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Notion IBKR Trading Journal

A python script to automatically journal NSE stock trades by leveraging Interactive Broker email notifications for the buy/sell trades.

Features:

  • Journal provides insights like Stock type (largecap/midcap....etc.), Sector, Industry for a given stock ticker
  • Auto update latest price and percentage change for ongoing trades
  • Display current loss/gain and realised loss/gain for a particular trade
  • Provides holding time period for each trade in Days
  • Classify trades to different categories based on percentage of loss/gain and holding period
  • Manage edge cases like partial buy/sell trades notifications

Requirements:

Interactive Brokers Account

pip3 install requests nsetools yfinance

API's Usage:

Notion Official API

Script Automation:

35 15 * * 1-5

A cron job running at 15:35 on every day-of-week from Monday through Friday, will gather all the buy/sell trades emails and journal them post market-closing.

P.S. In case, you wants to keep the current price updated for the ongoing trades, just grab the relevant section from the main.py and set a recurring cron job during the market hours.