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Changelog

0.4.82026-06
- macOS app is now Apple-notarized and Developer ID signed — no more right-click-to-open on first launch, and updates no longer re-prompt for Keychain access.
- Your settings and preferences now carry over between app updates.
- Smoother updates: the app prompts to close cleanly when a new version is ready to install.
- Faster-feeling launch, with a loading indicator and skeleton placeholders while your data loads in.
- New About panel and a cleaner, reorganized Settings page; the light/dark theme toggle now lives in Settings.
- Trades page: improved filtering and sorting.
- Privacy mode blurs sensitive values more thoroughly, and the app now prevents opening multiple copies of itself at once.
- Fixed: the app window no longer opens off-screen, and cross-broker equities no longer auto-close by mistake.
- IAG Journal has a new home on the web — iagjournal.com — with support reachable at support@iagjournal.com.
0.4.32026-06
- Interactive Brokers auto-sync (early access): connect IBKR with a Flex Web Service token to sync your trades automatically — no Trader Workstation or gateway required, and it keeps working in the background without daily logins. Still being validated against live accounts, so CSV import remains the recommended path for now; we'd love your feedback.
- Visual polish: themed overflow background instead of plain white.
- Clearer messaging when an account is already connected.
0.4.22026-06
- New “Rebuild trades from raw data” tool in Settings — re-derive your trade list from the data already on your computer if an import or trade close didn’t come through right, without deleting and re-importing.
- Auto-refresh interval is now a dropdown, and it only appears once you’ve connected TastyTrade auto-sync.
- Clearer Fidelity export instructions — export one year at a time and turn on every activity filter so nothing is missed.
- Added an “Email support” link and helpful tooltips across the navigation tabs and the trade-type toggle.
- New monthly Pro plan ($9.99/month) alongside annual ($99/year).
0.4.12026-06
- Maintenance release: aligned the installer folder and internal storage names with the IAG Journal rebrand. No changes to features, calculations, or your saved data.
0.4.02026-06
- Renamed to IAG Journal (full name: Investing Against the Grain Journal) — the new name now appears throughout the desktop app, installer, in-app dialogs, and Pro tier.
- Fixed: ACAT transfers no longer double-count from phantom reconcile closes that could skew your monthly P&L.
- Auto-refresh now catches up on launch during market hours and refreshes on an interval through the trading session.
- More accurate handling of assignments and exercises, plus rounding for fractional shares.
- macOS: uninstalling now removes the app from your Applications folder, plus fixes for an app run-stall and other uninstall issues.
- Fixed: 0DTE and manual starting net-liquidation entry bugs.
0.3.52026-06
- 0DTE Planner upgrades, plus a fix for an input bug.
- New modal to manually enter your starting-month net liquidation value when you're not using TastyTrade autosync.
- New CSV import: closed-trades summary export (one row per completed trade), ingested alongside your TastyTrade data.
- Transferred positions now pick up cost basis automatically when linking brokerages.
- More accurate P&L: calendar leg-by-leg daily close totals now match the standard trade view, plus cent rounding for TastyTrade API records.
- Fixed several deduplication issues: legitimate multi-contract/split fills are no longer removed, month duplication, and orphan resets on consecutive CSV imports.
- Fixed a double-click bug.
0.3.42026-05
- TastyTrade API sync now uses the same import modal as CSV imports, with progress and reliable auto-close.
- Improved duplicate checking and trade matching when importing.
- Consistent wording throughout, including “0-day” renamed to “0DTE”.
- Fixed: sign-in issue.
- Multi-language support moved to “coming soon”.
0.3.32026-05
- New stacked annual bar chart for year-at-a-glance P&L.
- The app now defaults to dark theme, with dark theme also supported on the deployed cloud site.
- Fixed: net P&L calculation.
0.3.22026-05
- Fixed: TastyTrade API backfill bug.
0.3.12026-05
- Update prompt now directs you to sign in / upgrade to enable autosync.
0.3.02026-05
- Full app reskin — refreshed theme across the dashboard, header, calendar, modals, Trade Replay, Help and Settings, plus a redesigned cloud site.
- 0DTE Planner and combined 0DTE calendar view, with click-through filtering from the calendar and charts into the trade list.
- Portfolio tracking (early access) and a new Equities page showing % of net liq with reorderable holdings.
- Orphaned-trade backfill: spot and fill in missing opening trades to improve historical P&L accuracy.
- Fidelity CSV import buildout, including edge cases and a fix so ACAT transfers no longer show as realized sales.
- Realized P&L vs Strategy P&L calculation methods, switchable from Settings; further P&L refinements to match the IAG Journal.
- Standard Trade View with configurable columns, compact/normal trade list, and faster month navigation.
- TastyTrade sync: manual-vs-auto refresh after autosync, account exclusion, better duplicate checking, revert/reassign CSV imports, unified account naming.
- Admin Dashboard for support tasks, plus an Onboarding modal for new users.
- Subscription & access: downgrade flow, free-tier guard on account deletion, privacy mode upsell overlay on equities, unified entitlement flag, offline grace tightened to 4 days with improved reconnect.
- Polish: loading UI improvements, sample-data banner, light-theme consistency, macOS uninstall, faster import results, and many small bug fixes.
0.2.42026-05
- Fixed: sample data is now reliably cleared when you import a CSV or connect the TastyTrade API.
- Fixed: checkout recovers gracefully if your saved Stripe customer record is out of date.
0.2.32026-05
- Minor fixes to the in-app “update available” link and version reporting.
0.2.22026-05
- Unified sign-in → checkout flow, with a welcome banner when you return to the app after upgrading.
- Trade Replay now opens in its own window.
- 0DTE dashboard respects the account you have selected.
- Settings panel reorganized and condensed; Help page reflowed to fit the window.
- Privacy mode refinements.
- Uninstalling the app now removes its local data from your machine.
0.2.12026-05
- Fixed: sign-in callback in the bundled app no longer fails with a port mismatch.
0.2.02026-05
- Pro tier launch — sign in via magic link, start a 30-day free trial, manage your subscription.
- TastyTrade API onboarding wizard now offers per-account linking when you've already imported via CSV (no more duplicate accounts).
- TastyTrade API onboarding shows live backfill progress for each account, with an option to incrementally backfill from your last imported trade.
- Subscription lapse banner: clear path back to Pro if your subscription ends.
- 2-device limit per account, with LRU eviction and 14-day offline grace.
0.1.72026-05
- Settings → About panel with app version, platform, and a Send feedback form.
- Fixed: first-time CSV import now hands off to the dashboard cleanly, including when 0DTE prompts are shown.
- Pro upsell on the trade detail and 0DTE pages now uses the carousel preview format.
0.1.42026-05
- Renamed to Folioscope with new app icon and header branding.
- Database and backend refactor to support multiple brokerages with linked accounts.
- 0DTE handling for after-market-close before closing activity has posted.
- Landing-page upsell carousel and feature videos.
- Added risk disclaimer.
0.1.32026-05
- Windows desktop download available.
- Refreshed color scheme and footer.
- KPIs marked as a Pro feature.
0.1.22026-05
- Windows build improvements.
0.1.12026-05
- Windows build pipeline and packaging setup.
- Auto-update versioning groundwork.
0.1.02026-04
- Phase 1 free tier: monthly P&L journal, single-account CSV ingest.
- Watched-folder ingest + drag-and-drop upload.
- Splash sales pages for Pro features.