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THE NEW PYTHON POWERED INTERACTIVE BROKERS WORKBOOK IS HERE

Easy to install. Runs in your browser window.

Interactive Dashboard

CHANGE THE SIZE

Adjust the size of elements for your needs...

CHANGE THE COLOUR

Change Colours, Margins, Axes....

CHANGE THE LAYOUT

Move the dashboard elements how you like it...

FILTER THE TRADES BY:

✔ Account ✔ Year ✔ Month ✔ Weekday ✔ Hours

Some genuine reviews from my ETSY store

Click on a picture below to open my Etsy store…

Steven
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great product so far. Has alot of detail .
Andy
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Perfect, what i need for trading
Franz
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Very good product. Seller answered questions directly and helped me get the best out of the product.
Roger
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Nice product, there were a few technical challenges but the support was excellent
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Import your csv files with ease

Import from csv files

Import from pre downloaded CSV files

Import Automatically from Flex Query

Import trades by connecting to the IB flex query

Automatically removes Duplicates

The Journal will automatically remove duplicates

View each of the days separate

Add a Trading Plan and a Review

Add a Plan and a Review. Copy-paste or drag and drop pictures to it...

View monthly statistics

View monthly statistics in the sidebar

Add Mistake and Strategy tags

More tags will be added in the next release

Add comments

Add comments to each of the trades

Add pictures to the trades

Drag and Drop, Copy - Paste, insert from a link like TradingView

View entries and exits on a chart, when connected to IB traders-workstation

Currently only works with STOCKS, OPTIONS and INDEXES

Fully interactive PNL calendar

Filter by account

Filter the calendar by account

Click on a day to view statistics

Add your own strategy and mistake tags

Connect with IB traders workstation

Currently looking for ideas to implement here…

View your open trades

Sort your your option trades by expiry date

See your closed trades

Traders Workstation allows to see max 7 days of trades

Extras...

Economic Calendar

View the biggest economic events on a calendar

Historic Stock Data Downloader

Quickly fetch historic data from Yahoo Finance.

Earnings calendar

See the closest upcoming earnings

Made with Python

Made with PYTHON for WINDOWS, MacOS, Linux

Updates are included in the price

After the purchase you will receive an invitation for a Dropbox folder. Where you can find all of the updates
£70
£ 50
29
One time purchase
  •  
Sale
Pay with PayPal
Order on Etsy

Easy to install

Download it as ZIP file for MacOS or Setup for Windows

How to Set up and Use the Journal

Click Here

Questions and Answers

  • My account is in CHF and I have EUR/CHF/USD in it. Does it calculate the performance correctly, including currency?
  • Yes, it will set your journal at your base currency. In your case everything will be converted in CHF
  • If I buy it today, are subsequent updates included in the price?
  • Yes, updates are included in the price. What includes bug fixes and additional features.
  • I have one account for investing and one for trading. Is this also possible for multiple accounts?
  • Yes, filtering by account was included in the latest update.
  • How long does the import of IB last, max. 1 year or longer?
  • You can export all of your trading data by using IB website flex queries. I have exported 4 years of data like this.
  • If something is not clear about the programme or I have further questions, where can I turn?
  • The best communication would be through my email what you will receive after purchase. If you want to contact me before purchase, please use the contact form below. I try to answer all of the emails in 48h period, but sometimes it may take longer. Also if the customer is not happy with the product, I’ll issue a refund.
  • Where and how is the programme data stored?
  • Data will be stored on your local disk. Same as where the application.
  • According to you, what is the big difference between the Excel version and Python?
  • The Excel version is quite good but it doesn’t have a built in currency converter(to your base currency), also it’s slower due to being a complex document. 
    The python workbook can connect to your TWS platform and request some data like open positions and portfolio information. 
    Python workbook can connect and download flex queries by not logging into the ib website.
    And overall I can add more future features to the python workbook. Excel is very limited.
    And many more…
  • Does it also work on the Mac – Numbers or only on Excel? Which Windows version?
  • It works on both platforms MAC and Windows. But both OS will need python software to be installed, which is explained in instructions.

Contact me:

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