Added
- New platform section Trade Ideas
- Proprietary Alpha Rank for opportunities in Trade Ideas
- SmartPricing settings now fully customizable in Exit options
- Two new decisions to reference Symbol OHLC data points
- Two new decisions to reference Earnings
- Presets are now available for Exit Options
- Market orders now available
- Email alerts now include Expiration details
- Button to Retry Position for canceled orders
- Technical signal details added to Screener
- Bot performance charts now display Closed P/L only option
- Bot performance charts now display Win Rate
- Return % and Day % now listed on the Bots page
- Position % Low now included on the Position Details card
- Bid/Ask, Mid, & Trade Price details now included on the Position Details card
- Quantity and Return % details not included on the Position Details card
- ‘Premium’ column added to Position pages
- Getting Started checklist added to Home
- Various info bubbles to provide context
- Hover view of decision properties
- Closed positions now available in the Positions section
- Todays Option Activity now included in the Watchlist symbol info
- Help windows now populate when clicking on checklist items
- Spark Charts now visible on the Backtest and Screener pages.
- Position Checks counter to the Activity Window
- Tables, Headings, Breaks, Lists, and Code view added to Community text editor
- Slide bar added to Automation Library window
- Profile Image and dropdown added to Home
- Get Help link to Profile Image dropdown on Home
- Trading Accounts page now indicates that one set of credentials per broker is allowed
Changed
- SmartPricing % raised and capped from 110 to 150%
- SmartPricing final order and Limit order timeout reduced to 2 minute globally
- Improved visibility into broker rejection errors, now highlighted in red.
- Automation library now included in left navigation
- Watchlist now called Screener
- Add automation flow now streamlined
- Add bot button layout
- Gear icon to access automation settings no longer requires cursor hover
- Automation Test button now pulls updated inputs
- Expanded Bot input window on the Settings page
- Activity alerts are now able to be turned off from notifications
- Various UI text and color changes
- New Position UI now center screen pop-out
- New Position UI now includes Long Equity in the Strategy dropdown
- ‘Allocation’ removed from the Bots page
- ‘Active’ removed from the Bots page
- Bots Closed positions window no longer collapsed by default
- Events now categorized as Triggers
- Controls now titled Safeguards
- Trade Log now integrated with the Position section
- Bot icon moved to the left side of Positions section to match Bots layout
- Earnings are no longer shown on the Position Details cards for ETFs
- ‘Capital’ window information now incorporated into Bot Dashboard stats
- Capital risk chart now Capital at Risk to show constant and fluctuating value
Fixed
- Exit Option selections not retaining when changing strategy
- Orders getting stuck in a closing or opening state
- Exit Options controls text reverting to back to enabled
- Scheduled events not running after 1 calendar year
- Fill Price incorrectly showing on the Position details
- Issue with Bot performance charts not loading on dashboard
- Delay causing stats not updating on new position screen
- Issue with first closed position not being shown if overridden
- Backtester comparison not working properly
- Missing bot-level symbol inputs displaying error text in log
- UI bug causing the “% of” to be displayed for capital allocations.
- UI fix to correct the loop symbols from running off the right side of window
