TraderMemos

KO | EN

gitlite — search

#ruby #css #pytorch #awesome-list #nlp #claude #nextjs #developer-tools #sql #tensorflow

(★ 9)

Self-hosted trading journal (Go API + React web)

File Explorer

ZIP Download

- - borderless-design.mdc
  - reui.mdc
- mcp.json
- - broker_csv.yml
  - bug_report.yml
  - config.yml
  - deploy_problem.yml
  - feature_request.yml
- - api-ci.yml
  - docker-publish.yml
  - marketing-ci.yml
  - mobile-ci.yml
  - mobile-eas.yml
  - pr-title.yml
  - release-please.yml
  - tm-sync-release.yml
  - web-ci.yml
  - web-deploy-vercel.yml
- dependabot.yml
- FUNDING.yml
- pre-commit
- extensions.json
- settings.json
- - doc.go
  - openapi.yaml
- - build-dev.sh
  - convert_queries_pg.py
  - gen_pg_adapter.py
- - generic_sample.csv
- .air.toml
- .dockerignore
- .env.example
- .gitignore
- Dockerfile
- go.mod
- go.sum
- Makefile
- sqlc.yaml
- - android-icon-background.png
  - android-icon-foreground.png
  - android-icon-monochrome.png
  - favicon.png
  - icon-1024.png
  - splash-icon.png
- app-icon-1024.png
- app-icon-ios-appstore-1024.png
- app-icon-source.png
- - _redirects.example
- vercel.json.example
- - README.md
  - tradermemos-demo-trades.json
- - calendar.png
  - dashboard-light.png
  - dashboard.png
  - mobile-calendar.png
  - mobile-home.png
  - mobile-reports.png
  - mobile-trades.png
  - reports.png
  - trades.png
- competitive-day-trader-roadmap.md
- deploy.md
- fork-deploy.md
- mobile-monetization-plan.md
- release.md
- roadmap.md
- tm-sync.md
- traderwaves-competitive-plan.md
- - favicon.ico
  - global.css
  - icon.png
  - robots.ts
  - sitemap.ts
- - api-page.tsx
  - browser-frame.tsx
  - mdx.tsx
  - seo-sections.tsx
- - app-config.d.ts
  - locales.ts
  - request.ts
- - cn.ts
  - i18n.ts
  - layout.shared.tsx
  - metadata.ts
  - openapi.ts
  - seo-pages.ts
  - shared.ts
  - source.ts
  - translations.ts
- - en.json
  - ja.json
  - zh-Hans.json
  - zh-Hant.json
- - icon-1024.png
- - sync-openapi.mjs
- .gitignore
- eslint.config.mjs
- next.config.mjs
- package.json
- pnpm-lock.yaml
- pnpm-workspace.yaml
- postcss.config.mjs
- proxy.ts
- README.md
- tsconfig.json
- - extensions.json
  - settings.json
- - panelui-native.patch
  - react-native-gesture-handler.patch
- - with-app-intents.js
  - with-ios-scene-lifecycle.js
  - with-widgets.js
- - apply-ios-scene-patch.sh
  - check-icon-map.mjs
- - global.css
- .gitignore
- .mise.toml
- .node-version
- app.json
- babel.config.js
- css.d.ts
- eas.json
- eslint.config.js
- index.ts
- lingui.config.ts
- metro.config.js
- package.json
- pnpm-lock.yaml
- pnpm-workspace.yaml
- README.md
- tsconfig.json
- uniwind-types.d.ts
- - .gitignore
  - adb.sh
  - build.mjs
  - choreo.sh
  - feature.mjs
  - frame.mjs
  - README.md
  - shots.mjs
  - simctl.sh
  - tree.py
- ensure-pnpm.sh
- release-ports.sh
- seed-demo.py
- - montecarlo.spec.ts
  - ocr.spec.ts
  - select.spec.ts
  - smoke.spec.ts
  - zz-shot-tools.spec.ts
- - apple-touch-icon.png
  - favicon.ico
  - favicon.png
  - icon-192.png
  - icon-512.png
  - icon-maskable-512.png
  - manifest.webmanifest
  - sample-fill-import.csv
  - sample-json-import.json
- - codemod-alias-imports.mjs
- - global.css
  - main.tsx
  - routeTree.gen.ts
  - sw.ts
  - vite-env.d.ts
- .dockerignore
- .env.example
- .gitignore
- .mise.toml
- .node-version
- components.json
- Dockerfile
- index.html
- lingui.config.ts
- nginx.conf
- package.json
- playwright.config.ts
- pnpm-lock.yaml
- pnpm-workspace.yaml
- README.md
- tsconfig.json
- tsconfig.sw.json
- vercel.json
- vite.config.ts
- wrangler.toml
.env.example
.gitignore
.mcp.json
.mise.toml
.release-please-manifest.json
AGENTS.md
CHANGELOG.md
CLAUDE.md
CONTRIBUTING.md
DESIGN.md
docker-compose.build.yml
docker-compose.postgres.yml
docker-compose.yml
LICENSE
Makefile
netlify.toml
opencode.json
railway.toml
README.md
release-please-config.json
SECURITY.md
VERSION

