NoCopium Trade Journal

Description

NoCopium Trade Journal is a trade journal on your own WordPress site. You type in the trades you care about — stocks, options, futures, and multi-leg structures — then review them with a simple dashboard and a full journal list.

Your fills stay on your server. This is not a SaaS journal that holds your data for you.

Website and Pro: nocopium.com

Live demo: https://nocopium.com/demo/

Help & FAQs: https://nocopium.com/faqs/

How-to pages: Dashboard · Trade Journal · Open New Trade · Settings

Pro help: Import & tastytrade sync · Analytics

What You Get For Free

  • Log as many trades as you want — no trade cap
  • Options with up to four legs in one trade
  • Name your strategies and keep more than one account
  • Search and filter the journal
  • Dashboard with P&L, win rate, equity curve, monthly gains, and a day-by-day P&L calendar
  • Switch the Free dashboard between this year (YTD) and this month (MTD)
  • Quick glance: how many trades are open, what expires soon, and how this week looks
  • Optional tags: how you felt when you opened (mindset), and whether you followed or broke your plan when you closed
  • Optional buying power / max loss so you can see return on risk when it adds something beyond profit %
  • Export trades to a spreadsheet; back up and restore your journal (onto an empty journal)
  • Load sample trades to explore before you log your own
  • Optional public journal page with [nocopium_journal]
  • Light or Dark look for the admin screens and the public journal

What Free Does Not Include

  • Importing from Tastytrade (CSV or optional read-only sync) — that is Pro
  • Deep Analytics (full strategy tables, drawdown, streaks, and P&L by plan/mindset over any date range)
  • The full dashboard date Range menu (beyond Free’s YTD / MTD)
  • A paid license — Free on WordPress.org needs none

Optional Tags (Mindset & Plan)

When you open a trade, you can note your mindset (for example Disciplined or FOMO). When you close, you can mark Followed Plan or Broke Plan.

The Free dashboard shows a short look at your recent tagged trades. Pro Analytics turns those tags into full reports over the date range you pick. Import does not fill these tags for you.

Your Journal

  • Each trade lives in your WordPress database
  • Common fields: symbol, account, strategy, entry/exit, fees, P&L, notes
  • Optional extras: IVR, VIX, underlying price, buying power, max loss, and more
  • Needs Review marks incomplete rows so they do not skew your stats until you fix them

Dashboard

  • See this year or this month (Free toggle)
  • Equity curve and monthly gains
  • Calendar of green and red days
  • Filter by account when you have more than one

Backup, Export & Public Page

  • Back up / restore from Settings (the destination journal must be empty)
  • Export the journal to a spreadsheet from the Trade Journal page
  • Put [nocopium_journal] on a page if you want a public view (on by default; turn it off in Settings)

Upgrade To Pro

Buy Pro at nocopium.com. Install NoCopium Trade Journal Pro next to this Free plugin. Keep Free installed — your trades stay in the same journal.

Demo: nocopium.com/demo/

Pro adds:

  • Import Tastytrade fills from a CSV (and optional read-only sync)
  • Full Analytics (strategy, ticker, plan, mindset, drawdown, and more)
  • A longer date Range menu on the Dashboard and a Profit Factor card

Support

Free: use the support forum on this WordPress.org plugin page.

Pro: support through nocopium.com per your license.

FAQs: https://nocopium.com/faqs/

Installation

  1. Install NoCopium Trade Journal from Plugins (or upload the nocopium folder).
  2. Activate the plugin.
  3. Open NoCopium Trade Journal in the admin menu.
  4. Add an account in Settings (or on the welcome screen), then log a trade.
  5. Optional: add [nocopium_journal] to a page to show your journal publicly.

FAQ

What does this plugin do?

It is a trading journal inside WordPress. You log options, futures, stocks, and multi-leg trades by hand, then review P&L, charts, and optional tags.

Can I import from Tastytrade?

Not in Free. Pro (sold at nocopium.com) can import a Tastytrade transactions CSV, and optionally sync history read-only. Free still lets you log every trade by hand with no limit.

Does Pro sync place trades at my broker?

No. Sync only reads past transactions. It never places, changes, or cancels orders.

Can I track mindset and whether I followed my plan?

Yes, in Free. Tag mindset when you open; tag Followed vs Broke Plan when you close. The Free dashboard shows a short summary of recent tags. Full reports over any date range are in Pro Analytics.

Where is my data stored?

On your WordPress site. You own the server and the data.

Do I need a license for Free?

No. Pro is purchased and activated at nocopium.com.

Can I attach screenshots?

Yes — paste a URL or upload from the Media Library on the trade form.

How do I move my journal to another site?

Use Settings Backup / restore. Download a backup, install NoCopium on the new site with an empty journal, then restore. Use Export on the Trade Journal for spreadsheets. Screenshot files in the Media Library are not copied in the backup.

More answers: nocopium.com/faqs/

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Contributors & Developers

“NoCopium Trade Journal” is open source software. The following people have contributed to this plugin.

Contributors