Modules overview

OpenTraderWorld is a set of modules, feature bundles you switch on individually in Settings → Modules. Everything ships with the app; installing a module makes it appear in the module switcher (top left) and on the dashboard. Detach a module to hide it again (its data is kept unless you delete it too).

The dashboard, search and notifications sit above all of them and are always there.

Dependencies

Some modules build on Historical Data's dataset catalogue and need it installed:

Historical Data ──▶ Historical Data Visualization
                ──▶ Backtest
                ──▶ Quant Tools

Everything else is independent, though some modules integrate when both are installed (e.g. Tax Calculator can import Trading Journal PnL; MyWealth can import Portfolio Tracker holdings; Calendar can display ToDos, Goals and Reminders).

Historical Data, Visualization, Watchlists and the Trading Journal also share one list of data connectors: a provider account is created once and granted to the modules that may use it.

All modules

Trading

Module	What it does
Trading Journal	Trade log with templates, fee schedules, multi-currency FX and performance stats.
Trading Routines	Recurring session checklists: pre-market prep, in-session discipline, post-market review.
Mindset	Daily mood & discipline check-ins with trends.

Market data & analysis

Module	What it does
Historical Data	Download OHLCV history from multiple providers into local datasets.
Historical Data Visualization	A workspace of candle/OHLC/line/Renko charts with indicators, drawings, comparisons and server-watched alerts, live or on demand, on any instrument a connector serves.
Backtest	Rule-based strategy backtester with sizing, costs and full stats.
Quant Tools	Risk/return analytics: VaR, correlation, efficient frontier, position sizing, Kelly.

Portfolios & money

Module	What it does
Watchlists	Symbol watchlists with live prices, day changes, sparklines and notes.
Portfolio Tracker	Live value, cash and income ledger, performance against the risk taken, allocation drift and stress testing.
MyWealth	Net worth across everything you own and owe, with portfolios read live rather than copied.
Managers' Portfolios	Superinvestor 13F holdings, browsable and snapshotable.
Tax Calculator	Trading & investing tax estimates from country templates.
Subscriptions	Recurring subscriptions and spend overview.

News & research

Module	What it does
News	RSS & JSON-API news aggregator with polling dashboards.
Mailbox	Newsletters, market news and broker mail read from your own IMAP mailbox, tracker-free.
Economic Calendar	Upcoming macro events.
FinanceDatabase	Search 300,000+ instruments locally; organize favorites in folders.
Resources	Bookmark library for books, links and references.
Community Docs	Community-written guides, synced and readable offline.

Notes & organization

Module	What it does
Editor	Rich document editor with folders and table/kanban/gallery databases.
ToDo	Task list with due dates and categories.
Goals	Goals with metric tracking and deadlines.
Calendar	Personal event calendar; overlays reminders, todos and goals.
RemindMe	Reminders with in-app notifications and email/Telegram/Slack/Discord channels.
Time Tracker	Project timers with budgets and hourly-rate value.
Prompt Store	Searchable library of reusable AI prompts, tagged, rated and versioned.
Webhooks	Private inbound URLs that turn external alerts into notifications.
Automator	Workflows over your own API and the outside world, by hand or on a schedule.

AI

Module	What it does
Agent	Built-in AI chat assistant (bring your own provider) that can also act on your data via MCP, with memory, skills and external MCP servers.