End-user-facing changes, newest first.
Trader mode
- Trade replay. The "Open chart" view now has a Live/Replay toggle - in Replay mode, a scrub slider reveals the chart bar by bar, so you can see exactly the price action you'd have had at the moment of each fill, with no hindsight from bars that hadn't printed yet.
- Position-size calculator. The New Trade form has a "Suggest position size" section - enter a risk % and your stop loss, and it suggests a share/contract count that keeps your risk within budget, using your portfolio's cash balance as a starting account size (editable, since there's no live account equity on the trader side).
- Setup tag grades. Every setup tag on the analytics page now shows a letter grade (A-F) based on that tag's win rate and profit factor, so you can see at a glance which setups are actually working.
- Win rate by emotion. A new panel breaks down win rate, trade count, and average P&L per emotion logged at open - not just the dollar total.
- Discipline streaks. The P&L calendar now tracks a streak of consecutive trading days with no rule violations and every trade process-scored 3/5 or better.
- % gain on the analytics page. Next to Net realized P&L, a new "% gain" stat shows return on capital deployed for whichever period you've selected (MTD, YTD, 1M, and so on).
- Public trader profile. Opt in to a shareable, read-only page at your own /public/{url} showing win rate, R-multiple, trade count, discipline streak, and setup-tag grades - never dollar amounts, quantities, or your account email. Turn it on from Manage Portfolios -> Edit.
General
- A proper 404 page. Following a broken or outdated link now shows a themed "Page not found" screen instead of a bare error page - and keeps your sidebar if it happens while you're signed in.
Trader mode
- Mentors can now see the P&L calendar, reviews, and analytics. A mentor's read-only access to a portfolio (added in v1.2.0) previously covered only the trades list and trade detail - it now extends to the P&L calendar, daily/weekly reviews, and the analytics page too, all still fully read-only. The goals editor and delete-review controls stay owner-only.
Investor mode
- Share your portfolio. Every investor portfolio now has a "Share portfolio" button that generates an image of all your open positions - open price, current price, and P&L in both percent and dollars - plus your YTD return compared to the S&P 500. Downloads or copies to your clipboard, generated entirely on your device. Turn on Privacy mode first to leave the dollar amounts out.
Trader mode
- Mentors. Invite someone by email to give them read-only access to every trade in one of your portfolios - they can look but never edit, close, or delete anything. Manage mentors from that portfolio's Edit button on the Manage portfolios page. Works even if they don't have an account yet - once they sign in, the portfolio shows up in their own sidebar, tagged "Mentee" at the bottom of their portfolio list. Revoke access any time.
General
- FAQ & Help, expanded. The FAQ page is now a full help center - every feature in the app, organized into sections (Getting started, Trader mode, Investor mode, Analytics, the P&L calendar, Sharing, Mentors, Privacy mode, Billing, and more) with a jump-to-section menu at the top.
Trader mode
- Analytics page glow-up. Four highlight cards now sit at the top of the page - your best performing day, least performing day, most active day, and best win-rate day, each by day of the week. "Average win/loss" and "longest win/loss streak" are now shown as a big ratio with a proportional green/red bar underneath, instead of a plain list of numbers.
Trader mode
- "Open chart" on a trade. The trade detail page now has an "Open chart" button showing the ticker's price chart with a marker on every fill - quantity and price - so you can see exactly where each entry and exit landed against the price action. The chart automatically zooms to match how long the trade's been held - 15-minute bars for a same-day trade, hourly for a multi-day swing, daily for a longer position - and includes pre-market and after-hours activity. Quantities on the markers respect Privacy mode.
- Share a trade. Every trade in the trades list now has a share button that generates a shareable image - ticker, direction, days held, open price, and (once you've closed or trimmed it) your average and best exit, in both percent and dollars. Nothing is uploaded anywhere - the image is generated entirely on your device and can be downloaded or copied straight to your clipboard. Turn on Privacy mode first if you'd rather only show the percent return and leave the dollar amounts out.
General
- Ticker fields now autocomplete. Typing a ticker anywhere - opening a trade, position, multi-leg strategy, or watchlist item, or editing an existing one - now shows a type-ahead dropdown with matching symbols and full company names, so you can find the right contract without knowing the exact ticker up front.
