Interactive Journal & Trading Planner App

Technical Specification for Trading Journal App

Overview

This document provides a detailed breakdown of the trading journal app, its core functionalities, and the technical requirements for developers to implement the new Journal Entry System and Trading Plan Flow while maintaining the existing app's UI/UX structure.

Core Features

1. Splash Screen & Authentication

Splash Screen: Simple branding screen upon startup.

Sign In/Sign Up: Users can create an account or log in.

2. Home Screen

Displays a monthly calendar (1st to last day).

Tracks daily logging through journal entries.

If a user logs a journal entry, the day is marked as logged.

If no entry is logged, it is marked as a missed day.

A calendar button (top-right) allows users to view their complete history of logged/missed days.

Displays total earnings from trading activity.

3. Journal Entry System

Users log trades daily through a decision tree journal.

Multiple branching paths with different outcomes.

Points System:

Red (-1 point): Negative outcomes.

Blue (+1 point): Positive outcomes.

Gray (neutral, 0 points): No impact.

Another app functionality retrieves these points and plots them dynamically on a Decision Map Chart.

User Input Options:

Most questions use multiple-choice answers.

Some questions allow text input, picture upload, video upload, or audio upload.

Ensure these input options are available where required.

4. Trading Plan Flow (Journal Goals)

A separate questionnaire to define user goals.

The first question (Asset Class) is critical (Forex, Futures, Crypto, etc.).

If a journal entry asset class does not match the saved trading plan, it results in an automatic -1 point.

Mandatory for first-time users: New users must complete a trading plan before accessing other features.

5. Profile Section

Displays profile picture, join date, and streak count.

Streak Mechanic:

A streak builds as long as the user logs daily.

Missing a day breaks the streak.

6. Friends System

Users can find, follow, and unfollow others.

Can view followers & following lists.

Clicking a profile shows join date, name, picture, and streak count.

Push Notification for New Follower.

7. Settings

Dark Mode

Delete Account

Push Notifications

Daily Reminders (12 AM & 12 PM) to log a journal entry.

Missed Entry Notification if no entry is logged for the day.

Subscription Management:

Displays remaining subscription days.

Admin can manually adjust days.

Users get a 30-day trial upon joining.

8. Additional Features

Trading Data Tracking: View smaller assets & trade data.

Emotional Tracker: Logs user emotions (happy, sad, angry) after trades.

Profit & Loss Tracking: Daily trade profit/loss analysis.

Decision Map Sharing: Users can share their decision map.

9. Admin Dashboard

Admin Authentication & Login.

User Management: View/edit user information.

Subscription Management: Manually adjust subscription days.

Development Notes

An existing app is functional, missing only the journal entry & trading plan features.

The existing app serves as a design & UX guideline.

Developers must integrate the new journal system while maintaining the app's current functionalities.

Ensure that user input options (text, picture, video, audio) are properly handled where applicable.

Core features (Journal Entry & Trading Plan) must be prioritized first.

Prototype a small portion of journal questions first for testing before full implementation.

The app must be published on both iOS & Android stores.

Final project handover must include source code and training materials.

Suggested Tech Stack

Frontend (Mobile App)

Flutter (Dart) (Recommended for performance) OR

React Native (JavaScript/TypeScript) (Better for community support & web integrations).

Backend & Database

Firebase Firestore (for real-time database storage).

Firebase Authentication (Google, Apple, Email, Social login).

Firebase Cloud Storage (for images, videos, and audio).

Firebase Cloud Functions (for push notifications, auto-processing).

Decision Map & Data Visualization

Flutter: fl_chart or charts_flutter.

React Native: react-native-svg-charts or VictoryNative.

Push Notifications

Firebase Cloud Messaging (FCM) (Cross-platform push notifications).

Admin Dashboard

React ([login to view URL]) OR Vue.js for a lightweight web-based dashboard.

Firebase Authentication (for secure admin login).