Trading Journal Application
A web application that allows traders to log and analyze their trades over time
Problem Statement
A US based trading coach wanted to develop an intuitive application that would help traders stay disciplined by logging and analyzing their trades routinely. Performance metrics, data-cuts and trends were required to be displayed in the form of dashboards and reports.
Challenges
- Identifying key metrics that provide a comprehensive view and offer traders actionable insights for improvement.
- Customized feature access based on user roles, distinguishing between regular users and admins.
Solution
Summary
I developed a nextjs application that included visualizations using D3.js, user authentication, sqlite database and customized feature access based on user roles.
Some of the code of this project has since been open-sourced and can be found here.
App Features
- User onboarding including registration and login
- Trade Entry and Trade Logs for users to log and manage their trades
- Calendar View of trading performance
- Dashboard for visualizing performance variance by different data-cuts such as emotions, trade setup and instrument.
- Trade Statistics for detailed statistics to identify what types of trades are winning
- Quarterly and Yearly reports to track trends over time
Technologies Used
- Nextjs framework with typescript
- Tailwindcss for styling
- Prisma and SQLite for database
- NextAuth for authentication
- D3.js for visualization
- bcrypt for encryption
- App Router API
Deliverable
A deployed nextjs web application that requires minimal monitoring
Trade Entry Form
Dashboard of Key Performance Metrics
Monthly Reports Feature
Calendar View
Have a similar challenge?
Let's discuss how we can develop solutions for your specific use case.