tradermemos

TraderMemos is a self-hosted trading journal built for traders who want to own their performance data on their own infrastructure. It provides a comprehensive suite of tools for reviewing trading performance, including a dashboard with equity curves, expectancy metrics, streaks, hold times, and annual goal pacing; a P&L calendar heatmap with weekly totals and day-detail drill-down; a detailed trade log with filtering, sorting, tagging, and MAE/MFE excursion charts; a strategy playbook linked to actual trades with rule-compliance scoring; and advanced reports covering profit factor, SQN, Kelly %, MAE/MFE, Monte Carlo simulations, and execution quality breakdowns by setup, hour, and session, all saved as reusable view presets. The platform supports importing trades from 9 broker CSV presets, MT4/MT5 statements, and IBKR Flex sync, with an optional tm-sync watcher that automatically imports statements as they appear. Risk management features include alerts for daily loss limits, prop-drawdown warnings, and configurable risk rules delivered via push notifications and webhooks from the user's own server. A bar-replay backtester allows traders to test strategies bar by bar against a persistent paper account, analyzed by the same reporting engine. Optional AI features include screenshot fill extraction and a trade coach via OpenAI-compatible APIs using the user's own keys. Additional tools include position-size, FX, and Kelly calculators, an advanced chart, economic calendar, and cash ledger. The tech stack consists of a Go API (Echo, sqlc, golang-migrate) with SQLite or Postgres, a React web frontend (Vite+, TanStack Router/Query/Form, Tailwind), and a native iOS/Android companion app built with Expo. The mobile app supports offline journaling, widgets, Live Activities, and Siri/Action Button capture on iOS. The UI uses shadcn/ui and coss ui tokens with both dark and light themes. Deployment is straightforward via Docker Compose for local use, with options for cloud deployment through Vercel, Cloudflare, Netlify, or Railway. The project is licensed under AGPL-3.0.