v2.4.1

TradeTally v2.4.1

Released: April 13, 2026

TradeTally v2.4.1 rolls up the latest develop changes into main, with fixes for trade P&L accuracy, CSV import resilience, account filtering, and IBKR futures confirmation parsing, plus a few quality-of-life improvements across the app.

Highlights

• Fixed open-position P&L calculations and related dashboard summaries so gross P&L and open-trade totals stay accurate.
• Improved import parsing for malformed Tradovate rows and IBKR futures trade confirmations.
• Added shared stock logo support across symbol views and updated the home page with an iOS App Store section.

Fixes And Improvements

• Fixed account filtering behavior in views that summarize open trades.
• Improved dashboard request performance.
• Ignored additional local generated data and documentation files to keep release branches clean.
• Updated the navigation and related UI flows to support the latest account-filter and symbol metadata changes.

Upgrade Notes

• This release is backward-compatible and does not introduce intended breaking changes.

TradeTally v2.4.0

TradeTally v2.4.0

Released: April 7, 2026

TradeTally v2.4.0 adds new account configuration and automated trade-analysis capabilities, improves the import workflow, and hardens CSV parsing across several ThinkorSwim and PaperMoney edge cases.

Highlights

• Added a display currency setting for non-USD users so P&L, commissions, prices, and analytics can be shown in a selected account currency while market data remains in USD.
• Added automatic MAE/MFE calculation for eligible closed trades using Finnhub candle data for Pro users on trade creation, update, and import workflows.
• Improved import UX, including better import result handling and related dashboard flow updates.

Fixes And Improvements

• Fixed ThinkorSwim CSV imports to support options contracts, including option metadata parsing and correct contract multipliers.
• Fixed pre-import validation so ThinkorSwim files can find the actual header row more reliably.
• Fixed ThinkorSwim imports to stop parsing at the Cash Balance section boundary.
• Fixed CSV imports that include Excel-style formula notation before parse time.
• Fixed duplicate same-second CSV fills during parsing.
• Fixed PaperMoney futures P&L calculation.
• Fixed analytics currency formatting crashes introduced by the new currency-display flow.
• Fixed Pro chart entitlement checks so eligible Pro users are not blocked from chart visualization.
• Fixed admin and owner accounts being shown unnecessary upgrade prompts for chart features.
• Fixed initial balance dates for new accounts so they default to the earliest trade date when appropriate.
• Fixed backend startup permissions for upload and log directories in non-root deployments.
• Removed the stale docker-compose.example.yaml file from the repository.

Upgrade Notes

• Run the latest backend migration before deploying this release. This release adds migration 170_add_display_currency.sql.
• Auto-calculated MAE/MFE relies on Finnhub candle data and is only applied for eligible Pro users.
• This release is backward-compatible and does not introduce intended breaking changes.

What's Changed

• Develop by @GeneBO98 in #294

Full Changelog: v2.3.1...v2.4.0

v2.3.1

Full Changelog: v2.3.0...v2.3.1

v2.3.0

What's New

Features

• Behavioral Analytics & Playbook Adherence - Add playbook adherence reviews and behavioral analytics
• TraderVue CSV Import - Import trades from TraderVue CSV exports
• AvaTrade Parser - Add AvaTrade parser and CSV localization layer for non-English exports
• Multiple IBKR Flex Query Connections - Support multiple IBKR Flex Query connections per user
• Partial Exit Analytics - New analytics page for partial exits with min eligible trades filter
• Watchlist 8 Pillars Auto-Analysis - Automatically load and persist 8 Pillars analysis for watchlists
• Guided Onboarding Flow - Add guided onboarding and sample data management
• In-App Support Contact Form - Replace mailto link with in-app support contact form
• Twenty CRM & Invoice Ninja Sync - Add Twenty CRM and Invoice Ninja sync services
• Subscription Management - Add direct cancel and reactivate subscription endpoints
• Account Aliases - Add account aliases to global account filter
• Pro Tier Enforcement - Enforce Pro tier on API keys, webhooks, leaderboards, and partial exits
• Review Request Emails & Testimonials - Add review request email and testimonials system
• Homepage Redesign - Redesign homepage to lead with behavioral analytics
• User Activity Tracking - Add granular user activity tracking for marketing, analytics, and CRM
• Admin Enhancements - Modernize admin analytics with auto-refresh, consolidated cards, and server-side user filtering
• Email Improvements - Add subscription welcome email, tier-tagged support links, email logging, and brand colors
• Unlinked Account Identifiers - Add unlinked account identifiers and sample data endpoints
• Import View Overhaul - Improved UX and expanded broker support
• Active Connections Indicator - Add active connections indicator to platform analytics page

