=============================================================== TradeOS - Trading Journal Runs entirely on your own PC. Windows. Nothing is installed. =============================================================== GETTING STARTED --------------- 1. Unzip this folder anywhere you like, for example your Desktop. 2. Double-click "Start TradeOS" 3. A black window opens and counts down while the server starts. Your browser opens by itself as soon as it answers. 4. Log in with username: trader password: trader No installation, no account, no internet needed. Leave the black window open while you use TradeOS. Closing it stops the program. To start again, double-click once more. This copy comes with 80 example trades so the dashboard and the statistics have something to show. They are invented. The dashboard says so in a banner while they are there, with a button that removes all of them in one click - it only touches trades marked [DEMO] and only your own, so it cannot take a real trade with it. =============================================================== WHAT IS NEW IN THIS VERSION =============================================================== Most of this comes straight off your notes. Below is what was done, and just as importantly what was not, and why. SINCE THE COPY YOU HAD (29 September, second build) --------------------------------------------------- Your notes led to six fixes. Four of them are things the app was hiding - it gave no error, no warning, nothing on screen - so they could only be found by going through the code. You pointed at the symptoms; the causes were further down than the symptoms showed. Those four are first. * The chart you pasted was there all along - there was just no way to reach it. Saving a trade dropped you on the dashboard with no mention of what you had just logged, and in the trades list only the date was clickable. Now: saving takes you straight to the trade, the whole row opens it, and a small chart mark in the list shows which trades have one. * A link that was not a TradingView snapshot was thrown away in silence. The trade saved, the chart vanished, and the app said nothing - so there was no way to know it had happened. That is almost certainly what became of yours. It now refuses the save and says what to paste instead. * Sessions were an hour out for half the year. The time was read off the TradingView paste as UTC and labelled New York AM / PM on boundaries that only hold during American summer time. From November to March every automatically assigned session was wrong - quietly, in the statistic on the Edge page you are most likely to act on. Times now go through the exchange clock, which follows the clock changes on its own. * The calendar and the dashboard could disagree about which day a trade belonged to, because the two screens worked out "the day" differently. One definition now, used everywhere. * Clicking a day in the dashboard calendar did nothing at all. It now opens that day. * Saving an edit that failed looked exactly like saving one that worked - the screen simply did nothing. It now says what went wrong. And your suggestions: * What 1R is worth. In Settings, tell it your usual risk - say 100 - and the dashboard shows the money beside the R. Leave it empty and the journal stays in R only. You were right that R means nothing to a beginner; putting your own number in is the honest version of that, and better than a made-up $100, because a figure in a screenshot gets believed later. * Instrument and contracts are remembered from your last trade. The full form used to ignore your settings entirely and reset to MNQ / 1 every time. * Your name is on both logging screens, so you can see at a glance which journal you are writing into. * Backtesting: date, entry time and exit time are all editable now, both while pasting a batch and afterwards. The entry time off the paste is a starting point, not a fact. * Trade times were always editable - they sit in the Execution block further down the page while the date is at the top, which is why they were easy to miss. * On the 12-hour / 24-hour question: times are stored exactly as you see them on your chart, in New York time. Whether they display as 13:35 or 1:35 PM follows your own Windows setting - the journal does not convert anything, so a time you type is the time you get back. * One unit, everywhere. Results now lead with R and show the money underneath, on every screen. The dashboard used to headline in dollars while the calendar was in R, which is what you spotted. Money still stands alone where the number IS money - payouts, your risk amount - because those are not results and have no R. * The paste box takes a right-click. On "Log a trade" the panel you paste into was a plain box, and Windows offers no Paste in the right-click menu over something you cannot type into - so the only way in was Ctrl+V. It is a real text field now, so right-click → Paste works, exactly as it always has on the backtesting screen. The instruction on the page says both ways, and says Ctrl+V rather than the Mac shortcut it used to show. * Hide amounts now hides all of them. You found it still showing dollars on the calendar, on Edge Analytics and in the trade log, and it was worse than that - about two thirds of the amounts in the app were still readable with the toggle on. The blur was a mark that had to be applied by hand at every single figure, which is a thing nobody can keep up. It comes with the number now, and the charts and tooltips - where a blur cannot reach inside - show dots instead. Checked by walking every page with the toggle on and looking for a readable amount: none left. * The menu is reachable on a short window. If your window was less tall than the menu, the bottom items - Payouts, Daily Notes, Import, Settings and sign-out - could not be reached at all: the left bar is pinned to the screen, so the page scrollbar never moved it, and it had no scrollbar of its own. It scrolls now. * A "?" beside the fields that are easy to get wrong. Click