# Use via CDN

jsDelivr

jsDelivr serves any public GitHub repository as a CDN with zero setup. Pick a version and a file to get a ready-to-paste link and snippet.

Version

File

Link

Example

// repository documentation

Was this content helpful?

★ 0 (0 ratings)

### Own your data. Review your edge.

**A self-hosted trading journal for traders who want their performance data on their own infrastructure** — dashboard, P&L calendar, trade log, playbook, reports, alerts, and a bar-replay backtester, with a native iOS & Android companion app. No subscription, no vendor lock-in.

[![Release](https://img.shields.io/github/v/release/sinhong2011/TraderMemos?color=8b5cf6&label=release)](https://github.com/sinhong2011/TraderMemos/releases) [![Web CI](https://github.com/sinhong2011/TraderMemos/actions/workflows/web-ci.yml/badge.svg)](https://github.com/sinhong2011/TraderMemos/actions/workflows/web-ci.yml) [![License: AGPL v3](https://img.shields.io/badge/License-AGPL_v3-blue)](https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/LICENSE)

[![Go](https://img.shields.io/badge/Go-1.26+-00ADD8?logo=go&logoColor=white)](https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/api/go.mod) [![React](https://img.shields.io/badge/React-Vite+-61DAFB?logo=react&logoColor=black)](https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/web/) [![SQLite](https://img.shields.io/badge/SQLite-embedded-003B57?logo=sqlite&logoColor=white)](https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/api/) [![Self-hosted](https://img.shields.io/badge/Self--hosted-ready-8b5cf6)](https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/docs/fork-deploy.md)

[![Deploy with Vercel](https://vercel.com/button)](https://vercel.com/new/clone?repository-url=https%3A%2F%2Fgithub.com%2Fsinhong2011%2FTraderMemos&root-directory=web&project-name=tradermemos&repository-name=tradermemos&env=VITE_API&envDescription=Optional%20API%20base%20URL%20(e.g.%20https%3A%2F%2Fapi.example.com%2Fapi%2Fv1).%20Leave%20empty%20to%20set%20Server%20at%20login.&envLink=https%3A%2F%2Fgithub.com%2Fsinhong2011%2FTraderMemos%2Fblob%2Fmain%2Fdocs%2Ffork-deploy.md) [![Deploy to Cloudflare](https://deploy.workers.cloudflare.com/button)](https://deploy.workers.cloudflare.com/?url=https%3A%2F%2Fgithub.com%2Fsinhong2011%2FTraderMemos%2Ftree%2Fmain%2Fweb) [![Deploy to Netlify](https://www.netlify.com/img/deploy/button.svg)](https://app.netlify.com/start/deploy?repository=https://github.com/sinhong2011/TraderMemos) [![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/new/template?template=https%3A%2F%2Fgithub.com%2Fsinhong2011%2FTraderMemos&utm_medium=integration&utm_source=button&utm_campaign=tradermemos)

[Quick start](#quick-start) · [Mobile app](#mobile-app) · [Docs site](https://trader-memos.vercel.app) · [Fork guide](docs/fork-deploy.md) · [Contributing](CONTRIBUTING.md) · [Design](DESIGN.md) · [License](LICENSE)

</div>

---

## A look inside

<table>
<tr>
<td width="50%">
<img src="docs/screenshots/trades.png" alt="Trade log with per-trade P&L, hold time, and tags" />
Trade log Every fill grouped into trades — filter, sort, tag, and drill into execution detail.
</td>
<td width="50%">
<img src="docs/screenshots/calendar.png" alt="P&L calendar heatmap by day and week" />
P&L calendar Daily heatmap with weekly totals. Spot the streaks and the bad days at a glance.
</td>
</tr>
</table>

Reports Equity curve, profit factor, expectancy, and goal pacing — plus Monte Carlo, MAE/MFE, and breakdowns by setup, hour, and session, saved as reusable view presets.

