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OpenTraderWorld

Your trading workspace, on your own machine.

License Docs Docker Compose

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 · Live demo · Install in 2 minutes · Module tour · Suggest a feature


Try it without installing

A public sandbox runs at 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 (macOS, Linux, or Windows).

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.

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.
  • 🌍 7 languages. English, French, German, Spanish, Italian, Portuguese, Chinese.
  • 🤖 AI built in, on your terms. A built-in assistant 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 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 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 Trade log with templates, fee schedules, multi-currency FX and performance stats.
Trading Routines Recurring session checklists — pre-market prep, in-session discipline, post-market review.
Mindset Daily mood & discipline check-ins with trends.

Market data & analysis

Module What it does
Historical Data Download OHLCV history from multiple providers into local datasets.
Historical Data Visualization Candle/OHLC/line/Renko charts with indicators, on your datasets.
Backtest Rule-based strategy backtester with sizing, costs and full stats.
Quant Tools Risk/return analytics — VaR, correlation, efficient frontier, position sizing, Kelly.

Portfolios & money

Module What it does
Watchlists Symbol watchlists with live prices, day changes, sparklines and notes.
Portfolio Tracker Live portfolio value with buy/sell ledger and daily auto-priced holdings.
MyWealth Net worth across all assets — accounts, property, crypto, valuables.
Managers' Portfolios Superinvestor 13F holdings, browsable and snapshotable.
Tax Calculator Trading & investing tax estimates from country templates.
Subscriptions Recurring subscriptions and spend overview.

News & research

Module What it does
News RSS & JSON-API news aggregator with polling dashboards.
Economic Calendar Upcoming macro events.
FinanceDatabase Search 300,000+ instruments locally; organize favorites in folders.
Resources Bookmark library for books, links and references.
Community Docs Community-written guides, synced and readable offline.

Notes & organization

Module What it does
Editor Rich document editor with folders and table/kanban/gallery databases.
ToDo Task list with due dates and categories.
Goals Goals with metric tracking and deadlines.
Calendar Personal event calendar; overlays reminders, todos and goals.
RemindMe Reminders with in-app notifications and email/Telegram/Slack/Discord channels.
Time Tracker Project timers with budgets and hourly-rate value.
Prompt Store Searchable library of reusable AI prompts, tagged, rated and versioned.
Webhooks Private inbound URLs that turn external alerts into notifications.

AI

Module What it does
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.

⭐ 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 below.

💡 Suggest, vote, contribute

This project grows from user feedback:

  • Suggest a feature or module — head to 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 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 (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.

About

Free and source-available, self-hostable trading workspace: data, backtest, trading journal, news aggregator, rich-doc editor, portfolio, 20+ modules — with a built-in MCP server for AI agents.

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