Who it is for
A trader who already keeps a journal in PFT EdgeBook and wants to interrogate it conversationally.
Read-only assistant access to a PFT trading journal
Overview
PFT EdgeBook exposes an existing trading journal to an AI assistant so performance questions can be asked in plain language instead of worked out in a spreadsheet.
The readable material spans several record types. Individual trades carry entries, exits, position size, P&L, R-multiple, and tags. Aggregate statistics include win rate, profit factor, and average win and loss. Daily reflections and voice notes are readable, as is the playbook of setups and rules, which allows questions about rule compliance. Prop-firm and broker account data covers balances, drawdown, and transactions.
Access is read-only: nothing can be altered or deleted through the connector. Sign-in uses OAuth against a PFT account, requests are scoped to that account, account numbers are masked, and storage is in the EU. Setup requires an EdgeBook account with the AI add-on turned on. EdgeBook itself is part of the PFT Terminal.
A trader who already keeps a journal in PFT EdgeBook and wants to interrogate it conversationally.
Trades, statistics, notes, and the playbook are readable together, which makes rule-compliance questions answerable, and nothing can be written back.
Availability
PFT Edgebook - Trading Journal is listed in the ChatGPT apps directory only. Phil Wasmuth has no connector under the same domain in the Claude directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.
ChatGPT apps are built on MCP, and the same server can back a Claude connector, so the absence is a distribution decision rather than a technical one.
ChatGPT listing
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This is an independent catalogue entry compiled by Node8 from PFT Edgebook - Trading Journal's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Phil Wasmuth, and inclusion here is not an endorsement.
Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot.