Open-source web app that connects to databases and APIs to build live, shareable, embeddable dashboards and charts.
GeneBO98/tradetally
Self-hostable trading journal and analytics platform that imports trades from multiple brokers and analyzes performance patterns.
Open-source alternative to:TraderVue
- Stars
- 346
- Forks
- 66
- Open issues
- 0
- Last commit
- 2 days ago
What is it?
TradeTally is a trading journal and analytics platform built with a Vue.js 3 frontend and a Node.js, Express and PostgreSQL backend. It lets traders record their trades, import them from brokers such as Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE and ProjectX, and review results with charts that break performance down by hold time, day of week and sector.
The project covers options and futures contracts with specialized analytics, interactive candlestick charts with entry and exit markers, and live quotes with unrealized P&L. It also includes AI-driven trading recommendations that can use cloud, local, or authenticated Codex and Claude CLI providers, along with behavioral analytics such as revenge trading detection.
TradeTally can run as a hosted SaaS or be self-hosted with Docker. Some market data features depend on a Finnhub.io plan, and an iOS app is available alongside the web application.
Key features
- 01Imports trades from Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE and ProjectX
- 02Supports options and futures contracts with dedicated analytics
- 03Interactive candlestick charts with entry and exit markers
- 04Performance charts by hold time, day of week and sector
- 05AI-based trading recommendations with multiple provider options
- 06Can be deployed via Docker
Use cases
- Active traders who want to review trade history and find recurring mistakes
- Traders with options or futures positions who need specialized P&L analysis
- Privacy-conscious users who want to self-host their trading data
- Teams sharing a self-hosted journal for trade review
Quick start
- 1
Pull the Docker image
docker pull potentialmidas/tradetally:latest - 2
Run the container on port 80
docker run -d -p 80:80 potentialmidas/tradetally:latest
Things to know
- Full real-time quotes and advanced charts require a Finnhub Basic plan, though a free tier exists with limits.
- Some features such as logo fallbacks send ticker requests from the browser to third-party services Parqet and FMP.
- Mobile health tracking requires the iOS app.
In collections
Topics
FAQ
- What is tradetally?
- Self-hostable trading journal and analytics platform that imports trades from multiple brokers and analyzes performance patterns. TradeTally is a trading journal and analytics platform built with a Vue.js 3 frontend and a Node.js, Express and PostgreSQL backend. It lets traders record their trades, import them from brokers such as Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE and ProjectX, and review results with charts that break performance down by hold time, day of week and sector.
- Is tradetally free to use? What license does it have?
- tradetally is open source under the Apache-2.0 license. Check the license terms before using it in commercial products.
- Is tradetally still maintained?
- Actively maintained. The last commit to tradetally was on Oct 22, 2026.
- What can I use tradetally for?
- Active traders who want to review trade history and find recurring mistakes Traders with options or futures positions who need specialized P&L analysis Privacy-conscious users who want to self-host their trading data Teams sharing a self-hosted journal for trade review
- How do I install tradetally?
- Pull the Docker image: docker pull potentialmidas/tradetally:latest Run the container on port 80: docker run -d -p 80:80 potentialmidas/tradetally:latest
- Where can I get tradetally?
- The source code and installation instructions are on GitHub: https://github.com/GeneBO98/tradetally
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