TradeStatEngine 📊

TradeStatEngine is a tool designed to import trading journal data and generate detailed statistics and visualizations to analyze your trading performance.

Contribution 🙌

This project is actively maintained as per the developer's needs and availability. Contributions, suggestions, and feedback are highly encouraged to make this tool more accessible and user-friendly. Please feel free to submit pull requests or raise issues for improvements.

Requirements

Install all dependencies using:

pip install -r requirements.txt

How to Use 🚦

1. Launch the App:

   • Start the backend API and Dashboard by running:

     python launcher.py

   • The interactive web dashboard will be available at: http://127.0.0.1:8050/.
   • Note: If no database file is detected, the initialization script will automatically run to set up the database.

2. (Optional) Modify/Add entries or accounts:

   • If needed you can use the database_utils.py script located under the utils directory to delete or update entries in the database, add accouts etc.

3. Journal your trades using the template:

   • Use the provided markdown template (Template ✅⭕🟡⛔⬆️⬇️.md) to format your trading journal entries.
   • You need to export the .md file of the trades you want to import.
   • Important: Ensure all required fields strictly follow the template format; otherwise, the import will fail.
   • Note: Although this tool isn’t inherently compatible with any specific app, I use Joplin.

4. Import:

   • On the main page, clicking the Import File button will redirect you to the upload interface.
   • (Optional) open your browser and visit: http://127.0.0.1:5050/upload.
   • Use the provided interface to select an account from the dropdown and upload your markdown file(s). The web importer will parse your entries and import them into the database.

5. (Optional) Use the Markdown Parser Directly:

   • If you prefer not to rely on the web importer interface, you can use the markdown_parser.py script located under the utils directory to parse and import your markdown files directly.

What It Can Be Used For

• Track performance across different accounts or strategies.
• Visualize key metrics like equity curves, win rates, and performance by time, day, or session.
• Gain insights into trade outcomes and strategies.

License 📜

This project is licensed under the GNU Affero General Public License (AGPL).