Bug Fixes

• Fix P&L showing $0 in trade detail and sync quick-add accounts
• Preserve execution data on split trades (#283)
• Scope duplicate detection per account during import (#282)
• Prevent groupTrades() from merging separate round-trips of same option
• Correct P&L calculation for commission rebates and execution consistency
• Use exact trade P&L in calendar view when all exits are on same date
• Sanitize Alpha Vantage "None" strings in dividend date fields
• Same-day Schwab sync returning 0 transactions (#274)
• Merge duplicate open positions caused by incomplete option metadata (#266)
• Reduce import page load time for faster file picker response (#259)
• Repair 2FA login broken by auth hardening
• Improve import UX, OAuth feedback, checkout error handling, and billing button visibility
• Dynamically generate dashboard month filter options
• Auto-login for new accounts

Security & Infrastructure

• Harden auth, webhooks, billing, and logging
• Address security scan findings across frontend and backend
• Harden backup file handling
• Remove stale analytics integration, replaced by PostHog
• Restore multi-arch Docker builds (amd64 + arm64)
• Pin Docker base image to alpine3.21 to resolve zlib vulnerabilities
• Add release automation workflows
• Reduce prod API error noise
• Bump GitHub Actions to latest versions

Full Changelog

v2.2.1...v2.3.0

v2.2.1

New Features

• WebAuthn/Passkey login support - Passwordless authentication via biometrics and security keys
• Shell trade and fill order API endpoints - New API for creating shell trades and filling orders
• Automated trial conversion emails - Personalized emails with admin tracking
• Cookie consent banner - GDPR-compliant PostHog analytics consent
• Comprehensive CSV parser test suite - CI test gate for parser changes

Performance

• Eliminate live Finnhub calls from page loads - Cache analytics until invalidated, significantly reducing API calls
• Prevent unnecessary earnings/news re-fetches during auto-update cycles

Bug Fixes

• iOS app connectivity - Server discovery endpoints now use INSTANCE_URL env variable, fixing HTTPS detection behind reverse proxies
• IBKR broker sync - Multiple fixes for duplicate trade/execution detection, multi-day positions, and Flex Query multi-section CSV support
• CSV parser timezone - Convert import times to UTC using user's timezone
• Alpaca - Fixed options price fetching
• TradingView - Unified parsers into single broker with auto sub-format detection, futures support, lastTradeEndTime error fix
• Webull - Support alternate CSV export format
• Lightspeed - Fix parseLightspeedTransactions return value
• Tradovate - Fix date parsing and auto-close expired options on broker sync
• Calendar - Fixed risk context, totals display, and added YTD profit
• R-Multiple - Use backend weighted_target_r for planned risk:reward consistency
• API key auth - Fix authentication on GET /trades/:id
• Partial fills - Fix closing trades prematurely
• Strategy filter - Fix strategy filter behavior
• Time period filter - Include exit dates in filtering
• Account identifier - Fix overflow display issue

Improvements

• Updated date handling with support for multiple target hit analysis entries
• Improved import page responsiveness
• IBKR flex query sync now includes older trades
• Hardened backend against Snyk code findings
• Added nginx security headers
• Direct SQL for broker sync operations (replacing ORM for reliability)
• Docker build compatibility fixes

v2.2.0

New Features

• Tastytrade CSV Parser - Full support for importing trades from Tastytrade, including correct average price calculation (divides out multiplier for options)
• TradingView Parser Improvements - Case-insensitive header matching, handles missing Closing Time field, support for TradingView Performance and Paper trading exports
• TradeStation Support - Added CSV parser for TradeStation exports
• Persistent Historical Price Cache - New historical_prices database table stores all fetched OHLCV data permanently. Alpha Vantage chart requests now check DB before calling the API, dramatically reducing usage of the 25 calls/day free tier limit. Finnhub quotes, crypto quotes, and the price monitoring service all persist prices to this cache automatically
• Price-First Position Quotes - Open positions and holdings now read from the price_monitoring cache (updated every 30 seconds) before hitting Finnhub, significantly reducing API calls
• Deferred Email Verification - New users get a 7-day grace period before email verification is enforced, simplifying the registration flow
• Email Template Redesign - Modern minimal email templates with consistent branding
• Email Unsubscribe - Users can now unsubscribe from email communications directly from email links
• Import Help UX - When a supported broker import returns 0 trades, a "Need Help?" section appears with links to documentation and a pre-filled support ticket
• Charts on Trade Creation - Support for adding charts and images to trades during creation (not just after)
• Manual Premium Input for Open Options - Auto-calculated P&L is hidden for open options; users can input manual premium instead
• Dockerignore - Added .dockerignore file for faster, smaller Docker builds

