TradeTally

Trading Quality & Analytics

• Quality Grade Support - Added quality grading system for trades
• R-Value Analytics - Added R-Value (Risk-Multiple) calculation and display throughout analytics
• R-Value Analytics Switch - Toggle between dollar amounts and R-Value multiples on analytics charts
• R-Value Display in Executions - Changed R-Value to integer display instead of ratio format

Execution & Trade Management

• Trade Grouping by Execution Time - Allow users to group trades by execution time for better organization
• Entry/Exit Times in Executions - Entry and exit times now displayed in execution details
• Execution Entry for Manual Trades - Added execution entry support when creating manual trades
• Fixed Trade Quantity Calculation - Improved accuracy of trade quantity calculations
• Fixed R-Value Calculations - Corrected R-Value calculation logic

Options Trading

• Options Auto-Close Toggle - Configurable option to automatically close expired options (moved from always-on to optional)
• Scheduled Options Expiration - Automated scheduler to close expired options positions
• Fixed Options P&L Calculation - Corrected profit/loss calculations for options trades

Futures Trading

• Futures Calculation Fixes - Improved futures contract calculations
• Futures Month Display - Fixed futures contract month not showing in frontend
• ProjectX Futures Support - Added support for ProjectX futures import format
• Futures Size Adjustment - Updated futures contract size calculations

Broker Integration

• IBKR Parser Updates - Improved Interactive Brokers CSV import parser
• IBKR Open Trade Closing Logic - Changed logic for closing open IBKR trades

Journal & Watchlist

• Linked Trades in Daily Journal - Added ability to link trades to daily journal entries
• Journal Entry in Exports - Include journal entries in trade exports
• Post-Market Reflection Templates - Added post-market reflection section to journal templates
• Price Alert Shortcuts - Quick price alert creation from journal watchlist

UI/UX Improvements

• Improved Filter UI - Enhanced user interface for trade filters
• Improved Watchlist UI - Better watchlist display and interactions
• Fixed Execution UI - Entry and exit prices now properly reflected in execution cards
• Stop Loss Validation - Fixed validation errors for stop loss fields
• Round Trip Trade Detection - Improved detection and handling of round-trip trades

Import & Settings

• Trade Import Settings Move - Relocated trade import settings from profile page to settings page
• Auto-Close Options Settings - Options auto-close now a configurable toggle

Bug Fixes & Maintenance

• Security Updates - Upgraded axios (1.10.0 → 1.12.2) and marked (16.2.1 → 16.3.0) to fix vulnerabilities
• Migration Fixes - Fixed migration 12 and removed SELECT statements at end of SQL migrations
• Template Bug Fixes - Resolved various template rendering issues

Documentation

• README Updates - Revised SaaS subscription plans and added screenshots
• Documentation Streamlining - Reduced README size due to new docs site