TradeInsight: Trade Journal Platform with Instant Analytics

# TradeInsight: Trade Journal Platform with Instant Analytics

[TradeInsight](https://tradeinsight.jainabhinandan.com) is a trade journal platform to log trades, analyze performance, and spot behavioral patterns. Upload your broker CSV and get instant analytics, P&L metrics, and insights—all client-side, no backend required.

## Why a Client-Side Trade Journal?

Your brokerage data stays on your machine. No server uploads, no accounts—just open the app, drop a CSV, and see your equity curve, win rate, and behavioral tags. TradeInsight supports Zerodha, Groww, Angel One, and Kotak transaction statements with auto-detection of column format.

## Features

### CSV Import

• Upload broker statements (Zerodha, Groww, Angel One, Kotak Transaction Statement).
  - Auto-detects format via column mapping.
  - CSV Format Help in the app lists all supported column names and aliases so you can align your export if needed.
  
  ### Trade Matching
  
  - Pairs buy/sell orders into round-trip trades using FIFO logic and partial fills.
  - Each trade has entry/exit, duration, and R-multiple (risk multiple) for consistent performance view.
  
  ### Analytics
  
  - Net P&L, win rate, profit factor, expectancy, max drawdown.
  - Equity curve — cumulative P&L over time.
  - Day-wise P&L — bar chart of daily performance.
  - Time-of-day heatmap — when you trade best or worst.
  
  ### Trade Distribution
  
  - Switchable views:
  - By P&L — bucket trades by profit/loss ranges.
  - By duration — e.g. 0–5m, 5–15m, 15m+.
  - By R-multiple — e.g. <-2R, 0–1R, 2R+.
  
  ### Behavioral Insights
  
  - Detected patterns with impact: Revenge Trading, Overtrading, Late Exit, Size Escalation.
  - Tags on trades: Revenge Trade, Quick Scalp, Disciplined, etc., so you can filter and reflect on behavior.
  
  ### Trade Log
  
  - Filterable, sortable table: symbol, side, qty, entry/exit, net P&L, duration, R-multiple, tags.
  - Drill into any trade and see how it contributed to metrics and patterns.
  
  ## Getting Started
  
  Requirements: Node.js and npm (or Bun).
  
  ``bash
# Install dependencies
npm i

# Start the development server
npm run dev
`

Open the app, upload a broker CSV, and use Settings to set default risk % and max trades/day if needed.

## Tech Stack

- Vite · TypeScript · React
- shadcn-ui · Tailwind CSS
- Recharts (charts) · React Query · React Hook Form · Zod · PapaParse (CSV)

## Project Structure (High Level)

- Parsing — src/lib/csvParser.ts: broker column mapping, date/time handling (including Kotak Trade Date + Trade Time).
- Matching — src/lib/tradeMatching.ts: FIFO buy/sell pairing, partial fills.
- Metrics — src/lib/metrics.ts: P&L, equity curve, day-wise, hourly, trade distribution by P&L/duration/R.
- Behavior — src/lib/behaviorDetection.ts`: revenge, overtrading, late exit, size escalation, tagging.
  
  ---
  
  Try it: [tradeinsight.jainabhinandan.com](https://tradeinsight.jainabhinandan.com)
  
  More projects: [jainabhinandan.com](https://jainabhinandan.com) | [Contact](https://jainabhinandan.com/contact)