OpenTraderWorld

<div align="center"> # OpenTraderWorld **Your trading workspace, on your own machine.** [](LICENSE) [](https://g-otw.github.io/OpenTraderWorld/) [](https://g-otw.github.io/OpenTraderWorld/guide/install) A free, self-hosted platform bundling the tools traders and investors actually use — trading journal, market data & backtesting, portfolios, news, planning — with your data staying yours. [**Documentation**](https://g-otw.github.io/OpenTraderWorld/) · [Live demo](https://demo.opentraderworld.com) · [Install in 2 minutes](https://g-otw.github.io/OpenTraderWorld/guide/install) · [Module tour](https://g-otw.github.io/OpenTraderWorld/modules/) · [Suggest a feature](https://github.com/G-OTW/OpenTraderWorld/issues) </div> --- ## Try it without installing A public sandbox runs at **[demo.opentraderworld.com](https://demo.opentraderworld.com)** — no account, no install, seeded with realistic data so you can click through a used instance rather than an empty one. It is a *shared* sandbox: everything you type is visible to other visitors, the whole database is wiped and re-seeded **every 15 minutes**, and settings, connectors and secrets are read-only. It runs on a small free-tier server with free AI models, so expect it to be slower than a local install. For anything real, install it — it takes two minutes. ## Quick start Requires [Docker](https://g-otw.github.io/OpenTraderWorld/guide/docker) (macOS, Linux, or Windows). ```bash curl -fsSL https://raw.githubusercontent.com/G-OTW/OpenTraderWorld/master/install.sh | bash ``` The installer asks a few questions, generates strong secrets, pulls the prebuilt images and starts the stack, creates your admin account and prints its password once. Open **http://localhost:5454** and sign in. Full walkthrough (manual setup, headless servers, LAN/HTTPS/public exposure, backups): [the documentation](https://g-otw.github.io/OpenTraderWorld/guide/install). ## Why OpenTraderWorld? - 🆓 **Free.** No subscription, no paywall, no "pro tier". Free for everyone — personal or professional — the guiding principle: *get profitable before spending a dime.* - 🔒 **Private & self-hosted.** Runs on your computer or server with Docker. No account, no cloud, no telemetry. After install it's localhost-only until *you* decide otherwise. - 🧩 **Modular.** 27 modules — install only what you use, detach the rest. - 🔁 **Continuously updated.** New modules and improvements land regularly. The app tells you when a new version is out; updating is a couple of commands shown in-app, and your data always survives. - 🗳️ **Built with its users.** Feature ideas come from people using it — suggest yours, vote on others, and watch the roadmap follow. See [Contributing ideas](#-suggest-vote-contribute). - 🌍 **7 languages.** English, French, German, Spanish, Italian, Portuguese, Chinese. - 🤖 **AI built in, on your terms.** A built-in [assistant](https://g-otw.github.io/OpenTraderWorld/modules/agent) chats with your own data — bring your own provider (Anthropic or any OpenAI-compatible endpoint), with memory, skills and tool access scoped by token. And a built-in [MCP server](https://g-otw.github.io/OpenTraderWorld/config/ai-agents) lets *external* agents read or update your modules through the same token-scoped gateway. Both off by default; your keys are encrypted at rest and never reach the browser. - 🔑 **Secrets stay sealed.** An encrypted [Vault](https://g-otw.github.io/OpenTraderWorld/config/settings#vault) holds the credentials the app needs on your behalf — encrypted at rest, write-only once saved, and plugged into any module by reference instead of being pasted again. ## Why not Edgewonk / TraderSync / Ghostfolio? **Edgewonk** is a mature trading journal with trade analytics, and it's a great fit if you want a ready-made product. It is however a paid, closed-source subscription service — OpenTraderWorld is free, open-source, actively developed, and keeps all your data on your own machine. **TraderSync** offers automatic broker imports and reporting as a cloud SaaS. If you'd rather not have your trading history on a third-party server (or pay a monthly fee), OpenTraderWorld gives you a self-hosted alternative — at the cost of manual/CSV entry instead of broker sync (we plan to expand import options in the near future). **Ghostfolio** is also open-source and self-hosted, but it's a portfolio and wealth tracker geared toward buy-and-hold investing. OpenTraderWorld covers both active trade journaling and investing — per-trade legs and brackets, fee schedules, templates, and strategy stats. **None of them talk to your data.