<table>
<tr>
<td width="74%" valign="top">
<img src="docs/screenshots/dashboard-light.png" alt="The same dashboard rendered in the light theme" />
Light theme Dark by default; both themes ship from the same token set.
</td>
<td width="26%" valign="top">
<img src="docs/screenshots/mobile-home.png" alt="The native mobile app's home screen — equity curve, net P&L, and win/loss stats" />
Mobile app (beta) Native iOS & Android companion — same journal, same server.
</td>
</tr>
</table>

Screenshots show a generated demo dataset, not real trading results. Reproduce it by importing <code>docs/demo/tradermemos-demo-trades.json</code>.

---

## Live demo

Try TraderMemos without installing anything: **[tradermemos.netlify.app](https://tradermemos.netlify.app)**

Sign in with `tradermemosdemo` / `demopassword`. The demo account carries a seeded dataset — treat it as a shared sandbox, and don't store anything real in it.

If TraderMemos is part of your daily review, consider [sponsoring its development](https://github.com/sponsors/sinhong2011) — it keeps the project free and self-hosted for everyone.

---

## Why TraderMemos?

Cloud journals like **TradeZella** and **TraderSync** are polished — but your edge lives in the data.

TraderMemos brings to performance review what **[Ghost](https://github.com/TryGhost/Ghost)** did for publishing, **[Umami](https://github.com/umami-software/umami)** for analytics, and **[Plane](https://github.com/makeplane/plane)** for project tracking: run it on your infrastructure, own the database, extend it without asking permission. The interaction bar is set by **[Linear](https://linear.app)** and **[Cal.com](https://github.com/calcom/cal.com)** — applied to a trading terminal.

| | Cloud journals | TraderMemos |
|---|---|---|
| **Data ownership** | Vendor-hosted | Your SQLite / Postgres, your VPS |
| **Cost** | Monthly subscription | Free + your hosting |
| **AI keys** | Often vendor-managed | Your OpenAI-compatible API |
| **Customization** | Limited | Fork, patch, deploy |

## Features

| Feature | What it does |
|---|---|
| 📊&nbsp; **Home** | Equity curve, expectancy, streaks, hold times, and annual goal pacing — per account or across a multi-account portfolio |
| 📒&nbsp; **Trade log** | Fills grouped into trades — filter, sort, tag, and drill into execution detail with MAE/MFE excursion charts |
| 🗓&nbsp; **P&L calendar** | Daily heatmap with weekly totals and day-detail drill-down |
| 📈&nbsp; **Reports** | Expectancy, SQN, Kelly %, MAE/MFE, Monte Carlo, execution quality — by setup, hour, and session, saved as view presets |
| 📖&nbsp; **Playbook** | Strategy library linked to the trades that used each setup, with rule-compliance scoring |
| 📥&nbsp; **Import** | 9 broker CSV presets, MT4/MT5 statements, IBKR Flex sync — or the [tm-sync](docs/tm-sync.md) watcher that imports statements as they appear |
| 🔔&nbsp; **Alerts** | Risk rules, daily loss limits, and prop-drawdown warnings — push and webhook, from your own server |
| ⏪&nbsp; **Bar replay** | Backtest any symbol bar by bar against a persistent paper account — analyzed by the same reports |
| 🔗&nbsp; **Sharing** | Revocable read-only performance links, share cards, and a Year Wrapped recap |
| 🧮&nbsp; **Tools** | Position-size / FX / Kelly calculators, advanced chart, economic calendar, cash ledger |
| 🤖&nbsp; **AI** *(optional)* | Screenshot fill extraction + trade coach via OpenAI-compatible APIs — your keys |
| 🔌&nbsp; **API access** | Personal access tokens (`tm_pat_…`) for MCP/scripts; OpenAPI docs at `/docs` |
| 📱&nbsp; **Mobile app** *(beta)* | iOS & Android companion (Expo) — offline journaling on both; widgets, Live Activities, and Siri / Action Button capture on iOS. TestFlight (iOS) · APK on [Releases](https://github.com/sinhong2011/TraderMemos/releases) (Android) |
| 🌗&nbsp; **Themes** | Dark and light, built on shadcn/ui + [coss ui](https://coss.com/ui/docs) tokens |

## Tech stack

| Layer | Stack |
|-------|-------|
| **API** | Go · Echo · sqlc · golang-migrate · SQLite / Postgres |
| **Web** | React · Vite+ · TanStack Router/Query/Form · Tailwind |
| **Mobile** | Expo (iOS & Android) · PanelUI + Uniwind (Tailwind) · iOS extras: WidgetKit / Live Activities / App Intents |
| **Sync agent** | [tm-sync](docs/tm-sync.md) — a Go binary that watches statement folders and imports on change |
| **Design** | shadcn/ui + coss ui tokens — see [DESIGN.md](DESIGN.md) |

## Quick start

Web UI and API in one container, on your own machine:

```bash
git clone https://github.com/sinhong2011/TraderMemos.git
cd TraderMemos
make up          # → http://localhost:3000
```

That's it. Same-origin `/api` — no CORS, leave the **Server** field blank. On first visit the **setup wizard** creates your owner account.

