Logvestor - Privacy-First Trade Journal & Analytics Platform

Logvestor is a powerful, privacy-focused desktop application for managing investment records and analyzing trading performance. Built with the philosophy of complete data ownership and offline-first operation, it provides professional-grade trading analytics without compromising your privacy.

🌟 Key Features

🔒 Complete Privacy & Data Ownership

• 100% Offline: No cloud services, no data uploads, no external API calls
• Local-First Architecture: All data stored in your chosen directory
• No Account Required: Start using immediately without sign-ups or logins
• Your Data, Your Control: Export, backup, and manage your data freely

📊 Professional Trading Analytics

• Interactive Dashboard: Real-time P&L calculations, win rates, and performance metrics
• Advanced Charting: Beautiful visualizations powered by Recharts
• Portfolio Management: Track multiple portfolios with custom CSV mapping
• Performance Analysis: Detailed statistics, holding period analysis, and trend identification

📝 Flexible Trade Recording

• Markdown-Based Notes: Rich text formatting with live preview
• Smart Slash Commands: 16+ productivity shortcuts for faster note-taking
• Template System: Customizable templates for different trading strategies
• Image Management: Organize and view trade charts with gallery and timeline views

🤖 AI Integration (MCP)

• Model Context Protocol: Analyze trades with Claude Desktop
• Auto-Setup: One-click MCP server configuration
• Privacy-Preserved: AI analysis without uploading your data
• Custom Tools: Query trades, calculate P&L, and get insights via natural language

🛠️ Developer-Friendly

• Modern Tech Stack: Next.js 15, React 19, TypeScript 5
• Electron Desktop App: Native file system access with security
• Extensible Architecture: Well-structured codebase for customization
• Hot Reload Development: Fast iteration with npm run electron-dev

🚀 Quick Start

Prerequisites

• Node.js 18+ and npm
• macOS, Windows, or Linux

Installation

# Clone the repository
git clone https://github.com/yourusername/logvestor.git
cd logvestor

# Install dependencies
npm install

# Start development mode
npm run electron-dev

# Or build for production
npm run electron-build

First-Time Setup

1. Launch the app - you'll see a beautiful setup dialog
2. Choose your data directory (default: ~/TradeJournal)
3. The app automatically creates the folder structure:

   ~/TradeJournal/
   ├── trades/          # Trade records and notes
   ├── portfolios/      # Portfolio CSV files
   ├── templates/       # Markdown templates
   └── trades.csv       # Central trade database
   

📁 Data Organization

Smart Folder Structure

trades/
├── 2024/
│   ├── AAPL_01-15_001/   # First AAPL trade on Jan 15
│   │   ├── analysis.md     # Your trade notes
│   │   └── chart.png       # Trade charts
│   └── AAPL_01-15_002/   # Second AAPL trade same day
└── 2025/
    └── TSLA_03-20_001/

CSV Integration

• Flexible Mapping: Import from any broker's CSV format
• Central Database: All trades in trades.csv for unified analytics
• Manual Linking: Connect CSV data with markdown notes
• Bulk Operations: Select, delete, and export multiple trades

🎯 Unique Advantages

Why Logvestor?

1. True Privacy: Unlike cloud-based solutions, your trading data never leaves your computer
2. No Vendor Lock-in: Standard markdown and CSV formats ensure data portability
3. Offline Analytics: Professional-grade analysis without internet dependency
4. Customizable: Open-source codebase allows full customization
5. AI-Ready: Analyze your trades with AI while maintaining complete privacy

Perfect For:

• 📈 Active Traders: Track and analyze multiple trades daily
• 🔐 Privacy-Conscious Investors: Keep sensitive financial data secure
• 📊 Data Analysts: Export and analyze in your preferred tools
• 🤖 AI Enthusiasts: Leverage Claude for trade insights
• 💼 Professional Traders: Enterprise-grade features without enterprise costs

🛡️ Security & Privacy

• Context Isolation: Electron security best practices
• No Telemetry: Zero tracking or analytics
• Local Processing: All calculations done on your machine
• Secure IPC: Protected communication between processes
• Open Source: Fully auditable codebase

🔧 Advanced Features

Markdown Editor

• VSCode-like Experience: Familiar keyboard shortcuts
• Real-time Preview: See formatted output instantly
• Slash Commands: /table, /checklist, /codeblock, and more
• Auto-save: Never lose your analysis

Search & Filtering

• Full-text Search: Find trades by any content
• Advanced Filters: Date ranges, tickers, P&L thresholds
• Filter Presets: Save commonly used filter combinations
• Debounced Performance: Smooth searching even with thousands of trades

Data Migration

• Backup System: Automated backups with versioning
• Migration Tools: Safely update data structures
• Validation: Ensure data integrity during migrations
• LocalStorage Import: Migrate from web version seamlessly

📦 Technology Stack

• Frontend: Next.js 15.3.5, React 19, TypeScript 5
• Styling: Tailwind CSS 4.x with Typography plugin
• Desktop: Electron 33+ with secure IPC
• Charts: Recharts for interactive visualizations
• UI Components: Shadcn/ui for consistent design
• State Management: React hooks with proper memoization
• File System: Native Node.js APIs via Electron

🤝 Contributing

We welcome contributions! Please see our Contributing Guide for details.

# Fork the repo, then:
git checkout -b feature/your-feature
# Make changes
npm run lint
npm test
git commit -m "feat: add amazing feature"
git push origin feature/your-feature

📄 License

MIT License - see LICENSE for details.

🙏 Acknowledgments

• Built with Next.js and Electron
• UI components from shadcn/ui
• Icons by Lucide
• MCP integration for Claude Desktop

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Your trades. Your data. Your insights.
Professional trading analytics without compromising privacy.