TradeOlogy
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    What's New

    Follow our journey - every feature, improvement, and fix that makes TradeOlogy better for you.

    v1.26.0
    Aug 11, 2026

    CSV import, rebuilt end to end

    More brokers, smarter file detection, and duplicate protection you can trust - including new templates for TradeZero and TradingView paper trading.

    • Feature
      Every brokerage is now in the import picker, searchable - pick yours even if we do not have a template for it yet
    • Feature
      TradingView paper trading exports now import, using each order's own ID so identical-looking fills stay separate
    • Feature
      TradeZero exports are supported, short selling imports correctly, and short-position tracking switches on automatically when your file shows shorts
    • Fix
      Scale-out trades keep every leg: fills that look identical are no longer collapsed as duplicates
    • Improvement
      Files are recognized by their contents, so picking the wrong broker in the menu still imports correctly
    • Improvement
      Re-importing the same file adds nothing: duplicate protection now runs in the app and in the database
    • Improvement
      Forex rows are set aside with a clear note, since TradeOlogy covers stocks, options, futures, and crypto
    v1.25.0
    Aug 10, 2026

    Futures, charted

    Futures trades finally get real price charts - with your entry and exit marked on the exact contract you traded, and futures support in the simulator.

    • Feature
      Price charts for futures trades, with entry and exit markers landing on the right spot
    • Feature
      The chart works out the exact contract from your trade date, even for continuous symbols like MES1!
    • Feature
      The trade simulator now supports futures, and replay opens where your trading actually happened
    • Improvement
      When a contract's data is not covered yet, the chart says so plainly instead of showing an empty box
    v1.24.0
    Aug 7, 2026

    A native feel on your phone

    A rebuilt mobile experience: new navigation, pull-to-refresh that moves the page, and reports designed for a phone screen instead of shrunk from desktop.

    • Feature
      New mobile navigation: a slide-out menu, a glass tab bar that tucks away while you scroll, and a quick add-trades button
    • Feature
      Pull down to refresh: the page follows your finger, like a native app
    • Feature
      The dashboard calendar card can now flip between months
    • Improvement
      Reports rebuilt for mobile: charts and tables sized for the screen in your hand
    • Improvement
      Open positions are now reachable straight from the trade log on mobile
    • Fix
      The dashboard greets you by the name on your profile
    • Fix
      Closing the broker-connect window without finishing now counts as a cancel, not a scary error
    v1.23.0
    Aug 5, 2026

    Smarter P&L: positions and exits

    Your journal now understands scaling out. Every position tracks its exits separately, so profit lands on the day you actually took it - across the dashboard, calendar, and reports.

    • Feature
      Positions and exits: selling part of a position now shows each sale and what it banked, instead of waiting for the whole trade to close
    • Feature
      Fills tab on Trade Detail: see every execution behind a trade, with a PARTIAL badge and banked P&L for positions you have partly sold
    • Feature
      Reports, the calendar, the equity curve, and tax filing now credit money to the day you sold it, and the trade log can sort and filter by exit date
    • Feature
      Charts show your entry and exit markers, remember your preferred timeframe per trade, and save your drawings the moment you draw them
    • Improvement
      Trade Detail redesigned: a carded header with a clear headline for open and partly-sold positions, and all actions in one place
    • Improvement
      Close a position from any trade menu, sized by what you still hold
    • Fix
      Deleted trades stay deleted: a re-sync will never resurrect a trade you removed
    • Fix
      One definition of realized P&L everywhere, and the equity curve treats a date filter as a zoom instead of redrawing history
    v1.22.0
    Aug 3, 2026

    Your watchlist starts full

    The ticker bar now arrives with the market's most-watched names already in it, instead of an empty strip waiting for you to fill it.

    • Feature
      Every watchlist now starts with 10 major tickers - SPY and QQQ for market context, plus Apple, Microsoft, NVIDIA, Amazon, Alphabet, Meta, Tesla and AMD
    • Improvement
      The watchlist is entirely yours: remove any ticker you don't want, add your own, rename the folder, or build separate folders for different strategies
    • Improvement
      Room for 25 symbols per folder, up from 15
    • Fix
      The ticker bar no longer flashes "this watchlist is empty" for a moment while your symbols are still loading
    v1.21.0
    Jul 10, 2026

    Start My Day: plan it, trade it, grade it

    A daily trading ritual built into your dashboard - plan before the open, journal while you trade, and get an honest end-of-day debrief.