<details>
<summary>Options and production notes</summary>

```bash
cp .env.example .env   # optional: DOCKERHUB_USERNAME, TM_IMAGE_TAG
make up                # pull prebuilt images from Docker Hub
make up-build          # or build both images from this repo
```

For production, set `TM_JWT_SECRET=$(openssl rand -hex 32)` and put TLS (Caddy/Traefik) in front — see [docs/deploy.md](docs/deploy.md).

Prefer Postgres over the default SQLite? `make up-postgres` runs the same stack with a Postgres overlay.

</details>

## Deploy to the cloud

Prefer a hosted SPA with the API elsewhere? The buttons at the top split the app across two hosts:

| Button | Deploys |
|--------|---------|
| Vercel / Cloudflare / Netlify | Web SPA (`web/`) |
| Railway | Go API ([`railway.toml`](railway.toml) → `api/Dockerfile`) — attach a Volume at `/data` |

**1. Deploy the web UI** — click a button above; it hosts the SPA on **your** account.

**2. Run the API** — use the Railway button, or point it at any host running `api/Dockerfile`.

**3. Connect them** — allow your CDN origin on the API:

```bash
TM_CORS_ORIGINS=https://*.vercel.app,https://*.pages.dev,https://*.workers.dev,https://*.netlify.app,https://*.up.railway.app,http://localhost:5173
```

Then open the web app and set **Server** to your API URL (or bake it in with `VITE_API` at build time).

Already forked? Import your fork → Root **`web`** (Vercel/CF) or [`netlify.toml`](netlify.toml) / [`railway.toml`](railway.toml). Details: [docs/fork-deploy.md](docs/fork-deploy.md).

## Mobile app

The companion app (beta) journals against your own server — enter your instance URL at login, same as the web app's **Server** field.

- **iOS** — distributed through TestFlight while in beta.
- **Android** — download `TraderMemos-<version>.apk` from the [latest release](https://github.com/sinhong2011/TraderMemos/releases/latest) and sideload it (allow *Install unknown apps* for your browser or file manager; a `.sha256` file ships next to the APK for verification). There is no Play Store listing.

Building it yourself instead: see [mobile/README.md](mobile/README.md).

## Development

```bash
git clone https://github.com/sinhong2011/TraderMemos.git
cd TraderMemos
make setup && make dev   # API :8080 + web :5173
```

See [CONTRIBUTING.md](CONTRIBUTING.md) for targets, Vite+ commands, and project structure.

### Demo data

Fill any instance with ~200 generated trades over the last three months:

```bash
make demo-seed API=http://localhost:3000/api/v1 EMAIL=you@example.com PASSWORD='…'
```

It talks to the public API only, so it works against a local stack or a deployed demo. Re-running is a no-op — fills are deduplicated server-side.

For the exact book in the screenshots above — 172 trades across 13 months, with
notes, setups and mistake tags — import [`docs/demo/tradermemos-demo-trades.json`](docs/demo/)
instead, either from **Import** in the web app or with the CLI:

```bash
tradermemos import --account <account-id> --file docs/demo/tradermemos-demo-trades.json
```

## Docs

User docs live on the docs site: **[trader-memos.vercel.app](https://trader-memos.vercel.app)** — getting started, importing trades, supported brokers, self-hosting guides, FAQ, and the full API reference.

| Doc | Topic |
|-----|--------|
| [docs/fork-deploy.md](docs/fork-deploy.md) | One-click / fork → Vercel, Cloudflare, Netlify, Railway |
| [docs/deploy.md](docs/deploy.md) | Docker, CORS, edge rewrite |
| [docs/tm-sync.md](docs/tm-sync.md) | The tm-sync local statement watcher |
| [docs/release.md](docs/release.md) | Versioning, changelogs, GitHub Releases |
| [CONTRIBUTING.md](CONTRIBUTING.md) | Local dev (`make dev`) |
| [DESIGN.md](DESIGN.md) | UI system — shadcn/ui + coss ui tokens |

## Star history

## License

[AGPL-3.0](LICENSE). Self-host it, modify it, and run it for yourself or your firm freely. If you run a modified version as a network service for others, you have to publish those changes.

TraderMemos

File Explorer

# Use via CDN

Was this content helpful?

Recent Feedback

Download README