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v2.1.2

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@GeneBO98 GeneBO98 released this 25 Oct 15:03

Trading Quality & Analytics

  • Quality Grade Support - Added quality grading system for trades
  • R-Value Analytics - Added R-Value (Risk-Multiple) calculation and display throughout analytics
  • R-Value Analytics Switch - Toggle between dollar amounts and R-Value multiples on analytics charts
  • R-Value Display in Executions - Changed R-Value to integer display instead of ratio format

Execution & Trade Management

  • Trade Grouping by Execution Time - Allow users to group trades by execution time for better organization
  • Entry/Exit Times in Executions - Entry and exit times now displayed in execution details
  • Execution Entry for Manual Trades - Added execution entry support when creating manual trades
  • Fixed Trade Quantity Calculation - Improved accuracy of trade quantity calculations
  • Fixed R-Value Calculations - Corrected R-Value calculation logic

Options Trading

  • Options Auto-Close Toggle - Configurable option to automatically close expired options (moved from always-on to optional)
  • Scheduled Options Expiration - Automated scheduler to close expired options positions
  • Fixed Options P&L Calculation - Corrected profit/loss calculations for options trades

Futures Trading

  • Futures Calculation Fixes - Improved futures contract calculations
  • Futures Month Display - Fixed futures contract month not showing in frontend
  • ProjectX Futures Support - Added support for ProjectX futures import format
  • Futures Size Adjustment - Updated futures contract size calculations

Broker Integration

  • IBKR Parser Updates - Improved Interactive Brokers CSV import parser
  • IBKR Open Trade Closing Logic - Changed logic for closing open IBKR trades

Journal & Watchlist

  • Linked Trades in Daily Journal - Added ability to link trades to daily journal entries
  • Journal Entry in Exports - Include journal entries in trade exports
  • Post-Market Reflection Templates - Added post-market reflection section to journal templates
  • Price Alert Shortcuts - Quick price alert creation from journal watchlist

UI/UX Improvements

  • Improved Filter UI - Enhanced user interface for trade filters
  • Improved Watchlist UI - Better watchlist display and interactions
  • Fixed Execution UI - Entry and exit prices now properly reflected in execution cards
  • Stop Loss Validation - Fixed validation errors for stop loss fields
  • Round Trip Trade Detection - Improved detection and handling of round-trip trades

Import & Settings

  • Trade Import Settings Move - Relocated trade import settings from profile page to settings page
  • Auto-Close Options Settings - Options auto-close now a configurable toggle

Bug Fixes & Maintenance

  • Security Updates - Upgraded axios (1.10.0 → 1.12.2) and marked (16.2.1 → 16.3.0) to fix vulnerabilities
  • Migration Fixes - Fixed migration 12 and removed SELECT statements at end of SQL migrations
  • Template Bug Fixes - Resolved various template rendering issues

Documentation

  • README Updates - Revised SaaS subscription plans and added screenshots
  • Documentation Streamlining - Reduced README size due to new docs site