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v2.1.0

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@GeneBO98 GeneBO98 released this 16 Oct 13:44

New Features

Markets Hub (Unified Watchlists & Price Alerts)

  • Unified Markets Page: Combined Stock Watchlists and Price Alerts into a single, tabbed interface for better organization
  • Streamlined navigation with a single "Markets" menu item (Pro feature)
  • Seamless tab switching between watchlists and price alerts
  • All existing watchlist and alert functionality preserved
  • Automatic redirects from old URLs to new unified page

Options Trading Enhancements

  • Auto-Close Expired Options: Options contracts now automatically close when they expire
  • Improved P&L Calculations: Fixed profit/loss calculations specifically for options trades
  • Enhanced Options Import: Better support for IBKR (Interactive Brokers) options imports
  • Options Columns & Filters: Added new columns and advanced filters for options-specific data
  • Fixed Expiration Dates: Corrected handling of options expiration dates
  • Manual Trade Entry: Fixed options-specific fields in manual trade creation and editing

Health Tracking & Analytics

  • Full Health Tracking Integration: Complete system for tracking health metrics alongside trading performance
  • Health Correlation Analysis: Analyze correlations between health metrics (sleep, heart rate, etc.) and trading outcomes
  • New health analytics dashboard with comprehensive visualizations
  • Track sleep hours, sleep score, and heart rate data per trade

Trading Journal Improvements

  • Journal Entry Templates: Pre-built templates for daily journal entries and post-market reflections
  • Linked Trades: Link specific trades directly to journal entries
  • Enhanced Watchlist Integration: Added price alert shortcuts directly from journal watchlist symbols
  • Export Improvements: Journal entries now included in data exports

Broker & Import Support

  • ProjectX Support: Added full support for ProjectX futures and broker imports
  • TradingView Paper Trading: Fixed parser for TradingView paper trading imports
  • Tag Support: Comprehensive tag management system for organizing trades
  • Migration Tools: Added migration path from Docker to native installations

UI/UX Improvements

Trade List & Filtering

  • Improved Filter Layout: Reorganized filters into logical groups with visual separation:
    • Basic filters (2 rows): Symbol, Dates, Strategy, Trade Status, Position Type, Instrument Type, Tags
    • Advanced filters grouped by: Range Filters, Trade Characteristics, Timing & Options
  • Compact Date Display: Trade dates now display in a space-saving stacked format (Month/Day on top, Year below)
  • Narrower Range Inputs: Optimized width of range filter inputs for better screen real estate usage
  • Fullwidth Mode: Added ability to expand trades table to full width for better data viewing
  • Persistent Column Selection: Trade column visibility preferences now persist across sessions
  • Dual Scroll Bars: Added synchronized top and bottom horizontal scroll bars for easier table navigation

General UI Refinements

  • Removed all emojis from codebase for cleaner, professional appearance
  • Improved dark mode support across all new features
  • Better responsive design for mobile devices
  • Enhanced dropdown menus with better visual hierarchy
  • Improved Pro feature badges and upgrade prompts

Bug Fixes

Date & Timezone Handling

  • Fixed Date Inconsistencies: Resolved issues where trade dates would shift due to timezone conversions
  • Improved Date Storage: Trade dates now correctly reflect when trades actually occurred in user's timezone
  • Weekend Date Fixes: Corrected trades that incorrectly showed weekend dates (markets are closed)
  • User Input Preference: System now always prefers user-entered dates over calculated values
  • Migration 042: Comprehensive fix for existing trade date issues

Data Import & Export

  • Round-Trip Trade Detection: Significantly improved detection of round-trip trades during import
  • Duplicate Prevention: Enhanced duplicate trade detection to prevent re-importing existing trades
  • Options Import Fixes: Resolved multiple issues with IBKR and other broker options imports
  • Export Format: Redefined export format to include all relevant trade data
  • CSV Parser Improvements: Enhanced CSV parsing logic for better compatibility

Analytics & Calculations

  • Filters on Analytics Page: Fixed issue where filters were not properly applying to analytics
  • P&L Calculations: Corrected profit/loss calculations for options contracts
  • Custom Strategies: Fixed bugs related to custom trading strategies and setups

Database & Migrations

  • Migration 012 Fix: Resolved issues with missing export fields migration
  • Migration 019 & 042: Fixed timezone-related date migrations
  • Migration Failures: Addressed various migration execution failures

Technical Improvements

Security Updates

  • Upgraded Axios from 1.10.0 to 1.12.2 (security patches)
  • Upgraded marked from 16.2.1 to 16.3.0 (vulnerability fixes)
  • Updated multiple frontend dependencies to reduce vulnerabilities
  • Enhanced input validation and sanitization

Code Quality

  • Improved error handling throughout the application
  • Better logging for debugging and troubleshooting
  • Enhanced data validation on imports
  • Cleaner component architecture with better separation of concerns
  • Standardized date handling across frontend and backend

Performance

  • Optimized database queries for faster trade list loading
  • Improved CSV parsing performance for large imports
  • Better caching strategies for analytics calculations
  • Reduced unnecessary re-renders in Vue components

API Changes

New Endpoints

  • Health tracking endpoints for storing and retrieving health metrics
  • Enhanced watchlist endpoints for unified Markets page
  • Additional analytics endpoints for health correlation data

Modified Endpoints

  • Trade endpoints now include options-specific fields
  • Enhanced filtering capabilities on trade list endpoint
  • Improved export endpoint with journal entry data
    Full Changelog: v2.0.8...v2.1.0