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Changelog

Every feature, fix, and improvement to InsightTrader — shipped continuously.

NewImprovedFixAIData
v2.6Feb 2026

Excel file support + TradeBot tier launch + UI redesign

Excel file support: now accepts .xlsx and .xls files with automatic CSV conversion — no need to export to CSV first.NewData
TradeBot tier launched: new premium tier ($99/mo) with 6 AI-powered research tools available on pricing page.New
Hero section redesign: asymmetric layout with Heavy Display (Oswald) font and gold/amber gradient styling.Improved
Daily P&L Calendar: enhanced calendar grid view in hero section preview with color-coded trading days.Improved
Feature request flow: roadmap 'Request a feature' button now links to support page with pre-filled subject line.Improved
Pricing page: added TradeBot tier to comparison table with 8 key differentiating features.New
v2.5Feb 2026

IBKR auto-sync, multi-account fixes, and polish

IBKR Flex Web Service auto-sync: connect your Flex Query token and query ID for automatic trade imports — no manual CSV downloads.NewData
Live activity ticker on landing page shows anonymized recent platform activity in real time.New
Fixed P&L doubling when switching between accounts — orphaned fills auto-assigned to default account on sync.Fix
Fixed account_id = 0 not filtering correctly (JavaScript truthiness bug).Fix
Date-range presets (30d, 90d, YTD, All) now correctly scope to the selected account.Fix
Journal tab simplified: removed unreliable open/closed filter categories, always shows all trades.Improved
Renamed 'Rebuild trades' to 'Sync Trades' across the app for clarity.Improved
Added 14 new persistent tests for multi-account filtering, P&L consistency, and orphaned fill handling.Improved
v2.4Feb 2026

TradeBot AI — rich response rendering + card redesign

TradeBot response panel completely redesigned — rich markdown rendering with section headers, styled bullet points, circled numbered lists, inline bold and code.AIImproved
Each tool card now has its own accent color, icon badge, and animated slide-in result.Improved
Animated thinking dots during analysis instead of blank card.Improved
Copy button and CSV export directly in the result header bar.New
Reordered TradeBot tools: Exit Strategy Architect moved to slot 2 for immediate visibility.Improved
Fixed corrupted em-dash encoding in ANTHROPIC_API_KEY error messages.Fix
v2.3Feb 2026

Competitor comparison pages + social proof section

Added /vs/tradervue and /vs/tradesviz comparison pages with full feature tables, honest assessments, and CTAs.New
Added Social Proof section to homepage: stats bar and 3 trader testimonials.New
OANDA broker card now shows 'API sync' badge to surface live sync capability.Improved
v2.2Feb 2026

TradeBot plan fixes + account navigation overhaul

Fixed TradeBot tier not being recognised after Stripe checkout — all features now correctly unlocked.Fix
Account button in global header now navigates to /app?tab=settings instead of a stale separate page.Fix
Added ?tab= deep-linking so sharing /app?tab=settings, /app?tab=ai, etc. navigates directly to the right section.New
Pending upgrade tier in localStorage now clears after 60 seconds if backend webhook hasn't confirmed — prevents stale 'TradeBot' display.Fix
Dashboard Home button added to app top bar (LayoutDashboard icon, always visible).New
v2.1Jan 2026

Dynamic OG image + SEO niche pages

Dynamic /og route for OpenGraph images — accepts title and description query params.New
Added niche SEO pages: thinkorswim-journal, options-trading-journal, futures-trading-journal, forex-trading-journal, ibkr-trading-journal, schwab-trading-journal, tastytrade-journal, day-trading-journal, credit-spread-tracker.New
All niche pages use custom OG images via /og?title=... for better social sharing.Improved
Sitemap updated with all niche pages at high priority.Improved
v2.0Jan 2026

TradeBot AI — 6 personalised research tools

TradeBot launched: 6 AI-powered tools powered by GPT-4o.NewAI
Personal Trade Coach: reads your actual trade history and delivers a personalised coaching report.NewAI
Exit Strategy Architect: designs ATR-based trailing stops and partial exit targets.NewAI
Bear Case Builder: constructs the strongest counterargument to your bull thesis.NewAI
Earnings Call Decoder: reads management tone and hedging language from transcripts.NewAI
Squeeze Setup Scanner: maps gamma pressure zones and likely dealer hedging inflection points.NewAI
Smart Money Flow Decoder: interprets unusual options flow for institutional intent.NewAI
v1.9Dec 2025

Behavior Profile + Trader Classification

Behavior Profile launched on Elite tier: detects revenge trading, overtrading bursts, and re-entry patterns.New
Each behavior flag is ranked by dollar cost to your P&L.New
Trader Classification: automatically classifies you as scalper, momentum trader, swing trader, etc. based on your actual data.New
Streak impact analysis: shows how your performance changes after win and loss streaks.New
Position sizing discipline score: flags revenge sizing and fear-based undersizing.New
v1.8Nov 2025

OANDA live sync + multi-account support

OANDA API sync: connect your OANDA account for automatic trade import without CSV uploads.NewData
Multi-account support on Elite: create named accounts and switch between them in the top bar.New
Account-level P&L filtering — all analytics and journal entries filter by active account.New
Cumulative P&L chart now supports account-level filtering.Improved
v1.7Oct 2025

Strategy Backtester + Goals Tracker

Strategy Backtester: define entry/exit rules and replay them against your trade history.New
Goals Tracker: set daily, weekly, and monthly P&L targets with visual progress.New
Pre-trade checklist: customisable checklist to enforce your rules before entering a trade.New
Symbol-level analytics: P&L breakdown by underlying with win rate and trade count.New
v1.6Sep 2025

7-broker support + exact spread reconstruction

Added E*TRADE, MetaTrader 4/5, and Tastytrade CSV parsers.NewData
Multi-leg options spreads are now exactly reconstructed from individual fills.ImprovedData
Partial fills across multiple executions are correctly grouped into single trades.FixData
Fill-level fee and commission attribution.Improved
v1.0Jul 2025

Public launch — thinkorswim + IBKR + Tastytrade

Public launch with thinkorswim, Interactive Brokers, and Schwab CSV import.New
Idempotent imports: uploading the same file twice never creates duplicate data.New
Core analytics: cumulative P&L, win rate, profit factor, expectancy, MAE/MFE.New
Daily P&L calendar view with drill-down to individual trades per day.New
Free tier: 30 days of trade history, 5 imports/month.New

Building something traders actually use. More coming soon.

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