    • Feature
      Start My Day - one button before the open walks you through yesterday's recap, your strategy checklist, and a written plan: watchlist, market bias, max loss, and max trades for the day
    • Feature
      Live session panel - while your session runs, the dashboard shows your timer, your plan, and the day's trades as they land (in minutes with Live Sync); add tags, a strategy, or a note to any trade without leaving the panel
    • Feature
      Session log - jot timestamped thoughts mid-session ("waited for confirmation", "almost chased there"); they show up again in your debrief and on the day's detail view
    • Feature
      Live guardrails - the panel warns you the moment the day crosses your planned max loss or trade count, and records the time so your debrief can say "breached at 2:03 PM"
    • Feature
      Plan vs reality debrief - the end-of-day summary now grades the whole plan: limits held or breached, whether you strayed off your watchlist, and whether you traded with or against your morning bias
    • Improvement
      Session Streak widget now follows your account selector and shows today correctly in your own timezone
    • Improvement
      Broker accounts without Live Sync see an honest "trades sync overnight" note during the session instead of misleading zeros
    v1.20.0
    Jul 4, 2026

    Earnings Calendar Redesign & Calendar Insights

    A rebuilt Earnings Calendar filtered to real companies, plus a smarter Trading Calendar and a cleaner dashboard.

    • Feature
      Redesigned Earnings Calendar - the expanded week view shows each day as its own panel with your holdings highlighted and beat/miss results at a glance
    • Improvement
      Earnings now filtered to real, established companies (S&P 500, Russell 1000, and notable small caps) plus your own holdings - no more OTC tickers or duplicates cluttering the list
    • Feature
      Trading Calendar can now switch between P&L and Win % views, with a plain-language monthly insight (best day, current streak, strongest weekday) beneath it
    • Improvement
      Tidier dashboard - consistent number styling across every stat card and tighter spacing between sections
    v1.19.0
    Jul 3, 2026

    Accuracy Overhaul: Portfolio, P&L & Drawdown

    A wave of data-accuracy fixes across the dashboard, portfolio, and reports so every number reconciles.

    • Fix
      Dashboard totals no longer stop counting at 1,000 trades - P&L by asset class and realized totals are now summed on the server for correct all-time numbers
    • Fix
      Portfolio P&L card corrected - accurate all-time realized P&L, realized %, open P&L, and average hold time
    • Fix
      Holdings table now allocates to a clean 100%, with a new Day's P&L column
    • Fix
      Max Drawdown % no longer bottoms out at -100% - it's measured on a stable P&L curve
    • Improvement
      Break-even trades (exactly $0) are now counted as a separate "Flat" category instead of being miscounted as wins
    • Feature
      Portfolio view adds a Day's P&L column, an Uninvested Cash row, and Invested Capital
    • Feature
      Reports charts can overlay a second metric on its own axis to compare two stats over time
    • Fix
      Cumulative P&L no longer double-counts, and reports gained an Average Hold Time stat
    v1.18.0
    Jul 1, 2026

    Smarter Sync & Weekly Earnings Email

    Choose your sync speed and history, get a weekly earnings email, and trust that sync reports only genuinely new trades.

    • Feature
      Weekly Earnings email - opt in from Settings to get your holdings' upcoming earnings delivered every Sunday, with one-click unsubscribe
    • Feature
      Live Sync now lets you choose your detection speed (5, 15, or 25 minutes), with billing matched to the speed you pick
    • Improvement
      Advanced sync lets you pick exactly which accounts and how much history to import before it runs
    • Improvement
      Self-healing sync - late-reported broker trades are picked up automatically, and sync now reports only genuinely new trades with honest counts instead of contradicting "complete" messages
    • Improvement
      Dashboard filters moved into a cleaner master-detail panel with a live "Show N trades" count
    • Fix
      Autofilled login fields no longer show a jarring light background on the dark theme
    v1.17.0
    Jun 17, 2026

    Trade Simulator - Replay & Trade Any Symbol

    Replay any stock's history candle-by-candle and place simulated trades to build your edge, risk-free.

