Company figures, earnings and calendar events are used only when they are supplied with their release times. The price data does not include them.

For what is stored and what is shared with other services, see the Privacy page.