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Changelog

1.8.92026-07-28
- Clearer cost basis for “unknown cost basis” closes: when you double-click an orphan close to add how the position was opened, options now ask for the quoted premium per share (for example 16.43), not the full contract cash amount already shown on the close line (for example $1,643). The form explains that the close net is already premium × 100, and shows an implied per-share premium from that net so you know which number to type.
- Cost basis you enter from that orphan section now shows on the trade’s Open $ cell with the same gold editable border as a basis you correct by double-clicking the cell — so you can spot manual entries at a glance and click them again to adjust.
- IAG University: the Trade Entry legs are now a fixed snapshot of your original entry order — they no longer change after a roll, and entry deltas you saved stay attached.
- IAG University: each roll is now its own dated section with a delta input per newly-opened leg, net delta before/after the roll, and its own Reason for roll. One Roll notes box at the end still covers the whole chain, and the study window is a bit wider.
- Trades table: the chain icon now turns gold once a trade’s final leg has closed, so you can tell finished trades from in-progress ones at a glance (same treatment as the graduation cap when notes are saved).
- Trades table: trade groups now start expanded so leg detail is visible without a click — collapse any group (or use Collapse all) and your choice is remembered.
- Fixed: entering cost basis on the same calendar day as a Fidelity (or other date-only) close could save but leave the red “unknown cost basis” row — the manual open sorted after the close. Same-day opens now pair correctly; re-save the basis once after updating if a row is still stuck.
- Fixed: Fidelity same-day open-and-close of the same option (for example sell a put and buy it back the same day) could show as “unknown cost basis” even when both fills were imported — the day was grouped as one order and the close was applied before the open. Those round trips now pair automatically; use Rebuild trades after updating if an old import still shows the red row.
1.8.72026-07-24
- Critical fix: some Leather Edition installs could stay locked on “Reconnect your journal” / “Waiting for browser…” even after the browser said “You're done,” or after a successful connect that never unlocked the app. The cloud could not sign the subscription proof the desktop needs to stay paid offline. Install this update, then open IAG Journal (connect once if it still asks) — paid access restores without re-importing trades.
- If the app is locked and you can't reach the in-app Download update button, get 1.8.7 from iagjournal.com (or the link in our email) and install over your current version. Your local data and broker connections stay on this machine.
1.8.62026-07-23
- Fixed: when only part of an option position was assigned (or exercised) and the rest closed later — for example four short puts assigned two contracts one day and two the next — the second close could show up as “unknown cost basis” even though the full history was already imported. Partial assignment, exercise, and expiration now close only the contracts that actually left, so those false orphans no longer appear. Rebuild trades (or re-sync) once after updating to pick this up on existing accounts.
- Trade Replay is more accurate on real multi-contract books: adding size at the same strike and closing in pieces tracks each fill separately (partial closes no longer leave a trade stuck “open” or double-count marks); covered-call and assignment stock legs are valued at cost so they no longer cliff the estimated P&L line; and fills that look like bad data (for example a price inflated ~100×) are no longer used to calibrate the path.
- Trade Replay is available for any option trade that lasted more than one calendar day — including single-leg positions such as a naked put held for weeks. Same-day scalps and 0DTE still skip replay. Duration is judged on the whole roll chain (entry through the final leg close), so a leg that opened and rolled the same day still replays as part of a multi-day chain.
- After a Trade Replay finishes (or you skip to the end), hover the chart near an entry, roll, or exit to bring that action card back — useful for reviewing the story without replaying from the start.
- During Trade Replay, the live estimated P&L readout is now a compact % Loss / Profit meter scaled to your opening premium (losses toward 400% of premium, gains toward 100%) instead of a running dollar amount on the chart.
1.8.52026-07-23
- Double-click a monthly Winning Trades, Losing Trades, Avg Win, or Avg Loss card to jump straight to Trades with the list filtered to those outcomes — winners (net P&L above zero) or losers (including breakeven), matching the same rules as the cards themselves. You can also type win or loss in the Trades search box.
- Optional monthly and year-to-date statistics cards: Best / Worst Strategy (by total P&L and by win or loss rate), Best / Worst Underlying, Avg Roll Credit/Debit (average net on roll orders filled in the period), Avg P&L per Trade, and Profit Factor. Multi-leg strategies still count as one trade, not one row per leg. All of these are off by default — turn them on from the statistics gear ▸ Configure Statistics.
