TraderVue and TraderSync are great and very powerful trading journals. However, most of these tools are very limited in terms of control and customisations (data control, privacy, UI&UX customization, etc.). Moreover, I was missing some essential features for improving my day trading, like having a diary.
By creating and sharing TradeNote as an open source project, I hope to help other days traders like myself store, discover and recollect trade patterns so they can become and remain consistent and profitable traders.
You can follow the project on Discord and suggest and vote for new features via Fider
The objective is to have a lightweight and fast website. As such, the website runs on static pages without any server, using VueJs, JS and HTML as well as Parse for its backend.
This project arose from a personal need and as such is currently only used (and tested) for intraday trades and using TradeZero Broker. Please refer to the "Contribute" section for more information
TradeNote is divided in 3 sections, each being an essential building block for becoming a consistent trading and managing your trading business.
TradeNote offers a dashboard, daily view and calendar view so you can measure your progress. You can easily filter your trades by month or date range.
With TradeNote you can keep a daily diary of your trading journey to work on your trader psychology as well as add annotated screenshots of interesting setups or your entries. You can also write your (yearly) playbook.
They say trading is like running a business so with TradeNote you can create a forecast so you can anticipate your P&L.
This project uses Parse as its backend framework. Parse is composed of 3 parts :
- The Parse server that does all the "heavy lifting"
- A mongo database where the data is stored
- A dashboard for nicely displaying the mongo database
TradeNote uses Parse for the following reasons:
- Manage the authentification (flow)
- Parse is a great framework for all API communications with the mongo database
- Parse acts as the server so that TradeNote does not need to run any server on its own, making it faster and lighter.
You need to install Parse (for example on a VPS like Google Cloud, etc.), configure it (add Classes) and get your Parse ID and Parse URL to make TradeNote work.
- Install and run Parse
- Instructions for installing parse-server
- Instructions for installing parse-dashboard
- Enter your Parse Dashboard and add the following classes
- journals
- playbooks
- setupsEntries
- trades
- In "trades" Class, create the following columns:
- user - type Pointer (pointing to _User)
- date - type Date
- dateUnix - type Number
- executions - type Array
- trades - type Array
- blotter - type Object
- pAndL - type Object
- In "user" Class, create the following columns
- avatar - type file - and add your avatar
- accounts - type array - and add your broker id accounts the following way:
[
{
"value": "XY000001",
"label": "Live Account"
},
{
"value": "XY000002",
"label": "Demo Account"
}
]
- Clone the repository
git clone https://github.com/Eleven-Trading/TradeNote.git
- Enter the cloned directory
- Build Doocker image with arguments
- PARSE_INIT : your parse app id
- PARSE_URL : your parse server url
docker build -f docker/Dockerfile . -t tradenote:latest --build-arg PARSE_INIT=<your_parse_app_id> --build-arg PARSE_URL=<your_parse_server_url>
- Run the docker image
docker run -p 7777:80 tradenote:latest
If you are using Caprover, you can deploy directly thanks to the existing captain-definition file.
- Clone the repository
git clone https://github.com/Eleven-Trading/TradeNote.git
- Enter closed directory and install dependencies
npm install
- Run "gulp" in terminal with the following arguments
- PARSE_INIT : your parse app id
- PARSE_URL : your parse server url
gulp --PARSE_INIT <your_parse_app_id> --PARSE_URL <your_parse_server_url>
- When running the app for the first time, register a new user
http://localhost:7777/register
I'm a trader and recreational developer. My days are very packed but I will do my best to answer your questions and update the code when needed. As such, do not hesitate to contact me if you would like to contribute and help improve this project. Things to work on and improve:
- Add support to other trading platforms (currently, only TradeZero is supported)
- Currently, the code has only been tested for day trading and it would be interesting to add support for swing and multi-day trading
- Clean and optimize code
- Improve front end layout and develop new ideas
- And more...
This project is open sourced under the GNU GPL v3 licence.