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TradeTally

v2.4.0 Breaking

This release includes breaking changes for platform teams planning a safe upgrade.

Published 3mo Productivity & Wikis
✓ No known CVEs patched
Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

api journal stocks trading

Summary

AI summary

Updates Fixes And Improvements, Upgrade Notes, and Highlights across a mixed release.

Full changelog

TradeTally v2.4.0

Released: April 7, 2026

TradeTally v2.4.0 adds new account configuration and automated trade-analysis capabilities, improves the import workflow, and hardens CSV parsing across several ThinkorSwim and PaperMoney edge cases.

Highlights

  • Added a display currency setting for non-USD users so P&L, commissions, prices, and analytics can be shown in a selected account currency while market data remains in USD.
  • Added automatic MAE/MFE calculation for eligible closed trades using Finnhub candle data for Pro users on trade creation, update, and import workflows.
  • Improved import UX, including better import result handling and related dashboard flow updates.

Fixes And Improvements

  • Fixed ThinkorSwim CSV imports to support options contracts, including option metadata parsing and correct contract multipliers.
  • Fixed pre-import validation so ThinkorSwim files can find the actual header row more reliably.
  • Fixed ThinkorSwim imports to stop parsing at the Cash Balance section boundary.
  • Fixed CSV imports that include Excel-style formula notation before parse time.
  • Fixed duplicate same-second CSV fills during parsing.
  • Fixed PaperMoney futures P&L calculation.
  • Fixed analytics currency formatting crashes introduced by the new currency-display flow.
  • Fixed Pro chart entitlement checks so eligible Pro users are not blocked from chart visualization.
  • Fixed admin and owner accounts being shown unnecessary upgrade prompts for chart features.
  • Fixed initial balance dates for new accounts so they default to the earliest trade date when appropriate.
  • Fixed backend startup permissions for upload and log directories in non-root deployments.
  • Removed the stale docker-compose.example.yaml file from the repository.

Upgrade Notes

  • Run the latest backend migration before deploying this release. This release adds migration 170_add_display_currency.sql.
  • Auto-calculated MAE/MFE relies on Finnhub candle data and is only applied for eligible Pro users.
  • This release is backward-compatible and does not introduce intended breaking changes.

What's Changed

  • Develop by @GeneBO98 in https://github.com/GeneBO98/tradetally/pull/294

Full Changelog: https://github.com/GeneBO98/tradetally/compare/v2.3.1...v2.4.0

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About TradeTally

Advanced financial trade tracking and analytics

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Related context

Beta — feedback welcome: [email protected]