October 1, 2026
Calendar Weeks & Monthly Breakdown
- •New: Calendar weeks that cross a month now show the real days on both sides
- •↳ Opening October used to show a blank first row even if you traded the last days of September
- •↳ Those days now appear dimmed and count toward that week's total, so the figure is a true seven-day week
- •↳ The monthly total at the top still counts only that month, so nothing is double counted
- •Fixed: The Calendar, the Weekly report and the Monthly report now agree on what a week is
- •↳ Everything now runs Sunday to Saturday, matching the futures week, which opens Sunday evening
- •Fixed: The Calendar was printing its weekly total under Thursday
- •↳ Any month that did not finish on a Saturday left the last row short, which pushed the total out of its own column and into a weekday
- •Fixed: Week 4 on the Monthly report was nine or ten days long
- •↳ Weeks there were blocks of seven counted from the 1st, and days 29 to 31 were folded into Week 4
- •↳ That made the Week 4 bar read high against the others, for most people
- •↳ Weeks are now real calendar weeks, so none of them runs longer than seven
- •Fixed: The Monthly report stopped at four weeks. Most months have five
- •↳ Weeks you did not trade were dropped completely, so a month could open at Week 2 and read as though something were broken
- •↳ Every week now shows, four to six of them, numbered from 1 with no gaps
- •↳ A short week at either end of a month says how many days it covers, so it cannot be mistaken for a full one
- •Fixed: Shared monthly reports were losing weeks 5 and 6
- •↳ The progression chart cut the list at four in two separate places, so a six-week month lost its last two weeks and the trend beside it was worked out over the wrong set
September 30, 2026
Dashboard Date Ranges
- •New: Date range and account controls on the dashboard
- •↳ Switch between 7D, 30D, 3M, 1Y and All
- •↳ Filter by account, the same way Analytics already does
- •Dashboard now shows the last 30 days by default, not your whole history
- •↳ If you have not traded in a while your numbers will read lower than they did before. Nothing about your trading changed, the dashboard is just showing a shorter window
- •↳ Click All to get the totals you are used to
- •↳ Whatever you pick is remembered for next time
- •Improved: The dashboard loads faster, especially if you have a lot of trades
- •↳ It used to pull every trade you have ever logged on every single visit
- •Fixed: Saving one setting no longer wipes your others
- •↳ If the app could not read your settings first, saving could replace the whole set with just a few
- •Fixed: Session times on the Add Trade page were an hour off outside the US
- •↳ They were worked out as though the date were always mid-January, so they were right through winter and wrong for most of the rest of the year
- •↳ A Sydney trader was told the New York open was 1:30 AM when it was actually 11:30 PM the night before
- •Fixed: Changing your timezone no longer moves your trades to a different day
- •↳ The date on a trade could shift while the time beside it stayed put, so it read as a day you did not trade
- •↳ Dates now read the same whatever timezone you pick
- •Fixed: Weekly and Monthly reports were built from an extra day of trades
- •↳ If your timezone was set to anywhere other than where you actually are, every week and every month ran a day long
- •↳ That means the P&L, win rate and MetriScore on those reports were worked out over the wrong set of trades
- •Fixed: If you never set a timezone, your own is now used instead of New York
September 21, 2026
Import From WealthCharts
- •New: Import trades from WealthCharts
- •↳ Upload the orders export and your trades come through complete, including scaling in and out
- •↳ Stop and target orders that never filled are skipped, so they do not turn into extra trades
- •↳ A trade still open when you export is left out instead of coming in half-finished
- •↳ P&L is worked out from your fill prices, before fees. Set up commission rules in Accounts for net P&L
- •Improved: A clearer import screen
- •↳ If your file has no Direction or P&L column, you now see how each one is being worked out instead of it looking unmapped
- •↳ Import totals now use the currency symbol you picked in Settings, like the rest of the app
- •Improved: The Scaling badge only shows on trades that actually scaled
- •↳ A trade with one entry and one exit no longer gets it
- •↳ Applies to your trade view and the mentor trade view
- •Fixed: Editing a trade no longer resets its imported commission
September 17, 2026
Do More Confluences Actually Help You?
- •New: Performance by Confluence Count in Analytics
- •↳ Groups your trades by how many confluences you tagged, so you can see whether stacking more reasons actually makes you money
- •↳ The groups are built from your own tagging. Tag two per trade or tag twelve, you get a scale that fits you
- •↳ Pick which tag categories count toward the number, so the ones you use for context rather than conviction can sit out
- •↳ Click any row to see the trades behind it
- •↳ Needs 15 tagged trades in your selected date range before the card appears
- •New: Your custom tags can carry a description
- •↳ Write one in Settings, or add it as you create the tag on the Add Trade page
- •↳ Hover any custom tag while logging a trade to see what you meant by it
- •↳ Tags that already have one are marked in Settings, so you can see what is left to do
- •New: Backtest Quick Log shows your custom instruments
- •↳ Grouped under My Custom, the same way they show on the Add Trade page
- •↳ Custom futures instruments can log results in points, not just R and dollars
- •Improved: Your tags now group by category when you look back at a trade
- •↳ They follow the order you set in Settings, the same order the Add Trade page uses
- •↳ Before this they appeared in whatever order you happened to tap them in
- •↳ Applies to the trade detail view, daily review, and the mentor trade view
- •Heads up: Trade status now updates without a stop price
- •↳ A trade logged with just an entry and exit is now marked Winner, Expense or Breakeven automatically
- •↳ It used to stay on Winner until you added a stop price
- •↳ Only affects new trades. Existing ones keep the status you saved
- •Fixed: Tags no longer warp while you drag them around in Settings
- •Fixed: Editing a trade with a custom instrument took several seconds to load
- •Fixed: Backtests logged in points or dollars lost their result when edited in the full form
September 6, 2026
Drawdown Control Fixed for Prop Accounts
- •Heads up: your MetriScore may read differently after this. Nothing about your trading changed, the drawdown side of the score was wrong and is now right
- •Fixed: Drawdown Control scored every prop trader a zero