** OpenTraderWorld ships a built-in AI assistant that reads and edits your journal, portfolios and notes through a permission-scoped gateway — with your own provider key, on your own machine. There's no equivalent in any of the three: your trading history never leaves your server to get there. As a final word: OpenTraderWorld is free, ships with 27 modules, and has an ambitious roadmap. ## What's inside Every module ships with the app — install only what you use, detach the rest. ### Trading | Module | What it does | |---|---| | [Trading Journal](https://g-otw.github.io/OpenTraderWorld/modules/journal) | Trade log with templates, fee schedules, multi-currency FX and performance stats. | | [Trading Routines](https://g-otw.github.io/OpenTraderWorld/modules/productivity#routines) | Recurring session checklists — pre-market prep, in-session discipline, post-market review. | | [Mindset](https://g-otw.github.io/OpenTraderWorld/modules/productivity#mindset) | Daily mood & discipline check-ins with trends. | ### Market data & analysis | Module | What it does | |---|---| | [Historical Data](https://g-otw.github.io/OpenTraderWorld/modules/market-data#histdata) | Download OHLCV history from multiple providers into local datasets. | | [Historical Data Visualization](https://g-otw.github.io/OpenTraderWorld/modules/market-data#histviz) | Candle/OHLC/line/Renko charts with indicators, on your datasets. | | [Backtest](https://g-otw.github.io/OpenTraderWorld/modules/market-data#backtest) | Rule-based strategy backtester with sizing, costs and full stats. | | [Quant Tools](https://g-otw.github.io/OpenTraderWorld/modules/market-data#quant) | Risk/return analytics — VaR, correlation, efficient frontier, position sizing, Kelly. | ### Portfolios & money | Module | What it does | |---|---| | [Watchlists](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#watchlists) | Symbol watchlists with live prices, day changes, sparklines and notes. | | [Portfolio Tracker](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#portfolios) | Live portfolio value with buy/sell ledger and daily auto-priced holdings. | | [MyWealth](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#wealth) | Net worth across all assets — accounts, property, crypto, valuables. | | [Managers' Portfolios](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#mportfolios) | Superinvestor 13F holdings, browsable and snapshotable. | | [Tax Calculator](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#taxcalc) | Trading & investing tax estimates from country templates. | | [Subscriptions](https://g-otw.github.io/OpenTraderWorld/modules/portfolio#subscriptions) | Recurring subscriptions and spend overview. | ### News & research | Module | What it does | |---|---| | [News](https://g-otw.github.io/OpenTraderWorld/modules/news-research#news) | RSS & JSON-API news aggregator with polling dashboards. | | [Economic Calendar](https://g-otw.github.io/OpenTraderWorld/modules/news-research#economics) | Upcoming macro events. | | [FinanceDatabase](https://g-otw.github.io/OpenTraderWorld/modules/news-research#findb) | Search 300,000+ instruments locally; organize favorites in folders. | | [Resources](https://g-otw.github.io/OpenTraderWorld/modules/news-research#resources) | Bookmark library for books, links and references. | | [Community Docs](https://g-otw.github.io/OpenTraderWorld/modules/news-research#community-docs) | Community-written guides, synced and readable offline. | ### Notes & organization | Module | What it does | |---|---| | [Editor](https://g-otw.github.io/OpenTraderWorld/modules/productivity#editor) | Rich document editor with folders and table/kanban/gallery databases. | | [ToDo](https://g-otw.github.io/OpenTraderWorld/modules/productivity#todos) | Task