domains / families / business / trading-ledger
trading-ledger
authentic
A trading journal that captures the decision, not just the fill: thesis, plan, and emotion at the moment of entry, written to the user's own Notion database; reviews grade decisions, not P&L.
When to use
- Use when the user reports a trade fill ("bought 500 NVDA at 135", "closed my TSLA position", "opened 2 ES contracts short")
- Use when the user says "log a trade" or "trading ledger", or "tidy up my trading ledger"
- Use when the user asks to "review my trades"
When not to use
- Requires the user's own Notion workspace, the companion database (duplicate the template from the source repo), and the official Notion connector granted access — connector/skill setups currently live on paid Claude tiers.
- Close, reconcile, and review flows require reliable Notion database query/search access to open, closed, and `To-confirm` rows. If the connector cannot query the ledger, stop after logging the user's new facts and ask them to provide the r…
- No broker integration, by design: the broker knows the fills; only the user knows the reasons. The user must self-report.
- Grading honesty depends on input honesty: a thesis backfilled three days later defeats the point (the skill nags, but cannot prevent it).
Skill page
Source