- •↳ It measured your worst drop against your whole account size, not against the drawdown limit that actually ends the account
- •↳ Prop accounts now score against your drawdown limit. Personal accounts are unchanged
- •↳ Both come from what you entered on the Accounts page, nothing is assumed
- •Fixed: Drawdown is scored per account instead of across all of them at once
- •↳ Each account is scored against its own limit, then averaged by how many trades each one contributed
- •Fixed: A metric that cannot be scored now reads N/A instead of 0
- •↳ Applies to the radar, the pills, the monthly report, the month over month table and shared reports
- •↳ A missing metric no longer drags your overall down. Its weight spreads across the other nine
- •Fixed: The Drawdown tooltip now shows the number the score came from
- •↳ Your worst drop in dollars, with what it is measured against, such as 620 dollars, 31 percent of your 2,000 dollar limit
- •↳ Recovery Factor had the same problem and now matches its score too
- •Fixed: MetriScore values are scores, not percentages
- •↳ DD 0 percent read like a drawdown of zero, PF 100 percent like a profit factor of 100 percent
- •↳ The percent sign is gone, and the section says plainly that every number is out of 100
- •Fixed: The equity curve called your mistakes expensive even when they paid
- •↳ The impact figure was always red and always said breaking your rules had cost you
- •↳ Now the color follows the result: yellow when your rule breaks made money, red when they cost you, gray when they netted flat
- •Fixed: Drawdown could come out differently between page loads
- •↳ If you took several trades on the same day, the weekly and monthly reports could work your drawdown out differently each time you opened them
- •Improved: Low scores are visible on the analytics radar
- •↳ Anything under 38 used to plot underneath the score badge in the middle
- •↳ Scores now spread across the visible ring, and a zero collapses to the center
September 5, 2026
Share Your Backtests
- •NEW: Share a backtest with a link
- •↳ Share button at the top of the backtest hub, next to Log Backtest
- •↳ Anyone with the link sees your stats, equity curve and rules. No account needed
- •↳ Charts are optional. Toggle them off before you create the link and they stay private
- •↳ Charts open full size and you can arrow through all of them without leaving the page
- •↳ Each chart shows the date and instrument it came from, so anyone reading it can pull that session up themselves
- •↳ Each backtest keeps its own link, so you can share several at once
- •↳ A share is a snapshot. It will not change as you log more, and it expires after 90 days
- •↳ Sharing while filtered is fine. The page says which filters were on so nobody reads it wrong
- •↳ Pasting the link anywhere shows a preview card with your numbers instead of a bare URL
- •NEW: Performance by direction on the analytics page
- •↳ Long against short, with the P&L, win rate and average R for each
- •↳ Shows how one-sided your trading actually is, and says outright if one side is costing you money
- •↳ Click either row to see those trades
- •NEW: Filter the trade log by direction
- •↳ All Directions sits with the other filters at the top of the page
- •↳ Reads Long and Short, or Buy and Sell if the account holds options
- •NEW: Edit a trade straight from the daily review
- •↳ Expand any trade on the day and the Edit button is at the bottom of it
- •↳ Saving brings you back to that same day rather than dumping you on the trade log
- •NEW: Switch the backtest equity curve between R and dollars
- •↳ Remembered per backtest, so you set it once and it stays
- •NEW: Pasting a TradingView position into Quick Log now brings the times with it
- •↳ Entry time, exit time and session, the same as the full form
- •↳ Daily charts have no time on them, and Quick Log will tell you when that happens
- •NEW: Quick Log warns you when a paste does not match the row you are saving
- •↳ Paste a CL position, switch the symbol to ES, and you keep CL prices. It says so now
- •Improved: The Is your target too tight? table explains itself
- •↳ It shows what you actually made, right next to what a fixed target would have
- •↳ It says plainly whether any target beat you, and why the marked row reads the way it does
- •Fixed: Breakeven trades no longer count against your win rate
- •↳ A breakeven is neither a win nor an expense, so it now sits out of the calculation instead of counting like a loss
- •↳ 1 win and 1 breakeven used to read as 50%. It reads as 100% now
- •↳ Corrected everywhere: dashboard, trade log, calendar, daily review, analytics, every report, accounts and backtests
- •↳ Your record now shows breakevens too, so the numbers add up to your trade count
- •↳ Wins and expenses read the same way everywhere now. A few places still said W/L while the rest said W/E
- •Fixed: Risk of Ruin was telling profitable traders they were going to blow up
- •↳ It only counted how often you won, never how big the winners were, so any win rate under 50% came back at 100%
- •↳ It now factors in how big your winners are, not just how often they land
- •Fixed: Your R value stays put when you edit a trade
- •↳ Editing a trade without a stop price could wipe the R that was already on it
- •↳ This one reached live and imported trades too, not just backtests
- •Fixed: Editing a trade now returns you to the page you started from
- •↳ Calendar, analytics, reports, dashboard and review all used to send you to the trade log instead
September 1, 2026
Filter Your Backtests
- •NEW: More filters on the backtest hub
- •↳ Filter by tag, date range or R range from the Filters button at the top of the page
- •↳ Everything follows it: the stats, the equity curve, the breakdown and Simulate
- •↳ Stack a breakdown card on top of it, so you can look at Tuesdays inside the last three months for example
- •↳ Every active filter shows as a chip you can drop one at a time, or clear all at once
- •↳ Filters reset when you switch backtest accounts, since your tags are different in each one
- •Fixed: Re-importing a CSV after merging trades no longer adds the originals back
- •↳ Merging deletes the trades it absorbs, so the importer could not see them and treated them as new
- •↳ It now checks what a merge consumed, including across different accounts
- •Fixed: Two identical trades in one CSV both import now
- •↳ Same day, same instrument, same direction, same result used to look like one trade to the importer, and the second was silently skipped
- •↳ Scalpers hit this constantly. The importer counts now instead of guessing
- •Fixed: A rare case where your trading rules or Accountability Mode could reset
- •↳ If yours went missing, set them again and they will stick
- •Fixed: The Is your target too tight? card in the backtest hub could say you kept more than 100% of the move
