This release includes 1 security fix for security teams reviewing exposed deployments.
Published 1mo
Productivity & Wikis
✓ No known CVEs patched
This release patches 1 known CVE
Topics
api
journal
stocks
trading
Affected surfaces
auth
Summary
AI summaryUpdates Market Data, Plaid Improvements, and Accounts across a mixed release.
Full changelog
What's New
Plaid Improvements
- Daily balance snapshots with equity curve on the Cashflow view
- Dividend, interest, and fee income analytics
- Inbound webhooks and connection reconnect flow
- Account identifier normalization so Plaid brokerage holdings appear in the global account filter
Trade Sharing
- Server-rendered Open Graph cards for shared trade links
- Share open positions with a live unrealized P&L card
- nginx snippet for OG preview caching
Accounts
- Manage Accounts shortcut in the global account filter dropdown
- Unmanaged account identifiers section updated to include investment holdings
Security
- Account lockout with email-based unlock flow
Market Data
- FMP (Financial Modeling Prep) market data provider support
Fixes
- OG card text no longer overlaps on long symbols
- Anyone can view a public trade without logging in
- Multi-leg option positions analyzed as combined trades in AI analysis
- Win rate excluding break-even on R-performance card
- Break-even trade surface and full filter set
- Futures MAE/MFE analytics corrections
- NinjaTrader futures P&L valued per point
- Tag filter unified across all views
- Various date handling and UI polish fixes
Security Fixes
- Account lockout with email-based unlock flow
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Beta — feedback welcome: [email protected]