An institutional-grade trading journal built for serious traders.
Features · Screenshots · Getting Started · Roadmap · Contributing
Most trading journals are either too simple to be useful or locked behind expensive subscriptions. Tradello is built differently.
- Your data stays yours. Everything runs locally on your machine using SQLite. No cloud, no accounts, no tracking.
- Built for serious traders. Multi-account support, real equity curve tracking, institutional analytics, tag-based behavioral analysis, and a structured daily journal — not just a trade log.
- Open source. The entire codebase is available, auditable, and open to contribution.
Real-time stat cards, full trade history table with multi-filter support, and account-scoped P&L tracking.
Equity curve from actual account balance, P&L by symbol, P&L by tag — at a glance view of what's working.
Sharpe, Sortino, and Calmar ratios. Drawdown curve over time. Rolling 20-trade win rate to surface consistency trends.
P&L by day of week, daily distribution bars, and win rate by tag — detect session-specific patterns and setup quality.
Day-grouped trade review with inline journal notes, tags, R:R, entry/exit times, and per-day stats.
Report builder with date range, ticker, and tag filters. Live PDF preview. Full institutional-grade report generated client-side — data never leaves your machine.
Trade Management
- Import trades from Fidelity CSV exports or re-import a Tradello export — format auto-detected
- Manual trade entry with live P&L preview and auto symbol detection
- Multi-account support — track multiple brokers separately with account-scoped data
- Full trade journal with notes, tags, screenshots, entry/exit times, and R:R ratio
Dashboard
- Real-time filtering by symbol, status, tag, and date range
- Stat cards update dynamically based on active filters
- Full trade history table with click-to-review trade panel
Analytics
- Equity curve starting from actual account balance
- Sharpe ratio, Sortino ratio, Calmar ratio
- Max drawdown, drawdown duration, drawdown over time chart
- Rolling 20-trade win rate
- Win rate, profit factor, expectancy, average win/loss
- P&L breakdown by symbol and by tag
- P&L by day of week with win rate per session
- Daily P&L distribution — reveals consistency vs spike dependency
- Win rate by tag — surfaces which setups convert
Journal
- Daily grouped trade review
- Search and filter by symbol, tag, win/loss status, or notes
- Per-day P&L, win/loss count, best day, worst day, notes coverage
Calendar
- Monthly P&L calendar view
- Click any day to see all trades with full detail
Export
- Report builder with filter-based export (date range, ticker, status, tags)
- Choose sections — cover page, performance summary, daily breakdown, trade history, journal entries
- Live preview before export
- Full PDF generated client-side via
@react-pdf/renderer— your data never leaves your machine
Settings
- Accent color themes — green, blue, purple, orange, pink
- Trading preferences — default multiplier, commission, fees
- Version checker with live update detection
- Data management — export CSV, clear trades
| Layer | Technology |
|---|---|
| Framework | Next.js 15 (App Router) |
| Language | TypeScript 5 |
| Database | SQLite via Prisma 5 |
| Charts | Recharts |
| @react-pdf/renderer | |
| Icons | Lucide React |
- Node.js 18+
- npm or yarn
git clone https://github.com/TheQuantum-Dev/tradello.git
cd tradello
npm install
cp .env.example .env
npx prisma migrate dev
npm run devOpen http://localhost:3000 in your browser.
- Go to Accounts and create your first trading account with your starting balance
- Go to Import Trades and upload your broker CSV — or use Add Trade to enter manually
- Your trades will appear across Dashboard, Journal, Analytics, Calendar, and Export
Tradello auto-detects the CSV format on drop — no configuration required.
| Broker / Format | Status |
|---|---|
| Fidelity | ✅ Supported |
| Tradello Export | ✅ Supported (re-import your own exports) |
| TD Ameritrade | 🔜 Coming soon |
| Tastytrade | 🔜 Coming soon |
| Interactive Brokers | 🔜 Coming soon |
- Log into Fidelity and go to Activity & Orders
- Select your date range
- Click Download and choose CSV
- Drop the file onto the Import Trades page
tradello/
├── app/
│ ├── api/ # API routes (trades, accounts, uploads)
│ ├── components/ # Shared UI components
│ ├── context/ # Global state (AppContext)
│ ├── hooks/ # Custom hooks (useSettings)
│ ├── lib/ # Types, Prisma client, CSV parsers, utilities
│ └── pages/ # Page-level components
├── prisma/
│ ├── schema.prisma # Database schema
│ └── migrations/ # Migration history
├── public/ # Static assets — logos, icons
├── docs/
│ └── screenshots/ # README screenshots
├── scripts/
│ └── changelog.js # Automated changelog generator
└── public/
└── uploads/ # Local screenshot storage (gitignored)
v2.2.0 — Upcoming
- TD Ameritrade, Tastytrade, IBKR CSV import
- MAE/MFE analysis — entry and exit efficiency scoring
- Weekly and yearly calendar views
Future
- GitHub Wiki with setup guides and metric explanations
- Risk of ruin calculator
- Overtrading and revenge trade detection signals
Contributions are welcome. Please read CONTRIBUTING.md before opening a pull request.
See CHANGELOG.md for the full release history.
Tradello is open source under the MIT License.
Built by TheQuantum-Dev
Built for traders who take their craft seriously.