- •↳ The two averages were counted over different sets of trades. Same set now, so the number means what it says
- •Improved: Faster page loads across the whole app
- •↳ Most noticeable on a slow connection
August 27, 2026
Backtest Mode
- •NEW: Backtest accounts, kept completely separate from your live trading
- •↳ Create a backtest account and log against it the same way you log anything else
- •↳ Backtests never touch your live stats
- •↳ CSV and JSON exports now carry a Backtest column, so you always know which is which
- •NEW: A backtest hub with its own Overview and Simulate tabs
- •↳ Overview breaks down your backtested trades the same way the rest of the platform does, scoped to the playbook you are testing
- •↳ Quick log for getting a whole session of backtests in fast, without the full form
- •↳ Is your target too tight? shows how far your trades actually ran before they invalidated
- •NEW: Simulate, a Monte Carlo run on your own backtested trades
- •↳ Your trades get reshuffled a thousand times, so you see every result the same edge produces instead of the single run you happened to get
- •↳ Set your risk per trade and a starting balance to get risk of ruin, where a lower % is better
- •↳ Filter down to only the trades you said you'd take live
- •↳ Switch between R and dollars whenever you want
- •Fixed: Merging trades no longer clears R values on imported trades
- •↳ If a trade came in from a CSV with an R value but no stop price, merging was writing a blank over it
- •↳ Your R now survives the merge, and shows correctly without a refresh
- •Fixed: Scrolling the Trade Log no longer shakes
- •↳ Rows measure themselves now, so it stays smooth at any zoom or font size
August 24, 2026
Paste From TradingView
- •Copy a Long or Short Position tool in TradingView, paste it anywhere on the Add Trade form, and your entry, stop and target prices fill themselves in
- •↳ Instrument, direction, date, entry time and the session come across too
- •↳ You see everything it found before anything changes, and any field you already filled in gets flagged so nothing is replaced by surprise
- •↳ Works on futures, stocks, forex and crypto. Daily charts fill the date and leave the entry time to you
- •↳ Contracts and P&L are left alone, since TradingView works those out from its own account size rather than yours
August 23, 2026
Batch Actions, Calendar Markers & Full Lists
- •NEW: Batch actions on the Trade Log
- •↳ Select trades and set one playbook on all of them at once, or clear it
- •↳ Mass add tags to as many trades as you want
- •↳ Tag panel is grouped by your categories with search, and shows a green check on tags your selection already has
- •↳ Remove all tags option if you ever want a clean slate
- •↳ Every batch comes with Undo, and big batches show live progress
- •↳ Merge: combine copies of the same trade across accounts into one, with exact combined P&L
- •↳ Heads up: merging is permanent, and re-importing a CSV containing merged trades brings the originals back as new trades
- •NEW: Holiday & OPEX markers on the Calendar
- •↳ Market holidays, early closes, and monthly OPEX show beside the date
- •↳ Quarterly expirations are marked as quad witching
- •↳ Hover any tag for the details
- •NEW: Reviewed days turn blue
- •↳ Write a Daily Review and that day's number turns blue on the Calendar
- •↳ Click any day to see its trades and open its Daily Review
- •Analytics: Performance by Hour is now Performance by Time
- •↳ Trading hours now break down into 15 minute buckets instead of hourly
- •↳ Click any row to see exactly those trades
- •Analytics & Reports: Full lists everywhere
- •↳ Performance by Instrument now shows every instrument you trade, not just the top 3
- •↳ Confluence, Day Context, and News Events tables now show every tag instead of just the best performers
July 26, 2026
Gallery View, Tag Filter & R Range Filter
- •NEW: Gallery view on the Trade Log
- •↳ Toggle between Log and Gallery in the top right of the filter bar
- •↳ Every screenshot from your filtered trades in one scrollable grid
- •↳ Flip through images with arrow keys to spot patterns without clicking into each trade
- •↳ Each image shows the symbol, net P&L, R, and date, with an Open Trade button in the full view
- •NEW: Filter by tags
- •↳ Pick any of your tags and see just the trades that have them
- •↳ Grouped by your own categories with a search box for big tag lists
- •↳ Works in both Log and Gallery, and the filtered stats update with it
- •NEW: Filter by R range
- •↳ Set a Min and Max R to filter trades by their R-multiple
- •↳ Example: Min -0.9 and Max -0.05 shows trades where you tightened your stop
- •↳ Trades without R data are hidden while this filter is active
July 25, 2026
Tradovate Import Fix & Drag and Drop Tags
- •Fixed: Tradovate trades with multiple entries or exits were importing as separate trades
- •↳ One trade with two exits could show up as two trades in your journal
- •↳ Mostly hit short trades, but long trades that scaled in were affected too
- •↳ Trades now import exactly how you took them
- •Trade Details: Exits at the same price but different times now show as their own rows
- •↳ Example: A trailed runner and a stop that both fill at the same level
- •Heads up: If you imported Tradovate trades with multiple exits, check your journal for splits
- •↳ Delete the split trades and re-import the file to fix them
- •Settings: Drag and drop to reorder your custom tags and categories
- •↳ Replaces the old up and down arrows
May 30, 2026
View Report Trades, Optional Stops & Scaling Improvements
- •NEW: See the individual trades inside any Reports stat
- •↳ Click the eye icon on a stat to open its list of trades
- •↳ Same list and layout as the Analytics buckets
- •↳ Click any trade in the list to open its full detail
- •↳ The eye opens the trades. Clicking the row or card still filters the report like before
- •Add Trade: Stop and Target prices are now optional
- •↳ Save a trade with just entry and exit. Stop and Target no longer required
- •↳ Matches how CSV imports work since most brokers don't export stop/target data
- •↳ Add tags, notes, and screenshots to imported trades without backfilling risk levels
- •↳ Adding a Stop still unlocks R-Multiple. Adding a Target unlocks Planned R
- •Add Trade: Scale in or out on just one side of a trade
- •↳ Scale out across multiple take-profits with a single entry, or scale in with a single exit
- •↳ Previously the scaling section was only applied to the saved trade if BOTH sides had rows
- •Add Trade: Calculated Values block now appears as soon as you have enough data to compute a P&L
- •↳ Previously hidden if you were missing main fields even when scaling rows had the data
- •↳ Live preview shows up whether your P&L comes from main fields, scaling, or a mix
- •Fixed: Filtering Reports by No Playbook now returns those trades
