klinepic-trade-review

name	klinepic-trade-review
description	Convert completed broker or exchange fills into annotated post-trade candlestick review charts with KLinePic. Use when a user asks to visualize executed trades, review entries and exits, validate a review-chart request, or render a PNG from broker, exchange, CSV, JSON, or MetaTrader fills. Do not use for signals, forecasts, investment advice, or order execution.

KLinePic Trade Review

Turn the user's completed executions into a factual review chart. Keep the workflow post-trade: never recommend the next trade or place an order.

Workflow

1. Inspect the input.

   • Require executed fills with symbol, time, side, price, and quantity.
   • Use trade_id to group entry and exit fills when available.
   • Preserve exchange, position side, fees, and fee asset when supplied.
   • Exclude deposits, withdrawals, transfers, funding-only rows, and unfilled orders.
   • Do not invent missing executions, prices, timestamps, or fees.

2. Select the interface.

   • Prefer the configured KLinePic MCP server and its three tools.
   • If the MCP server is unavailable, use the public repository's documented Docker, GitHub, MCPB, or Agent API path.
   • Never claim a tool ran when it was not available.
   • Keep KLINEPIC_BASE_URL unset to use https://klinepic.com. Only use a custom base URL when the user explicitly names a trusted HTTPS endpoint; the API key and full trade payload are sent there.

3. Check capabilities.

   • Call klinepic_get_capabilities before preparing a chargeable render.
   • Use the returned scopes, limits, remaining quota, and supported endpoints as the source of truth.
   • Never expose the API key in chat, generated files, logs, or commits.

4. Run the free preflight.

   • Call klinepic_preflight_review_chart with the proposed fills and chart settings.
   • Treat preflight issues as blockers. Correct the named fields or ask for the missing data, then rerun preflight.
   • Do not substitute a paid render for preflight. A successful preflight validates the request without consuming chart quota.

5. Confirm before rendering.

   • Summarize the symbol, time range, fill count, grouping, and quota impact.
   • Ask for explicit confirmation before calling the render tool when it will consume quota.
   • If the user requested validation only, stop after preflight.

6. Render and report.

   • Call klinepic_create_review_chart only after successful preflight and confirmation.
   • Return or save the native PNG result as requested.
   • Label it as a post-trade review and describe only facts visible in the supplied fills and chart.

Guardrails

• Do not provide trading signals, price predictions, investment advice, position sizing, or order execution.
• Do not turn a historical review into a recommendation about what to buy or sell next.
• Do not send private fills or credentials to an untrusted host.
• Do not hide validation errors or imply that a failed render succeeded.
• Separate user-supplied facts from any interpretation and state uncertainty plainly.

Public references

• Repository and installation: https://github.com/sher1096/klinepic-agent-api-examples
• Agent API guide: https://klinepic.com/guides/trade-review-chart-api/
• Sample requests and broker mappings: https://github.com/sher1096/klinepic-agent-api-examples/tree/master/sample-data