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TradeTally Documentation

Welcome to TradeTally, a trading journal and analytics platform for tracking performance, reviewing execution, and importing data across multiple brokers.

TradeTally Dashboard

What is TradeTally?

TradeTally combines trade journaling, performance analytics, charts, broker imports, watchlists, and AI-assisted review in one self-hosted or hosted platform.

Key Features

  • Multi-Broker Support - Import trades from Lightspeed, Charles Schwab, ThinkorSwim, IBKR, E*TRADE, Firstrade, Webull, TradeStation, Trading 212, TradingView, Tradovate, Questrade, Tastytrade, ProjectX, and more
  • Real-time Market Data - Live stock quotes and unrealized P&L tracking
  • AI-Powered Analytics - Personalized trading recommendations with configurable AI providers
  • Comprehensive Analytics - Dashboard, win rate, P&L, hold time, sector, and behavioral breakdowns
  • Trade Chart Visualization - Interactive candlestick charts with entry and exit markers
  • Gamification & Leaderboards - Achievements, rankings, and milestones
  • Behavioral Analytics - Revenge trading, overconfidence, and other pattern analysis

Deployment Options

SaaS Platform

Fully hosted solution at tradetally.io.

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

Self-Hosted

Free, open-source deployment with all Pro features unlocked by default. For nearly all self-hosted installs, Docker is the recommended path.

API Requirements

For full feature access such as real-time quotes, advanced charts, and sector analysis, configure external API keys after install. See API Configuration.

Getting Started

  • Quick Start (Docker)

    Recommended for most self-hosted users. Includes the interactive scripts/quick-deploy.sh setup flow.

  • Native Installation

    Source-based install for local development or custom non-Docker environments.

  • API Configuration

    Configure Finnhub, OpenFIGI, broker sync, and AI providers.

  • Backup & Restore

    Learn how to back up databases, uploads, and runtime data safely.

Community & Support

Technology Stack

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