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§26 IDEA_TRACKER

OVERVIEW

The idea tracker — your saved ideas with status and how each has performed since posting.

A client-side idea journal. State lives in useIdeaTrackingStore and persists to localStorage via Zustand persist — your ideas survive a refresh but live on this device. The store's updatePrices method is the engine: feed it a quote map and it walks every active idea, computes a fresh returnPercent (positive when price moves in the idea's direction), and flips the status to hit_target when the target is reached or stopped_out when the stop is breached. Closed ideas freeze in place.

Performance metrics (getMetrics) read off the closed-idea set: winRate, avgReturn, bestReturn, worstReturn, totalReturn, and a cumulativeReturns series for the chart. Active ideas count toward totalIdeas and activeIdeas but are excluded from the win/return rollups.

Each idea can be shared one-click to the Tapeboard social feed (socialApi.createIdea), which posts the entry, target, stop, timeframe, and tag set. Shared ideas show a cyan share badge instead of the share button — preventing re-posts of the same idea.

IDEA_TRACKER

Note

Ideas are stored in localStorage via Zustand persist. They survive page refreshes but are device-local. Clearing browser data permanently deletes your ideas. There is no cross-device sync.

OPEN IT

  • Path: /idea-tracking
  • Shortcut: none — accessible from the §TOOLS group in the sidebar
  • Tier-gate: Free — the entire tracker is unlocked

WHEN TO USE IT

Tip

  • Daily — log ideas immediately after the scanner surfaces a setup, before placing the trade. The thesis field is the honest test: if you can't write two sentences on why the trade works, the trade is a guess.
  • Weekly — scan the cumulative-return chart and see whether your closed ideas trend up or down — a tracker showing a six-month down-slope is feedback that your strategy isn't working, even if individual trades feel okay.
  • Monthly — filter by tag or strategy type to find which patterns actually pay — breakouts vs. reversals, earnings vs. macro, large-cap vs. small-cap.

HOW TO USE IT

Opening the Tracker

Navigate to /idea-tracking. The page splits into:

  1. Performance metric cards
  2. Cumulative-returns sparkline (visible once you have at least two closed ideas)
  3. LOG IDEA form — left panel
  4. Filtered ideas list — right panel

Logging an Idea

  1. Enter a Symbol — uppercased automatically on submit.
  2. Click BULL (expecting price up) or BEAR (expecting price down).
  3. Fill in Entry, Target, and Stop — all three are required.
  4. Select a Timeframe: Intraday, Swing, Position, or Long term.
  5. Optionally add Strategy Type (free-text, e.g., Breakout, Reversal), Sector, comma-separated Tags, and a Thesis.
  6. Click LOG IDEA.

Filtering Ideas

Use the controls above the table to narrow the list. All filters combine freely.

Filter Options
Status All / Active / Hit Target / Stopped Out / Expired
Tag Any tag present in logged ideas
Strategy Matches Strategy Type field
Sector Matches Sector picker value

Click any tag chip below the list to toggle that tag filter. Click the same chip again to clear it.

Reading a Row

  • Hover the [i] icon to see the thesis tooltip.
  • Click the share icon to push the idea to your public feed. The icon flips to a cyan filled badge once shared and prevents re-posting.
  • Click × to permanently delete the idea. There is no undo.

FIELD REFERENCE

Form field What it is
Symbol Ticker, uppercased on submit
Direction BULL (price up = positive return) or BEAR (price down = positive return)
Entry Price at which the idea is opened — return is computed off this baseline
Target Price at which the idea auto-flips to hit_target
Stop Price at which the idea auto-flips to stopped_out
Timeframe intraday / swing / position / long_term — descriptive only, does not auto-expire
Strategy Type Free-text label — used as a filter facet
Sector Picker — used as a filter facet
Tags Comma-separated free-text — each becomes a filter chip and dropdown option
Thesis Free-text — shown on hover via the row's [i] indicator
Status badge What it means
active (accent) Idea is being tracked — price has not hit target or stop
hit_target (green) Live price reached the target — return frozen at the target level
stopped_out (red) Live price breached the stop — return frozen at the stop level
expired (muted) Set manually — there is no automatic time-based expiration
Metric card What it is
Total Ideas All ideas logged
Active Ideas currently being tracked
Win Rate Closed ideas with positive return ÷ all closed ideas
Avg Return Mean of closed-idea return percents
Best / Worst Max / min of closed-idea returns
Total Return Sum of closed-idea returns (not compounded — additive)

LIMITS

  • No cross-device sync. Ideas persist to localStorage on the device they were logged on. Clearing browser data deletes your ideas permanently.
  • No automatic expiration. Status transitions are price-driven only. Old Active ideas remain active until you remove them manually or set their status to expired.
  • Ideas are stored via Zustand persist in localStorage.