v2026.06.27
Highlights
Your Chart Is Now a Two-Way Conversation
The MarketView price chart — our TradingView-style surface — now works in both directions between you and the agent.
Point at something and ask: arm the select tool, drag a box around a region (time × price) or click a price level, jot a note, and send. That exact selection — its bounds, the per-candle OHLCV inside it, and your note — rides to the agent as structured context, so it reasons over the precise bars you circled instead of guessing what you meant. Works in both PTC and Flash, desktop and mobile.
And the agent draws back. It can lay trendlines, horizontal price lines, rectangular zones, Fibonacci retracements, vertical time markers, and price-anchored event markers directly onto the same chart — eight annotation types in all — persisted per chart and streamed into the transcript as inline cards as it works. Ask about a consolidation range and watch it box the zone; ask where support sits and watch the line appear.
Long Threads Stay Fast
Deep research threads used to get heavier with every step: the full message history was re-serialized and re-written on each turn, so the cost grew with the square of the conversation's length and long sessions paid for it in latency. We've adopted LangGraph's new DeltaChannel for the message history — each step now persists only its delta, with a periodic full snapshot — so a thread's per-turn cost stays flat no matter how long it runs. Existing threads carry over with no migration and reconstruct faithfully; you just get a conversation that doesn't slow down as it grows.
Credit to community contributor @lastfreeyang-lgtm, who explored the same DeltaChannel adoption in parallel (#280) — added as co-author for that work and the verification behind it.
Provenance Goes Deeper
Last release we shipped the Sources panel so you could see every external source the agent touched. This release closes two gaps in that trace.
Scripts are no longer blind spots. When the agent runs a Python script through bash (python analysis.py) rather than calling execute_code directly, the data calls inside that script are now captured too — so a script that pulls prices or filings shows up in Sources like any other access, instead of vanishing from the record.
You can read exactly what it read. Provenance used to keep only a redacted snippet and a checksum per access; now it stores the full result body, content-addressed and deduplicated, so you (or a verifier) can open the precise content the agent reasoned over — not just a preview — alongside refinements to how the Sources panel lays everything out.
Portfolios That Respect Their Currencies
If you hold positions in more than one currency, your portfolio no longer flattens everything into dollars. NAV, cost basis, and unrealized P/L are now grouped by currency — in both the main portfolio card and the dashboard widgets — and each row shows its price and market value in the holding's own currency rather than a hard-coded USD figure. A new Net Asset Value by Currency breakdown keeps each currency's totals distinct so the numbers actually add up.
Contributed by community member @gyx09212214-prog.
Changelog
New Features
- chart-annotation: agent-drawn chart annotations on MarketView (#276) (7629473)
- chart-selection: hand chart region/price selections to the agent (#281) (c7ed70d)
- provenance: capture bash-run MCP calls + store full per-access result bodies (#288) (302ea84)
- provenance: refine how the Sources panel displays sources (#275) (f4952a4)
- checkpointer: opt LangGraph messages channel into DeltaChannel (#283) (6d57974)
- compaction: per-thread admission gate for concurrent turns (#285) (ab1a5a9)
Bug Fixes
- report-back: reliable, live-streaming flash↔PTC report-back (#289) (def6ca3)
- docker: add docker sandbox rootless local setup (#286) (9ffccdd)
Performance
Documentation
- readme: refresh to match current architecture and features (f72d703)
Other Changes
- Separate portfolio NAV by currency (#252) (fb35235)
- Avoid treating missing dashboard quotes as zero (#254) (96c3a67)
- Route batch snapshots by symbol market (#253) (d5e4c11)
New Contributors
A warm welcome and thank you to our new contributors this release:
- @gyx09212214-prog made their first contribution in #253
- @lastfreeyang-lgtm made their first contribution as co-author of #283
- @alexferrari88 made their first contribution in #286
Full Changelog: v2026.06.19...v2026.06.27
6 features, 2 fixes, 1 performance improvement, 1 doc change, 3 other changes — 13 commits total