- Finished the Beta → Release cleanup. The public header and footer now show "Release" instead of "Beta." The Changelog page's badge is also smarter: it now reads "Release" on v1.0.0 and up, while still correctly showing "Beta" on older entries, since those genuinely were.
General
- The Sage's Ledger is out of beta. v1.0.0 marks general availability - the "Beta" badge in the sidebar is now "Release."
Trader mode
- Options trades now show the full contract. Wherever an options trade used to show just the ticker - the trades list, the trade detail page, and the P&L calendar's day breakdown - it now shows the ticker, expiration, strike, and call/put together (e.g. "AAPL 7/31 $70P"), so you can tell contracts apart at a glance.
- Open a multi-leg strategy as one trade. A new "+ New strategy" button next to "+ New trade" lets you enter a straddle, strangle, vertical spread, iron condor, or a fully custom combo in one go - pick a starting template (or add/remove legs freely), fill in each leg's strike, expiration, direction, and price, and submit once. On the trades list, a strategy's legs collapse into a single row (showing the leg count and combined P&L) instead of cluttering the list as separate trades - click it to expand and see each leg, which still tracks its own P&L and can close on its own schedule.
Investor mode
- Options positions now show the full contract, same as the trader side (e.g. "AAPL 9/19 $220C") - on the positions list and the position detail page.
Trader mode
- See a whole year of P&L at a glance. The P&L calendar now has a Month / Year toggle - Year view shows a 12-month grid, each month's total realized P&L and win/loss record, so you can spot your best and worst months without paging through one at a time. Click a month to jump straight into its day-by-day view.
Trader mode
- Daily loss limit now shows as a warning on the calendar day, not on every trade. Breaking your daily loss limit is a whole-day thing, not any one trade's fault - it no longer badges every trade that happened to close that day. Instead, the breached day gets a small warning on the P&L calendar, and clicking it shows the day's total against your limit.
Fixed
- Confidence trend now shown per stock, not merged across your whole portfolio. Pick a position from the dropdown to see its own check-in trend, so one stock's rising conviction is no longer averaged together with another's falling one into a single misleading line.
Across the app
- Hover a dot on any line chart to see its exact date and value - the confidence trend and every other line chart in the app now shows a small tooltip on hover instead of just the point on the line.
Fixed
- Opening an options trade without filling in the strike or expiration could just close the form with no clear indication anything was wrong. Both fields are now required when opening an option trade - you'll be prompted to fill them in before the trade opens.
Fixed
- Signed-in users saw "Sign in with Whop" again on Disclaimer, FAQ, and Changelog. These public pages didn't know you were logged in, so the header always showed the sign-in button - as if visiting one had signed you out. It now shows an "Open Ledger" link straight back into the app when you're already signed in.
- Trading rules: the % fields (max position size, max risk) accepted up to 1000%. They're capped at 100% now, where they belong.
- Trading rules and the trades list didn't lay out cleanly on narrow phones - a rule's stats could overflow the screen, and a trade with a rule-violation badge could push the row wider than the screen instead of wrapping.
- The cash flow history's Remove button could sit outside the card on a phone. The row now wraps cleanly instead of pushing Edit/Remove off the edge.
- Filings showed inconsistent labels for the same form type - the same kind of filing (e.g. a Form 4) could show as "FORM 4" on one row and "4 filing" on another, depending on what SEC EDGAR happened to provide for that specific filing. Every filing of the same type now shows the same, consistent label.
Across the app
- Timezone is now a dropdown when creating or editing a portfolio, instead of free text - pick from every real IANA timezone instead of needing to type one exactly right.
- Theme is now a single switch instead of two separate Light/Dark buttons in the sidebar.
- New: overnight market session. The sidebar's market-status badge now shows "Overnight session" (in light blue) during the extended-hours window many brokers now support, instead of just showing "Market closed."
Investor mode
- News tab is now News / Filings. Toggle between your existing merged News feed and a new Filings feed showing the latest SEC filings (10-K, 10-Q, 8-K, Form 4, and more) across every ticker in your open holdings - newest first, filterable by ticker, linking straight to the filing on SEC EDGAR. The two feeds are kept separate, never merged into one list. Watchlist filings show up right on each watchlist item's own page, next to its news.
