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Notes & organization

The everyday modules: documents, tasks, goals, calendar, reminders, plus a few built for a trader's discipline.

Editor

A rich document editor in the Notion style. Documents live in a folder tree; type / for the block menu.

  • Blocks: headings, lists, to-do lists, quotes, code blocks, dividers, links, images (uploaded or by URL), text color, highlight, font size, normal or full width. Saves automatically.
  • Databases: a document type with typed columns (text, select, URL…), viewable as table, kanban (grouped by a select column) or gallery (with a cover-image column). Drag to reorder rows and columns.
  • Submit for publication: send a document to the Community Docs review queue, formatting preserved, with language, categories and optional author credit.

ToDo

A task list that stays out of the way: tasks with due date, time, category and notes. Filter by pending/done/overdue, sort by due date; overdue/today/soon flags do the nagging. A dashboard widget shows what's open.

Goals

Goals with measurable metrics. Give each goal a deadline, a category, and one or more metrics with a current value, target and points. Increment them as you progress, and the goal's completion follows the points. Filter open/reached/overdue; drag to order.

Calendar

A personal calendar (year/month/week/day) for events with category, color, location and notes. Its trick is overlays: it can also display your Reminders, ToDos with a due date and Goal deadlines, each toggleable: one place to see the week. Creating an event can also create a synced reminder at the start time.

RemindMe

Reminders, one-off or recurring (with start date, end date or max count), that fire as in-app notifications with a notification inbox.

  • Linked reminders: attach a reminder to an item in another module (a goal, a subscription's billing, a journal review…) and it deep-links back to it. Most modules have an Add reminder button that pre-fills this.
  • Channels: also deliver to email, Telegram, Slack or Discord, picked from the shared notification channels. A reminder lists the channels RemindMe has been granted; the credentials and the grants live in Settings, once for the whole app.

Webhooks

Give any external service a private URL to POST alerts into OpenTraderWorld: charting and alerting platforms, broker notifications, uptime monitors, scripts, anything that can fire an HTTP request. The payload is received and routed into a module.

  • Private URL, no headers: each endpoint carries a 256-bit token in the URL path (/api/hooks/<token>), because many alerting senders can't set an Authorization header. Tokens are stored hashed and shown once at creation; failed lookups are throttled.
  • Liberal payloads: send plain text or JSON; the parser accepts loose field names, so most senders work without special formatting.
  • Routing: each endpoint redirects its payload to a target module. The v1 target is RemindMe: an incoming payload becomes an in-app notification, pushed on to your enabled channels (email/Telegram/Slack/Discord).
  • Delivery log: the most recent deliveries per endpoint are kept so you can confirm a sender is reaching you and see what it sent.

Manage endpoints at /webhooks.

The sender has to be able to reach you

A webhook is only useful if the sending service can open a connection to your host. In local (and plain LAN) network mode nothing outside can, and the page warns you when the current mode isn't reachable from the internet. Either change the mode in Settings → Network, or point a tunnel (e.g. Cloudflare Tunnel) at the host and keep the app otherwise private.

Trading Routines

Recurring session checklists due on the weekdays you pick: pre-market prep, in-session discipline, post-market review. Tick items off per day, browse past days, and watch the 14-day consistency strip to see whether you actually stick to your process. Starter checklists are included.

Time Tracker

Projects with start/stop timers (or manually added ranges), optional time budgets with over-budget warnings, planned end dates, and an hourly rate to value the time. The Breakdown tab charts tracked hours by day/week/month, filterable by project and category. If a timer was left running while the app was closed, it asks whether to keep or revert that time.

Mindset

A daily check-in for the trader's psyche. Answer a few prompts before or after the session: scales (focus, discipline), choices (calm / anxious / FOMO), free text. Prompts are fully customizable; a starter set is included. The Trends view charts your answers over recent check-ins, and History lets you reread any day.

Prompt Store

A library for the AI prompts you reuse: market recaps, journaling questions, research templates. Prompts show as a grid of vignettes (name, tags, last-saved) with a search over name, tags and body.

  • Tags: add free-form tags in the editor; filter the grid with the tag bar.
  • Rate & filter: give a prompt a thumbs up or down and quickly filter to either.
  • Version history: every save is kept; open a prompt's History to preview any earlier revision and roll back to it (the restore is saved as a new version, so nothing is lost).
  • Duplicate: fork a prompt to branch a variant.