Bug Fixes

• Fixed CUSIP queue race condition causing duplicate processing
• Fixed IBKR partial exit trades creating mixed execution format
• Fixed missing side field for IBKR partial-close executions in edit form
• Fixed missing entryTime in partial-close executions across all parsers
• Fixed IBKR broker sync CSV parser issues
• Fixed TradingView parser failing on case-sensitive headers
• Fixed trade filters defaulting incorrectly (now defaults to All Time) and active filter count
• Fixed journal calendar date handling and Tastytrade date parsing
• Fixed back button reliability and date dropdown element on dashboard
• Fixed JWT user lookup in flexibleAuth middleware
• Fixed registration validation and password placeholder display
• Fixed AI provider configuration for OpenAI
• Fixed update-native.sh compatibility with sh and working directory
• Resolved npm dependency vulnerabilities via overrides

Performance & Infrastructure

• Analytics Performance Indexes - New database indexes for faster analytics queries
• Trade Dropdown Optimization - Switched trade dropdown functions to reduce page load times
• Frontend Performance - Multiple rounds of performance improvements across views
• Removed Unused Finnhub Methods - Cleaned up dead API code
• Repository Cleanup - Moved scripts to scripts/ directory, removed stale utility files, deleted legacy migration scripts and test data
• SEO Improvements - Updated meta tags, sitemap, robots.txt, and public-facing pages
• Docker CI Workflow - Refactored for clearer branch/tag build triggers (develop -> nightly, main -> latest, tags -> versioned)

Security

• Secret Handling Hardened - Sensitive values are now redacted in all logging output
• API Key Auth on Trade Endpoints - Main trade endpoints now accept API key authentication
• Dependency Updates - Express 4.22.0 -> 4.22.1, Vue 3.5.26 -> 3.5.27, plus frontend/backend vulnerability fixes

UI/UX

• Public Pages Overhaul - Redesigned landing, features, pricing, and FAQ pages
• Frontend Design Updates - Refreshed styling across multiple views
• Dashboard Improvements - Better layout and date dropdown behavior

Migration Notes

• Run npm run migrate to create the new historical_prices and analytics index tables
• No breaking API changes
• Docker image: potentialmidas/tradetally:2.2.0 (pinned) or potentialmidas/tradetally:latest

v2.1.8

New Features

• Trade Splitting - Split grouped trades and select specific executions to separate
• IBKR Japan Support - Added support for IBKR Japan Flex Query export format
• Dollar Stop Loss - Can now set stop loss as a fixed dollar amount
• Time Display Preference - Configurable time display format in settings
• Schwab Fallback Price Source - Self-hosted instances can use Schwab as fallback for price data when Finnhub limits are hit
• Unsorted Account Filter - Filter to show trades without account assignment
• Configurable Finnhub Rate Limits - Self-hosted users can configure API rate limits
• Execution-Level Calendar P&L - More granular P&L tracking in calendar view
• Nightly Docker Builds - Develop branch now triggers nightly Docker image builds

Bug Fixes

• Fixed commission being lost when editing trades with execution fees=0
• Fixed duplicate detection bug in IBKR parser
• Fixed Alpha Vantage chart data to use daily-only for free tier compatibility
• Fixed Management R calculation with commission-adjusted Actual R
• Fixed Target P&L direct calculation and R-Performance commission adjustment
• Fixed Management Impact R-value calculations for multi-target trades
• Fixed LoD calculation to get "to the left" instead of actual day low
• Fixed P&L calculation for partial exits
• Fixed calendar P&L calculations and fee handling
• Fixed trades store not refreshing after import log deletion
• Fixed JSON handling in backup/restore

