Topics

#future #futures-trading #journal #journal-application #journaling-app #options-trading #stocks #tradezella #trading #trading-journal #trading-systems

Language breakdown

No language data available.

▸ Files click to expand

README

Journedge

An institutional-grade trading journal built for serious traders.

Features · Screenshots · Getting Started · Importing Trades · Analytics · Roadmap · Contributing

Why Journedge

Most trading journals are either too simple to be useful or locked behind expensive subscriptions. Journedge is built differently.

Your data stays yours. Everything runs locally on your machine using SQLite. No cloud sync, no user accounts, no telemetry, no third-party data transfers. Your trade history, journal entries, and performance data never leave your machine.

Built for serious traders. Multi-account support, real equity curve tracking from actual starting balance, institutional-grade risk analytics, execution quality analysis, behavioral pattern detection, and a full rich text journal — not just a P&L spreadsheet.

Open source and auditable. The entire codebase is available, readable, and open to contribution. You can verify exactly what the application does with your data.

Journedge was previously released as Tradello (v1.0.0 through v2.3.0). The project has been renamed to better reflect its core purpose — turning your journal into your edge. Full history is preserved in CHANGELOG.md.

Screenshots

Dashboard

Real-time stat cards, full trade history table with multi-filter support, and account-scoped P&L tracking.

Dashboard

Journal Editor

Full-page rich text editor with formatting toolbar, trade stats header, tag management, and template support.

Journal

Analytics — Overview

Equity curve from actual account balance, P&L by symbol, P&L by tag, win/loss breakdown, and streak analysis.

Analytics Overview

Analytics — Risk Metrics

Sharpe, Sortino, and Calmar ratios. Drawdown curve over time. Rolling 20-trade win rate.

Analytics Risk Metrics

Analytics — Time Analysis

P&L and win rate by day of week, daily distribution bars, and win rate by tag.

Analytics Time Analysis

Export

Report builder with date range, ticker, tag, and status filters. Live PDF preview.

Export

Features

Trade Management

Import trades from five brokers — format auto-detected on file drop, no configuration required
Manual trade entry with live P&L preview, auto symbol detection, and OCC option symbol parsing
Multi-account support — create separate accounts per broker, switch from the sidebar, all data is account-scoped
Full trade journal with rich text, tags, screenshots, entry/exit times, R:R ratio, chart links, MAE, and MFE
Idempotent imports — re-importing the same file does not create duplicates

Journal Editor

The journal editor is a full word processor built on TipTap and ProseMirror.

Toolbar features:

Undo / Redo
Font family — 15 fonts including DM Sans, Montserrat, Inter, Poppins, Playfair Display, Georgia, Times New Roman, and more. Google Fonts load dynamically on selection
Font weight — Light through ExtraBold
Headings H1, H2, H3
Bold, italic, underline, strikethrough
Text color — 40-swatch palette, pinnable colors, custom hex input
Highlight — 20-swatch palette, pinnable colors, custom hex input
Text alignment — left, center, right, justify
Bullet and numbered lists
Horizontal divider
Link and image insertion

Autosave — content is saved 1.5 seconds after the last keystroke with a Saving / Saved indicator. No manual save required.

Templates — define a document structure once and save it as a template. Set it to auto-apply for specific trade types (options, stocks, futures, or all). When you open a new empty journal for a matching trade type, the template is applied automatically.

Tag System

Tags are stored in a dedicated database table and shared globally across the app. Every entry point — the journal editor, the quick view panel, and the add trade modal — uses the same tag selector. Creating a new tag anywhere persists it immediately and makes it available everywhere.

