CSV-Based Trading Journal Dashboard
Budget: $10 – $30 USD
I have several brokerage accounts that let me export every fill, commission, and fee to simple CSV files. I need a clean way to turn those raw files into an interactive trading journal I can open in a browser and refresh at will.
Here is exactly what I am after:
• Data ingestion: a quick drag-and-drop or folder-watch routine that pulls multiple CSVs, recognises which account each file belongs to, and stores the rows in a lightweight local database or in-memory cache. No manual editing—I want the script to handle column mapping and any duplicate trade IDs automatically.
• Dashboard views: once imported, the trades must be listed by account as the primary grouping. From there I need to drill down to individual trades, see entry/exit, size, gross and net PnL, and all trade performance metrics you can extract (win rate, average R, expectancy, etc.).
• Comparison layer: side-by-side charts that contrast the accounts on cumulative PnL, drawdown, win % and average hold time. A toggle to blend or isolate accounts would be ideal.
• Daily PnL calendar: a month-style heatmap that colour-codes days by net PnL so I can spot streaks and gaps instantly. Clicking a day should jump to that day’s trades.
• Real-time updates: if I drop a fresh CSV in the import folder, the dashboard should refresh without redeploying the app.
• Fast turnaround: I would like to start testing within the next few days, so please respond only if you can move quickly.
Tech is flexible—Python with Pandas / Dash, Node with D3, or even Power BI if you can keep everything local—just pick the most efficient route and spell out any runtime requirements. Source code, clean comments, and a short read-me on setup are part of the final hand-off.
Here is exactly what I am after:
• Data ingestion: a quick drag-and-drop or folder-watch routine that pulls multiple CSVs, recognises which account each file belongs to, and stores the rows in a lightweight local database or in-memory cache. No manual editing—I want the script to handle column mapping and any duplicate trade IDs automatically.
• Dashboard views: once imported, the trades must be listed by account as the primary grouping. From there I need to drill down to individual trades, see entry/exit, size, gross and net PnL, and all trade performance metrics you can extract (win rate, average R, expectancy, etc.).
• Comparison layer: side-by-side charts that contrast the accounts on cumulative PnL, drawdown, win % and average hold time. A toggle to blend or isolate accounts would be ideal.
• Daily PnL calendar: a month-style heatmap that colour-codes days by net PnL so I can spot streaks and gaps instantly. Clicking a day should jump to that day’s trades.
• Real-time updates: if I drop a fresh CSV in the import folder, the dashboard should refresh without redeploying the app.
• Fast turnaround: I would like to start testing within the next few days, so please respond only if you can move quickly.
Tech is flexible—Python with Pandas / Dash, Node with D3, or even Power BI if you can keep everything local—just pick the most efficient route and spell out any runtime requirements. Source code, clean comments, and a short read-me on setup are part of the final hand-off.
Related categories:
Python
Data Processing
Node.js
Data Visualization
Data Analysis
D3.js
Data Management
Pandas