    • Feature
      Trade Simulator - replay historical price action bar-by-bar and place simulated trades with live P&L, stops, and targets, fully isolated from your real journal
    • Feature
      Bar Replay - pick a starting point (a specific Bar, a Random bar, or a Date), then play forward or step one candle at a time
    • Feature
      Adjustable replay speed, plus a finer update interval that builds each candle progressively as it forms
    • Feature
      Trade across timeframes from 1-minute to daily, with each session saved to your history
    v1.16.0
    Jun 16, 2026

    Sharper Trade Detail Charts

    Trade Detail charts now open framed on your trade, zoom correctly per timeframe, add a 1-minute view, and load full history as you scroll.

    • Feature
      1-minute timeframe added to Trade Detail charts for fine-grained intraday review
    • Improvement
      Charts open framed on the trade with the correct zoom for each timeframe
    • Improvement
      Older candles lazy-load as you scroll left - long-range charts are no longer truncated
    • Improvement
      Intraday charts anchor their window to the trade and paginate fetches for fuller, faster data
    v1.15.0
    Jun 15, 2026

    Watchlist Ticker, Notebook & Strategies

    A live app-wide watchlist ticker, a reworked Notebook with global search, and a redesigned Strategies experience.

    • Feature
      App-wide watchlist ticker bar - a live-quote marquee with symbol search, up to 15 symbols, hover-to-slow, and Enter-to-add
    • Feature
      Notebook "All Trades" folder lets you annotate any trade, plus global search filterable by ticker, trade tag, or strategy
    • Improvement
      Strategies redesigned - opt-in template gallery (no more auto-seeded defaults), side-by-side comparison chart, and a merged strategy table
    • Improvement
      Notebook cleanup - unified empty states, a clearer "Add Tag" button, and removal of the legacy note-tag system
    • Improvement
      Notes autosave reliably on blur, navigation, and unmount - no lost or duplicated entries from fast typing
    • Improvement
      Options and futures now show an honest "chart not available" state with a one-tap request button instead of a broken chart
    • Fix
      Fixed a crash on the Reports / Performance page
    v1.14.0
    Jun 13, 2026

    Lifecycle Emails & Safer Broker Disconnect

    Automated lifecycle and win-back emails, one-click unsubscribe, and broker disconnect that protects your journal.

    • Feature
      Automated lifecycle emails - trial-ending reminders, broker-connect nudges, and win-back offers, sent at the right moment
    • Feature
      One-click unsubscribe on every email (RFC 8058 compliant), with an Admin view of unsubscribes
    • Improvement
      Disconnecting a broker now keeps your journal - trades are preserved and the account is soft-disconnected instead of wiped
    • Improvement
      Returning users re-link to their existing brokerage account instead of creating a duplicate
    • Fix
      Sub-penny assets like SHIB and PEPE now show correct prices instead of $0.00 in round-trip and history tables
    • Fix
      Billing buttons now open the correct subscription settings section
    v1.13.0
    Jun 12, 2026

    Live Sync, Free Exploration & Accuracy Fixes

    Near real-time trade detection as a new add-on, the app is now free to explore without a paywall, and two important data-accuracy fixes.

    • Feature
      Live Sync add-on: new trades appear in your journal within ~15 minutes during US market hours - per-account toggle in Settings, from $4/mo (Webull, tastytrade, Alpaca, Moomoo; Pro Advanced includes 1 account)
    • Feature
      Explore for free: browse the full app with demo data before starting a trial - the paywall now appears only when adding trade data
    • Feature
      Account column: trade tables now show which brokerage account each trade belongs to (multi-account users)
    • Improvement
      Email confirmations for Live Sync changes, with exact billing timing
    • Fix
      Expired option contracts are now closed automatically at expiration - no more phantom open positions and missing premium P&L
    • Fix
      Calendar accuracy: broker trades reported without an execution time no longer shift one day back in US timezones
    • Fix
      Sidebar tooltips no longer hide behind content or linger after collapsing
    v1.12.0
    Mar 21, 2026

    Session Tracking, Symbol Performance & Guided Setup

    New trading session system, per-symbol performance analytics, redesigned accounts page, and a guided onboarding experience for new users.