- Risk Define P&L masking is now a table preference: in Standard View, planned-loss protective wings and covered-call assignment legs can still show as “Risk Define” instead of the dollar amount, or you can show the real P&L. Toggle it from the trades table gear ▸ Configure Table ▸ Hide risk-define P&L (on by default).
- Smarter trade types from your entry legs: short calls against long stock in the same account now label as Covered Call (including when you buy the shares after the call, or when closing one covered call frees shares for another short on the same underlying); same-strike different-expiry packages label as Calendar Spread; and unequal-size same-expiry packages label as Ratio Spread. Verticals still require equal size and the same expiration. Existing trades pick this up on the next rebuild or sync.
- Windows uninstall now asks whether to keep or remove your journal data — matching the Mac flow. Choose “Keep my journal data” so a reinstall picks up where you left off (still connected), or “Remove all my data” to delete the local database, imports, backups, broker logins, and settings. Fixed: “Remove all my data” could leave files behind when the app was still running; the uninstaller now closes the app first and actually clears credentials and data.
- thinkorswim export instructions now spell out that Account Trade History columns must stay at defaults (including Net Price) and that you should upload the CSV as-is — opening it in Excel first can scramble dates and drop columns.
- About ▸ Email support now has a one-click copy control next to the address, so you can grab support@iagjournal.com even when the mail client doesn’t open from the app.
- Fixed: the Windows (and some Mac) build could fail to start with a missing “websockets.legacy” module after a dependency change. Startup no longer depends on that path.
1.8.42026-07-21
- Trade (realized P&L setting) can now keep related option legs together: multi-leg strategies (verticals, iron condors, and the like) and rolled positions sit next to each other with a left-side bracket, a small chain mark in the middle of the group, and light top and bottom edges so you can scan across columns without losing the set. Turn it on from the table gear ▸ Configure Table ▸ Group related legs — it's off by default, and sorting still keeps a group intact when the option is on.
1.8.32026-07-19
- Fixed: a Robinhood options trade opened and closed on the same day — for example, selling a call to open and buying it back the same afternoon — could show as still open with a separate “unknown cost basis” close, or its profit or loss could read as $0 in the calendar and trade list. Same-day round trips now build as a single closed trade with the correct realized P&L.
- Shares transferred into your Robinhood account from another broker (an ACAT transfer) now appear in Open Equities as “cost basis pending” — matching your broker's share count — with an inline button to add your cost per share, instead of being left out of your positions.
- The “Rebuild trades from raw data” tool (Settings ▸ Utilities) now also re-runs the latest import engine on trades that were brought in by an older version of the app, so import fixes reach your existing trades in one click — no deleting and re-importing. If you imported Robinhood trades before this update, use Rebuild trades to pick up the corrections above.
1.8.22026-07-18
- Setting up Interactive Brokers AutoSync is clearer: the connection is now broken into a few labeled steps with a progress map, so you can see exactly where you are, and the instructions have been tidied up throughout. Once you connect, the app brings you back to the journal so you can watch your first sync run instead of waiting in the setup window.
- Replacing your IBKR Flex keys now pre-fills your existing keys, so you can update one value without re-typing everything.
- The first-run welcome screen now lists which brokers each setup path supports, so you can tell at a glance whether to use AutoSync or a file import for your broker.
- Fixed: an AutoSync account you'd deleted could reappear on the next sync. Deleted accounts now stay deleted.
- Your app version now shows next to the Leather Edition badge, making it easy to tell at a glance which version you're on.
1.8.12026-07-17
- Cut Copy or paste keys with right click on mac.
1.8.02026-07-17
- Near-real-time Interactive Brokers sync: an optional add-on now refreshes your IBKR trades as often as every 15 minutes during market hours, instead of only once a day, so recent fills show up while the session is still going. Turn it on from the Interactive Brokers row in Manage AutoSync — your daily IBKR statement stays the source of record and reconciles everything automatically.
- Fixed: in rare cases the app could get stuck on a “couldn't start” screen — usually when its local database was left in a bad state after an unexpected shutdown. That screen now fixes itself: a one-click Repair & Retry button clears the stuck file and reopens the app, with a Restore Last Backup option as a fallback. Both keep all of your trades — nothing is deleted, and TastyTrade re-syncs anything recent automatically.
- If the app ever can't start, that screen can now open its log folder or copy the log to your desktop in one click, so sending it to us no longer means hunting through hidden system folders.
- More reliable sign-in: some Chrome installs silently blocked the final handoff between the browser and the desktop app — the browser said “You're done” but the journal never unlocked. The app now completes that handshake even on the strictest browser settings, and if it still can't get through (a firewall, a future browser policy), the browser page offers a one-time code you can paste straight into the journal to finish connecting manually.
