Trading Journal: PHP-Based Investment Tracking Web Application
A PHP-powered trading journal that allows users to track stock market positions, import transactions from brokers or banks, and generate detailed investment reports with real-time market data.
Technologies Used
- PHP – Backend development using a custom CMS engine.
- Finhub API – Fetches real-time market data and historical stock prices.
- Banking & Broker Import – Supports transaction imports from Interactive Brokers and other financial institutions.
Introduction
Keeping a structured trading journal is essential for traders and investors looking to analyze their portfolio performance. Manual tracking can be inefficient, so we developed a PHP-based web application that automates the process. By integrating Finhub API and banking/broker import features, this trading journal helps users gain insights into their capital gains, dividends, and investment returns.
Project Overview
Our trading journal web application allows users to:
- Manually enter stock market positions for tracking.
- Import transactions from banks and brokers, including Interactive Brokers.
- Analyze portfolio performance with detailed reports.
- Exclude broker and bank service fees for accurate calculations.
Implementation
1. Custom CMS Engine in PHP
- Built on a lightweight PHP framework for flexibility.
- Allows users to manage trades, transactions, and reports through an intuitive web interface.
- Ensures data security and user authentication for private trading records.
2. Broker & Bank Transaction Import
- Supports transaction data from Interactive Brokers and other financial institutions.
- Parses CSV or API-based transaction exports.
- Automatically classifies capital gains, dividends, and investment costs.
3. Finhub API Integration for Market Data
- Fetches real-time stock prices and historical market data.
- Enhances portfolio reports with up-to-date financial metrics.
- Provides users with trend analysis and performance tracking.
Results & Benefits
- Automated trading journal with accurate transaction tracking.
- Time-saving transaction import from brokers and banks.
- Real-time portfolio performance insights using market data.
- Comprehensive investment reporting, including gains, dividends, and expenses.
Conclusion
Our trading journal web application simplifies investment tracking with PHP, Finhub API, and banking/broker integration. By automating data entry, transaction imports, and performance analysis, it provides traders with an efficient way to evaluate and optimize their portfolios.
Looking for a custom trading journal solution? Contact GoodGuySoft today!