TradeTally

Release v2.1.4

Release Date: December 3, 2025
Commits: 54

New Features

Broker Support

• Webull Import Support - Added full support for importing trades from Webull CSV exports
• Tradovate Import Support - Added support for Tradovate broker CSV imports
• TradingView Chart Import - Support for importing TradingView charts

Analytics & Reporting

• Monthly Comparison Page - New page for comparing monthly performance metrics
• R-Value in Monthly Performance - Added total R-Value tracking to monthly performance view
• AI Summaries for Behavioral Analytics - Introduced AI-powered summaries in behavioral analytics

Trading Features

• Default Stop Loss Setting - Added ability to set default stop loss that applies to all existing trades
• Default Commissions & Fees - Support for configuring default commissions and fees per broker/instrument
• Hide Public Pages (Self-Hosted) - Option to disable public pages for self-hosted instances

Bug Fixes

Import/Export

• Schwab Import - Fixed import error, negative value filter, and CUSIP mapping retention
• Duplicate Trade Import - Resolved duplicate imports when trades have stop loss
• Complete Trade Detection - Improved parser to better detect already complete trades

Data & Calculations

• Short P&L Calculations - Fixed profit/loss calculations for short positions
• P&L Swap After Edit - Resolved P&L swapping incorrectly after trade edits
• R-Value Sum - Fixed total R-value summation

Date/Time & Charts

• Date Issues - Fixed various date parsing and timing issues
• Lightweight Charts - Fixed chart implementation and v5 method issues
• Exit Times in Executions - Exit times now properly indicated

User Interface

• Filter Persistence - Filters now persist correctly across sessions
• Monthly Year Sticky - Fixed monthly view year selector persistence
• Stop Loss in Edit Form - Stop loss now shows correctly in edit view
• Logo Display - Fixed logo fitting on mobile screens
• Quick Journal Entry - Fixed dashboard quick journal entry
• Back Button - Fixed navigation behavior

Other Fixes

• Billing Paywall - Fixed paywall blocking issues
• Free Feature Access - Corrected access control for free tier
• Public Pages - Fixed custom parser and public trade handling
• Alerts & Watchlist - Various bug fixes
• Diary Templates - Fixed market bias check constraint violation
• Calendar - Fixed calendar display issues
• Email Colors - Fixed email template colors
• SVG Files - Fixed asset issues
• Logger Error - Replaced logger.logInfo with logger.info to prevent 500 errors

Performance

• Open Position Auto-Update - Disabled auto-update except on dashboard
• Behavioral Analytics - Force reload optimization

Dependencies

• sharp: 0.34.3 → 0.34.4
• chart.js: 4.5.0 → 4.5.1
• lightweight-charts: 5.0.8 → 5.0.9
• marked: 16.3.0 → 16.4.0
• Backend vulnerability fixes