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Obsidian Trading Journal Plugin | Local-first trade tracker with CSV import, MT5 sync, analytics dashboard & review templates

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Journalit Banner

A powerful, local-first trading journal plugin for Obsidian that helps traders track, analyze, and improve their trading performance.

Obsidian Plugin TypeScript React

Keywords: obsidian trading journal, trading plugin, trade tracker, obsidian trading template, trading analytics, MT5 sync, CSV import

Features | Screenshots | Installation | Support

Privacy First: All your manual trades stay local in your vault. Optional MT5 sync connects to Journalit servers only for automated trade retrieval. Read our Privacy Policy


Features

Core Trading Journal

  • Local-First Architecture - All trading data stays secure in your Obsidian vault
  • Comprehensive Trade Tracking - Record trades with detailed metadata, psychology notes, and rich context
  • R-Multiple Risk Tracking - Measure trades in risk units with automatic calculations from stop loss
  • Multi-Entry/Exit Support - Track complex positions with partial entries and exits
  • Psychology Tracking - Monitor emotions, mistakes, and behavioral patterns

Import & Sync

  • CSV Import System - Import trades from any broker with built-in adapters for IBKR, Tradovate, TradeZero, TradingView, and ByBit
  • AI-Powered Mapping - Optional OpenAI assistance for custom CSV formats
  • Template Sharing - JTT codes enable community template distribution
  • MetaTrader 5 Integration - Automatically sync trades from MT5 via FTP

Review System (V2)

  • Template-Based Reviews - Daily, weekly, monthly, quarterly, and yearly review templates
  • Layout Builder - Create custom review templates with drag-and-drop sections
  • 20+ Widgets - Performance charts, trade summaries, psychology tracking, and more
  • Template Sharing - Share and import review templates with the community

Analytics Dashboard

  • Customizable Home View - Drag-and-drop widgets with position and resize controls
  • Trading Heatmap - GitHub-style contributions showing daily P&L performance
  • Advanced Filtering - Filter by account, ticker, setup, tags, date range, and trade status
  • Performance Metrics - Win rate, drawdown analysis, average hold times, rolling win/loss ratio
  • Position Size Calculator - Built-in calculator with multi-asset and R:R ratio support

Trade Log

  • Multi-Select Operations - Shift-click to select trades, batch toolbar for bulk actions
  • Column Customization - Choose, reorder, and resize columns to your preference
  • Advanced Filters - Filter by status, account, setup, tags, and custom date ranges
  • Scroll Persistence - Remembers your position when navigating away

Account Management

  • Multiple Accounts - Track separate trading accounts with individual P&L
  • Manual Trailing Drawdown - Log dated drawdown limits for prop firm tracking
  • Transaction History - Deposits, withdrawals, and AUM tracking
  • Copy Trading Support - P&L multiplier for copy trading calculations

Additional Features

  • Global Instrument Specifications - Define tick sizes and contract specs once, apply everywhere
  • Backtest Trade System - Separate tracking for paper trades with dedicated file naming
  • TradingView Image Links - Attach chart snapshots via URL
  • Commission Tracking - Fixed or percentage-based commission support
  • Update Notifications - Stay informed about new releases with in-app changelogs

Screenshots

Home View

Customizable dashboard with drag-and-drop widgets, trading heatmap, and quick navigation

Home View

Review System

Template-based reviews with layout builder and 20+ widgets

Review System

Review Layout Builder

Trade Log

Multi-select operations, customizable columns, and advanced filtering

Trade Log

CSV Import

Import from any broker with smart duplicate detection

CSV Import

Account Dashboard

Financial account management with AUM tracking and transaction history

Account Dashboard

Account Pages

Track drawdowns, profit targets, and monthly costs for each trading account

Account Pages

Installation

Method 1: BRAT (Recommended)

  1. Download and open Obsidian
  2. Go to Settings > Community Plugins > Turn on community plugins
  3. Click Browse, search for "BRAT" and install the BRAT plugin
  4. Open BRAT settings and click "Add Beta Plugin"
  5. Enter this repository URL: Cursivez/journalit and select "Latest version"
  6. Click "Add Plugin" and enable it in your plugin settings

Method 2: Manual Installation

  1. Download the latest release files: main.js and manifest.json
  2. Create a folder called journalit in your .obsidian/plugins/ directory
  3. Place the downloaded files in the journalit folder
  4. Restart Obsidian and enable the plugin in Settings > Community Plugins

Quick Start

  1. Configure - Open Settings > Journalit to set up your trading journal
  2. First Trade - Create your first trade entry using the trade form
  3. Import Existing Trades - Use CSV Import to bring in historical data (Ctrl+P, search "CSV")
  4. Set Up Reviews - Configure daily review templates for structured reflection
  5. Explore Analytics - Check the dashboard for performance metrics
  6. Optional: MT5 Sync - Set up MetaTrader 5 sync for automated trade collection

Recommended: Go to Settings > Editor > Display and set "Properties in document" to Hidden

Use Cases

  • Day traders using Obsidian who need structured trading templates
  • Swing traders wanting comprehensive trade analysis and journaling
  • Prop firm traders tracking trailing drawdowns and performance targets
  • Traders using MetaTrader 5 who want automated trade sync
  • Anyone looking for a local-first alternative to cloud-based trading journals
  • Obsidian users who want to consolidate their trading workflow

Support

Privacy & Data

Journalit is built with privacy in mind:

  • Local-First - Core features work entirely offline
  • Network Usage - Plugin makes network requests only when you enable optional MT5 sync (connects to api.journalit.co for automated trade retrieval)
  • No Manual Trade Collection - Trades you create manually never leave your vault
  • No Telemetry - Plugin does not collect usage analytics by default
  • Transparent - Full details in our Privacy Policy

License

This plugin is proprietary software. The compiled plugin files are distributed for use with Obsidian, but the source code is not available under an open source license.


Built for the trading community

Transform your Obsidian vault into a powerful trading journal