- Clearer sign-in errors: if connecting fails — an expired or already-used code, for example — both the browser page and the app now explain what happened in plain language instead of showing a technical error.
- Privacy mode now blurs your account numbers and email address as well, so nothing sensitive is exposed when you share your screen or send a screenshot.
- You can now sign out of your IAG Journal account from Settings ▸ Utilities — useful on a shared computer. Your accounts, imports, and trade history stay on this machine, and signing back in picks up right where you left off.
- Your subscription status now refreshes whenever you return to the app window, so a renewal or billing change shows up right away instead of waiting for a restart or a periodic check.
- Fixed: the “Leather Edition is unlocked” welcome and the “can't verify your subscription” notice could appear at the same time. The welcome now waits until your subscription is verified.
1.7.42026-07-16
- Fixed: Interactive Brokers sync failed with a red database error (“UNIQUE constraint failed”) on every pull after the first, both for the daily automatic sync and the new on-demand sync button. IBKR statements re-report your whole recent history on every pull, and the sync engine now recognizes those records as ones it already has instead of refusing the whole statement. No re-import needed — updating and syncing once brings in everything since your last successful sync.
- If an IBKR sync does fail unexpectedly, the sync overlay now closes on its own with a short readable message instead of technical details — and can no longer be left spinning until restart.
1.7.32026-07-15
- Trade Replay is substantially more accurate: the estimated P&L line is now anchored to your actual fills, so it lands exactly on your realized P&L at exit; each leg is tracked by its full identity, so spreads with multiple legs on the same side — verticals legged in, ratios — replay correctly; minute-level price data is used around your entries, rolls, and exits when available; and the flat stretch after a trade closes is trimmed so short trades aren't dominated by empty space.
- AutoSync now records a daily snapshot of every open option trade's greeks, implied volatility, and price marks. Trade Replay uses these snapshots as calibration anchors, so open and long-running trades replay with far less drift — accuracy keeps improving the longer you run the app.
- Sync Interactive Brokers on demand: the sync button and the clickable “As of” date now work for IBKR-connected accounts, so you can pull your latest statement whenever you want instead of waiting for the once-daily automatic sync. (IBKR posts a fresh statement about once a day, and repeat pulls are spaced a few minutes apart to respect IBKR's strict rate limits.)
- Fixed: after connecting a broker in the pop-out AutoSync window, the main journal window now shows the connection immediately — previously it could keep saying “not connected” until a restart, even while your trades were already syncing in the background.
- When an import log shows a broker record IAG Journal couldn't read, you can now report it to us in one click — account numbers and personal details are redacted before anything is sent, and you can review exactly what goes out.
1.7.22026-07-15
- Futures are now tracked as their own instrument type across every broker — thinkorswim, TastyTrade, Interactive Brokers, Fidelity, Robinhood, and custom CSV — so futures activity is classified correctly instead of being mistaken for stock. Existing imports are upgraded in place, no re-import needed.
- Realized P&L now includes the full trade lifecycle: the Order Chain view and Trade Replay — a trade's entry, every roll, and its close — are available whether you're looking at Realized or Strategy P&L, instead of being limited to Strategy mode. The trades table follows your P&L attribution choice automatically.
- Hide a trade or position you don't want counted: right-click any trade — or a held-share or pending-ACAT row in Open Equities — and choose Suppress to remove it from the trade list, Open Equities, and your P&L. It's fully reversible from Settings.
- Pop-out windows for a dual-monitor setup: the 0DTE scratchpad, broker export instructions, and AutoSync setup can each open in their own window and move to a second monitor, with the window controls and Windows behavior reworked to keep them reliable.
- Print your broker export instructions: a new Print option turns the step-by-step guide for getting trades out of your broker into a clean printable sheet.
- Clearer, tidied-up broker export and AutoSync setup instructions throughout, with tooltips on the Begin buttons so you know what each step does before you start.
- When you send feedback, IAG Journal can now attach recent diagnostic logs — with account numbers and personal details redacted — so problems are far easier to reproduce and fix.
- The Windows build now carries proper version and product details, making it less likely to be flagged by antivirus on download.
1.7.12026-07-11
- Guided tours inside the app: a short walkthrough the first time you open IAG Journal, and a “what's new” tour after an update that ships something worth pointing at. Both can be skipped with Esc, and neither replays once you've seen it.