- •↳ Trades saved without a playbook were skipped by the No Playbook filter and showed nothing
- •↳ They now group and filter like any other playbook
- •Fixed: Custom instrument trades loaded with the wrong asset type when editing if your custom symbol overlapped the catalog
- •↳ Example: a custom PLTR Stock would load as Options on edit if the catalog had PLTR Options
- •↳ Caused inflated P&L on the edit form (Options multiplier on a stock trade)
- •↳ Trades now resolve correctly regardless of catalog/custom overlap
- •Fixed: Trade Details timeline now shows real per-scale P&L
- •↳ Each row (TP1, TP2, Stopped) used to show a quantity-proportional slice of the total trade P&L
- •↳ Rows with the same quantity displayed the same dollar amount regardless of where they actually exited
- •↳ Now each row shows what that specific scale actually did from its real exit price
- •↳ Sums still match your net P&L, but you can see which scales carried the trade and which dragged it down
April 29, 2026
Daily Review & Calendar Upgrade
- •NEW: Daily Review. A dedicated page for every trading day with all your trades, stats, and reflection in one place
- •↳ Click any day with trades on the Calendar and hit "Open Daily Review →" in the day modal
- •↳ Day summary at the top: Net P&L, Total R, Trades, Win Rate, Commissions
- •↳ Body & Mind row pulls sleep, energy, mood, and your average Trade Score for the day
- •↳ Trade Breakdown shows every trade for the day with full detail: prices, contracts, confluences, day type, mistakes, trade scores, average score, your flag note, notes, and screenshots
- •↳ Click any screenshot to open it fullscreen with arrow-key navigation between images
- •↳ Reflection box at the bottom auto-saves to your Notebook tab as you type
- •↳ Sticky left sidebar (on desktop) lets you jump between trades and navigate to other trading days
- •↳ Smart-skip prev/next: skip empty days, only land on days that actually have trades
- •↳ Active highlight follows you down the page as you scroll through trades
- •↳ If any trades are flagged for review, an amber bridge appears that links straight to the Review queue
- •NEW: Calendar flag indicators. See at a glance which days have flagged trades waiting for review
- •↳ Days with flagged trades show a flag icon on the calendar cell
- •↳ Green flag for days with only Study This trades, amber flag for days with any Needs Work
- •↳ Hover any flagged day to see the breakdown of Study This and Needs Work counts
- •↳ Legend row above the calendar shows "X days this month need review" with a quick link to the Review queue
- •Notebook: Daily Review reflections appear in your Notebook tab automatically
- •↳ New filter option lets you isolate just your Daily Review reflections
- •↳ Clicking edit on a Daily Review entry takes you back to the full Daily Review page so you can edit your reflection alongside the day's trades and stats
- •Accounts: Fill Missing button now has an "Overwrite existing commissions" option for cases where your rules changed or weren't set up correctly
- •↳ Toggle it on and the preview shows the current commission stored on each trade alongside what the new value would be, so you can see exactly what's changing before you apply
- •Accounts: Heads-up message added when picking Per Trade or Per Execution mode for Forex/Crypto rules, since most brokers in those markets scale by lot size
April 21, 2026
Rest Day, Inline Tags & Fill Missing Commissions
- •NEW: Rest Day. Mark any day as a rest day to show you chose not to trade, instead of having it look like a missing day
- •↳ Add from the Pre-Market Checklist or directly from the Calendar
- •↳ Calendar shows a moon icon on your rest days
- •↳ Doesn't affect P&L, win rate, or any performance stats. It's a signal to you, not a metric
- •NEW: Double-click any trade row in the Trade Log to open the edit view
- •↳ Faster than clicking the edit button
- •↳ Works on any row in the table
- •NEW: Inline custom tag creation on the Add Trade page
- •↳ Create a new mood, mistake, or emotion directly from the Body & Mind tab without leaving the form
- •↳ Pick positive or negative sentiment for moods and emotions (required because sentiment drives your MetriScore calculation)
- •↳ Duplicate detection blocks you from creating a tag that already exists (custom OR default)
- •↳ Faster than jumping to Settings every time you think of a new tag
- •NEW: Fill Missing commissions on the Accounts page
- •↳ Apply your commission rules to past trades that don't have a commission saved
- •↳ Preview first: see exactly which trades will be updated, total commission to apply, and breakdown by instrument
- •↳ Won't overwrite existing commissions. Only fills in blanks
- •↳ Trades with no matching rule show separately so you know what changed
- •↳ Useful after adding new rules, importing historical trades, or manually clearing a commission
April 14, 2026
Mentor Mode & Net P&L Fixes
- •NEW: Mentor Mode. Share read-only access to your trades with a coach, friend, or accountability partner
- •↳ Generate an invite code from the Mentor hub and share it with whoever you're connecting with
- •↳ The reviewer accepts the code and sees your flagged trades, screenshots, notes, mistakes, mood, sleep, energy, and full context
- •↳ Privacy toggle: choose whether your P&L shows as dollar amounts or R-multiples only. Switch it any time
- •↳ Notes, screenshots, mood, and mistakes are always shared regardless of the privacy setting
- •↳ Switch between multiple connections from the hub if you're reviewing for more than one person
- •↳ Queue tab shows trades waiting for review, History tab shows trades already reviewed
- •↳ Reviewers can't edit your trades or see anything you haven't explicitly flagged
- •↳ Disconnect at any time from either side
- •Fixed: Several report sections were showing gross P&L instead of net
- •↳ Monthly Report equity curve now reflects net account growth (commission deducted)
- •↳ Day of Week, Session, and Playbook breakdowns now use net P&L on Monthly Report
- •↳ Accountability cost and Mistake Analysis on Monthly and Weekly reports now use net values
- •↳ Dashboard widget Avg Win and Avg Loss now use net P&L instead of gross
- •↳ Profit Factor calculations stay as gross (industry-standard convention)
- •↳ Numbers may shift slightly across reports. Existing share links may show old values until re-shared
- •Fixed: Clicking the X on an enlarged trade screenshot no longer dismisses the entire trade detail view
- •Fixed: Review Mode trade notes with very long unbroken text no longer overflow the modal
- •↳ Unbreakable strings (long URLs, no-space text) now wrap properly inside the container
- •Fixed: Trade detail modal layout no longer breaks when content has long unbreakable strings
April 8, 2026
Cycle Phase Tracking, Sortable Trade Log & Calendar Improvements
