Record a Journal trade close
Append one occurred partial or full close, preserving earlier closes and recalculating remaining quantity and PnL.
Trading Journal
Record a Journal trade close MCP Tool
Pineify record-journal-trade-close lets an authenticated Agent append one occurred partial or full close, preserving earlier closes and recalculating remaining quantity and PnL.
MCP tool nameWrites Journal
record-journal-trade-closeExample prompt
Use Pineify to record this occurred partial close against the Journal trade I select.
Direct answer
What record-journal-trade-close does
Append one occurred partial or full close, preserving earlier closes and recalculating remaining quantity and PnL.
Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.
Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.
Contract
What the agent sends and receives
Inputs
- `journalId`, current `expectedRevision`, and a UUID `idempotencyKey`.
- `tradeId` and `close` with positive Decimal-string exitPrice/closeQuantity and offset RFC3339 closeDateTime.
- Optional fees, quoteToAccountRate, executionGrade, emotion, and closeNotes; quantity cannot exceed the remaining position.
Structured output
- Trade and close IDs, remaining quantity, status, total net PnL, total R multiple, and new journal revision.
Capabilities
Where this MCP tool fits
Agent workflow
A bounded call from question to review
- 1
Select the journal
Discover existing journals and read the selected journal context.
- 2
Read and review
Inspect the current records and revision before making the requested change.
- 3
Check the result
Check resource IDs and the returned revision; preserve the original key when retrying an uncertain write.
Prompt examples
Questions an agent can route to this tool
"Use Pineify to record this occurred partial close against the Journal trade I select."
Operator notes
How I review the result
Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.
Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.
Boundaries to keep in the prompt
- This tool reads or records Pineify Journal data. It does not place broker orders or transfer money.
- Journal deletion, sharing, images, dashboards, reports, and resource administration remain in the Pineify app.
Pineify MCP provides financial information, code validation, and Journal recordkeeping. It does not provide investment advice, promise returns, send broker orders, or transfer funds. Review timestamps, source fields, code diagnostics, and risk assumptions before acting.
MCP tool family
Continue the workflow
Get Journal context
Find existing journals, currency, timezone, revision, and paginated tags and setups.
Read Journal trades
Find recorded trades or read one trade with its close records and current journal revision.
Write Journal diary
Create a dated daily review or update a specific entry ID; same-day creation reports a conflict.
Related Pineify tools
FAQ
Record a Journal trade close MCP Tool questions
Add record-journal-trade-close to your AI workflow
Connect one remote Pineify MCP endpoint, then let your compatible AI client discover this tool with the full tool catalog.
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