§26 IDEA_TRACKER¶
OVERVIEW¶
Idea Tracker is the journal between "scanner caught it" and "I placed the trade." Log a thesis with entry, target, and stop levels, tag it by sector / strategy / arbitrary label, and the tracker watches the price and auto-marks the idea as hit_target, stopped_out, or leaves it active. Aggregate metrics — win rate, average return, best/worst, cumulative — roll up across the closed set so you can score your own forecasting honestly.
The idea tracker — your saved ideas with status and how each has performed since posting.
WHAT IT IS¶
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.
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.
WHEN TO USE IT¶
Daily, after the scanner surfaces a setup — log it before you trade it. 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, to 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, to filter by tag or strategy type and find which patterns actually pay — breakouts vs. reversals, earnings vs. macro, large-cap vs. small-cap.
CURRENTLY FINDING IT¶
The sidebar link to Idea Tracker was demoted 2026-08-30 after the mobile audit — 90-day pageview count was zero. The feature works, completely. Just bookmark /idea-tracking directly; the route stays permanently resolvable.
OPEN IT¶
- Path:
/idea-tracking— direct link - Shortcut: none — accessible from the
§TOOLSgroup in the sidebar - Tier-gate: Free — the entire tracker is unlocked
HOW TO USE IT¶
Open /idea-tracking. The page splits into the performance dashboard up top, the cumulative-returns sparkline (visible once you have at least two closed ideas), the LOG IDEA form on the left, and the filtered ideas list on the right.
Log an idea: enter Symbol, click BULL or BEAR, fill in Entry, Target, Stop (all required). Pick a Timeframe — Intraday, Swing, Position, Long term. Add optional Strategy Type (free-text, e.g., "Breakout", "Reversal"), Sector, comma-separated Tags, and a Thesis. Hit LOG IDEA.
Filter the list with the controls above the table: Status (All / Active / Hit Target / Stopped Out / Expired), Tag, Strategy, Sector. Combine filters freely.
Click any tag chip below the list to toggle a filter on that tag. Click the same chip again to clear it.
Hover the [i] icon on any row to see the thesis tooltip.
Hit the share icon on any row to push the idea to your public feed. The icon flips to a cyan filled badge once shared and prevents re-posting.
Hit the × on any row to remove an idea permanently. There is no undo.
FIELDS¶
| 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 today |
| 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
localStorageon the device they were logged on. Clearing browser data deletes your ideas permanently. - No automatic expiration. Status transitions are price-driven only. Old
Activeideas remain active until you remove them manually or set their status toexpired. - Ideas are stored via Zustand persist in
localStorage.