- The Settings drawer has been reorganized and restyled to match the rest of the Journal — Display, Setup & help, and Subscription each have their own section, so import instructions, AutoSync setup, and billing are where you'd expect them.
- New FAQ on iagjournal.com, reachable from Settings and linked directly from the import screen: if a broker file can't be read, the error now points you at the answer instead of leaving you guessing.
- Clearer import results: activity your broker reports that IAG Journal doesn't recognize is now listed with its raw record rather than quietly skipped, and ticker renames the importer spotted but couldn't apply are called out too.
- IAG Journal now keeps working when you're offline: trade replay degrades gracefully instead of erroring, and AutoSync pauses and resumes on its own when your connection comes back.
- A smoother path back from a lapsed subscription, and a checkout fix for mobile — some card issuers' verification step could appear blank on a phone, which could leave a payment stuck.
1.7.0unreleased
- Foundation work, shipped to users as part of 1.7.1.
- Every record from an import or a sync is now kept exactly as your broker sent it. That means an import can be re-run through the latest version of the engine in place — from the Reprocess button on Recent Imports — so corrections and new broker support reach your existing trades without deleting and re-importing.
- Cost basis you enter yourself is now stored as a layer on top of your broker's records rather than overwriting them, so re-importing or reprocessing never clobbers it.
- Fixed: transfers into an IRA from another broker could be dropped on a Fidelity import, leaving shares missing from your positions. These records now import, and reprocessing an existing import heals them.
1.4.152026-07-10
- More accurate thinkorswim imports for index options (SPX, and other cash-settled indexes like RUT and NDX): weekly and end-of-quarter contracts — including 0DTE SPX spreads — now match their opening and closing trades correctly, so they show your entry cost and real P&L instead of appearing as a closed trade with “unknown cost basis.” Commissions on multi-leg spreads (verticals, calendars, diagonals, and strangles) now import too, and an expired option is dated to its actual expiration day, so a month-end expiration lands in the right month.
- thinkorswim option assignments now import correctly: an assignment is no longer mislabeled as an expiration, and the shares delivered to — or called away from — your account by an assignment are tracked as real positions with cost basis, so later sales of those shares reconcile instead of showing as unknown.
- Cleaner thinkorswim cash activity: a money-market sweep (like SWVXX) no longer shows up as a stock position, account interest is recorded as interest rather than a dividend, and bank transfers in and out are recognized.
- If you imported thinkorswim trades before this update, re-import your Account Statement to pick up these corrections.
1.4.142026-07-10
- Added Robinhood to the manual import options: from Robinhood on the web, generate an Account activity report as CSV (Account → Reports and statements) and drop it in. Your option and stock trades — including multi-leg spreads — import automatically; because Robinhood doesn't label each option trade as an open or a close, IAG Journal reconstructs that from your position history. Dividends, dividend reinvestments, transfers, interest, and fees are kept out of your trade P&L. Step-by-step export instructions are included under “Need help getting trades from your broker?”, and the same file works for a first full-history import or quick weekly updates.
- Enter cost basis yourself when your broker doesn't provide it: options and shares that arrived by ACAT transfer now show as open positions right away — matching your broker's position count — with an inline button to add the missing basis and turn them into fully tracked positions with P&L. Positions that were already sold before the basis was known can be filled in the same way, so those closed trades stop showing a distorted gain.
- Ticker changes are handled automatically: when a company renames its symbol (or an option's underlying is renamed), your existing trades and holdings carry over to the new ticker instead of splitting into two positions or duplicating on the next import — for both CSV imports and live sync.
- Clearer navigation: each tab now carries an icon, and hover tooltips appear faster and read more clearly across the app.
- More dependable imports: if a broker export can't be read — most often after it's been opened and re-saved in a spreadsheet, which can quietly change how the dates are written — the import now flags it clearly instead of appearing to succeed while bringing in zero trades.
- In-app messages now follow your verified account: a notice meant for you still reaches you even if your session has briefly expired, targeted messages are never shown on the wrong account, and dismissing one lets the next appear instead of holding it back.
1.3.182026-07-08
- Added thinkorswim to the manual import options: export your Account Statement as CSV from the thinkorswim desktop app and drop it in. Your option and stock trades — including multi-leg spreads and rolls — import with their fees, while dividends, dividend reinvestments, and cash transfers are kept out of your trade P&L. Step-by-step export instructions are included under “Need help getting trades from your broker?”, and the same file works for daily or weekly updates.
- The Help window's “Check for updates” now shows a button right in the modal, so you can check on demand without leaving the dialog.
