Obsidian Trading Dashboard

A complete trade logging and analysis system built in Obsidian.
The project combines detailed trade journaling with automated performance tracking and visualization, offering a full overview of both trading and long-term portfolio performance.

📁 Overview

The system is designed around a folder-based structure compatible with Obsidian.
Each trade, chart, and performance file is automatically integrated into the dashboard once placed in its corresponding directory.

Example trades are included as samples.

🧾 Logging Trades

Duplicate the Trade Template file.
Fill in the trade details.
Save it inside the corresponding Trades/Trade/ folder following the naming convention: TICKERDD-MM-YYYY
Paste a screenshot of the trade inside the note, then delete the image from the note.

The image will appear in the root directory — move it to the correct date folder in Charts/YYYY.
Rename the image to match the trade note’s name.

Back in the trade note:

Click the missing image link (TICKERDD-MM-YY.png could not be found).
Rename the text before .png to match the trade note’s filename — the image will now be linked.
Finally, go to the image file and add a space between the ticker and the date to fix Obsidian’s linking bug.

📊 Trading Dashboard

The dashboard automatically detects new folders for each year (just name them YYYY), so no code modification is required.

Features:

View overall trading performance.
Filter by:
- Year
- Month
- Day
- Custom date ranges
- System type
- Trade direction (Long/Short)
Switchable performance charts:
Yearly, monthly, or daily PnL & R visualization.
View all trades meeting the selected criteria in a table.
Clicking on a trade’s file link opens its detailed note.

To change the dashboard banner:

Enter Edit Mode (pencil icon, top-right corner).
Replace Banner.gif with your desired file name (make sure the extension matches).

💼 Portfolio Manager

The Portfolio Manager separates short-term trading performance from long-term holdings.

Functionality:

Tracks both trade-based profits and simulated portfolio returns.
Allows manual deposits and withdrawals for more accurate performance metrics.
Updates portfolio balance upon closing an investment.

All portfolio data is stored at
Trades/Trade/PortfolioManager.md

Key Metrics

The Portfolio Manager automatically computes several key performance indicators to help assess long-term investment quality and risk-adjusted performance:

ROI (Return on Investment): Measures overall profitability based on realized gains and deposits.
Maximum Drawdown: Tracks the largest peak-to-trough decline in portfolio balance.
Sharpe Ratio: Evaluates risk-adjusted returns using total volatility.
Sortino Ratio: Similar to Sharpe but focuses only on downside risk, offering a clearer view of consistency in positive returns.

These metrics are updated automatically whenever you record a deposit, withdrawal, or closed investment.

Since Obsidian works offline, market prices aren’t live-updated — but closed trade data keeps portfolio performance consistent with your logs.

📈 Trades Summary

This section uses Obsidian’s built-in summary files to visualize all trades collectively.
It’s a lightweight alternative view of trading activity — still in early development due to current Obsidian limitations.

🧠 Market analysis

A complete review framework organized by year, including:

Daily
Monthly
Weekly

Each section can be duplicated annually.
There’s no code dependency — feel free to rename and customize as you wish.

⚙️ Systems

Includes:

A System Template
Example folders for:
Mean Reversion
Trend Trading

These are for documentation and organization purposes; no code dependencies exist, so you can freely expand or rename them.

🧩 Required Obsidian Plugins

To ensure the dashboard and all visualizations work properly, dashboard uses the following Obsidian community plugins:

Plugin	Purpose
Advanced Tables	For enhanced Markdown table editing and formatting.
Banners	Displays visual banners at the top of dashboard and key notes.
Charts	Used to render performance charts (PnL, R, etc.).
DataView	Enables dynamic filtering and querying of trades and portfolio data.
Force Note View Mode	Forces notes (like the Portfolio Manager) to open in a specific view mode.
Homepage	Defines a custom default note to open when launching the vault (set to Dashboard).
Iconize	Adds icons to folders and files for improved visual organization.

🧩 Summary

This dashboard brings together:

Trade logging
Visual analysis
Portfolio tracking
Yearly journaling and system documentation

All within an Obsidian-based, fully offline structure designed for traders & investors who want transparency, order, and performance insights.

⚙️ Installation

Download the project from GitHub.

Inside the main folder, rename the folder obsidianConfig to ".obsidian" .

Open the folder as a vault in Obsidian.

When prompted, enable community plugins to activate all dashboard features.

That’s it, the dashboard will load with all settings, snippets, and plugin configurations ready to use.

🪪 License

This project is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0) license.

You are free to:

Share — copy and redistribute the material in any medium or format.
Adapt — remix, transform, and build upon the material.

Under the following terms:

Attribution — You must give appropriate credit.
NonCommercial — You may not use the material for commercial purposes.
ShareAlike — If you remix or build upon the material, you must distribute your contributions under the same license.

For full legal terms, see:
https://creativecommons.org/licenses/by-nc-sa/4.0/

Obsidian-Trading-Dashboard