it and the explanation appears under the label. Only on the fields that need one: a mark on every field is the same as none at all. It opens on click rather than hover, so it works the same on a touch screen. BEFORE THAT (28 September) -------------------------- If you already ran the first bundle, these six were the difference then. Everything under them was in that copy too. * The example trades explain themselves. You asked how to delete "someone else's data" - it was the 80 demo trades, and the only explanation sat in a README you had no reason to open. That was a fair thing to be alarmed by in a trading journal. The dashboard now says what they are and clears them in one click. * More than one chart per trade. A setup is framed on the higher timeframe and entered on the lower one, so one link was never enough. Add as many as you want, label them (HTF, entry, result), and they keep the order you put them in. Trades saved with the old single link still show it. * The chart appears while you paste. The link field used to be write-only: you pasted, saw nothing, saved, reopened. Now the picture renders under the field as you type - and it stays quiet while the link is still half-typed instead of calling it wrong on every keystroke. * Partial taken - a tick box. You asked what happens when you take something off early. Recording every exit would answer "what happened"; the question is whether the plan held or nerves won, and one tick answers that. Your R stays the blended result. The care is in the reporting. A partial blends two exits into one R, so its capture reads lower by arithmetic - judged on capture alone, good discipline looks like a mistake. The Edge card therefore splits your trades on the tick and shows win rate and expectancy beside capture, so you see the trade-off rather than the penalty. It stays quiet under ten trades on either side. * POI and DOL share one list of levels. They were two separate vocabularies, so using BSL on both meant adding it twice. Both now offer everything; nothing you had stored was changed. * The menu follows the trading day. Case Studies and BackTesting sat between Trades and Edge - two screens opened once a month, separating the two you use daily. Order is now: arrive and log, is it working, when there is time, occasional. FIXED - things that were genuinely broken ----------------------------------------- 1. Deleting a user did not work. You asked how to remove a test user completely, screenshots and all. You could not. It deleted the trades but left setups, case studies, payouts and strategies behind, hit a database error, and showed you nothing more than "Failed to delete user". It now removes everything in one action, including the image files on disk - or fails without changing anything. 2. Dates could land on the wrong day. Trades were grouped by UTC while the calendar was built in local time. East of London an evening trade appeared on the previous day. Everything now uses one local day, so the calendar, the month total and the "today" line cannot disagree with each other. 3. Screenshots were readable without logging in. Anyone who could guess a filename could open your chart images, and anyone could upload files. Both now need a session. ADDED - your suggestions ------------------------ 4. TT, the technical target. A new field beside TP: where your rules said the move could reach, as opposed to where you actually put the order. While you type it tells you what it is worth - "3.00R available, your TP is 1.00R short of it". A target on the wrong side of your entry is flagged rather than quietly counted as profit. On the Edge page there is a Target capture card: on the trades that worked, how much of the available move you actually banked, how much R you left behind, and how often your order sat short of your own read. One note on the maths, since you asked to sort on it. Losing trades are deliberately excluded from the capture figure. A loss scores negative capture, so including them turned the number into a measure of your win rate instead of your exits. The card says so on screen. 5. Hide amounts. Button at the bottom of the sidebar. Blurs every money figure and your name, for screen sharing and screenshots. R values stay visible - they say nothing about your account size. You suggested a fixed fake number such as $100 instead. It blurs rather than fakes on purpose: an invented figure in a screenshot can be mistaken for a real one months later, a blur cannot. 6. The launcher waits properly. It used to wait a flat 5 seconds and open the browser regardless, which is why you sometimes landed on "connection refused" on a cold start. It now tests the port once a second, counts down in the window, and only opens once the server really answers. 7. The required field is marked in red. "The only field that is required" was grey and read as a footnote. 8. Shorter pages. Settings had thirteen lists stacked in a single column. They now run two side by side, and two small cards were merged into one. Roughly half the length. 9. TradingView chart links - no uploading. Paste a TradingView snapshot link on a trade and the chart itself appears, both under the field as you paste and on the detail page. No file to upload, nothing stored on your disk. Add as many as the trade needs - the higher timeframe, the entry, the result - and give each one a label. On the chart, press the camera button or Alt+S and choose "Copy link to the chart image". That gives a link like https://www.tradingview.com/x/m7azfyek/ - paste that. A saved chart layout link (/chart/...) is not a picture and has no image behind it. Paste one and it says so rather than showing a broken frame. Two honest caveats. The image lives on TradingView's servers, not in your journal - so it needs an internet connection, and opening the trade tells TradingView the snapshot was viewed. And the address the image sits at is not an official, documented one: it works today, but if TradingView ever changes it the page falls back to a plain link