- Journal's IAG Logo links to iagjournal.com
- Removed a leftover “Unlock Leather Tier” promotional popup that could appear on first launch — Leather Edition is already included with your subscription.
1.3.152026-07-07
- build pipeline support for an Intel based mac Journal build
- Removed account number from UI, and improved wording on sync/import modal
1.3.132026-07-06
- Rare bug where assigned options + ACAT transfered shares were 'leaked' and the equity qty was not correct.
1.3.122026-07-05
- A recent change caused performance chart's X-Axis to display incorrect values in place of the date.
1.3.102026-07-05
- Your preferences — theme, privacy mode, dashboard layout, and more — now carry across every app update, so you never have to set them again.
- Quieter updates: small patch updates no longer raise a banner on their own, while significant updates still notify you right away.
- New native menus in the macOS and Windows menu bar, mirroring the in-app Settings drawer — reach import, AutoSync, display and privacy settings, and your account straight from the OS menus.
- New optional statistics cards (add them from the gear icon on the Statistics panel): “Winning/Losing Trades”, “Losing Rolled Legs”, and “Losing Trades (Rolled)” — total losses with the rolled share in parentheses, e.g. 15 (4). Off by default; roll-based cards show in Realized P&L mode.
- Cleaner performance chart: a fresh month no longer draws a flat $0 line — the line starts once you have activity, and off-market trades (weekend, holiday, or overnight) now show on their actual day.
- Fixed: setting up TastyTrade AutoSync could fail with a “Connection failed” error for accounts held by a trust, business, or other legal entity — and for some customers outside the US. These accounts now connect and sync normally.
- Your accounts and imports now live in one place: the new Accounts & Import screen shows your accounts and import history together, with step-by-step broker export instructions tucked behind a “Need help getting trades from your broker?” link.
- Added Interactive Brokers to the manual export instructions — follow the guided steps to build and run a Flex Query, then drop the exported statement straight into IAG Journal (no query ID or token needed).
1.3.82026-07
- Fixed: importing a Fidelity history file could bring in nothing on accounts that Fidelity has configured for international trading (or margin) — these accounts export a slightly different file layout, with extra currency columns and money columns labeled a little differently, which the importer didn't recognize. IAG Journal now reads both Fidelity layouts, so these files import correctly. Activity is imported in US dollars; if a file contains genuinely foreign-currency trades, those amounts come in without conversion for now.
- More resilient Fidelity imports: files saved in a different text encoding by your computer are now read correctly instead of failing.
1.3.72026-07
- A clearer way to get started: new step-by-step onboarding walks you through subscribing, installing IAG Journal, and connecting your broker — with the right instructions for your Mac or Windows machine — both on the web and inside the app.
- Fixed: renaming an account didn't always take — the new name now saves reliably and shows consistently across your dashboard, account selectors, and import history.
- Clearer wording on the import history page, making it easier to see where each set of trades came from and what happened during every import.
1.3.62026-07
- Fixed: importing a Fidelity history file could bring in nothing — showing “added 0” even when the file was full of trades. This happened when your computer wrote the dates with dashes (07-02-2026) instead of slashes (07/02/2026), which differs from one machine to the next. Fidelity files now import correctly no matter how your computer formats dates, and the same fix applies to custom-mapped CSV imports.
1.3.52026-07
- Fixed: transfers OUT of Fidelity (ACAT) were being dropped during import, so shares you moved to another broker kept showing as open. Fidelity transfer records now import correctly, so a transferred-out account reconciles instead of leaving phantom open positions.
- Shares transferred INTO your account by an ACAT transfer now show up in Open Equities right away — even when they came from a broker you don't track here — so your share counts match your broker instead of coming up short. Each transferred position is marked “cost basis pending” until you enter your cost per share; do that in one click and it becomes a full position with P&L tracking.
- Open Equities now labels each position by your account name (like “Traditional IRA”) instead of a raw broker number when an account spans more than one broker.
- Fixed: a “mark closed” shortcut could record a $0 close and show a large, incorrect loss dated today. It has been removed — positions you've closed at another broker are resolved by importing that broker's history — and any leftover $0 placeholder no longer affects your P&L. If you dismissed a cost-basis review by mistake, you can still bring it back.
1.3.32026-07
- A smoother way to get started: subscribe first, then install IAG Journal and connect your broker, with clear step-by-step install instructions matched to your Mac or Windows machine.
