new
improved
fixed
Weekly Update: June 5, 2025
New:
- Create a trade note before importing trades and then link it to a trade later Breakdown
- Monthly recap emails
Improved:
- Playbook creation flow update - start from scratch or browse templates
- Playbook page UI updates
- Updated default columns on playbook table view
- Change the dropdown dimensions on the cross analysis widget in reports
- Allow ability to drill down on summary table in reports
- Allow ability to drill down on cross analysis widget in reports
Fixed:
- Improvements to playbook notes in dark mode
- Backtesting trade notes are in tracking section
- [CQG Integration] Partially filled quantity don't get imported
- Remove "we're calculating" message on
- Duplicate trade error + 500 error on account transfer