Introduction

TraderMemos is a self-hosted trading journal — own your data, review your edge.

What is TraderMemos?

TraderMemos is a self-hosted trading journal for traders who want their performance data on their own infrastructure — dashboard, P&L calendar, trade log, playbook, and reports. No subscription, no vendor lock-in.

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 it without asking permission.

Features

Dashboard — equity curve, expectancy, streaks, hold times, and annual goal pacing, per account or across a portfolio
Trade log — fills grouped into trades, filter, sort, tag, and drill into execution detail with MAE/MFE charts
P&L calendar — daily heatmap with weekly totals and day-detail drill-down
Reports — expectancy, SQN, Kelly %, MAE/MFE, Monte Carlo, and execution quality, by setup / hour / session, saved as view presets
Playbook — strategy library linked to the trades that used each setup, with rule-compliance scoring
Import — broker CSV presets, MT4/MT5 statements, IBKR Flex sync, and the tm-sync statement watcher — see Supported brokers
Alerts — risk rules, daily loss limits, and prop-drawdown warnings via push and webhook
Bar replay — backtest any symbol bar by bar against a persistent paper account
Sharing — revocable read-only performance links and share cards
Tools — position-size / FX / Kelly calculators, advanced chart, economic calendar, 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
Mobile app (beta) — native iOS & Android companion with offline journaling; widgets, Live Activities, and Siri quick capture on iOS — see Mobile app

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
Design	shadcn/ui + coss ui tokens

Next steps

Quick start

Run the whole stack locally with Docker in one command.

First steps

Setup wizard, first trades, and a tour of the app for new users.

Mobile app

Install the iOS (TestFlight) or Android (APK) companion and point it at your server.

Deploy

Docker, split CDN + API, or edge rewrite deployment modes.

Fork & deploy

One-click deploy the web UI to your own Vercel, Cloudflare, or Netlify account.

Importing trades

Broker CSV imports with column mapping — duplicates are skipped automatically.

Supported brokers

CSV presets, MT4/MT5 statements, and IBKR Flex auto-sync.

FAQ

Troubleshooting login, CORS, ports, uploads, and data questions.

License

AGPL-3.0. 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.