    • Feature
      Trading Sessions: track discipline rating, rules adherence, and reflections for each trading day
    • Feature
      Session Streak Widget: heatmap colored by discipline rating - click any day to see full session details
    • Feature
      Symbol Performance tab on Trade Detail: view total P&L, win rate, cumulative chart, and trade history per ticker
    • Feature
      Guided Setup: floating checklist walks new users through importing trades, setting capital, customizing the dashboard, and more
    • Improvement
      CSV import simplified: account is auto-created when importing for the first time
    • Improvement
      Accounts page redesigned with clear Synced and Manual sections
    • Improvement
      Dashboard now supports unlimited widgets - no more cap on how many you can add
    • Improvement
      Demo preview now uses real widgets so it matches the actual dashboard experience
    • Fix
      Portfolio value no longer doubles after syncing
    • Fix
      Session details now display correctly regardless of account filter
    v1.11.0
    Mar 19, 2026

    Faster Charts & Cleaner Dashboard

    Charts now render instantly, unused widgets removed, and sync defaults improved.

    • Improvement
      All charts now render instantly without entrance animations
    • Improvement
      Sync range defaults to last 2 weeks for faster syncs
    • Improvement
      Landing page and pricing page refreshed with clearer messaging
    • Fix
      Removed redundant widgets that were not adding value
    v1.10.0
    Feb 24, 2026

    SEO, Sync Fixes & Upgraded Charts

    Major search engine optimization overhaul, critical sync logic fixes, a rebuilt ticker chart, and polished trade detail and entry flows.

    • Feature
      Rebuilt ticker chart replacing the custom implementation, with app theme sync
    • Feature
      Global Sync Status indicator in the header with per-account and Sync All controls
    • Feature
      Net P&L block added to the Trade Detail page
    • Improvement
      Organization, WebApplication, and FAQ JSON-LD structured data on the landing page
    • Improvement
      Canonical tags added to all public pages with consistent rendering
    • Improvement
      Changelog is now fully public and searchable
    • Improvement
      Trade Detail layout simplified - notes moved to right column, clutter blocks removed
    • Improvement
      Add Trade dialog redesigned with improved focus behavior and global focus styling
    • Fix
      Improved synced-account matching for more accurate portfolio data
    • Fix
      Sitemap and robots.txt corrected - /changelog allowed, /calendar blocked
    v1.9.0
    Feb 17, 2026

    Signup & Onboarding Wizard

    New users are guided through a polished multi-step onboarding flow that captures trading profile data before reaching the dashboard.

    • Feature
      7-step onboarding wizard collecting referral source, goals, instruments, broker, capital type, and experience level
    • Feature
      Progress bar and animated step transitions with back/continue navigation
    • Feature
      Onboarding data saved to user_profile_meta and surfaced in the Admin panel via a View Profile dialog
    • Improvement
      ProtectedRoute now gates unonboarded users, redirecting them to /onboarding automatically
    • Improvement
      Auth context extended to track onboarding completion status alongside email verification
    v1.8.0
    Feb 16, 2026

    Changelog, Referrals & Capital Overrides

    A password-protected changelog page for tracking development history, a referral program, and manual capital override controls.

    • Feature
      Password-protected Changelog page with timeline UI and server-side verification via edge function
    • Feature
      Referral program with unique shareable links, status tracking, and reward history
    • Feature
      Manual capital overrides per brokerage account in Settings for accurate return calculations
    • Improvement
      Improved changelog security verification
    • Improvement
      Referral tab with copy-to-clipboard, total count, and reward progress indicators
    v1.7.0
    Feb 15, 2026

    Daily Session & CSV Import Wizard

    Drill into your trading day-by-day with the Daily Session page, and import trades from any broker using the new CSV Import Wizard.

    • Feature
      Daily Session page with day-grouped trade entries, cumulative P&L area chart, and mini trading calendar
    • Feature
      Collapsible day rows showing individual trades with session type badges (opened, closed, same-day)
    • Feature
      5-step CSV Import Wizard - Upload, Account, Broker Preset, Column Mapping, and Import
    • Feature
      Broker-specific presets for Robinhood, Webull, NinjaTrader, and a generic fallback
    • Improvement
      Batch insert engine with deduplication to prevent duplicate trade entries
    • Fix
      Column mapper now auto-detects date formats across different broker CSV exports
    v1.6.0
    Feb 14, 2026

    Trade Log & Market Pulse Control

    A dedicated Trade Log page with performance hero cards, plus the ability to toggle the Market Pulse ticker from settings.