Dashboard

Stat cards for net P&L, win rate, profit factor, and average loss — reactive to active filters
Filter by symbol, status, tag, date range, and free-text search simultaneously
Full trade history table with click-to-open detail panel
WIN/LOSS status indicators always display in fixed red/green regardless of accent color theme

Analytics Engine

Performance metrics

Net P&L and equity curve from initial account balance
Win rate, profit factor, expectancy in dollars per trade
Average win, average loss, best trade, worst trade
Maximum win streak, maximum loss streak, current streak

Risk metrics

Sharpe ratio — annualised to 252 trading days
Sortino ratio — penalises downside deviation only
Calmar ratio — annualised return divided by max drawdown
Maximum drawdown in dollars and percentage from equity peak
Longest and current drawdown duration

Consistency analysis

Rolling 20-trade win rate
Daily P&L distribution
P&L by day of week with win rate per session

R-Multiple analysis

R-multiple histogram using average loss as 1R proxy
Average R per trade and expectancy in R units

Execution quality (new in v3.2.0)

MAE / MFE per-trade logging and analysis
Entry efficiency — how close to the optimal entry price you got
Exit efficiency — how much of the maximum available move you captured
Paired MAE/MFE bar chart per trade

Behavioral analysis (new in v3.2.0)

Overtrading detection — flags sessions where trade count significantly exceeds your personal baseline
Revenge trade sequence detection
Discipline score
Risk of ruin calculator with interactive position sizing slider
Kelly Criterion and half-Kelly recommendation

Calendar

Monthly calendar with per-day P&L colouring — always red/green, not affected by accent theme
Calendar automatically opens to the month of your most recent trade
Click any day to open a detail panel — click any trade to open the full journal editor

Export

Report builder with date range, ticker, tag, and status filters
Toggle individual sections — cover page, performance summary, daily breakdown, trade history, journal entries
Live preview before generating
PDF rendered entirely client-side — data never transmitted

Settings

Accent colour themes — green, blue, purple, orange, pink — applied consistently across the entire interface
Trading preferences — default multiplier, commission, fees
CSV export for backup or migration
In-app auto-update — environment-aware, shadow install, semver comparison, backup verification
Automatic database backup before every update — last five retained

Tech Stack

| Layer | Technology | |-------|-----------| | Framework | Next.js 16.1.6 (App Router, Turbopack) | | Language | TypeScript 5 | | Database | SQLite via Prisma 5 | | Editor | TipTap 2 (ProseMirror) | | Charts | Recharts 3 | | PDF | @react-pdf/renderer 4 | | Icons | Lucide React | | Styling | Inline styles with CSS custom properties |

Getting Started

Prerequisites

Node.js 20 or higher
npm or yarn

Installation

git clone https://github.com/TheQuantum-Dev/journedge.git
cd journedge
npm install
cp .env.example .env
npx prisma migrate dev
npm run dev

Open http://localhost:3000 in your browser.

First Steps

Go to Accounts and create your first account — name it, select your broker, and enter your starting balance.
Go to Import Trades and drop your broker CSV. Format is detected automatically.
Your trades populate immediately across Dashboard, Journal, Analytics, Calendar, and Export.
Open the Journal, click Open Journal on any trade, and start writing.

Importing Trades

| Broker | Status | Notes | |--------|--------|-------| | Fidelity | ✅ Supported | Export from Activity and Orders | | TD Ameritrade | ✅ Supported | Works with post-Schwab merger exports | | Tastytrade | ✅ Supported | Options, stocks, and futures supported | | Interactive Brokers | ✅ Supported | Export from Flex Query or Activity Statement | | Journedge Export | ✅ Supported | Re-import your own exports — all journal data preserved |

How to export from Fidelity

Go to Accounts and Trade → Activity and Orders
Select your date range
Click Download and choose CSV

How to export from Tastytrade

Go to History
Set your date range
Click Export in the top right

How to export from TD Ameritrade

Go to My Account → History and Statements
Select Transactions and your date range
Export as CSV

How to export from Interactive Brokers

Go to Reports → Flex Queries or open an Activity Statement
Set format to CSV
Ensure the Trades section is included

Architecture Notes

Database. SQLite via Prisma. All data is local. The database file lives at prisma/journedge.db and is gitignored.

CSV parsers. Each broker has an isolated parser in app/lib/. The import page runs format detection in priority order — Journedge export first, then Tastytrade, TD Ameritrade, IBKR, with Fidelity as the fallback.

Journal editor. Built on TipTap with ProseMirror as the underlying engine. Documents are stored as TipTap JSON in the journalEntry TEXT column. Legacy plain-text entries render as plain paragraphs. Autosave debounces 1.5 seconds and patches the in-memory trade immediately so navigation never shows stale content.

