TradeTally

TradeTally is a free, open-source trading journal and investment tracker designed for active traders. The platform focuses on behavioral analytics, enabling users to detect trading patterns such as revenge trading, overconfidence following win streaks, loss aversion, and missed profit opportunities. By analyzing trade history, TradeTally aims to transform the traditional trading journal from a simple record-keeping tool into a resource for practical decision-making and self-review.

The tool allows users to track every trade, broker import, and portfolio decision in a single location. It supports automated trade synchronization with Charles Schwab and Interactive Brokers, and also offers CSV import functionality for a range of other brokers, including Lightspeed, Webull, TradingView, TradeStation, and Tradovate. Users can document notes, tags, setups, and outcomes for each trade, supporting a detailed and customizable workflow without the need to rebuild existing processes.

TradeTally accommodates both cloud-based and self-hosted deployments, giving traders flexibility in how they manage their data. The platform supports tracking of various asset classes, including stocks, options, futures, forex, crypto, and long-term holdings. Performance can be reviewed by symbol, strategy, and behavioral pattern, and there is no limit on the number of trades that can be stored for free.

As an open-source solution, TradeTally is accessible for users who prefer to self-host their data, while also providing a cloud option for those seeking convenience. The service is positioned specifically for active traders seeking to understand and improve their trading behaviors through analytics and comprehensive journaling tools.