TradeWise is an open source trading journal platform that helps users document, track, and analyze their trades, offering insights into trading performance, profit and loss (PnL) analysis, and more to support informed decision-making.
Dashboard Overview
- A centralized location displaying key performance metrics and a high-level summary of trading activity.
Comprehensive Trade Records
- Document details such as currency pair, buy/sell values, prices, and positions.
- Provides real-time profit and loss calculations with detailed percentage breakdowns.
Trade Notes
- Add detailed notes for each trade, including images and annotations for trade strategy analysis.
Trade Limits
- Set a maximum trade limit for each day to enforce disciplined trading and avoid over-trading.
Interactive Calendar
- Visualize daily profits and losses in a calendar view.
- Limited trading days are indicated to help traders manage and review their activity effectively.
Reports
- Provides Daily, Monthly, and Yearly Reports to analyze trading performance across different timeframes.
- Supports exporting reports to Excel for detailed analysis and record-keeping.
Multi-Tenancy
- Fully supports multi-tenancy, allowing multiple users to operate within the same platform while maintaining data isolation and security.
- Each tenant has a separate database or schema, ensuring data integrity and performance.
Click to expand the setup instructions
Clone the repository
git clone https://github.com/sameera-madushan/Trade-Wise.git
Change directories into web
cd Trade-Wise/
Install composer
composer install
Create the .env file by duplicating the .env.example file
cp .env.example .env
Set the APP_KEY value
php artisan key:generate
Clear your cache & config (OPTIONAL)
php artisan cache:clear && php artisan config:clear
Run migrations and seeds
php artisan migrate --seed
Install npm packages to build assets
npm install
Finally, run your project in the browser!
npm run dev
php artisan serve