Tag system. Tags are stored in a dedicated Tag table. On first load, AppContext seeds the table from all existing trade tag arrays. Every subsequent tag creation writes to the database and updates global state in memory — no full reload required.

Template system. Templates are stored in a JournalTemplate table as TipTap JSON with a scope string (all, option, stock, future, or comma-separated combinations). Auto-apply runs when the editor opens an empty journal — it queries matching templates and applies silently if exactly one matches.

PDF generation. @react-pdf/renderer runs entirely in the browser via a dynamic import with ssr: false.

MAE/MFE. Two nullable float columns on the Trade table. Entry efficiency (MFE / (MFE + MAE)) and exit efficiency (PnL / MFE on wins) are computed at read time in the analytics engine — no denormalized values stored.

Behavioral analytics. Overtrading detection uses a statistical threshold of mean + 1.5 standard deviations of daily trade count. Risk of ruin uses a normalized edge formula derived from win rate and payoff ratio. Kelly Criterion is computed from the same inputs and displayed alongside a half-Kelly recommendation.

Theme system. All UI colors use CSS custom properties. Financial indicators (win/loss P&L, calendar cells) use hardcoded green/red constants so they are never affected by the user's accent color selection. UI chrome (buttons, borders, active states) uses var(--accent-green) and updates with the theme.

Auto-update. The update endpoint streams progress via Server-Sent Events. Detects Vercel, Docker, and write-permission issues at preflight. Uses a shadow install directory so the running server's node_modules is never touched until the swap completes. Deletes .next at the end of the pipeline after packages are fully rebuilt. Supports both git and zip-based installations.

State management. A single React Context holds all trades, accounts, tags, and navigation state. updateTradeInMemory patches a single trade in the array without a full API reload — used by autosave and tag saves in the editor.

Project Structure

journedge/
├── app/
│   ├── api/
│   │   ├── accounts/            # Account CRUD
│   │   ├── trades/              # Trade read, write, patch, clear
│   │   ├── tags/
│   │   ├── templates/
│   │   ├── upload/              # Screenshot file uploads
│   │   └── update/              # Auto-update SSE stream + restart endpoint
│   ├── components/
│   │   ├── Sidebar.tsx          # Navigation and account switcher
│   │   ├── TradePanel.tsx       # Slide-out journal and edit panel
│   │   ├── AddTradeModal.tsx    # Manual trade entry
│   │   ├── TagSelector.tsx
│   │   ├── JournalToolbar.tsx
│   │   ├── TradingReportPDF.tsx # PDF document definition
│   │   └── ExportPDFInner.tsx   # Client-only PDF download wrapper
│   ├── context/
│   │   └── AppContext.tsx       # Global state — trades, accounts, navigation
│   ├── hooks/
│   │   └── useSettings.ts       # Settings persistence via localStorage
│   ├── lib/
│   │   ├── types.ts             # Shared Trade and Account interfaces
│   │   ├── db.ts                # Prisma client singleton
│   │   ├── svgToPng.ts          # SVG rasteriser for PDF logo
│   │   ├── parseFidelityCSV.ts
│   │   ├── parseTDAmeritradeCSV.ts
│   │   ├── parseTastytradeCSV.ts
│   │   ├── parseIBKRCSV.ts
│   │   └── parseJournedgeCSV.ts  # Journedge export format parser
│   └── pages/
│       ├── Dashboard.tsx
│       ├── JournalPage.tsx
│       └── JournalEditorPage.tsx  # Journal Editor Page
│       ├── AnalyticsPage.tsx
│       ├── CalendarPage.tsx
│       ├── ImportPage.tsx
│       ├── AccountsPage.tsx
│       ├── ExportPage.tsx
│       └── SettingsPage.tsx
├── prisma/
│   ├── schema.prisma            # Database schema
│   └── migrations/              # Full migration history
├── public/
│   ├── journedge-logo-dark.svg
│   ├── journedge-logo-light.svg
│   └── journedge-icon.svg
├── scripts/
│   └── changelog.js             # Automated changelog entry generator
└── backups/                     # Auto-update database backups (gitignored)