The Plan
Where Blotterbook is headed. The reporting and cost/tax engine is solid — the focus now shifts to the features traders expect from a journal, trustworthy live data, and a bigger-screen UI. For the commit-by-commit history, see the Changelog.
Multi-file static app, IndexedDB persistence, filters, day-notes journal, calendar, equity curve, advanced stats.
Per-symbol broker-aware commissions, data-feed & platform subscriptions, Section 1256 tax estimate, break-even budget.
Gross/Net/Take-home overlays, stepped axis, gradient fill; condensed printable/downloadable performance report with email.
Load, search, per-trade delete, JSON backup/restore, and clear-all — all local.
Adapter registry, header sniffing, normalization, and a fills round-trip matcher that unlocks hold time. TradingView verified; eight more in beta.
One-page homepage, How-To wiki, this roadmap, a self-updating changelog, and legal/disclaimer pages.
Today these are hand-maintained estimates (effectively web-scraped). This is the platform's selling point, so it needs real sources: official CME/exchange fee schedules, per-broker data-feed price lists, and per-state tax tables — pulled on a schedule into our reference JSON rather than guessed.
Confirm the eight beta adapters against real exports, widen the futures point-value map, and add a manual column-mapping fallback when no format is detected.
The vertical stack is great on mobile but wastes desktop real estate — a responsive multi-column dashboard layout for wide screens.
A lot landed fast; a deliberate review/refactor to keep the codebase clean before it grows further.
A dedicated pass on disclaimers, data handling, and any registrations/wording needed as the product approaches monetization.
The table-stakes traders expect: trade tags/setups, screenshots & richer notes, R-multiple & risk tracking, MAE/MFE, and saved filter views.
End-to-end-encrypted sync of trades, notes, tags & saved filters across devices without us ever seeing the data — Obsidian-Sync-style. This is the one planned paid add-on ($5/month); it removes the "re-upload on every device" pain while keeping the privacy promise.
Wire up checkout, webhooks, and entitlements (scaffolded in /functions) for the optional donation tiers ($25 one-time / $50 a year) and the synced-workspaces subscription.
Optionally pull fills, commissions, and rates live, removing the CSV step entirely.
Reconstruct a price/entry-exit chart per trade from the imported data for visual review.