An institutional-grade trading journal built for serious traders.
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, tag-based behavioral analytics, and a structured daily journal — not just a trade log.
- Open source. The entire codebase is available, auditable, and open to contribution.
Trade Management
- Import trades directly from Fidelity CSV exports
- 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 that update dynamically based on active filters
- Full trade history table with click-to-review
Analytics
- Real equity curve starting from your actual account balance
- Win rate, profit factor, average win/loss
- P&L breakdown by symbol and tag
- Best and worst trade tracking
Journal
- Daily grouped trade review
- Search and filter by symbol, tag, win/loss status, or notes
- Per-day P&L, win/loss count, and daily stats strip
Calendar
- Monthly P&L calendar view
- Click any day to see all trades with full detail
| Layer | Technology |
|---|---|
| Framework | Next.js 15 (App Router) |
| Language | TypeScript 5 |
| Database | SQLite via Prisma 5 |
| Charts | Recharts |
| Icons | Lucide React |
- Node.js 18+
- npm or yarn
# Clone the repository
git clone https://github.com/TheQuantum-Dev/tradello.git
cd tradello
# Install dependencies
npm install
# Set up environment
cp .env.example .env
# Set up the database
npx prisma migrate dev
# Start the development server
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 Fidelity CSV export — or use Add Trade to enter manually
- Your trades will be linked to your account and visible across Dashboard, Journal, Analytics, and Calendar
Currently supported brokers via CSV:
| Broker | Status |
|---|---|
| Fidelity | Supported |
| TD Ameritrade | Coming soon |
| Tastytrade | Coming soon |
| Interactive Brokers | Coming soon |
More brokers are on the roadmap. To add support for your broker, see CONTRIBUTING.md.
- Log into Fidelity and go to Activity & Orders
- Select your date range
- Click Download and choose CSV
- Upload the file in Tradello under Import Trades
tradello/
├── app/
│ ├── api/ # API routes (trades, accounts, uploads)
│ ├── components/ # Shared UI components
│ ├── context/ # Global state (AppContext)
│ ├── lib/ # Types, Prisma client, CSV parsers
│ └── pages/ # Page-level components
├── prisma/
│ ├── schema.prisma # Database schema
│ └── migrations/ # Migration history
├── scripts/
│ └── changelog.js # Automated changelog generator
└── public/
└── uploads/ # Local screenshot storage (gitignored)
- TD Ameritrade, Tastytrade, IBKR CSV support
- Settings page (theme, default account, date format)
- Export journal as PDF or CSV
- Sharpe ratio, Sortino ratio, drawdown duration
- MAE/MFE analysis
- Weekly and yearly calendar views
- GitHub Wiki with setup guides and metric explanations
- Hosted version (optional, for non-technical users)
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.
A hosted version may be offered in the future for users who prefer not to self-host. The core software will always remain open source.
Built by TheQuantum-Dev
Built for traders who take their craft seriously.