Trader mode
- Trading rules. Set up a personal discipline checklist for a Trader portfolio: require a stop loss before opening, a minimum confidence to open, a max position size and max risk (each as a % of your portfolio), a max number of concurrent open trades, a max trades-per-day, and a daily loss limit. Rules flag trades that break them - right on the trades list and on the trade's own page - they never block opening or closing a trade. You can exclude trades carrying specific setup tags from any rule. Manage them from the new Rules page in a Trader portfolio's sidebar, where you'll also find a "does it actually help?" breakdown - your average P&L and win rate on trades that broke each rule vs. trades that followed it, so you can see whether a rule is worth keeping before (or after) turning it on.
Investor mode
- Deposit and withdraw in any currency. Funding a portfolio from a foreign account? Pick the currency you're actually moving and it converts to your portfolio's base currency using the exchange rate at that moment
- same historical-rate convention already used for foreign-currency positions. The cash-flow history shows both the original amount and its converted value.
- Edit and remove cash flows. Every deposit and withdrawal in the cash flow history can now be edited (amount, currency, date, note) or removed (with a confirmation), right from the list - no more needing it right the first time.
Fixed
- New deposits/withdrawals didn't show up in the margin/cash figure. Once you've set your current Net Liq, your cash/margin balance and Net Liq. value are anchored to that snapshot so they don't jump around with prices - but they were also ignoring any deposit or withdrawal you recorded *after* that snapshot. Now a new deposit or withdrawal shows up immediately, without needing to re-update your equity first.
- Cleaned up the "remove" confirmation dialog (used for cash flows, transactions, notes, and more) - the message text now has proper spacing instead of sitting flush against the dialog's edges, plus a small icon for clarity.
Fixed
- P&L calendar undercounted fees. A day/week/month's realized P&L only ever subtracted each closing fill's own fee, never any fee paid when the trade was opened - so a trade with a fee on its entry showed a slightly higher (wrong) number on the calendar than its actual net result. Opening fees are now split proportionally across every closing fill, so the calendar always reconciles to the trade's true realized P&L.
Investor mode
- Options, properly. Opening an option position now captures call/put, strike, expiration, and contract multiplier - the same details you'd expect, instead of just a bare "Option" label. Option positions also get a delayed market quote (fetched the same way stock quotes are, just from the options market), so market value and unrealized P&L actually update instead of sitting on the entry price forever.
- Edit a transaction. Fix a fill's quantity, price, fees, or execution time after the fact - no need to delete and re-add it. Available from any position's transaction list.
Fixed
- London-listed stocks priced 100x too high. Tickers quoted in pence (e.g.
IQE.L) were being read as pounds, overstating market value and P&L by 100x for anything foreign-currency-converted. Quotes now correctly detect pence-quoted tickers and convert to pounds before anything else touches the price.
Investor mode
- Research notes: images now hidden until opened. A note's attached chart/screenshot no longer shows inline in the research log - click "Open note" to see the full note (including the image) in a modal. From there you can also edit the note's text, link, and image (replace or remove it). Applies to both position research notes and watchlist research notes (watchlist notes don't have images).
Trader mode
- Process score replaces close-time confidence. Closing a trade now asks for a process score (1-5) - how well you executed your process, independent of the outcome - instead of a second confidence reading. Confidence at open is unchanged, still scored 1-10. Analytics has two new charts: profit by confidence (1-10) and profit by process score (1-5), so you can see whether either one actually correlates with your results.
- P&L goals. Set optional daily, weekly, and monthly P&L targets from the P&L calendar. Days and weeks that hit their goal get a star badge, the month header shows progress toward the month's goal, and analytics reports how often each goal was hit (count and %).
- New: Review. A new Review section for daily and weekly reflections. Pick a day or week and see your realized P&L, win rate, record, average process score, best/worst trade, and most-used setup - already filled in - then write a short reflection. Past reviews are saved and browsable.
- Reviews now show up on the P&L calendar. Any day or week you've written a reflection for gets a small memo icon - click it for a quick preview (that period's P&L and your reflection) with a link straight into the full Review.
- Delete a review. Remove a day's or week's reflection (with a confirmation) from the Review page or right from the calendar's preview.
- Daily reviews are weekdays only. There's no trading day to review on a Saturday or Sunday, so daily navigation now skips straight from Friday to Monday. Weekly reviews are unaffected.
- Fixed privacy mode not masking the $ amount in Review's best/worst trade.
