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v2.1.4

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@GeneBO98 GeneBO98 released this 13 Dec 15:23
v2.1.4
13c919b

Release v2.1.4

Release Date: December 3, 2025
Commits: 54

New Features

Broker Support

  • Webull Import Support - Added full support for importing trades from Webull CSV exports
  • Tradovate Import Support - Added support for Tradovate broker CSV imports
  • TradingView Chart Import - Support for importing TradingView charts

Analytics & Reporting

  • Monthly Comparison Page - New page for comparing monthly performance metrics
  • R-Value in Monthly Performance - Added total R-Value tracking to monthly performance view
  • AI Summaries for Behavioral Analytics - Introduced AI-powered summaries in behavioral analytics

Trading Features

  • Default Stop Loss Setting - Added ability to set default stop loss that applies to all existing trades
  • Default Commissions & Fees - Support for configuring default commissions and fees per broker/instrument
  • Hide Public Pages (Self-Hosted) - Option to disable public pages for self-hosted instances

Bug Fixes

Import/Export

  • Schwab Import - Fixed import error, negative value filter, and CUSIP mapping retention
  • Duplicate Trade Import - Resolved duplicate imports when trades have stop loss
  • Complete Trade Detection - Improved parser to better detect already complete trades

Data & Calculations

  • Short P&L Calculations - Fixed profit/loss calculations for short positions
  • P&L Swap After Edit - Resolved P&L swapping incorrectly after trade edits
  • R-Value Sum - Fixed total R-value summation

Date/Time & Charts

  • Date Issues - Fixed various date parsing and timing issues
  • Lightweight Charts - Fixed chart implementation and v5 method issues
  • Exit Times in Executions - Exit times now properly indicated

User Interface

  • Filter Persistence - Filters now persist correctly across sessions
  • Monthly Year Sticky - Fixed monthly view year selector persistence
  • Stop Loss in Edit Form - Stop loss now shows correctly in edit view
  • Logo Display - Fixed logo fitting on mobile screens
  • Quick Journal Entry - Fixed dashboard quick journal entry
  • Back Button - Fixed navigation behavior

Other Fixes

  • Billing Paywall - Fixed paywall blocking issues
  • Free Feature Access - Corrected access control for free tier
  • Public Pages - Fixed custom parser and public trade handling
  • Alerts & Watchlist - Various bug fixes
  • Diary Templates - Fixed market bias check constraint violation
  • Calendar - Fixed calendar display issues
  • Email Colors - Fixed email template colors
  • SVG Files - Fixed asset issues
  • Logger Error - Replaced logger.logInfo with logger.info to prevent 500 errors

Performance

  • Open Position Auto-Update - Disabled auto-update except on dashboard
  • Behavioral Analytics - Force reload optimization

Dependencies

  • sharp: 0.34.3 → 0.34.4
  • chart.js: 4.5.0 → 4.5.1
  • lightweight-charts: 5.0.8 → 5.0.9
  • marked: 16.3.0 → 16.4.0
  • Backend vulnerability fixes
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