v1.0.0

An AI-powered trading journal you run locally on your own machine. Import your broker's CSV and
the journal groups executions into round-trip trades, tracks your KPIs, and uses Claude to analyze
your diary, grade your days, and answer questions about your own data.

Not financial advice. Not a signal service. All data in the screenshots and seed is synthetic.

What's inside

• Dashboard: P&L curve, KPI gauges against your goals, calendar heatmap
• Trade View: executions, playbook setup tags, MFE/MAE, exit efficiency, intraday chart
• Reports: day of week, time of day, hold time, setup, grade, symbol, side, emotion
• Diary: upload handwritten notes or screenshots, Claude extracts stops, R-multiples and mistakes,
  then matches them to your actual trades
• Day Review and Weekly Summary: coaching reports graded on process, not just P&L
• Brain: chat against your full trading history
• Import: Thinkorswim and Interactive Brokers (IBKR) CSV, with a broker dropdown

Install

Download Trading-Journal-AI-v1.0.0.zip below, unzip it, then follow the Quick Start in the
README. You need Python 3.11 or newer and Node 18 or newer. A clean install stays clean, no demo
trades are seeded by default.

You can also clone the repo instead if you would rather track updates with git.

Notes

• Requires your own Anthropic API key for the AI features. The README has a ready-to-paste prompt
  for adding it. Copy .env.example to backend/.env and fill it in.
• The chart proxy defaults to the Alpaca iex feed so a free Alpaca account works.
• Runs on ports 8010 and 3010 so it will not collide with another local journal.
• MIT licensed, free, no email required.

Walkthrough video: https://www.youtube.com/watch?v=LTR4HOfS_hc