Self-hostedJust shipped — the review loop


Review your edge.

TraderMemos is a self-hosted trading journal — dashboard, P&L calendar, trade log, playbook, and reports on your own infrastructure. No subscription, no vendor lock-in.

Get startedTry the live demoView on GitHub16

Demo login: tradermemosdemo / demopassword

localhost:3000
TraderMemos dashboard — equity curve, annual P&L goal, expectancy and win-rate stats

Own the data

Why TraderMemos?

Cloud journals like TradeZella and TraderSync are polished — but your edge lives in the data. TraderMemos follows the same self-hosting philosophy as Ghost, Umami, and Plane: run it on your infrastructure, own the database, extend without permission.

Data ownership

Cloud journalsVendor-hosted
TraderMemosYour SQLite / Postgres, your VPS

Cost

Cloud journalsMonthly subscription
TraderMemosFree + your hosting

AI keys

Cloud journalsOften vendor-managed
TraderMemosYour OpenAI-compatible API

Customization

Cloud journalsLimited
TraderMemosFork, patch, deploy

Feature set

Everything a daily review needs

From broker statement to daily review — every step of the loop lives in one self-hosted app.

Dashboard

Equity curve, expectancy, streaks, hold times, and annual goal pacing — per account or across a multi-account portfolio.

Trade log

Fills grouped into trades — filter, sort, tag, and drill into execution detail.

P&L calendar

Daily and weekly heatmap with weekly totals and a day-detail drill-down.

Reports

Expectancy, SQN, Kelly %, MAE/MFE, Monte Carlo, and execution quality — broken down by setup, hour, and session, saved as reusable views.

Playbook

Strategy library linked to the trades that used each setup.

Import

Nine broker CSV presets, MT4/MT5 statements, and IBKR Flex sync.

Alerts

Risk rules, daily loss limits, and prop drawdown warnings — push and webhook, fired from your own server. All free.

Bar replay

Backtest any symbol bar by bar against a persistent paper account — results flow into the same analytics as live trades.

Sharing

Revocable read-only links to your performance, share cards for single trades, and a Year Wrapped recap.

Tools

Position-size, FX, and Kelly calculators, an advanced chart, economic calendar, and cash ledger.

AI (optional)

Screenshot fill extraction + trade coach via OpenAI-compatible APIs — your keys.

API access

Personal access tokens (tm_pat_…) for MCP/scripts; OpenAPI docs at /docs.

The review loop

Trade. Grade. Fix one thing. Repeat.

TraderMemos is built around the habit that actually moves a P&L: an honest review, every day, that feeds next week's plan.

01Today

Start the day on one page

Today gathers the routine you run before the open, this week's focus, your daily-loss guardrail and open risk and the trades you've logged so far.

Dashboard — equity curve, goal pacing and the day at a glance

02Log

Every fill, grouped into trades

Import broker CSVs and MT4/MT5 statements, sync IBKR Flex, or log by hand. Fills become trades with P&L, R and hold time.

Trade log with per-trade P&L, hold time, and tags

03Review

Grade the inbox, one trade at a time

The review inbox walks you through every closed trade: grade the execution, tag the mistake, write the lesson. Missed trades go in the log too.

P&L calendar heatmap by day and week

04Improve

See what your process costs

Setup scorecards give each playbook setup a verdict and an expectancy interval. Mistake tax totals what breaking your own rules cost, by reason.

Reports — expectancy, profit factor and breakdowns by setup

Recently shipped

The newest pages in the journal

Shipped to main and free for everyone running TraderMemos — no paid tier, no feature gate.

Recently shipped

Today

One page for the trading day: routine, focus, risk and the session so far.

Review inbox

Grade every closed trade, one at a time — on the web or the phone.

Weekly focus

Your review's commitments lead next week's Today, with a history of how often you kept them.

Setup scorecard

Verdict, expectancy interval and clean R for every playbook setup.

Mistake tax

What breaking your own process cost, broken down by reason.

Edge Score

An open, documented score plus rolling performance against your own baseline.

Routines

Pre-market and post-session checklists with stages and history, ticked on the market's day.

Scheduled backups

Automatic SQLite snapshots with their status in Settings → About.

By the numbers

broker CSV presets
9broker CSV presets
languages
4languages
per month, forever
$0per month, forever
of your data on your server
100%of your data on your server

In your pocket

The journal goes where the trade happens

The companion app reads and writes the same server. Journal offline, grade the review queue on the train, and check this week's focus before the open.

  • Offline journaling with a sync queue
  • Widgets, Live Activities and Siri on iOS
  • Review queue and weekly focus on Home
  • iOS on the App Store · Android APK on GitHub
iOS · App StoreAndroid · APK
TraderMemos iOS app — Reports
TraderMemos iOS app — Home with P&L summary

Under the hood

Tech stack

tradermemos/stack.yaml
API:
Go · Echo · sqlc · golang-migrate · SQLite / Postgres
Web:
React · Vite+ · TanStack Router/Query/Form · Tailwind
Mobile:
Expo · PanelUI + Uniwind · App Store / APK
Design:
shadcn/ui + coss ui tokens

Ship it

Deploy in minutes

One-click the web UI to your own Vercel, Cloudflare, or Netlify account — or run the whole stack with Docker on any machine.

VercelCloudflareNetlifyRailwayStar on GitHub16

One-click buttons deploy the web UI only — pair them with the API on Railway or Docker.

~/tradermemos — zsh
$ curl -fsSLO https://raw.githubusercontent.com/sinhong2011/TraderMemos/main/docker-compose.yml$ docker compose up -d✓ tradermemos ready → http://localhost:3000

AGPL-3.0 licensed

Self-host it, modify it, and run it for yourself or your firm freely.

make up

Read the docs