Public Roadmap

What we're building

This is our public roadmap — the features we've shipped, what's in progress right now, and what's coming next. Updated continuously.

LiveBuilding nowUp nextPlannedConsidering

Already live

17 items

These features are available today.

TradeBot AI — 6 personalised toolsTradeBotJan 2026

Personal Trade Coach, Exit Strategy Architect, Bear Case Builder, Earnings Decoder, Squeeze Scanner, Smart Money Flow — all reading your trade data.

Edge Analyzer + Trader ClassificationEliteDec 2025

Revenge trading detection, overtrading flags, re-entry patterns — each ranked by dollar cost. Classifies your trading style automatically.

Accountability Mode — Rules, Violations & Mental StateEliteNov 2025

Define your own trading rules. We flag every trade that violates them with an adherence score. Log pre/post session mental state and see mood ↔ P&L correlations.

Trade Replay (bar-by-bar)ProOct 2025

Relive any closed trade with real OHLCV data — bar-by-bar playback, entry/exit markers, and live P&L. Adjustable speed from 0.5x to 10x.

Strategy Backtester + Monte CarloProOct 2025

Apply 12+ filter rules (time, hold duration, symbols, cool-off, daily loss cap, consecutive losses) to your real history. Monte Carlo simulation for statistical confidence.

OANDA live syncProSep 2025

Connect your OANDA account via API for automatic trade import — no CSV export required.

Interactive Brokers Flex Web Service syncProAug 2025

Connect your IBKR account via Flex Web Service token + Query ID. Trades auto-import without manual CSV exports. Stocks, options, futures — all asset classes.

Tastytrade API syncProAug 2025

Connect your Tastytrade account for automatic trade import — stocks, options, futures synced in real time.

Daily P&L calendar + drill-downJul 2025

Calendar view of every trading day with one-click drill-down to the individual trades that made up that day.

12-broker CSV import + Excel supportMar 2026

thinkorswim, IBKR, Schwab, tastytrade, TradeStation, Webull, Robinhood, Apex/Rithmic, E*TRADE, OANDA, Tradier, MetaTrader 4/5 — auto-detected, no column mapping. Now supports .xlsx and .xls files with automatic conversion.

TradeBot tier — Premium AI featuresTradeBotJan 2026

New premium tier with 6 AI-powered research tools. Personal Trade Coach, Bear Case Builder, Squeeze Scanner, Earnings Decoder, Smart Money Flow, and Exit Strategy Architect.

Full trade journalProJun 2025

Searchable, filterable trade log with per-trade notes, tags, and strategy labels. Unlimited history on Pro and above.

75+ analytics — Sharpe, Sortino, drawdown, expectancy & moreProMay 2025

Sharpe ratio, Sortino ratio, profit factor, max drawdown, expectancy, MAE/MFE, best/worst trade, consistency score, and breakdowns by symbol, day-of-week, strategy, duration, and asset class.

Goals & daily trading checklistsProJun 2025

Set daily P&L targets and pre/post-session checklists. Track discipline adherence over time.

Options Setup Scanner — RSI & StochasticEliteMar 2026

Scan up to 20 tickers for oversold and overbought conditions using RSI(14) and Stochastic(14,3). Automatically flags directional bias — oversold stocks suggest call setups, overbought stocks suggest put setups.

Multiple accounts + trade exportEliteJul 2025

Manage multiple brokerage accounts under one login and export your full trade history as CSV.

Discord community for Pro+ tradersProFeb 2026

Private Discord server with strategy discussion and live trade sharing channels.

Building now

2 items

In active development — landing in the next 4-6 weeks.

Performance report sharingPro

Generate shareable links to your performance reports with customizable privacy.

Mobile-optimised app view

Dedicated mobile layout for the app dashboard — review your trades and stats on the go.

Up next

1 item

Designed and scoped — building starts soon.

Risk / position sizing calculatorPro

Calculate optimal position size based on your max daily loss limit, stop distance, and account size. Integrated with your real account metrics.

Planned

4 items

Committed to building these — timeline TBD.

Schwab API auto-syncPro

Direct connection to Schwab for automatic trade import. Pending Schwab API approval — use CSV import in the meantime.

Behavioural alertsElite

Real-time warnings when you're entering a known losing pattern — e.g. 'You tend to overtrade after 3 consecutive losses. Current loss streak: 3.'

TradeBot: Pre-trade risk checkTradeBot

Before submitting a trade, run it through TradeBot: checks position size against your limits, flags behavioral patterns, and surfaces relevant historical context.

Shareable trade reportsPro

Generate a public-shareable link for a single trade or a date range — with customisable data visibility.

Under consideration

2 items

Ideas we like — final decision pending demand and feedback.

Risk simulatorElite

'What if I had sized 2x on my top 10 setups?' — simulate position sizing changes against your real history.

Public leaderboard (opt-in)

Optional community leaderboard showing anonymous trader rankings by profit factor, win rate, or consistency score.

Missing something?

If there's a feature, broker, or integration you need, let us know. We prioritise based on real trader demand.