list with due dates and categories. | | [Goals](https://g-otw.github.io/OpenTraderWorld/modules/productivity#goals) | Goals with metric tracking and deadlines. | | [Calendar](https://g-otw.github.io/OpenTraderWorld/modules/productivity#calendar) | Personal event calendar; overlays reminders, todos and goals. | | [RemindMe](https://g-otw.github.io/OpenTraderWorld/modules/productivity#remindme) | Reminders with in-app notifications and email/Telegram/Slack/Discord channels. | | [Time Tracker](https://g-otw.github.io/OpenTraderWorld/modules/productivity#time) | Project timers with budgets and hourly-rate value. | | [Prompt Store](https://g-otw.github.io/OpenTraderWorld/modules/productivity#prompt-store) | Searchable library of reusable AI prompts, tagged, rated and versioned. | | [Webhooks](https://g-otw.github.io/OpenTraderWorld/modules/productivity#webhooks) | Private inbound URLs that turn external alerts into notifications. | ### AI | Module | What it does | |---|---| | [Agent](https://g-otw.github.io/OpenTraderWorld/modules/agent) | Built-in AI chat assistant (bring your own provider) that can also act on your data via MCP, with memory, skills and external MCP servers. | Full tour with details: [the module docs](https://g-otw.github.io/OpenTraderWorld/modules/). ## ⭐ Enjoying it? Help it grow OpenTraderWorld is free and built in the open. If it's useful to you, the easiest way to give back costs nothing: - **Star the repo** — it's a quick signal that helps others discover the project. - **Share it** — a word to a fellow trader, a link in your community, a mention anywhere helps more than you'd think. No pressure — even just trying it out and telling a friend means a lot. 🙏 Got ideas or found a bug? See [Suggest, vote, contribute](#-suggest-vote-contribute) below. ## 💡 Suggest, vote, contribute This project grows from user feedback: - **Suggest a feature or module** — head to [opentraderworld.com/suggestions](https://opentraderworld.com/suggestions) and describe what you're missing and how you'd use it. - **Vote** — 👍 the suggestions you want most on the website; popular requests get prioritized. - **Report bugs** — open an [issue](https://github.com/G-OTW/OpenTraderWorld/issues) with the symptom and a few log lines. - **Write for the community** — guides written in the app's Editor can be submitted for publication in the shared Community Docs library, readable by every install. ## Under the hood | Layer | Tech | |-------|------| | Backend / core | **Rust** (Axum) — API, scheduler, background jobs | | Frontend | **SvelteKit** single-page app | | Data | **PostgreSQL** — the only place your data lives | | Reverse proxy / TLS | **Caddy** — automatic HTTPS certificates | | Deployment | **Docker Compose** — non-intrusive, quickly rebuilt | ``` OpenTraderWorld/ ├── install.sh # one-command installer (fetches deploy/, runs setup) ├── deploy/ # docker-compose stack, setup.sh, Caddy config ├── core/ # Rust workspace (API, store, scheduler, feeds…) ├── frontend/ # SvelteKit app (modules UI) └── docs/ # documentation site (VitePress) ``` ## Status Actively developed — usable today, iterating fast. Check **Settings → Update app** in-app to know when a new version is available. ## Disclaimer This software is for **educational and informational purposes only** and is **not** financial, investment, or trading advice. **USE IT AT YOUR OWN RISK.** The author and any affiliates accept **no responsibility** for your trading or investment results, or for any loss or damage arising from use of this software. Never risk money you cannot afford to lose. There may be bugs — the software is provided **"as is", without warranty of any kind**. You alone are responsible for how you use it and for any decisions you make. ## License [FSL-1.1-MIT](LICENSE) (Functional Source License) — free for everyone, including commercial use, self-hosting at work, modification, redistribution and forks. The only thing not granted is a **Competing Use**: selling the software or offering it to others as a paid product or hosted service. Each release automatically becomes **MIT** two years after publication.