TraderMemos
Self-hosted trading journal with dashboard, P&L calendar, trade log, playbook, reports, alerts, bar replay, and native iOS/Android companion app. No subscription or vendor lock-in.
Ficha actualizada 23 sept 2026, 13:06 · upstream 23 sept 2026, 12:53 · release v0.14.1
Qué es TraderMemos
Descripción editorial construida a partir del repositorio, su documentación y sus señales de mantenimiento.
TraderMemos is a self-hosted trading journal built on Go API + React web frontend with Expo mobile apps for iOS and Android. It provides equity curve visualization, expectancy calculations, streak tracking, hold time analysis, and annual goal pacing. The platform runs entirely on your own infrastructure using SQLite or PostgreSQL, with no vendor lock-in. Key features include trade logging with MAE/MFE excursion charts, strategy playbook linking to trades, risk alerts via webhook, bar-by-bar backtesting against paper accounts, and a mobile companion app that journals offline. Tech stack includes Go (API), React/Vite (web), Expo (mobile), shadcn/ui + coss ui tokens (design), and tm-sync agent for statement imports.
- Track trading performance across multiple accounts with equity curve visualization
- Monitor expectancy, win rate, and profit factor over time periods
- Record trade details including setup type, execution quality metrics, and mistakes
- Build a strategy playbook by linking trades to their underlying setups
- Generate custom reports (Monte Carlo simulations, MAE/MFE breakdowns) as view presets
- Set up risk alerts for daily loss limits or prop drawdown warnings
- Perform bar-by-bar backtesting against paper accounts with live analysis
- Share read-only performance links and generate Year Wrapped summaries
- Fully self-hosted solution that gives complete data ownership without vendor lock-in
- Open API with personal access tokens supports integration with MCP tools or custom scripts
- Bar replay feature allows backtesting any symbol bar by bar against a persistent paper account
- Native mobile companion app (Expo) provides offline journaling on iOS and Android devices
- Customizable reports via shadcn/ui components including equity curve, profit factor gauge, and expectancy donut charts
- Supports importing broker CSV statements, MT4/MT5 files, IBKR Flex sync, or the tm-sync agent for automatic statement ingestion
- No built-in charting library — relies on shadcn/ui components which may not meet all visualization needs
- Does not provide real-time market data feeds; requires manual import of trade data
- No automated execution or live order management features beyond the journal itself
- Mobile app is currently in beta and lacks full feature parity with web version
- Requires manual setup of demo/trade data (e.g., importing JSON files) rather than auto-generation
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Deploy locally using Docker Compose: `make up` pulls prebuilt images from Docker Hub. For production, set a strong JWT secret and enable TLS with Caddy or Traefik. Deploy the web UI to Vercel/Cloudflare/Netlify for static hosting, while the Go API runs on Railway (attach `/data` volume) or your own server. Use `tm-sync` agent to watch statement folders and import trades automatically. For PostgreSQL instead of SQLite: `make up-postgres`. CORS allowlist origins in `.env`: `TM_CORS_ORIGINS=https://*.vercel.app,https://*.pages.dev,...`. The web app sets Server URL at login or via VITE_API env variable.
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