v3.5.0b

[v3.5.0b] - 2026-08-29

Signals can now be sized in cash — "invest 300" — instead of a percentage or an exact
quantity. Stock bots also stop assuming a US-listed, USD-denominated instrument. Every
new setting defaults to the previous behaviour, so existing bots are unaffected.

Added

• Cash-denominated order sizing — order_size_type: "cash" makes order_size an
  amount of the currency you pay with: your account currency for stocks, the pair's quote
  currency for crypto. The same payload works on either, so a signal never needs to know
  which broker it reaches. Buy only — use percentage with 100 to close a position.
  This is what recurring DCA wants: the amount stays fixed rather than following the
  balance.
  • Without fractional_shares: true, stock orders truncate to whole shares and log what
    was left undeployed. Unlike percentage sizing this does not catch up on its own, so
    enable fractional shares where the instrument supports it.
  • Crypto amounts are checked against the pair's quote balance and the exchange's
    minimum notional, naming the limit rather than letting the venue reject the order.
• account_currency (default USD) for stock bots — which cash balance orders are
  sized against. IBKR reports one figure per currency an account holds; this names the one
  to use, and says which currencies were reported if the configured one is absent.
• trading_currency (defaults to account_currency), exchange (default
  SMART) and primary_exchange — contract routing. SMART suits US listings and is
  ambiguous for a ticker cross-listed on several European venues in different currencies.

Changed

• Explicit share counts are now checked against available cash or the position held
  before the order is sent. Selling more than is held is refused rather than passed to the
  broker, where a margin-enabled account would open a short for the excess.
• Bot card logs drop internal [LAYER n] prefixes; they remain at DEBUG level.
• Cash figures in stock logs show the account's currency instead of a $ prefix.
• The dashboard log pane keeps your scroll position instead of jumping to the newest entry
  every refresh.

Fixed

• Market-hours settings in stock bot configs now take effect. market_timezone,
  market_open, market_close, pre_market_open and after_hours_close were documented
  and read by the trader but never reached it — a bot on a non-US venue ran on NYSE hours,
  refusing to trade during its own session and trading outside it.
• A crypto bot config that omits the optional hostname line now loads. It previously
  failed with an error that stopped the whole file, taking every other bot in it along.
  The shipped examples all set hostname: "" explicitly, so only hand-written configs
  that left the line out were affected.
• Static assets are versioned, so a released fix reaches the browser instead of sitting
  behind a cached copy of the previous one.