Investor mode
- Foreign-currency stocks. A ticker that trades in a different currency than your portfolio (e.g. a European stock quoted in EUR) now shows its live price in that currency, while average cost, market value, unrealized P&L, and total return all convert to your portfolio's base currency automatically using the FX rate at the time - a live rate for today's price, and the historical rate on each fill's own date for cost basis, so nothing drifts if exchange rates move later. Detected automatically; no setup needed for ordinary same-currency positions.
A much deeper trader analytics page.
Trader mode
- Best trades / worst trades - your top 5 winners and losers by realized P&L, each linking straight to the trade.
- R-multiple stats - average R, your win R vs loss R, and how often you actually reached the R:R you planned at open.
- Hold time by outcome - average holding time for winners vs losers, so you can see whether you're cutting winners short or holding losers too long.
- Consistency - the percent of profitable days, weeks, and months, plus your single best and worst day.
- By confidence and by emotion at open - does higher confidence actually pay off? Do certain emotions correlate with better or worse results?
- Performance by day of week and time of day as bar charts, plus new breakdowns by symbol and long vs short, and a few more headline numbers (expectancy, payoff ratio, win/loss streaks). The by-symbol list is searchable by ticker and scrolls instead of stretching the page.
A small but important fix to investor cash.
Investor mode
- Buying and selling now moves your cash. In long-term portfolios your cash balance goes down when you buy a position and up when you sell (with dividends added in), so the balance reflects what's actually available.
A closed-beta update focused on a much better CSV import.
Trader mode
- Import options and futures, not just stocks. Map your broker's strike, expiry, and call/put columns for options, and a point value for futures so P&L is scaled to the contract (no more 1x math). Contract counts are validated as whole numbers, and distinct option contracts on the same ticker stay as separate trades.
- Re-importing is safe - exact-duplicate fills are skipped automatically, so importing the same file (or one that overlaps what you already have) won't create duplicate trades.
- Large imports work - bringing in hundreds of trades at once no longer fails partway through.
Across the app
- Friendlier errors - if something goes wrong you get a small popup with a "try again" button (and a reference code for support) instead of a blank error page.
The closed beta. One login, two journal types you choose per portfolio - Trader and Investor - locked once a portfolio is created.
Portfolios & cash
- Keep multiple portfolios, each in Trader or Investor mode, with its own currency and timezone.
- Deposits and withdrawals with a cash balance that updates automatically.
Trader mode
- Log round-trip trades from individual fills - stocks, options, or futures; long or short. Scale in, average, and trim.
- See your realized profit and loss as you close, recognized per closing fill so each trim counts on its own day. Set planned risk/reward, a stop, a target, and fees.
- Add notes to a trade and to each fill, tag your setups, attach a chart, and record your emotions and confidence at open and close.
- A trades list with search, filters, open/closed grouping, how long each trade was held, and sorting by recent activity - and you can edit any fill later.
- A P&L calendar showing your daily results with weekly and monthly summaries (win rate, profit factor, wins/losses/trims).
- Analytics - net P&L, win rate, profit factor, average win/loss, best and worst trades, an equity curve, and breakdowns by setup and time of day.
Investor mode
- Track long-term positions with a thesis, your "what would change my mind," a conviction level, and a price target.
- Keep research notes (text, link, or image), log conviction check-ins, and record dividends.
- Live stock prices (including pre-market and after-hours), holding period, total return, and the unrealized gain on what you currently hold.
- Year-to-date performance from your starting value and current account value - deposits and withdrawals don't count as gains - with a comparison against a market index.
- A combined News feed across your holdings, newest first, filterable by ticker.
- A watchlist for tickers you're researching: open any one to see its live quote, news, and a research log you add notes and links to over time, then promote it into a position - your research comes with it.
Across the app
- Privacy mode - hide dollar amounts, position sizes, and your email for screenshots and screen-shares.
- Light and dark themes and a layout that works on mobile, with a live market-session badge (pre-market / open / after-hours / closed) in the sidebar.
- In-app notifications, including reminders to review your theses.
- Edit or remove what you logged - individual transactions, notes, check-ins, and dividends (the last transaction stays; delete the whole trade or position instead).
- Attach images by choosing a file, pasting, or dragging and dropping.
- Import trades from a broker CSV.
- Rich link previews - share a page and it shows a branded preview card.
- Sign in with Whop; Premium unlocks automatically with an active membership.