Create Journal entries and notes from iOS

A while back, we wrote about a 1Writer action to post journal entries and notes from 1Writer on iOS. That proved to be a pretty popular idea, and today we are making it easier to do that from almost any iOS app.

With a recent release of Workflow, it’s now possible to use the Tradervue API from within Workflow, without having to use any additional code. We can use this to create an action extension to post to Tradervue from any application that can share text. For example, here we are sharing a note from Bear to a new Tradervue journal note1:

First you’ll need to download Workflow from the App Store. Then, you can install our workflows by clicking these links on your device:

Tradervue Journal Entry – this workflow allows you to create or update the journal entry for the current day

Tradervue Journal Note – this workflow creates a new journal note

When you install those workflows, use the customize window that pops up and enter your Tradervue username (or email) and password; these will be stored on your device, and will be used by Workflow to access our API and send data to Tradervue. You can change these later if you wish by editing the workflow.

That’s it! You can now click the share button in apps that support sharing text — anything from Mail, to Notes or Drafts, to powerful writing apps like Ulysses. The very first time you try to share, you may need to add the “Run Workflow” action to the share sheet; scroll all the way to the right, tap More, and enable Run Workflow:

Once you do that once, it will be available everywhere. So for example, suppose we have a note in Notes we want to share:

We tap the share button, and the share sheet comes up:

Then we tap “Run Workflow”, and select a workflow:

We tap “Tradervue Journal Entry”, and we will then see the note published to Tradervue:

Workflow is a powerful app on iOS, and when paired with the Tradervue API, there’s no limit to what you can do. We’d love to hear how you use Workflow to streamline your process of journaling and using Tradervue!


  1. If you are using Bear, and wish to preserve your markdown formatting, then instead of clicking the share button on a note, instead click the info button at the top right. Then tap MD (to export in Markdown), and then click the share button to send that to Tradervue with the formatting intact. 

API sample to add industry tags

We’ve written a short sample application in Python that uses the Tradervue API to add industry tags to your trades, based on their symbol. It’s only a sample – you’ll need to add the list of tags you want to use – but it demonstrates how to do it in a straightforward manner.

You could use this same code to add other tags to your trades as well. For example, you could add a “preferred” tag to all of your trades in preferred stocks.

The possibilities using the new API are endless!

Post journal entries from 1Writer on iOS

We’ve recently made some major additions to our API, and there has been quite a bit of interest around them. Today we will demonstrate a 1Writer action, where you can create journal entries and notes from the powerful markdown editor app on iOS.

After you’ve installed 1Writer from the App Store, you can install the Tradervue Journal entry action from the directory. Once installed in 1Writer, you’ll need to add your Tradervue username and password to the script, so it can use your account. Tap the “…” button in the lower left corner of the 1Writer editor, and tap the “i” icon next to the Tradervue Journal entry action:

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Then in the source code for the action, enter your Tradervue username and password at the top of the script. So change the first four lines to look something like this, but with your own username/password:

// Enter your Tradervue username and password below
username = "joe_user";
password = "seekrit";
//

Then you can close the action and go back to the editor.

Now, when you tap the “…” button in the editor, you’ll see a list of options:

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If you tap “Open today’s journal entry”, it will open the notes for today’s journal entry in the current note in 1Writer:

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You can then edit that entry, perhaps adding some additional notes to the end:

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Then tap the “…” button again, and select “Save today’s journal entry”, and it will be saved to Tradervue as you would expect:

img_0015ps

You can also save the current note in 1Writer as a new Journal note – if you haven’t used them before, see Journal Notes in Tradervue.

Note that this action is primarily intended as an API sample, and is unsupported – but that said, it’s super handy, so feel free to use it!

Tradervue API additions

Over the past weeks, we’ve been adding a lot more functionality to the Tradervue API. In addition to the Import API we’ve had for a while now, we’ve added API access for:

  • Trades
  • Journal entries
  • Journal notes
  • Executions
  • Comments

Here are just a few things you could do with the new API:

  • Create new trades programmatically, and add notes to them throughout the trading day
  • Update your daily journal entry from another application
  • Create journal notes from anywhere
  • Retrieve data about your trades, including analytics like MFE/MAE and efficiency, for further analysis in other applications 

The list goes on and on! See the updated documentation for the API for more details.

We’re also not done with the API – so if there is something you’re trying to do, and you need additional API support, let us know!

Tradervue API

We’re excited to introduce the beginning of the Tradervue API today! This was becoming an increasingly popular request, and it only makes sense to make it easier for Tradervue to work with other software.

The first endpoint we are exposing is for importing trade data. You can now write code against our API to import your trades from any system. For example, if you use a desktop trading application with its own API, you could write some code to pull data out of your trading app during the day and upload it to Tradervue automatically.

The API documentation is here, along with a sample app you can take a look at.

Our intent is to expose more Tradervue functionality through the API – much of that will be based on customer feedback. So don’t be shy – tell us what you’d like to see!

And if you end up using the API, let us know – we’d love to hear about what you’re doing with it.