Introduction

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
• Today — the trading day on one page: pre-market routine checklist, daily-loss guardrail and open risk, session P&L, missed trades, daily log — see Daily workflow
• Review loop — a review inbox that walks every ungraded trade one at a time, an auto-drafted weekly review, and a weekly focus that leads the next week's Today — see Weekly review
• 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; plus Edge Score, the mistake tax (what breaking your own rules cost), and a per-setup scorecard — see Analytics
• Playbook — strategy library linked to the trades that used each setup, with rule-compliance scoring and a verdict per setup (Edge, Promising, Bleeding…) backed by an expectancy interval
• Import — a broker-first Connect flow (/connect), broker CSV presets, MT4/MT5 statements, and IBKR Flex sync — see Supported brokers
• Alerts — risk rules, daily loss limits, and prop-drawdown warnings via push and webhook — see Alerts & sharing
• 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 / R-multiple & FVG 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 — native iOS (App Store) & Android companion with offline journaling and a review queue; widgets, Control Center, Live Activities, and Siri / Shortcuts on iOS — see Mobile app

Tech stack

Next steps

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.