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TradeTally Documentation

Welcome to TradeTally - a comprehensive trading journal and analytics platform that helps traders track performance, analyze patterns, and gain insights across multiple brokers.

TradeTally Dashboard

What is TradeTally?

TradeTally is a powerful trading journal and analytics platform built with Vue.js frontend and Node.js backend. Whether you're a day trader, swing trader, or long-term investor, TradeTally helps you understand your trading patterns and improve your performance.

Key Features

  • Multi-Broker Support - Import trades from Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE
  • Real-time Market Data - Live stock quotes and unrealized P&L tracking
  • AI-Powered Analytics - Personalized trading recommendations using various AI providers
  • Comprehensive Analytics - Dashboard with P&L tracking, win rates, performance metrics
  • Trade Chart Visualization - Interactive candlestick charts with entry/exit markers
  • Gamification & Leaderboards - Track achievements and compete with peers
  • Behavioral Analytics - Revenge trading detection and overconfidence tracking

Deployment Options

SaaS Platform

Fully hosted solution at tradetally.io with subscription plans.

Demo Account: - Username: [email protected] - Password: DemoUser25

Self-Hosted

Free, open-source deployment with all Pro features included. Perfect for: - Privacy-conscious users - Personal or team use - Complete control over your data - No subscription fees

API Requirements

For full feature access (real-time quotes, advanced charts, sector analysis), a Finnhub.io Basic plan is required. Free tier available with limitations.

Getting Started

  • Installation

    Step-by-step guide to install TradeTally from source or using Docker

  • Quick Start

    Get up and running in minutes with our quick start guide

  • Docker Deployment

    Deploy TradeTally using Docker and Docker Compose

  • Usage Guide

    Learn how to import trades and use TradeTally features

Community & Support

Technology Stack

Backend: Node.js, Express, PostgreSQL Frontend: Vue.js 3, Tailwind CSS, Pinia APIs: Finnhub, Alpha Vantage, various AI providers Infrastructure: Docker, Nginx