Trading Journal

A full-stack trading journal application for tracking, analyzing, and improving trading performance. Built with React, Express, Prisma ORM, and PostgreSQL.

Architecture

trading/
├── server/               # Express API server (:3001)
│   ├── prisma/           # Database schema and migrations
│   └── src/
│       ├── index.ts           # Entry point — HTTP server, socket, price stream, reminder queue
│       ├── app.ts             # Express app setup — middleware, routes, error handling
│       ├── config/            # Environment-based configuration
│       ├── controllers/       # Request handlers (@/controllers)
│       ├── services/          # Business logic and external integrations
│       ├── repositories/      # Database access layer
│       ├── routes/            # Route definitions (Express Router)
│       ├── types/             # TypeScript types and interfaces
│       ├── validation/        # Zod schemas for request validation
│       ├── errors/            # Custom error classes
│       ├── database/          # Prisma client and connection management
│       ├── socket/            # Socket.IO WebSocket server
│       ├── queue/             # Cron-based reminder queue
│       ├── commands/          # CLI commands
│       ├── generated/         # Prisma-generated types
│       └── utils/             # Logging and utilities
├── frontend/              # React SPA (:5173)
│   └── src/
│       ├── App.tsx            # Root component
│       ├── main.tsx           # Vite entry point
│       ├── router/            # App-level and space-level routing (react-router-dom v7)
│       ├── store/             # Zustand state stores
│       ├── services/          # Axios API client services
│       ├── components/        # Shared UI components (auth, layout, loaders, notifications)
│       ├── pages/             # Page-level components (one directory per route)
│       ├── constants/         # Application constants
│       ├── types/             # Frontend TypeScript types
│       ├── utils/             # Formatting and utility functions
│       └── lib/               # Helper modules
├── scripts/
│   └── setup.js               # One-command project setup
├── docs/
│   └── main.md                # Full documentation
├── package.json               # Root workspace scripts (dev:full, build:full, test:full)
└── README.md                  # This file

Frontend Routes

Path	Page	Description
/login	LoginPage	Email/password authentication
/register	RegisterPage	New user registration
/space/:spaceId/dashboard	DashboardPage	Home — recent trades, key metrics, portfolio chart
/space/:spaceId/portfolio	PortfolioPage	Trade list, history, and management
/space/:spaceId/analytics	AnalyticsPage	Performance metrics, equity curve, distribution charts
/space/:spaceId/calendar	CalendarPage	Calendar view with trade events and drawings
/space/:spaceId/alerts	AlertsPage	Risk alerts and notifications
/space/:spaceId/risk-manager	RiskManagerPage	Risk rules configuration and management
/space/:spaceId/drawing-board	DrawingBoardPage	Freeform canvas for chart markups (Excalidraw)
/space/:spaceId/watchlist	WatchlistPage	Track watched instruments
/space/:spaceId/backtest	BacktestPage	Strategy backtesting with equity curve preview
/space/:spaceId/schedule	SchedulePage	Scheduled tasks and reminders
/space/:spaceId/trade-plan	TradePlanPage	Trading plan templates and checklist setup
/space/:spaceId/settings	SettingsPage	User and space settings

API Overview

All routes prefixed with /api. See docs/main.md for full endpoint reference.

• Auth — Register, login, current user
• Trades — CRUD with analytics summary endpoint
• Trade Plans — Trading plan rules (checklist, core rules, setup, mistakes, identity)
• Spaces — Multi-space support for organizing trading contexts
• Templates — Reusable trade plan templates with typed items
• Calendar — Events and drawings per day
• Risk Rules — Configurable risk management per space
• Scheduled Tasks — Tasks with reminders and recurrence
• Price Data — Historical and real-time price feeds
• Settings — Per-space settings including notification preferences

Data Model (Prisma + PostgreSQL)

Core entities: User, Space, Trade, PlanRule, Template, CalendarEvent, Drawing, RiskRule, ScheduleTask, Notification, Setting.

Trades support long/short sides, running/closed status, emotion tracking, and template-based checklist attachments. Prisma schema at server/prisma/schema.prisma.

Key Technical Details

• Real-time prices — WebSocket connection to Finnhub, broadcast via Socket.IO to authenticated client rooms
• Reminder system — Cron job (every minute) checks due tasks, emits socket notifications, sends email via Nodemailer
• Authentication — JWT-based, protected routes via middleware
• Validation — Zod schemas for all request bodies
• State management — Zustand on the frontend
• UI framework — React 19, Tailwind CSS v4, Base UI, Recharts, Tiptap editor, Excalidraw canvas, Sonner toasts
• Testing — Vitest on both server and frontend

Getting Started

# Install dependencies (root + server + frontend) and run Prisma migrations
npm run setup

# Configure environment
cp server/.env.example server/.env

# Start both servers concurrently
npm run dev:full
# → Backend at http://localhost:3001
# → Frontend at http://localhost:5173

Environment Variables (server/.env)

• PORT — Server port (default: 3001)
• JWT_SECRET — Secret key for JWT signing
• DATABASE_URL — PostgreSQL connection string
• FINNHUB_API_KEY — API key for real-time price data
• REDIS_URL — Optional Redis connection string