TradeTally

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.