Trading Journal & Performance Tracker

A simple Flask application that allows users to:

• Manage Users (CRUD)
• Manage Trades (CRUD)
• Analyze Trade Performance (win/loss, most profitable, average profit, etc.)
• Track Strategies & Notes (CRUD)
• Add Comments on trades (CRUD)

1. Data File (data.json)

This file contains sample data structures for:

• users (dictionary)
• trades (list)
• strategies (dictionary)
• comments (list)

A minimal example:

{
  "users": {
    "1": { "name": "Alice", "email": "alice@example.com" },
    "2": { "name": "Bob", "email": "bob@example.com" }
  },
  "trades": [
    {
      "id": 1,
      "user_id": 1,
      "asset": "AAPL",
      "quantity": 10,
      "profit": 200
    }
  ],
  "strategies": {
    "1": [
      {
        "id": 1,
        "user_id": 1,
        "description": "My initial strategy"
      }
    ],
    "2": []
  },
  "comments": []
}

2. Endpoints (25)

A. User Management (5 Endpoints)

1. GET /users

   • Retrieve all users.

   

2. GET /users/<user_id>

   • Retrieve a single user by ID (integer).

   

3. POST /users

   • Create a new user (body with JSON fields, e.g., name, email).

   

4. PUT /users/<user_id>

   • Update existing user data (body with JSON to update fields).

   

5. DELETE /users/<user_id>

   • Delete a user by ID.

   

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B. Trade Management (5 Endpoints)

6. GET /trades

   • Retrieve all trades.

   

7. GET /trades/<trade_id>

   • Retrieve a specific trade by ID.

   

8. POST /trades

   • Add a new trade (body with JSON fields like user_id, asset, profit, etc.).

   

9. PUT /trades/<trade_id>

   • Update a trade.

   

10. DELETE /trades/<trade_id>

• Delete a trade by ID.

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C. Trade Performance (5 Endpoints)

11. GET /trades/user/<user_id>

• Retrieve all trades belonging to a single user.

12. GET /trades/win-loss/<user_id>

• Return the count of winning (profit > 0) vs losing (profit < 0) trades.

13. GET /trades/most-profitable

• Return the top 5 trades by highest profit.

14. GET /trades/average-profit/<user_id>

• Calculate the average profit for trades belonging to a user.

15. GET /trades/most-traded-assets/<user_id>

• List distinct assets a user has traded.

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D. Strategy & Notes (5 Endpoints)

16. GET /strategy

• Get all strategies across all users.

17. GET /strategy/<user_id>

• Get strategies belonging to one user.

18. POST /strategy

• Add a new strategy (body includes user_id and description).

19. PUT /strategy/<strategy_id>

• Update a strategy’s details.

20. DELETE /strategy/<strategy_id>

• Delete a strategy by ID.

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E. Trade Comments (5 Endpoints)

21. GET /comments

• Retrieve all comments.

22. GET /comments/<comment_id>

• Retrieve a specific comment by ID.

23. POST /comments

• Add a new comment (body includes trade_id, user_id, and text).

24. PUT /comments/<comment_id>

• Update an existing comment.

25. DELETE /comments/<comment_id>

• Delete a comment by ID.

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