MVP: Trading Journal for Indian Traders — Phased Build Plan

[Devansh-365]

Summary

Build an open-source, zero-auth, browser-only trading journal that gives Indian traders instant P&L analytics from broker CSV/XLSX exports. Acts as top-of-funnel for Metis AI.

Phased Approach

Phase 1: "The Hook" — CSV Upload + Instant P&L Dashboard

• Zerodha CSV + Groww XLSX parser with auto-detect
• FIFO trade matching (LONG + SHORT, partial fills)
• Instant P&L dashboard (KPIs, equity curve, monthly bars, trade table)
• IndexedDB persistence (Dexie.js)
• Demo mode with sample data
• Goal: Upload CSV → see win rate in <2 minutes

Phase 2: "The Journal" — Trade Notes, Tags & Manual Entry

• Trade annotations (notes, strategy tags, emotion tags, quality rating)
• Manual trade entry form
• Strategy-level P&L analytics
• Calendar heatmap (daily P&L)
• Journaling streak counter

Phase 3: "The Edge" — Advanced Analytics

• Advanced metrics (Sharpe, drawdown, Monte Carlo, Kelly criterion)
• Behavioral analytics (day-of-week, holding period, tilt detection)
• Export (CSV, PDF, shareable stats card)
• Multi-broker expansion (Upstox, Angel One, 5paisa, generic mapper)

Phase 4: "The Bridge" — Metis Integration & AI

• AI behavioral nudges (client-side pattern detection)
• Contextual Metis CTAs
• Tax report generation (STCG/LTCG for ITR-2/ITR-3)
• PWA with offline support

Tech Stack

Next.js 15 (App Router) + TypeScript + Tailwind CSS 4 + shadcn/ui + Recharts + Papa Parse + SheetJS + Dexie.js (IndexedDB)

Key Constraints

• No auth, no database, no backend
• All data stays in browser (privacy-first)
• MIT license, open source
• Mobile-optimized (PWA)

Full PRD

See .pm/prd-mvp.md for complete requirements, schemas, folder structure, and acceptance criteria.

Labels

pm:feature-request priority:now winning:high

[github-actions]

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