- •NEW: Cycle Phase Tracking. Track menstrual cycle phase alongside your trading performance
- •↳ Opt-in toggle in Pre-Market Checklist settings (off by default, fully private)
- •↳ Tag any day as Menstrual, Follicular, Ovulation, or Luteal
- •↳ Analytics shows performance by phase with insights on your strongest and weakest windows
- •↳ Built because hormonal cycles affect risk tolerance and decision-making
- •Trade Log: Click any column header to sort by that column
- •↳ Sort indicator arrow shows which column is active and which direction
- •↳ Sorting by date now also sorts trades within the same day by entry time
- •Add Trade: Instrument and playbook now remember your last choice
- •↳ If you mostly trade NQ, the form opens with NQ already selected
- •↳ Same for whichever playbook you used last. Saves a couple of clicks every trade
- •Calendar: Percentages for prop accounts now use your drawdown limit instead of stated account size
- •↳ Example: a $400 win on a $50K stated account with $2K drawdown now shows as 20%, not 0.8%
- •↳ Personal accounts still use starting balance as before
- •Multi-account selector: The "+N more" button now highlights blue when hidden accounts are selected
- •↳ No more accidentally filtering against accounts you forgot you had selected
- •↳ Applies everywhere the multi-account selector appears (Calendar, Journal, Analytics, Reports)
- •Phone verification: Added 30 country codes (65 total)
- •↳ Czechia, Slovakia, Romania, Croatia, Greece, Argentina, Chile, Saudi Arabia, Egypt, and more
- •Fixed: Average R values across the platform were diluted by trades without R data
- •↳ Trades with no stop set were being counted as 0R in the average instead of being excluded
- •↳ Affected Analytics, Monthly Report, and Weekly Report stats
- •↳ Your Avg R numbers will now look higher because they finally reflect only trades with real R data
- •Fixed: Deleting a custom tag with the same name in two different categories no longer deletes both
- •↳ Affected users with duplicate tag names across confluence and day context categories
April 1, 2026
Custom Instruments, Transaction Tracking & Accuracy Fixes
- •Add Custom Instrument: Create new instruments directly from the Add Trade page
- •↳ Click "+ Add Custom Instrument" at the bottom of the instrument dropdown
- •↳ Supports all asset types (Stock, Futures, Forex, Options, Crypto, CFD)
- •↳ Auto-selects after saving so you can keep logging
- •Equity Curve: Deposits, withdrawals, and expenses now appear as yellow dots on the Analytics equity curve
- •↳ Hover any yellow dot to see the transaction type, amount, and date
- •↳ The curve reflects your actual account balance over time, including withdrawals and deposits
- •Monthly Report: Starting balance now includes deposits and withdrawals from prior months
- •Monthly Report: Within-month transactions show in the balance summary (e.g. "Withdrawal: -$500.00")
- •Trade Log + Reports: Instrument filter now shows your traded instruments, including customs, instead of only the full default catalog
- •Fixed: Drawdown percentages were inaccurate across Analytics and Monthly reports
- •↳ Now calculated against your actual account balance instead of raw cumulative P&L
- •Fixed: MetriScore Performance scores were off on Monthly and Weekly reports
- •↳ Drawdown scoring now uses your actual account size for accurate results
- •Fixed: NinjaTrader CSV imports now correctly detect direction and preserve exit prices
- •Fixed: Duplicating a trade with a custom instrument now carries over the instrument type and labels
- •Fixed: "Already exists in catalog" warning now only shows for matching asset types
March 23, 2026
Auto-Fill Prices, Import Commissions & Fixes
- •Add Trade: Entry & exit prices auto-populate from scaling data
- •↳ No more "Exit price is required" error when scaling exits are filled in
- •↳ Works for both entry and exit prices
- •CSV Import: Commission rules from account settings now auto-apply to imported trades
- •↳ If the CSV doesn't include commission data, your account's commission rules fill it in
- •↳ Supports per contract, per execution & per trade modes
- •CSV Import: Tradovate Position History now correctly splits individual trades
- •↳ Multiple trades on the same day no longer merge into one combined entry
- •↳ Scale-out trades still group properly with TP1, TP2, TP3 exits
- •Notebook: Fixed HTML entities displaying as raw code in note previews
- •↳ Also fixed in notebook search so searching for special characters works correctly
- •Phone verification: Added 15 country codes (35 total)
- •↳ Switzerland, Spain, Italy, Hong Kong, Philippines & more now supported
March 17, 2026
MetriNote is Officially Live
- •Full release: MetriNote transitions from open beta to paid platform
- •↳ 14-day free trial, no credit card required
- •↳ Standard plan: $25/mo or $225/yr
- •↳ Founding member rate: $20/mo locked for life (first 100 only)
- •↳ All features included in every plan, no tier gating
- •Phone verification: Required for new signups to start trial
- •↳ SMS verification via mobile number
- •↳ 35 country codes supported
- •Subscription management via Stripe
- •↳ Manage billing, update payment method, switch plans & cancel from your Profile
- •↳ Invoices & billing history available in the billing portal
- •Trial countdown banner on dashboard
- •↳ Shows days remaining in your free trial with link to pricing
- •Profile subscription section: View your plan, status & manage billing
March 12, 2026
Commission Clarity, Custom Instrument Fixes & Notebook Improvements
- •Commission Rules: "Per Contract" renamed to "Per Contract / Lot"
- •↳ Clearer labeling for forex, crypto, and other non-futures markets
- •↳ Helper hint appears for forex/crypto: "If your broker charges $0.05 per 0.01 lot/coin, enter $5.00"
- •Custom Instruments: Fixed PNL and commission calculations when editing trades
- •↳ Preview now shows correct values instead of defaulting to futures math
- •↳ Commission auto-calculates properly on both create and edit
- •Notebook: Fixed Tab key jumping to top of page
- •↳ Tab now indents list items or inserts spaces inside the editor
- •↳ Shift+Tab outdents list items (bullet, numbered, and task lists)
- •↳ Added Ctrl/Cmd+S keyboard shortcut to save notes
- •Notebook: Search now matches actual note text instead of HTML tags
- •Notebook: Note previews no longer show trailing "..." on short notes
March 9, 2026
CSV Scale-Out Support, Tradovate & TopstepX Detection & UX Improvements
- •CSV Import: Fixed scale in/out execution grouping
- •↳ Tradovate Position History: paired fills properly grouped into single trades with TP1, TP2, TP3 exits
- •↳ TopstepX Trades: scale-out rows auto-merged by matching entry time and price
- •↳ Improved universal matching for any CSV format where multiple rows share the same entry
