TradeTally

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)