TradeTally

New Features

• WebAuthn/Passkey login support - Passwordless authentication via biometrics and security keys
• Shell trade and fill order API endpoints - New API for creating shell trades and filling orders
• Automated trial conversion emails - Personalized emails with admin tracking
• Cookie consent banner - GDPR-compliant PostHog analytics consent
• Comprehensive CSV parser test suite - CI test gate for parser changes

Performance

• Eliminate live Finnhub calls from page loads - Cache analytics until invalidated, significantly reducing API calls
• Prevent unnecessary earnings/news re-fetches during auto-update cycles

Bug Fixes

• iOS app connectivity - Server discovery endpoints now use INSTANCE_URL env variable, fixing HTTPS detection behind reverse proxies
• IBKR broker sync - Multiple fixes for duplicate trade/execution detection, multi-day positions, and Flex Query multi-section CSV support
• CSV parser timezone - Convert import times to UTC using user's timezone
• Alpaca - Fixed options price fetching
• TradingView - Unified parsers into single broker with auto sub-format detection, futures support, lastTradeEndTime error fix
• Webull - Support alternate CSV export format
• Lightspeed - Fix parseLightspeedTransactions return value
• Tradovate - Fix date parsing and auto-close expired options on broker sync
• Calendar - Fixed risk context, totals display, and added YTD profit
• R-Multiple - Use backend weighted_target_r for planned risk:reward consistency
• API key auth - Fix authentication on GET /trades/:id
• Partial fills - Fix closing trades prematurely
• Strategy filter - Fix strategy filter behavior
• Time period filter - Include exit dates in filtering
• Account identifier - Fix overflow display issue

Improvements

• Updated date handling with support for multiple target hit analysis entries
• Improved import page responsiveness
• IBKR flex query sync now includes older trades
• Hardened backend against Snyk code findings
• Added nginx security headers
• Direct SQL for broker sync operations (replacing ORM for reliability)
• Docker build compatibility fixes