TradeTally

What's New

Features

• Behavioral Analytics & Playbook Adherence - Add playbook adherence reviews and behavioral analytics
• TraderVue CSV Import - Import trades from TraderVue CSV exports
• AvaTrade Parser - Add AvaTrade parser and CSV localization layer for non-English exports
• Multiple IBKR Flex Query Connections - Support multiple IBKR Flex Query connections per user
• Partial Exit Analytics - New analytics page for partial exits with min eligible trades filter
• Watchlist 8 Pillars Auto-Analysis - Automatically load and persist 8 Pillars analysis for watchlists
• Guided Onboarding Flow - Add guided onboarding and sample data management
• In-App Support Contact Form - Replace mailto link with in-app support contact form
• Twenty CRM & Invoice Ninja Sync - Add Twenty CRM and Invoice Ninja sync services
• Subscription Management - Add direct cancel and reactivate subscription endpoints
• Account Aliases - Add account aliases to global account filter
• Pro Tier Enforcement - Enforce Pro tier on API keys, webhooks, leaderboards, and partial exits
• Review Request Emails & Testimonials - Add review request email and testimonials system
• Homepage Redesign - Redesign homepage to lead with behavioral analytics
• User Activity Tracking - Add granular user activity tracking for marketing, analytics, and CRM
• Admin Enhancements - Modernize admin analytics with auto-refresh, consolidated cards, and server-side user filtering
• Email Improvements - Add subscription welcome email, tier-tagged support links, email logging, and brand colors
• Unlinked Account Identifiers - Add unlinked account identifiers and sample data endpoints
• Import View Overhaul - Improved UX and expanded broker support
• Active Connections Indicator - Add active connections indicator to platform analytics page

Bug Fixes

• Fix P&L showing $0 in trade detail and sync quick-add accounts
• Preserve execution data on split trades (#283)
• Scope duplicate detection per account during import (#282)
• Prevent groupTrades() from merging separate round-trips of same option
• Correct P&L calculation for commission rebates and execution consistency
• Use exact trade P&L in calendar view when all exits are on same date
• Sanitize Alpha Vantage "None" strings in dividend date fields
• Same-day Schwab sync returning 0 transactions (#274)
• Merge duplicate open positions caused by incomplete option metadata (#266)
• Reduce import page load time for faster file picker response (#259)
• Repair 2FA login broken by auth hardening
• Improve import UX, OAuth feedback, checkout error handling, and billing button visibility
• Dynamically generate dashboard month filter options
• Auto-login for new accounts

Security & Infrastructure

• Harden auth, webhooks, billing, and logging
• Address security scan findings across frontend and backend
• Harden backup file handling
• Remove stale analytics integration, replaced by PostHog
• Restore multi-arch Docker builds (amd64 + arm64)
• Pin Docker base image to alpine3.21 to resolve zlib vulnerabilities
• Add release automation workflows
• Reduce prod API error noise
• Bump GitHub Actions to latest versions

Full Changelog

https://github.com/GeneBO98/tradetally/compare/v2.2.1...v2.3.0