instead of breaking. NOT DONE - and why ------------------ A. Labels to the left of the input boxes. Tried, then rejected. The trade form is already laid out three and four fields to a row, so putting labels beside them makes each box narrower and harder to read instead of shortening the page. The length there comes from the number of sections, so the spacing was tightened instead. B. A phone layout. Deliberately skipped. This is a Windows program you start from a .bat file - nobody runs it from a phone. Supporting small screens is a separate job and would not get used. C. A separate database for testing. Not built into the app, because there is a simpler answer: copy this whole folder. The copy has its own data folder and its own journal. Two folders, two journals, no code. Inside the app every trade is already marked Live, Paper or Backtest, and only Live counts towards your statistics - so a practice trade never flatters the numbers. D. Several users in one database. That is the design, not an oversight. Every row records which user it belongs to and each user only ever sees their own. Two users may share a display name; the username is the one that must be unique. E. Auto-filling a case study from the quick log. Left out on purpose. Case studies are meant to be a small, deliberate library of why a setup works. Creating one for every trade would bury the good ones. A "turn this trade into a case study" button on a trade you pick yourself is the better version, and can be added later. F. Tooltips on every field. Not yet. Still on the list. WORTH KNOWING ------------- The full trade form has around thirty fields, and that is what it is for - recording everything when you want to. For daily use there is the quick log behind "Log a trade": paste from TradingView, then win/loss, how many contracts, save. If you find yourself on the long form every day, use the quick one instead. =============================================================== USING IT =============================================================== FIRST THINGS TO DO ------------------ Settings Set your instruments, sessions, entry models and the other dropdowns to match how you actually trade. The forms follow whatever you put here. Appearance is at the top of the same page: light or dark, plus six accent colours. Admin Change the username and password to your own. LOGGING A TRADE --------------- Log a trade The quick way. In TradingView, right-click your Long or Short Position tool and choose Copy, then paste it here with Ctrl+V - entry, stop, target and direction fill themselves in. Say win, loss or break-even, set how many contracts, save. Full form Everything else. Only the result is mandatory; fill in what you care about and leave the rest blank. WHAT IS IN HERE --------------- The menu follows the order of a trading day, not the alphabet. Dashboard Equity curve, win rate, expectancy, discipline streak Trades Your full log - click any row for the detail page Edge The statistics. Performance by session, entry model, time of day, emotion, confidence and execution rating, R-distribution, drawdown, target capture, and which of your setups actually pays Reports Build a rule set and measure what each rule is worth Calendar Profit and loss per day and per month Case Studies A library of setups with your own reasoning written out BackTesting Describe a setup once, paste batches of trades under it Payouts Prop firm payouts, with certificates Daily Notes Mood, sleep, clarity, stress Import Load trades from a CSV - there is a template to download WHY R AND NOT DOLLARS --------------------- TradeOS leads with R. 1R is whatever you risked on that trade. A trade that makes three times your risk is +3R, whether that was fifty dollars or five hundred. It is the only honest way to compare trades across different position sizes, and it is why the stop price matters. Without an entry and a stop, a trade has no R and is left out of the statistics rather than counted as zero. YOUR DATA --------- Everything lives in the data folder: data\journal.db your trades data\uploads\ your screenshots Nothing you write is sent anywhere. There is no cloud and no account behind this. One exception, and it is your choice: if you paste a TradingView snapshot link onto a trade, that picture is fetched from TradingView's servers when you open the trade. Leave the field empty and nothing ever leaves your PC. BACKUP: copy that data folder somewhere safe now and then - a USB stick, OneDrive, anywhere. If your disk fails, that folder is your journal. To restore, copy it back. Moving to another PC? Copy the whole folder across. It runs as it is. =============================================================== IF SOMETHING DOES NOT WORK =============================================================== The window closes immediately Windows has blocked the file. Right-click "Start TradeOS.bat", choose Properties, tick Unblock at the bottom, click OK. Browser does not open Wait for the countdown in the black window to finish - the first start takes longer. If it still does not, open it yourself: http://127.0.0.1:3000 Use that address and not "localhost". They look the same to a person and are two different addresses to a browser, each with its own saved sign-in. "Port 3000 is already in use" Something else on your PC has that port. Close it, or open "Start TradeOS.bat" in Notepad and change PORT=3000 to PORT=3100 (then use http://127.0.0.1:3100) Windows warns about an unknown publisher Expected - this is not a signed installer, just a folder with a program in it. Choose "More info" then "Run anyway". Getting rid of the example trades The dashboard shows a banner while they are there with a button that removes all 80 at once. It only deletes trades marked [DEMO] and only your own. You can also open Trades and delete them by hand - they all carry [DEMO] in their notes. =============================================================== Questions go to Leon. ===============================================================