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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