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TradeFlow

A local-first trading journal with AI-powered insights — built for serious traders who value privacy and performance.

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What is TradeFlow?

TradeFlow is a privacy-first trading journal that runs entirely in your browser. All your data is stored locally on your device using IndexedDB — no cloud accounts, no subscriptions, no data leaving your machine.

Available as a web app or a native desktop app for macOS, Windows, and Linux via Electron.


Features

  • Dashboard — Real-time P&L, win rate, profit factor, calendar heatmap, and interactive charts
  • Trade Log — Full CRUD with inline editing, multi-column filtering, tagging, and bulk operations
  • Multiple Accounts — Track different brokers or strategies independently with per-account analytics
  • Strategies — Tag and compare trades by your custom strategies
  • Bulk Import — Broker CSV import (TopstepX, Tradovate) with scale-out merge support
  • AI Mentor Mode — AI-powered trade coaching and behavioral pattern detection
  • Jesse AI — Integrated AI chat powered by OpenAI that analyzes your journal and chart images
  • Export & Backup — CSV export and full ZIP backup/restore
  • Desktop App — Native macOS, Windows, and Linux app via Electron

Quick Start

Prerequisites

  • Node.js v18 or higher
  • npm (included with Node.js)

Run locally

git clone https://github.com/archReactor04/TradeFlow.git
cd TradeFlow
npm install
npm run dev

Then open http://localhost:5173 in your browser.

Build desktop app

npm run electron:build

The packaged app and .dmg/.exe installer will be output to release/.


Documentation

Full documentation is available at:

https://archreactor04.github.io/TradeFlow/

Docs are built with Jekyll using the just-the-docs theme and live in the docs/ folder of this repository.

Section Description
Getting Started Installation, desktop app setup, configuration
Features Dashboard, Trade Log, Accounts, Strategies, and more
Guides CSV import, export/backup, mentor setup
Technical Reference Architecture, data storage, Electron internals

Tech Stack

Layer Technology
Frontend React 18, Vite, Tailwind CSS, shadcn/ui
State Zustand, TanStack Query
Database IndexedDB via Dexie.js
Charts Recharts
Desktop Electron
AI OpenAI API

Project Structure

TradeFlow/
├── src/
│   ├── pages/          # Dashboard, TradeLog, Accounts, Strategies, BulkImport, AIChat, Mentor
│   ├── components/     # Shared UI components (shadcn/ui + custom)
│   ├── stores/         # Zustand stores (trades, accounts, strategies)
│   ├── lib/            # Utilities (broker parsers, export, import, AI)
│   └── db.js           # Dexie.js IndexedDB schema
├── electron/
│   ├── main.js         # Electron main process
│   └── preload.js      # Preload script
├── docs/               # Jekyll documentation site
└── build/              # Electron app icons

License

MIT — free to use, modify, and distribute.

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A journaling app, with AI built in to help you trade better.

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