- •↳ Execution timeline shows each entry and exit with individual prices and quantities
- •CSV Import: TopstepX Orders file detection
- •↳ Automatically detects when you upload an "Orders" export instead of "Trades"
- •↳ Shows a clear error message directing you to use the Trades tab export instead
- •CSV Import: Tradovate file detection
- •↳ Automatically detects Performance, Fills, and Orders exports
- •↳ Directs you to use Position History for the best import experience
- •↳ Shows a commission info banner on preview since Tradovate P&L is gross (before fees)
- •↳ Links directly to Accounts page to set up per-instrument commission rules
- •Trade Detail: Duplicate button is now labeled
- •↳ "Duplicate" text next to the icon so it's obvious what the button does
- •↳ Styled as a secondary button next to Edit Trade
- •Support Widget: Improved visibility
- •↳ Slightly larger tab with "Help" text that appears on hover
- •↳ Easier to find without being intrusive
March 4, 2026
Onboarding Wizard, Refer & Earn, Equity Curve & More
- •Onboarding Wizard: New guided setup for first-time users
- •↳ 4-step wizard replaces the old welcome modal
- •↳ Step 1: Select your markets to auto-configure your instrument list
- •↳ Step 2: Create your first account with starting balance and risk settings
- •↳ Step 3: Define trading rules from starter templates or add your own
- •↳ Step 4: Quick links to Settings, Help Center, and Add Trade
- •↳ Skip any step, go back anytime, all settings adjustable later
- •Refer & Earn: Affiliate program page with application form
- •↳ 30% lifetime commission, uncapped earnings, $50 minimum payout
- •↳ Built-in dashboard (no third-party portals)
- •↳ Application form with platform selection and content link submission
- •Commission Rules: Per-ticker symbol support
- •↳ Set different commission rates for specific instruments (e.g. ES vs MES)
- •↳ Matching priority: symbol-specific → type-level → all instruments
- •↳ Existing rules continue working, symbol field is optional
- •Exclude Mistakes Equity Curve: See the dollar cost of breaking your rules
- •↳ Toggle overlays a gold dashed line showing your P&L without mistake-tagged trades
- •↳ Mistake trades highlighted in red on the curve
- •↳ Shows total mistake count and dollar impact in red
- •↳ "Without mistakes" P&L displayed alongside your actual P&L
- •↳ Hover tooltips show "Has mistakes" label on flagged trades
- •Calendar: Dollar/Percentage toggle on monthly view
- •↳ Switch between $ and % display for daily, weekly, and monthly P&L
- •↳ Percentage calculated against your account starting balance
- •↳ Multi-account aware: uses sum of selected accounts' starting balances
- •Pre-Market Checklist: Daily Bias now optional
- •↳ Toggle in checklist settings to make Daily Bias required or optional
- •↳ When optional, bias no longer blocks checklist completion
- •↳ Badge dynamically shows "Required" or "Optional" status
- •↳ Defaults to required (no change for existing users)
- •Navigation: In-app MetriNote logo now links to Dashboard
- •↳ Click the logo on desktop or mobile to return to your Dashboard
February 26, 2026
Duplicate Trade & Options UX Improvements
- •Duplicate Trade: Quickly copy a trade to a different account
- •↳ Click the copy icon in the Trade Detail modal from your Trade Log
- •↳ Pre-fills entry details, instrument, confluences, playbook, and body/mind scores
- •↳ Clears exit fields, notes, and screenshots so you can fill in the new outcome
- •↳ Perfect for traders running the same setup across personal and prop accounts
- •Options UX: Direction labels now show "Buy" and "Sell" instead of "Long" and "Short"
- •↳ Buy = you bought the option (long the contract)
- •↳ Sell = you sold/wrote the option (short the contract)
- •↳ Applies across Trade Log, Calendar, Compare, Review, Analytics, and Reports
- •↳ Non-options trades still display Long/Short as before
February 23, 2026
Live Chat Support, Help Center & CSV Import Overhaul
- •Live Chat Support: Get help without leaving MetriNote
- •↳ Real-time messaging with read receipts, typing indicators, and timestamps
- •↳ File and image attachments with drag-and-drop support
- •↳ Topic selection to route your question to the right place
- •↳ Conversation history so you never lose context
- •↳ Satisfaction rating after resolution
- •↳ Notification sound + badge when you get a reply
- •↳ Conversation log export (copy your full chat transcript)
- •↳ Quick-reply buttons for common responses
- •Help Center: Searchable knowledge base built into the support widget
- •↳ 29 articles across 6 categories covering every MetriNote feature
- •↳ Search across all articles instantly
- •↳ Written in plain language, not corporate docs
- •CSV Import: Systematic overhaul for broader broker compatibility
- •↳ Tested and verified against 19 broker/journal/platform formats
- •↳ Tradovate Position History, Fills detection (blocks Fills/Orders with clear explanation)
- •↳ FundedNext, IBKR, NinjaTrader, Rithmic, TopstepTrader, Webull all verified
- •↳ TradeZella, TraderSync, TradingView exports all verified
- •↳ 2-digit year parsing for Tradovate date formats (M/D/YY)
- •↳ CSV preview now shows Gross P&L, Fees, and Net P&L correctly
- •↳ Stop/Target prices of 0 no longer stored as false values
- •Add Trade: "Import from CSV" link in subtitle for discoverability
- •↳ Opens the CSV import modal directly from the Add Trade page
February 17, 2026
Trade Review System, Cross-Device Settings & Compare Upgrades
- •Trade Review System: Flag, review, and learn from your trades
- •↳ Flag trades as "Study This" or "Needs Work" after saving
- •↳ Review Queue with fullscreen review mode and focused notes
- •↳ History tab tracks all completed reviews with original flag type
- •↳ Insights tab surfaces patterns from your flagged trades (problem setups, strengths, overdue reviews, habits)
- •↳ Sidebar badge shows pending review count
- •↳ Rotating motivational messages when you clear the queue
- •Trade Log: Flag column with click menu to set or change flags
- •↳ Filter by Flagged, Unflagged, Study This, or Needs Work
- •↳ Table no longer cuts off on smaller laptop screens (horizontal scroll enabled)
- •Compare Page: New "Study This vs Needs Work" filter
- •↳ Dropdowns now scope to the active filter (only shows relevant trades)
- •↳ Flag badges visible in dropdown items
- •↳ Click outside any dropdown to close it
- •↳ Playbook name visible in dropdown and selected trade display
- •↳ W/E labels (Winner/Expense) replacing W/L
- •Cross-Device Sync: Your preferences now follow you across browsers & devices
- •↳ Timezone, currency, date format, accountability mode & trading rules all sync
- •↳ Hidden instruments, confluences, day context tags, and body/mind options sync too
- •↳ Existing settings automatically migrate on first load (no action needed)
- •CSV Import: Batch insert optimization (50+ trade imports are significantly faster)
