Tracking
Only date and symbol are required. Logging live? Fill in date, symbol, notes and a screenshot and leave the numbers blank. The next Alpaca sync fills in times, prices and % by matching date + symbol.
Pulls filled orders from Alpaca and groups them into trades (trims stay part of one trade). The same keys load the option and stock charts for every trade. Keys stay in this browser only.
Getting a 401? Paper and Live are separate key pairs, so the Environment must match where you made the key.
CSV with date, symbol and notes columns (coach optional). Matched onto synced trades by date + symbol; never overwrites existing notes.
Optional, for the "Analyze with Claude" button. Stored only in this browser and sent only to api.anthropic.com.