    • Feature
      Trade Log page with Net P&L, Profit Factor, Win Rate, and Avg Win/Loss hero cards
    • Feature
      Tabbed interface for closed round-trip Trades and raw execution History
    • Feature
      Toggle to show/hide the Market Pulse ticker bar in Appearance settings
    • Improvement
      Portfolio page simplified to focus on current Holdings only
    • Improvement
      Trade Log defaults to 50 rows per page for dense viewing
    v1.5.0
    Feb 13, 2026

    Dashboard Builder & Dense Grid

    Your dashboard, your way. Build custom layouts with drag-and-drop widgets and a dense grid that eliminates wasted space.

    • Feature
      Customizable widget-based dashboard with drag-and-drop
    • Feature
      12+ metric cards - Net P&L, Win Rate, Expectancy, Profit Factor, and more
    • Feature
      Preset layouts for quick setup (Overview, Performance, Minimal)
    • Improvement
      Dense grid packing algorithm for gap-free layouts
    • Improvement
      Dot-pattern overlay and visual guides in edit mode
    • Fix
      Widget resize handles now work reliably on touch devices
    v1.4.0
    Jan 22, 2026

    Journals & Rich Text Editor

    Capture your trading mindset with a powerful journaling system. Link trades directly to entries and add images to your notes.

    • Feature
      Tiptap-powered rich text journal with formatting toolbar
    • Feature
      Trade-linked reflections - drag-and-drop trades onto journal entries
    • Feature
      Image support with automatic compression (max 1200px / 1 MB)
    • Feature
      Mood tracking and tagging for each session
    • Improvement
      Calendar view now highlights days with journal entries
    • Fix
      Fixed edge case where reflections could be saved without content
    v1.3.0
    Jan 8, 2026

    Reports & Advanced Analytics

    Dive deep into your trading performance with comprehensive reports, heatmaps, and symbol-level breakdowns.

    • Feature
      Full reports page with overview, symbol, and day-of-week performance tabs
    • Feature
      Time-of-day performance heatmap - find your best trading hours
    • Feature
      Cashflow tracking and dividend history
    • Feature
      Core stats table with win rate, expectancy, and profit factor
    • Improvement
      Charts now respect the global date range filter
    • Improvement
      Added export-ready formatting for performance data
    • Fix
      Corrected win-rate calculation for accounts with partial fills
    v1.2.0
    Dec 18, 2025

    Portfolio & Round-Trip Trades

    See your entire portfolio in one place. Our FIFO matching engine automatically pairs your buys and sells into round-trip trades.

    • Feature
      Unified portfolio view with Holdings, Trades, and History tabs
    • Feature
      FIFO-based round-trip trade matching engine
    • Feature
      Performance curve charting for each account
    • Feature
      Sync status banner with real-time progress indicators
    • Improvement
      Portfolio table now supports sorting and pagination
    • Fix
      Fixed duplicate trade entries appearing after re-sync
    v1.1.0
    Dec 3, 2025

    Brokerage Integrations

    Connect your brokerage accounts securely. We partnered with SnapTrade to bring you read-only, bank-level encrypted connections to 25+ brokers.

    • Feature
      SnapTrade integration with 25+ supported brokers worldwide
    • Feature
      Read-only, bank-level secure connections - we never see your credentials
    • Feature
      Auto-sync with real-time status indicators
    • Feature
      Dedicated brokerages page with search and filtering
    • Improvement
      Connection flow redesigned for fewer clicks
    • Fix
      Resolved timeout issues on initial account sync for large portfolios
    v1.0.0
    Nov 15, 2025

    Initial Launch 🚀

    TradeOlogy is live! Start tracking your trades, monitoring your watchlist, and analysing your performance - all in one place.

    • Feature
      Landing page with interactive feature previews and pricing
    • Feature
      User authentication with email verification
    • Feature
      Watchlist with trend sparklines and real-time quotes
    • Feature
      Market ticker and detailed ticker pages with charts
    • Feature
      Dark and light themes with accent colour customization
    • Feature
      Responsive design - works beautifully on desktop, tablet, and mobile