- •Custom Instruments: Warning when symbol matches a built-in instrument
- •Landing page auto-redirects logged-in users to dashboard
- •Review page mobile-optimized (stacking CTAs, filter pills, stat cards)
- •Help page updated with Trade Review documentation
- •Landing page updated with Trade Review and Scale In/Out feature sections
- •Fixed: Review nudge banner showing "5+ days" too early due to timezone mismatch
February 14, 2026
TopstepX & FundedNext CSV Compatibility
- •CSV Import: TopstepX files now import correctly
- •↳ Recognizes TopstepX column names and date/time formats automatically
- •↳ Handles trades that only have entry time but no separate date column
- •CSV Import: FundedNext files now import correctly
- •↳ Automatically skips metadata header rows
- •↳ Handles FundedNext date format (dot-separated dates)
- •CSV Preview: Now shows Gross P&L, Fees, and Net P&L breakdown when commissions are mapped
- •↳ Falls back to "Total P&L" display when no commission column exists
February 12, 2026
Analytics Redesign, Checklist History & Bug Fixes
- •Analytics: New Pre-Market Checklist Analysis section
- •↳ Compares win rate, avg R, and avg P&L on checklist days vs skipped days
- •↳ Click either card to view the trades behind the numbers
- •↳ Dynamic insight text explains the difference in plain English
- •Analytics: New Pre-Trade Mood Impact in Psychology Impact section
- •↳ See how your pre-trade mood correlates with win rate and P&L
- •↳ 4-column layout alongside emotions, mistakes, and rule adherence
- •Analytics: Redesigned Expectancy & Streak Analysis
- •↳ Paired side-by-side in a 2-column layout
- •↳ R-multiple dots with color-coded win/loss indicators in Expectancy
- •↳ Momentum insight shows current streak direction in Streak Analysis
- •Analytics: Cleaned up section lineup
- •↳ Removed Hold Time × Mental State (raw data, not true analysis)
- •↳ Removed Trade-by-Trade R stem plot (replaced by richer Expectancy view)
- •Pre-Market Checklist: View past checklists from history
- •↳ Click any row in Checklist History to see the full detail view
- •↳ Yesterday's checklist is editable (24-hour grace period)
- •↳ Older checklists are view-only for reference
- •Fixed: Reports page filters overwriting each other when stacking 2+ filters
- •Fixed: Clicking a bar/card in Performance by Instrument and Psychology Impact sections now shows all matching trades (previously only jumped to first trade)
- •Help page updated with new Analytics and Checklist features
February 7, 2026
Reports Overhaul, Multi-Account Filtering, Swing Trades & More
- •Reports Overhaul: Every custom tag category now gets its own performance section
- •↳ Pre-Trade Mood vs During-Trade Emotions split into separate sections
- •↳ News & Events gets its own dedicated performance table
- •↳ Avg R column added to all performance tables
- •↳ Category sections appear in the order you set in Settings
- •Multi-Account Filtering: Select multiple accounts at once on all pages
- •↳ Available on Trade Log, Calendar, Reports, Weekly, Monthly, and Analytics
- •↳ "All Accounts" toggle for quick select/deselect
- •↳ 4+ accounts collapse into a compact "+N more" button
- •Swing Trade Support: New Exit Date field for multi-day trades
- •↳ Hold time calculates correctly across days (e.g., "2d 5h 30m")
- •↳ Auto-fills for day trades so it stays out of your way
- •Pre-Market Checklist: Day Attributes section for morning market analysis
- •↳ Custom Day Context categories appear as dropdowns in your checklist
- •↳ Daily Bias & Conviction moved to its own card before "Start Trading"
- •Dashboard: New checklist banner with progress tracking and completion animation
- •Notebook: Templates now sync across devices (no more disappearing templates)
- •↳ Hide and restore default templates anytime
- •Expense Tracking: Track prop firm costs (resets, evaluations, subscriptions)
- •↳ New balance formula: Starting + Deposits - Withdrawals - Expenses + P&L
- •Edit Custom Instruments: Click the pencil icon to modify tick size, value, or leverage
- •Trade Log: Batch select and delete multiple trades at once
- •↳ Header checkbox to select all, individual checkboxes per trade
- •↳ Filter-aware: only selects trades matching your current filters
- •Trade Log: Position return % badge in Execution Timeline
- •Trade Log: Faster scrolling with virtualization (only renders visible rows)
- •CSV Import: Exit Date & Exit Time support for swing traders
- •↳ 340+ column aliases for broader broker compatibility
- •Duplicate tag names across categories now work independently
- •Monthly Report: 31-day months no longer show an orphaned 5th week
- •Expanded instrument catalog to 176: 20 forex crosses & metals (XAU/USD, XAG/USD, XPT/USD), 6 crypto coins
- •Faster page loads across all major pages
- •Fixed: Account not sticking when editing a trade
- •Fixed: Stop/target entry zeroing out in tick mode
- •Fixed: Checklist items reappearing after deletion
- •Fixed: CSV imports missing entry time, exit time, and exit price
- •Fixed: Hold time showing "0 min" for swing trades
- •Fixed: Duplicate tag rows in Reports
- •Fixed: Notebook templates lost when switching browsers
- •Fixed: Drawdown chart requiring pixel-perfect clicks
- •Fixed: Forex and CFD traders unable to enter fractional lot sizes (0.01)
- •Fixed: Custom instrument leverage reverting to 1x after saving
- •Fixed: Options fields (Call/Put, Strike, Expiration) sticking after switching to a different instrument
January 30, 2026
Exit Reason Customization & Quality of Life Improvements
- •Custom Exit Reasons: Create your own exit reason tags
- •↳ Gear icon in Review & Notes tab opens customization modal
- •↳ Add, delete, and toggle visibility of exit reasons
- •↳ Assign categories (Planned/Neutral/Emotional) with color coding
- •↳ Auto-sorts by category: green → blue → red
- •Drag-and-drop reordering for Pre-Market Checklist in Tools page
- •About page: Learn about MetriNote's mission and story
- •Privacy page: Updated with detailed security practices
- •Fixed: Commission calculation now correctly multiplies by contract count
- •Fixed: Deleted checklist items no longer reappear on refresh
- •Fixed: Add Trade date now shows correct local date (was sometimes showing tomorrow)
January 26, 2026
Scaling In/Out, Rich Text Notebook & Account Management
- •Scaling In/Out: Track multiple entries and exits within a single trade
- •↳ Add scale-in entries with different prices and quantities
- •↳ Add partial exits (TP1, TP2, Runner, Stopped) with individual tracking
- •↳ Weighted average entry/exit price calculations
- •↳ Visual Execution Timeline showing your trade path with price levels
- •Exit Time field: Track exactly when you closed your trade
- •Exit Reason tags: Categorize how trades ended (Target Hit, Stopped Out, Time-Based, Emotional, etc.)
