Olf's Trading Journal
As soon as you start trading on paper - or real - you should start to write a trading journal
or diary. If you don't do this you'll supplant yout bad trades and thus you won't have a chance
to learn from your mistakes.
This program offers the following features:
- The data is stored in xml-format and can easily be processed by other programs
- Trades can be commented using text and images
- Trades can be filtered and sorted by many criteria.
- You can import data from DepotXML
- You can import your own data from a csv-file
- You can import portfolios from Geniustrader
- Data can be exported to CSV and Excel
- The trades to be displayed and analyzed can be filtered in various ways.
- It is possible to export the Trades as HTML-File.
- The program calculates important evaluation-factors for your portfolio.
- Localized german version
The project has also a site on freshmeat.net.
For running the program you need perl and some modules from the
cpan. If you are running linux, perl is contained in your
distribution. A Windows-version is available at
Warning: Due to a bug in Perl itself, otj is not running with
seems to have no problems.
If the software is installed, you have to get the following modules
from CPAN (www.cpan.org):
Under Windows you have to use the following commands:
- ppm> install Win32-API
- ppm> install Tk
- ppm> install Tk-JPEG
- ppm> install Tk-TableMatrix
- ppm> install Tk-ToolBar
- ppm> rep add http://theoryx5.uwinnipeg.ca/ppms/
- ppm> install XML-Simple
- ppm> install Storable
Depending on the distribution the Storable module might already be installed.
I was not able to install the module Tk::PNG under Windows; so you'll
have to use e.g. gif-graphics.
To Export the trades as HTML-Datei it is necessary to install the modules
HTML::Mason, File::Spec and Cwd:
- ppm> install HTML-Mason
- ppm> install File-Spec
Now you should be able to start the program by the command
perl otj.pl. Now you'll see the first screen (click on the images to
see a larger version):
The toolbar supplies the folloeing options:
- Open: Open an archive
- Import DepotXML: Import/Sync with DepotXML
- Import CSV: Import/Sync with CSV
- New Trade: Create a new trade
- Save: Save changes for the active trade
- Redraw Text: Render the text on second page
- Export: Export as CSV
Since Version 0.05 it is possible to filter the trades in various ways. The
filters can be configured by the file filters. Have a look at this
file to create your own filters. Give me a hint if you have problems with this
On the second page you can edit the data and add comments and images:
You can insert a heading by using the tag =head1 Text or =head2 Other Text
To include picutres use =img filename.gif.
The other two pages contain informations and analysis of your trade and
You'll find more informations in the manual (see below).
Version 0.06 contains a Script to download and convert a trainings-depot from
www.aktienboard.com, save it as
csv and import it into the program.
To fetch the depot one has to call the program with the username or id as a parameter
and redirect the output to a file:
perl ab-convert.pl TestUser > depot.csv
This file can be importet in the program. To use the converter, you have to
install the modules Getopt::Long, LWP::Simple and HTML::TableExtract
(ppm install Getopt-Long LWP-Simple HTML-TableExtract).
Since version 0.10 the package includes a converter for the statements from
Interactivebrokers in form of
Symbol;SLD/BOT for short/long;number;price;Trade-time;Trade-Date;Exchange;Account.
It converts the file into a csv-file which can be imported in the progam as described
above. The script is named ib-convert.pl and you have to use the filename as
the first parameter.
I would be glad if you could give me some feedback.
The program is distributed under the Gnu Publich Licence (GPL).
|13. 07. 2004
! UPDATE !
A short documentation of the program.
|02. 08. 2004
It is now possible to export the Data as HTML-File and the
trades can be sorted.
|13. 07. 2004
The usability of the software is enhanced. It now uses menues
and the options can be configured by a dialog.
|13. 06. 2004
This version contains a converter to import a depot
convert it in csv-format and import it.
|25. 05. 2004
It is now possible to filter the trades by configurable
|21. 04. 2004
Fixed some small bugs, changed the export and implemented
an interface for localization.
|16. 04. 2004
Improvements for the portfolio-analysis.
|06. 04. 2004
New: Import csv-files. (see example.csv).
|03. 03. 2004
XML-data, import from von Depot.pl, CSV-Export, some analysis