Trading Journal — Obsidian Plugin

中文说明

AI-powered trading journal for Obsidian. Opens a sidebar chat that walks you through the end-of-day review: market data auto-fetch, portfolio snapshot parsing, trade log, and behavioral finance reflection.

Features

• Multi-provider AI: Claude, GPT, DeepSeek, Qwen (通义千问), Doubao (豆包), Kimi, GLM (智谱), or any OpenAI-compatible endpoint
• Auto market data: Fetches Shanghai/Shenzhen/ChiNext indices and total volume from eastmoney at session start
• Screenshot parsing: Send your broker app screenshot; the AI extracts holdings and trade records
• Structured output: Markdown journal + CSV portfolio history, written directly to your vault
• Behavioral audit: Randomized questions across emotion awareness, discipline audit, cognitive bias check, and big-picture review
• Friday weekly review: Automatically triggered on Fridays
• A-share holiday aware: Detects mainland China trading holidays

Installation

Community Plugin Store (recommended)

1. Open Obsidian → Settings → Community plugins → Browse
2. Search for Trading Journal
3. Install & enable

Manual

1. Download main.js, manifest.json, styles.css from the latest release
2. Copy them to YOUR_VAULT/.obsidian/plugins/trading-journal/
3. Reload Obsidian → Settings → Community plugins → Enable Trading Journal

BRAT (beta)

1. Install BRAT
2. BRAT → Add Beta Plugin → Sia12345678/trading-journal-obsidian

Setup

1. Settings → Trading Journal
2. Select AI Provider and enter your API Key
3. Set 交易日记文件夹 to the vault-relative path where journal files should be saved (e.g. 日记/交易日记)

Usage

Click the notebook icon in the ribbon, or run the command 开始今日交易日志.

The AI guides you through:

1. Market environment (auto-fetched indices + you fill in sentiment data)
2. Portfolio snapshot (send a screenshot or say "没变")
3. Today's trades (screenshot or free text, always include why)
4. Trades considered but not made
5. Three behavioral reflection questions
6. One-line takeaway

Files written at the end of each session:

File	Contents
YYYY-MM-DD.md	Full journal entry (Obsidian-linked)
_交易日记.md	Index of all entries
持仓记录.csv	A-share portfolio history (CNY)
持仓记录_港股.csv	HK-share portfolio history (HKD)

External Services

This plugin makes network requests to the following third-party services to fetch market data. No personal data is sent — only public market symbol lookups.

Service	Purpose	Privacy Policy
East Money (东方财富)	A-share index data (Shanghai, Shenzhen, ChiNext)	link
Yahoo Finance	US / HK stock and index quotes	link
CoinGecko	Cryptocurrency prices	link

All AI inference calls go directly from your device to the AI provider you configure (Anthropic, OpenAI, etc.). Conversation data is not routed through any intermediate server.

Supported Providers

Provider	API Docs
Anthropic (Claude)	platform.anthropic.com
OpenAI	platform.openai.com
DeepSeek	platform.deepseek.com
通义千问 (Qwen)	dashscope.aliyuncs.com
豆包 (Doubao)	console.volcengine.com
Moonshot (Kimi)	platform.moonshot.cn
智谱 (GLM)	open.bigmodel.cn
Custom (any OpenAI-compatible)	—

Development

git clone https://github.com/Sia12345678/trading-journal-obsidian
cd trading-journal-obsidian
npm install
npm run dev        # watch mode — rebuilds main.js on save

Symlink into your vault for live testing:

VAULT="$HOME/path/to/your/vault"
PLUGIN="$VAULT/.obsidian/plugins/trading-journal"
mkdir -p "$PLUGIN"
ln -sf "$(pwd)/main.js" "$PLUGIN/main.js"
cp manifest.json styles.css "$PLUGIN/"

Then in Obsidian: Settings → Community plugins → reload & enable Trading Journal.

Releasing

Tag a commit with the version number (must match manifest.json):

# 1. Bump version in manifest.json and versions.json
# 2. Commit
git add manifest.json versions.json
git commit -m "chore: bump to 0.2.0"

# 3. Tag and push — GitHub Actions handles the rest
git tag 0.2.0
git push && git push --tags

The workflow builds the plugin and attaches main.js, manifest.json, styles.css to the GitHub Release automatically.

Submitting to Obsidian Community Plugins

1. Make sure your plugin has at least one public release
2. Fork obsidian-releases
3. Add an entry to community-plugins.json:

   {
     "id": "trading-journal",
     "name": "Trading Journal",
     "author": "Your Name",
     "description": "AI-powered A-share trading journal with market data auto-fetch and behavioral reflection.",
     "repo": "Sia12345678/trading-journal-obsidian"
   }
   

4. Open a PR — review typically takes 2–6 weeks

License

MIT