Improvements

• Better CSV header tracking for import reliability
• More comprehensive backup data coverage
• Auto-complete suggestions for Symbols on watchlists and stock analyzer
• Improved parser failure tracking
• Better error handling for import issues
• Updated Schwab auto parser
• Trade management page now shows chart number on trade list

v2.1.7

What's New in v2.1.7

New Features

• Trade Management with R-Multiple Analysis - Enhanced trade tracking with R-multiple calculations for better risk management
• Questrade Broker Support - Full integration for Questrade users including import and sync
• Stock Analyzer Tool - New comprehensive stock analysis tool with DCF valuation, PE ratios, and P/FCF metrics
• Cryptocurrency Support - Added support for tracking cryptocurrency trades
• Financial Statements - View company financial statements directly in the app
• Account ID Support for CSV Imports - Better handling of multi-account imports

Improvements

• Improved options and futures calculations with templates
• Enhanced grouping for options trades
• Better AI analysis rendering
• Stock scanner improvements with Russell 2000 support
• Background task optimization for prioritizing user API requests
• Date filter for accounts and cashflows
• Hideable unused trade edit options

Bug Fixes

• Fixed R-Multiple calculation - Now correctly uses stop loss (risk-based) instead of take profit
• Fixed duplicate detection in Schwab parser
• Fixed Questrade partial position during import
• Fixed Interactive Brokers sync issues
• Fixed calendar for closed trade dates with improved color gradients
• Fixed options not auto-closing and commission rebate issues
• Fixed parser case sensitivity
• Fixed commissions being added to short positions incorrectly
• Fixed double commission sum in accounts and cashflows
• Fixed timezone issues for analytics
• Fixed 8 Pillars symbol lookup
• Fixed tag dropdown visibility

Security

• OWASP security updates
• Multiple Snyk vulnerability fixes
• Upgraded dependencies for improved security

Note: Run node recalculate_r_values.js in the backend directory to update R-values for existing trades.

v2.1.6 - 8 Pillars Investment Analysis

What's New

8 Pillars Investment Analysis

• Added Paul Gabrail's value investing methodology for stock analysis
• Investment screener with symbol search
• Portfolio holdings tracking with cost basis and lots
• Dividend tracking integration
• Watchlist integration with 8 Pillars analysis tab
• Stock price charts with multiple timeframes
• Cached analysis results for performance

Broker Sync Improvements

• Enhanced Schwab broker sync integration
• Sync frequency options for IBKR
• Fixed Schwab broker grouping and trade deletion
• Fixed IBKR options parsing issues
• Better cache updating from broker syncs

Year Wrapped Feature

• Added Year Wrapped slides
• Fixed streaks wrap-up slide

Bug Fixes

• Fixed timezone issues with admin user analytics
• Fixed Webull P&L percentage calculations
• Fixed quantity discrepancy on trades table
• Fixed filter issues and P&L % change after edit
• Fixed commission decimal limits
• Fixed 0 price allowance for expired options
• Resolved frontend inconsistencies

Admin Features

• Added analytics page for admin users

Dependencies

• Upgraded Vue from 3.5.24 to 3.5.25
• Upgraded various npm packages (axios, sharp, node-gyp, @anthropic-ai/sdk)

v2.1.5 - Broker Sync for IBKR & Schwab

What's New

Broker Sync

• Interactive Brokers (IBKR) - Automated trade sync via Flex Query
• Charles Schwab - OAuth-based trade sync with automatic token refresh
• Resolved Options P&L calculation for IBKR

Improvements

• Enhanced CSV transaction parsing with multiplier support
• Tag autocomplete in trade form
• Mobile UI consistency improvements
• Performance optimizations across dashboard and trade loading
• Improved date formatting consistency using formatTradeDate utility

Fixes

• Fixed Schwab CSV importer position detection
• Fixed execution detection logic for Schwab
• Fixed trades with same entry time handling
• Fixed Tradovate grouping P&L issue
• Fixed dashboard laggy loading
• Fixed date parsing issues
• Fixed commission rebates (issue #113)
• Fixed backup/restore functionality
• Fixed export and P&L discrepancy

Infrastructure

• Multi-platform Docker build support
• Backup service refactoring with improved error handling

Dependencies

• Updated vue-chartjs, marked, axios, vue, vue-router
• Security vulnerability fixes