We've enhanced the way you view and manage your positions and trades with a new, streamlined approach to our trade tables. These updates provide clearer insights and better control over your positions.

New Tables for All Your Trades

What: We've replaced the old "Trades" table with three distinct views, each designed for a specific purpose. You can find them all on the dedicated Trades page:

• Current Positions: This table consolidates all your long and short positions for a single security into a single line item. Instead of seeing every individual transaction, you get a clean, summarized view of your total exposure to each stock, including Total Quantity, Current Value, and Unrealized Gain.

• Opened Trades: This table lists every individual open trade transaction on its own line. It’s designed to give you a detailed look at all your active positions, including the Data Source (brokerage or manual) and the number of Days Since Open.

• Closed Trades: This table provides a complete history of all your closed transactions. Each closed trade is listed on a separate line with key metrics like Realized Gain, Days Open, and the Total from Close, allowing you to analyze your past performance.

Why: This new structure provides a more intuitive and powerful way to track and manage all of your trades. You can now easily switch between a high-level portfolio overview and a detailed view of every individual transaction.

Simplified Trade Management

What: We've made two key improvements to simplify how you manage your trades:

• Color-Coded Gains: In both the Current Positions and Closed Trades tables, unrealized and realized gains are now color-coded (green for positive, red for negative, and grey for zero) for instant visual feedback.

• Clearer Control: For manually entered trades, you now have the ability to manage your positions by clicking the horizontal ellipses (...) icon. This feature is not available for brokerage-synced trades, as that data is automatically pulled from your account.

Why: These changes give you at-a-glance insights into your performance and provide you with clear control over your manually entered data, without compromising the integrity of your brokerage-synced records.

Enhancements ⬆️

Website & Data Protection

What: We've integrated a new consent management platform called Cookiebot on our website.

Why: This deployment gives you more control over your data. It ensures we handle website cookies and online tracking with the highest standards of data protection, providing you with a transparent and secure browsing experience.

Enhanced System Monitoring

What: We've implemented BetterStack to improve our system's observability and monitoring. You can now access our system status page directly from the application's main menu.

Why: This update ensures transparency and gives you a direct way to check the real-time status of our services. If there are any planned maintenance or unexpected issues, you can quickly verify if they might be affecting your app’s performance.

Market Data Sync Indicator

What: You will now see a Market Sync Indicator in the application. This indicator shows you the exact time that has passed since our last market data synchronization.

Why: This gives you a quick and clear understanding of the freshness of your portfolio data. You can be confident that you're always viewing the most up-to-date market information available.