TradeTally

New Features

Markets Hub (Unified Watchlists & Price Alerts)

• Unified Markets Page: Combined Stock Watchlists and Price Alerts into a single, tabbed interface for better organization
• Streamlined navigation with a single "Markets" menu item (Pro feature)
• Seamless tab switching between watchlists and price alerts
• All existing watchlist and alert functionality preserved
• Automatic redirects from old URLs to new unified page

Options Trading Enhancements

• Auto-Close Expired Options: Options contracts now automatically close when they expire
• Improved P&L Calculations: Fixed profit/loss calculations specifically for options trades
• Enhanced Options Import: Better support for IBKR (Interactive Brokers) options imports
• Options Columns & Filters: Added new columns and advanced filters for options-specific data
• Fixed Expiration Dates: Corrected handling of options expiration dates
• Manual Trade Entry: Fixed options-specific fields in manual trade creation and editing

Health Tracking & Analytics

• Full Health Tracking Integration: Complete system for tracking health metrics alongside trading performance
• Health Correlation Analysis: Analyze correlations between health metrics (sleep, heart rate, etc.) and trading outcomes
• New health analytics dashboard with comprehensive visualizations
• Track sleep hours, sleep score, and heart rate data per trade

Trading Journal Improvements

• Journal Entry Templates: Pre-built templates for daily journal entries and post-market reflections
• Linked Trades: Link specific trades directly to journal entries
• Enhanced Watchlist Integration: Added price alert shortcuts directly from journal watchlist symbols
• Export Improvements: Journal entries now included in data exports

Broker & Import Support

• ProjectX Support: Added full support for ProjectX futures and broker imports
• TradingView Paper Trading: Fixed parser for TradingView paper trading imports
• Tag Support: Comprehensive tag management system for organizing trades
• Migration Tools: Added migration path from Docker to native installations

UI/UX Improvements

Trade List & Filtering

• Improved Filter Layout: Reorganized filters into logical groups with visual separation:
  • Basic filters (2 rows): Symbol, Dates, Strategy, Trade Status, Position Type, Instrument Type, Tags
  • Advanced filters grouped by: Range Filters, Trade Characteristics, Timing & Options
• Compact Date Display: Trade dates now display in a space-saving stacked format (Month/Day on top, Year below)
• Narrower Range Inputs: Optimized width of range filter inputs for better screen real estate usage
• Fullwidth Mode: Added ability to expand trades table to full width for better data viewing
• Persistent Column Selection: Trade column visibility preferences now persist across sessions
• Dual Scroll Bars: Added synchronized top and bottom horizontal scroll bars for easier table navigation

General UI Refinements

• Removed all emojis from codebase for cleaner, professional appearance
• Improved dark mode support across all new features
• Better responsive design for mobile devices
• Enhanced dropdown menus with better visual hierarchy
• Improved Pro feature badges and upgrade prompts

Bug Fixes

Date & Timezone Handling

• Fixed Date Inconsistencies: Resolved issues where trade dates would shift due to timezone conversions
• Improved Date Storage: Trade dates now correctly reflect when trades actually occurred in user's timezone
• Weekend Date Fixes: Corrected trades that incorrectly showed weekend dates (markets are closed)
• User Input Preference: System now always prefers user-entered dates over calculated values
• Migration 042: Comprehensive fix for existing trade date issues

Data Import & Export

• Round-Trip Trade Detection: Significantly improved detection of round-trip trades during import
• Duplicate Prevention: Enhanced duplicate trade detection to prevent re-importing existing trades
• Options Import Fixes: Resolved multiple issues with IBKR and other broker options imports
• Export Format: Redefined export format to include all relevant trade data
• CSV Parser Improvements: Enhanced CSV parsing logic for better compatibility

Analytics & Calculations

• Filters on Analytics Page: Fixed issue where filters were not properly applying to analytics
• P&L Calculations: Corrected profit/loss calculations for options contracts
• Custom Strategies: Fixed bugs related to custom trading strategies and setups

Database & Migrations

• Migration 012 Fix: Resolved issues with missing export fields migration
• Migration 019 & 042: Fixed timezone-related date migrations
• Migration Failures: Addressed various migration execution failures

Technical Improvements

Security Updates

• Upgraded Axios from 1.10.0 to 1.12.2 (security patches)
• Upgraded marked from 16.2.1 to 16.3.0 (vulnerability fixes)
• Updated multiple frontend dependencies to reduce vulnerabilities
• Enhanced input validation and sanitization

Code Quality

• Improved error handling throughout the application
• Better logging for debugging and troubleshooting
• Enhanced data validation on imports
• Cleaner component architecture with better separation of concerns
• Standardized date handling across frontend and backend

Performance

• Optimized database queries for faster trade list loading
• Improved CSV parsing performance for large imports
• Better caching strategies for analytics calculations
• Reduced unnecessary re-renders in Vue components

API Changes

New Endpoints

• Health tracking endpoints for storing and retrieving health metrics
• Enhanced watchlist endpoints for unified Markets page
• Additional analytics endpoints for health correlation data

Modified Endpoints

• Trade endpoints now include options-specific fields
• Enhanced filtering capabilities on trade list endpoint
• Improved export endpoint with journal entry data
  Full Changelog: https://github.com/GeneBO98/tradetally/compare/v2.0.8...v2.1.0