Journedge

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An institutional-grade trading journal built for serious traders.

Features · Screenshots · Getting Started · Importing Trades · Analytics · Architecture · Roadmap · Contributing

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Why Journedge

Most trading journals are either too simple to be useful or locked behind expensive subscriptions. Journedge is built differently — it is a complete trading process tool, not just a P&L logger.

Your data stays yours. Everything runs locally on your machine using SQLite. No cloud sync, no user accounts, no telemetry, no third-party data transfers of any kind. Your trade history, journal entries, screenshots, and performance data never leave your machine.

Built for serious traders. Multi-account support, real equity curve tracking from your actual starting balance, institutional-grade risk metrics, execution quality analysis, behavioral pattern detection, pre-trade planning, a strategy playbook with live performance stats, position sizing, hour-of-day heatmaps, and a full rich text journal with templates.

Open source and auditable. The entire codebase is open, readable, and open to contribution. You can verify exactly what the application does with your data — because you can read every line of it.

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Screenshots

Dashboard

Stat cards, daily risk meters, full trade history with multi-filter support and inline trade deletion.

Journal

Day-grouped trade cards with journal previews, tags, and quick delete.

Journal Editor

Full-page rich text editor with formatting toolbar, trade stats header, and playbook linking.

Trade Panel (Quick View)

Slide-out panel with entry/exit times, R:R, MAE/MFE, tags, screenshots, and delete.

Pre-Trade Planning

Plan your thesis, entry zone, stop, and target before the trade. Compare plan vs execution after.

Playbook

Strategy library with setup rules, entry triggers, and live per-setup performance from linked trades.

Position Sizing Calculator

Risk-based position sizing for stocks, options, and futures with full R:R output.

Analytics — Overview

Equity curve from actual account balance, P&L by symbol, P&L by tag, win/loss breakdown, and streak analysis.

Analytics — Risk Metrics

Sharpe, Sortino, and Calmar ratios. Drawdown curve over time. Rolling 20-trade win rate.

Analytics — Hour-of-Day Heatmap

Performance breakdown by hour of the trading day — P&L, win rate, and trade count per hour slot.

Analytics — Execution Quality

MAE/MFE per-trade chart, entry efficiency, and exit efficiency analysis.

Analytics — Behavioral Analysis

Overtrading detection, revenge trade sequences, discipline score, and interactive risk of ruin calculator.

Calendar

Monthly P&L calendar — always hardcoded red/green. Snaps to your most recent trading month automatically.

Import

Broker auto-detection including Fidelity, Charles Schwab, TD Ameritrade, Tastytrade, and Interactive Brokers.

Export

Report builder with filters, section toggles, and live PDF preview. Renders entirely client-side.

Settings

Accent color, light/dark mode, risk controls, trading preferences, and in-app auto-update.

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Features

Trade Management

• Import from five brokers — format auto-detected on file drop, no configuration required
• Manual trade entry with live P&L preview, auto symbol detection, and OCC option symbol parsing
• Multi-account support — create accounts per broker, switch from the sidebar, all data account-scoped
• Every trade supports: entry/exit times, R:R ratio, MAE/MFE, tags, chart link, screenshots, and a rich text journal
• Idempotent imports — re-importing the same file never creates duplicates
• Delete any trade from the Dashboard table, the Journal page, or the trade quick-view panel — each requires a two-step confirmation so nothing is removed by accident

Journal Editor

A full word processor built on TipTap and ProseMirror, not a text area.

The toolbar includes undo/redo, 15 font families with dynamic Google Fonts loading, font weight from Light to ExtraBold, H1/H2/H3, bold/italic/underline/strikethrough, text color with a 40-swatch palette and pinnable custom hex colors, highlights, text alignment, bullet and numbered lists, horizontal dividers, links, and inline image insertion.

Content autosaves 1.5 seconds after the last keystroke with a live Saving / Saved indicator. Templates let you define a document structure once and auto-apply it whenever you open a new journal for a specific trade type.

Pre-Trade Planning

Plan before you trade. Review after.

Create a plan with your thesis, setup type, entry zone, stop level, and target. The R:R ratio calculates live as you type. Once the trade executes, link it back to the plan and compare what you intended versus what actually happened.

Plans track their status through a lifecycle: Pending → Executed / Missed / Cancelled. Filter and review your full plan history at any time.

Strategy Playbook

A dedicated strategy library separate from the journal. Document each setup you trade — its rules, entry triggers, exit criteria, timeframes, and instruments — then link individual trades to it from the journal editor or the trade quick-view panel.

Once trades are linked, the playbook shows live performance stats per setup: trade count, win rate, and net P&L calculated automatically. Over time this becomes your personal trading handbook with quantified evidence for which setups actually work.

Tag System

Tags are stored in a dedicated database table and shared globally across the entire app. Creating a tag anywhere makes it immediately available everywhere else. No duplicate management, no sync issues.

Dashboard

Stat cards for net P&L, win rate, profit factor, and average loss react instantly to any active filter. The daily risk controls strip shows live meters for your loss limit and trade count limit, turning yellow at 75% and red when a limit is reached.

The full trade history table supports simultaneous filtering by symbol, status, tag, date range, and free-text search, with a delete action on every row.

Analytics Engine

Seven tabs of analysis covering every dimension of trading performance.

Overview — equity curve from initial account balance, P&L by symbol, P&L by tag, win/loss breakdown, and streak analysis.

Risk — Sharpe, Sortino, and Calmar ratios annualised to 252 trading days. Maximum drawdown in dollars and percentage from the equity peak, with longest and current drawdown duration. Rolling 20-trade win rate.

Time — P&L and win rate by day of week, daily P&L distribution showing consistency vs spike dependency.

Heatmap — hour-of-day performance analysis showing P&L, win rate, and trade count per hour of the trading day. Toggle between metrics. Requires entry times to be logged on trades.

R-Multiples — R-multiple histogram using average loss as 1R. Average R per trade, expectancy in R units, and symbol breakdown.

Execution — MAE/MFE analysis including entry efficiency (MFE / (MFE + MAE)), exit efficiency (PnL / MFE on wins), and a paired bar chart showing MAE vs MFE for the last 20 trades with data.

Behavior — overtrading detection using a statistical threshold of mean + 1.5 standard deviations of your daily trade count. Revenge trade sequence detection. Discipline score. Interactive risk of ruin calculator with Kelly Criterion and half-Kelly recommendation.

Position Sizing Calculator

Enter your account size, risk percentage, entry price, and stop price. The calculator returns your exact position size in shares or contracts, dollar risk, position value as a percentage of account, and stop distance. Add a target to see R:R ratio, potential gain, breakeven win rate, and a proportional risk/reward bar.

Supports stocks, options (with configurable multiplier), and futures. Long and short direction aware. Account balance auto-populates from your active account.

Daily Risk Controls

Set a daily loss limit and max daily trades in Settings. The dashboard shows a live strip with progress meters — green while within limit