- More reliable, secure checkout that unlocks the app the moment your subscription is active — and your accounts and trade history stay safe and waiting, exactly as you left them.
- Fixed: an issue that could occasionally prompt you to reconnect your account even though your session was still valid.
1.2.02026-07
- IAG Journal is now a single, fully-unlocked product — Leather Edition, $9.99/month — with every feature included: multi-account tracking, live sync, trade replay, 0DTE planning, and scoring.
- Streamlined, more reliable checkout. Your accounts and trade history stay safe and waiting, and reappear the moment your subscription is active.
1.1.02026-06
- New “Long-held equities” setting: choose to exclude stock positions held longer than 6 or 12 months from your P&L totals, so buy-and-hold sales don’t skew your active-trading numbers. Set it once and every dashboard, calendar, and summary respects it; your options trades are never affected.
- Stay on the latest version more easily: the app now checks for updates more often, and you can check on demand with a new “Check for updates” button in the About panel.
- Fixed: you’re no longer asked to reconnect while your session is still valid — the app now quietly re-verifies your subscription in the background instead of showing a reconnect banner by mistake.
- Fixed: leaving the app open for a long time with Interactive Brokers auto-sync could leave the import window stuck open with no way to close it — auto-sync now recovers on its own instead of wedging.
1.0.52026-06
- Fixed: unlocking tools with an access code now sticks — the unlock is saved with the rest of your settings, so these tools stay unlocked every time you reopen the app instead of re-locking on restart.
- Jump straight into Trade Replay from the Order Chain view: each eligible chain row now has a Trade Replay button, so you can open the visual playback without first opening the trade.
- Clearer per-trade breakdown: the numbers now read as a top-to-bottom P&L waterfall (opening → rolls → closing → fees → net), with leg columns aligned down the chain, a Credit/Debit tag on each roll, and the number of days the trade was held.
- Fixed: the account and period selectors no longer overlap at the smallest window size.
1.0.42026-06
- Reset & re-sync a connected broker: if an automatic sync ever imports something wrong, you can now clear that broker's auto-synced trades and re-download your history from scratch in one click — from Manage AutoSync. Your login, your CSV/Fidelity imports, and any manual entries are kept.
- Clearer auto-sync setup: simpler, broker-neutral wording in the connect flow, setup instructions, and dialogs.
1.0.32026-06
- Open positions are no longer closed automatically during reconciliation — a trade closes only when your broker actually reports it closed — and you can reopen a trade that was closed by mistake from its trade detail page.
- Fixed: the 0DTE planner now reads the current VIX value instead of the previous day's close.
- Fixed: the trade count carried over from a previous sync now shows the correct total.
1.0.22026-06
- Fixed: scrolling while a dialog or modal is open no longer bleeds through to the page behind it — the dashboard underneath now stays put until you close the dialog.
- Fixed: dropdowns and selectors now close when you click anywhere outside them, instead of staying stuck open.
1.0.12026-06
- Interactive Brokers auto-sync is more reliable: a clearer setup flow, fewer requests against IBKR's strict rate limit, and a friendly message — with an automatic retry — if IBKR temporarily limits your token during setup. Sync now refreshes about once per day, matching how often IBKR updates your activity records.
- Import an Interactive Brokers Flex Query XML export directly — drop the file in just like a CSV and your trades come in. Now validated against real IBKR statements.
- Fixed: when you have both TastyTrade and Interactive Brokers connected, your IBKR accounts now appear in the account selector (previously they showed only under Accounts & Import History).
1.0.02026-06
- Dashboard & P&L: a monthly dashboard with the KPIs that matter and a stats card you arrange yourself; year-to-date and annual performance with win rates and a cumulative-P&L trend; a daily and monthly Calendar P/L filterable by 0DTE, non-0DTE, or combined; choose Realized or Strategy P/L and switch any time; and Privacy mode to mask sensitive values for screen sharing.
- Accounts & Sync: track multiple accounts in one place; automatic background sync for TastyTrade and Interactive Brokers with no manual exports; CSV/Flex import for TastyTrade, Fidelity, and Interactive Brokers with duplicate detection; and cross-broker account linking so your history and cost basis follow you through transfers.
- Trades & Replay: a searchable trade list with a configurable Standard View; Strategy View showing a trade's full lifecycle — entry, every roll, and final close; a per-trade breakdown with every fill and running net (Beta); and Trade Replay visual playback of entry, management, and exit (Beta).
- Platform: a signed and notarized macOS build and a code-signed Windows build; your settings and preferences carry across updates; and a clean install and uninstall.