- •Tick Calculator toggle: Choose between manual P&L entry or auto-calculate from prices
- •New Analytics sections with psychology-first insights:
- •↳ Hold Time Analysis: See how long you hold winners vs expenses
- •↳ Mental State Correlations: How sleep and energy affect your hold times
- •↳ Exit Reason Analysis: Compare planned vs emotional exit performance
- •↳ Scaling Analysis: Track your scaling execution patterns
- •Notebook 2.0: Full rich text editor with formatting toolbar
- •↳ Bold, italic, strikethrough, bullet lists, numbered lists
- •↳ Inline images that render directly in your notes
- •↳ Interactive checkboxes that save their state
- •Account Deposits & Withdrawals: Track capital movements
- •↳ Add deposits and withdrawals with dates and notes
- •↳ Balance syncs across Accounts, Pre-Market Checklist, and Contract Calculator
- •↳ Transaction history with delete function
- •CSV Import: Execution grouping for scaling trades
- •↳ Auto-detect Trade ID columns to group multiple fills into single trades
- •↳ Import execution-level CSVs (Orders/Fills exports) with scaling data
- •↳ Weighted average calculations for grouped entries/exits
- •↳ Preview shows scaling indicators (2→3 means 2 entries, 3 exits)
- •Habits editing now restricted to today and yesterday only
- •Fixed: Auth persistence across page refreshes
- •Fixed: Add Trade error messages now appear on correct tab
- •Fixed: Execution Timeline P&L now matches actual trade P&L
January 21, 2026
Custom Instruments & Stocks Trading
- •Custom instruments: Create your own instruments with configurable tick size, value, and multiplier
- •↳ Support for all asset types: Futures, Forex, Crypto, Options, Stocks, and CFDs
- •↳ CFD leverage support (1x-500x) for international traders
- •↳ Delete or reactivate custom instruments anytime
- •39 popular stocks added to catalog (AAPL, GOOGL, MSFT, NVDA, AMD, and more)
- •Dynamic quantity labels: Add Trade form shows "Shares" for stocks, "Contracts" for futures/options, "Lots" for forex, "Coins" for crypto
- •CSV Import: Smart stocks vs options detection for ambiguous symbols (e.g., AAPL)
- •↳ Auto-detects options when Strike/Expiration columns present
- •↳ Asset type selector appears only when needed
- •CSV Import: Custom instruments now supported in P&L calculations
- •Instrument catalog: Hide/restore Popular instruments, browse and add from 150+ instruments
January 16, 2026
Multi-Currency Support & Tag Management
- •Currency preference: Display P&L in your account currency (USD, EUR, GBP, CAD, AUD, CHF, JPY, SGD, HKD, NZD)
- •↳ Set once in Settings → Preferences, applies across entire app
- •↳ No conversion - just display preference for international traders
- •Tag system enhancements: Edit custom tag names inline (click to edit)
- •Tag system enhancements: Reorder tags within categories using up/down arrows
- •Tag system enhancements: Reorder custom categories to control display order
- •Tag order now syncs between Settings and Add Trade form
- •Screenshot gallery: Navigate multiple screenshots with arrow buttons and dot indicators
- •Updated Help page with Display Preferences documentation
January 15, 2026
Faster Page Loads & UI Polish
- •Skeleton loading states for smoother page navigation
- •Added Trade Compare to quick-access navigation with Pre-Market Checklist and Calculator
- •Fixed Trade Compare showing dates 1 day behind
- •Trade Compare respects your date format preference
- •Profile picture upload support
January 13, 2026
CSV Import Improvements & UI Updates
- •CSV Import: 20+ new column aliases for broader broker compatibility
- •CSV Import: European date format support (DD-MM-YYYY)
- •CSV Import: Time extraction from datetime with AM/PM support
- •Hover tooltips on P, R, and Score columns in Trade Log and R-Multiple in Dashboard
- •Prop firm accounts: Added Account Size row, renamed Balance to Drawdown Limit
- •Fixed confluences not attaching to imported trades
- •Landing page: 30+ features, Options added, revamped "Also includes" section with hover tooltips
January 11, 2026
Smart MetriScore for Imported Trades
- •Imported trades now intelligently contribute to MetriScore: Performance metrics (Profit Factor, Drawdown, Recovery, Consistency) use ALL trades including imported, while Process and Readiness metrics use only journaled trades
- •Analytics page: New filter to view MetriScore by Journaled, Imported, or All trades
- •Weekly/Monthly reports show trade breakdown (e.g., "Performance: 31 trades · Process/Readiness: 8 journaled")
- •CSV Import: Smarter auto-detection with 3-pass column matching
- •CSV Import: TradeZella export detection warns when critical data is missing
- •Fixed: New trades no longer get false 50% scores for Rules/Pre-Market when Review tab sliders aren't touched
- •Fixed: Psychology score no longer inflated when no mood/emotions logged
January 10, 2026
CSV Import, Commission Tracking & Tag Customization
- •CSV Import: 4-step process to import trades from brokers, spreadsheets, or other trading journals
- •↳ Auto-detect column mapping (Date, Symbol, P&L, Entry, Exit, Direction, etc.)
- •↳ Calculate P&L from Entry/Exit prices for futures, forex, options, and crypto
- •↳ Direction auto-detect from Buy/Sell timestamps
- •↳ Symbol normalization (MESH5 → MES, ESH25 → ES)
- •↳ Duplicate detection prevents re-importing existing trades
- •↳ Auto-create playbooks and tags from your CSV data
- •Commission tracking with account-level rules: set rates per contract, per execution (entry + exit), or per trade and fees auto-calculate when you log trades
- •Net P&L display across all pages (Gross P&L minus Commission)
- •Trade Detail Modal shows Gross P&L → Commission → Net P&L breakdown
- •Tag system: Imported tags appear in "Imported" category - use the move feature to organize them into Setup & Confluences or custom categories
- •Tag system: Fully hide default categories in Setup & Confluences and Day Context
- •Instrument catalog expanded from 60 to 111 (+6 futures, +3 crypto, +42 options)
- •Updated Help page with CSV import and commission documentation
January 7, 2026
Options Trading & Open Beta
- •Options trading support with 27 instruments (SPX, SPY, QQQ, AAPL, NVDA, etc.)
- •Auto-detection of Call/Put, Strike Price, and Expiration
- •0DTE badge for same-day expiration trades
- •Contract calculator support for options
- •Transitioned to open beta (free sign-up, no waitlist)
- •Video walkthrough (VSL) added to landing page
- •Testimonial section on landing page
- •Improved navigation with clickable logo (returns to home)
- •Mobile hamburger menu for landing page
December 30, 2025
Beta Launch
- •MetriScore discipline tracking across 10 metrics
- •Pre-Market Checklist with customizable items
- •Accountability Mode with rule violation tracking
- •Body & Mind check-in (sleep, energy, mood)
- •Trade journaling with setup types and confluences
- •Mistake Cost Analysis dashboard
- •Weekly and Monthly Reports
- •Trade Comparison tool
- •Analytics dashboard with performance insights
- •Multi-asset support (Futures, Forex, Crypto)
- •Custom tags with sentiment classification (show/hide toggle)
- •Shareable report links
- •Dark mode interface
- •Mobile-responsive design
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