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v2.7.2

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@GeneBO98 GeneBO98 released this 11 Jun 23:23

What's New

Plaid Improvements

  • Daily balance snapshots with equity curve on the Cashflow view
  • Dividend, interest, and fee income analytics
  • Inbound webhooks and connection reconnect flow
  • Account identifier normalization so Plaid brokerage holdings appear in the global account filter

Trade Sharing

  • Server-rendered Open Graph cards for shared trade links
  • Share open positions with a live unrealized P&L card
  • nginx snippet for OG preview caching

Accounts

  • Manage Accounts shortcut in the global account filter dropdown
  • Unmanaged account identifiers section updated to include investment holdings

Security

  • Account lockout with email-based unlock flow

Market Data

  • FMP (Financial Modeling Prep) market data provider support

Fixes

  • OG card text no longer overlaps on long symbols
  • Anyone can view a public trade without logging in
  • Multi-leg option positions analyzed as combined trades in AI analysis
  • Win rate excluding break-even on R-performance card
  • Break-even trade surface and full filter set
  • Futures MAE/MFE analytics corrections
  • NinjaTrader futures P&L valued per point
  • Tag filter unified across all views
  • Various date handling and UI polish fixes