Roadmap

New:

• Full screen mode now available in backtesting

Improved:

• Decreased auto-sync time from every 3 hours to every 1 hour and decreased manual re-sync time from every 30minutes to every 1minute for Charles Schwab, TradeLocker, and Tradovate
• Add link to open broker sync from the dashboard
• Allow users to disabled automated rules in progress tracker

Fixed:

• Start my day button moves to the left of the dashboard
• Progress tracker widget is not removable from the dashboard
• Make Manual Rules Titles Editable After Saving
• Auto-Check and Display “Start My Day” Time Upon Creation

Fixed:

• [Robinhood] Unable to connect - Robinhood not sending 2FA code when trying to connect
• Investigate and Optimize Progress Tracker Performance Issues
• Add a toast message "Rules updated successfully" after updating the progress tracker rules

Added:

• New Feature: Progress Tracker [BETA]
  • Personal accountability partner to help you track and reinforce your trading rules! Set trading days, max trade loss, max day loss, and manual rules!
  • 

Fixed:

• Cannot select weekends error message when creating backtesting session
• BE trades on the recent trades widget should be marked grey not red
• There's no way to remove highlight on notebook text in the dark mode
• Old Twitter/Facebook icons are displayed throughout the app
• Rename GER40 to GER40/DAX40 in the symbols list
• Can't see the full account name on broker sync so don't know which account is which

Added:

• Annual recap modal: View a summary of your 2024 data inside TradeZella by clicking on "Wrapped" in header
  • Recap modal goes away January 2, 2025
  • 

Improved:

• Add ability to tag positions and attach playbooks to positions
• 9 new notebook templates are now available in the templates tab inside notebook
• Backtesting performance enhancements (ongoing)

Fixed:

• Tag Categories not appearing as an option in the Dashboard Filter
• [Schwab Sync] Closed trade showing as open
• [Robinhood] Unable to Connect
• Handle non-market days in Backtesting (skip over weekends and holidays)
• Fixed the on hover tooltip for Zella Score
• [Robinhood] Trades showing as open / Missing shares issues

Improved:

 Zella Score 2.0 Update: Help Article - Short Video

• Updated design and also added 3 new metrics; Max drawdown, consistency, and recovery factor
• Up next: Feedback/action items to improve your score with Zella AI (January)

Fixed:

• [Tradovate Sync] Data not importing
• [MT4/5] Not-working IPs causing issues during sync link
• Dashboard is broken in mentor mode

Added:

• Ability to journal positions in backtesting
• Added FVG indicator - breakdown video

Fixed:

• The playbook filter does not affect the widgets Current Streak(days), Current Day Streak and Day Win %
• Price is not centered on executions tab in trade page

Added:

• Ninjatrader auto-sync now available 
  

Improved:

• Make backtesting session notes expandable
• Added orders tab to backtesting
  
• Update design of the zella score widget: Next we will add 2 more metrics

Fixed:

• Data is missing on daily candles for forex pairs in backtesting
• After transferring data from account to another the user is logged out of the system
• Tag categories not appearing as an option in the global filters
• Pips are not rounded in the trade page

Added:

• File upload for FTMO is now supported

Fixes:

• Backtesting
  • Tool settings are not getting saved upon page refresh
  • Position number changes once a new one is created

• Option Trades: Cannot update trade expiration to a future date beyond todays date

Improved:

• Backtesting order lines now display estimated PnL and current position PnL: Full breakdown
• Bring back this month button on dashboard calendar widgets

Fixed:

• Lag in few seconds for reflecting reached SLPT on a chart
• [Tradovate Sync] Unable to connect - Account already synced error message
• [MT5 SYNC] Inaccurate Entries and Exits for UTC+5:30

Fixed:

• RTH - Hourly TF on TZ starts at 9:00 AM EST compared to TV 9:30 AM EST start time
• Backtesting
  • Favoriting timeframes functionality does not save
  • Short/long tool updates in order panel only if both PTSL are changed
  • RTH - Hourly TF on TZ starts at 9:00 AM EST compared to TV 9:30 AM EST start time
  • PivotPoints Indicator not loading on daily/weekly timeframes/ or monthly

Improved:

• Add weekday on hover of the backtesting chart
• 
• Update order form in backtesting to have buy/sell buttons
• Renamed button to 'Detach' on removing the playbook from a trade

Fixed:

• 4HR Timeframe candle timings is incorrect for forex/indices
• File/Sync Upload "Starting" notification will not go away even after closing it
• Add weekday on hover of the chart
• Closed order panel opens up on refresh
• Fix Tradovate scheduling logic which in results in constant lost connection
• Backtesting session page is not opening & lags when positions count is huge

Improved:

• Added drop down on existing calendar widgets to quickly navigate within months & years
• 

Fixed:

• Added placeholder text to SL/TP fields on the trade page
• Trade page chart is really zoomed in when accessing trades
• Backtesting
  • Orders are not being displayed, but created when specifying SL or PT as 0
  • Position is removed on Advanced order if price changes
  • Risk is carried over from Advanced to regular order
  • Empty order gets created if SLPT is removed manually
  • Added an X to order confirmation messages in backtesting to quickly hide message

Added:

• New futures symbols now available in backtesting:
  • GC, MES, MNQ, MCL, MYM, MGC, & M2K. Data range available varies by symbol, you can view all the details by visiting here

Fixed:

• Account balance widget not working when selecting backtesting account
• Order panel in backtesting is switched to lower part of the screen if screen is small
• Notes from past 6 months disappearing
• Breakeven trades not included in R-multiple view
• Backtesting position is removed in advanced order if price changes

Added:

• Futures backtesting
  • You can now backtest ES, NQ, YM, CL, & RTY. Upcoming symbols include GC, MES, MNQ, MYM, MCL, & M2K. You can learn more about the futures release here

Improved:

• Added a minor pause when switching timeframes in backtesting to enhance performance
• Added quick buy and sell buttons to the backtesting window
• Added hints when hovering over the position management buttons in backtesting
• Updated UI components across the platform
  • We released a major MUI update which makes things like manual inputs, time selectors, date selectors, and much more easier to use. This also includes small UI tweaks

Fixed:

• When having your backtesting account selected, filters disappear
• No trades get imported after establishing a successful connection with TradeLocker

Improved:

• Switch order type in backtesting if user selects wrong order type - help video
  • If you create a buy limit order above current market price, order will automatically be switched to a buy stop limit order
  • If you create a sell limit order below current market price, order will automatically be switched to a sell stop limit order

• Updated trade time & trade duration widgets in reports to new design

Fixed:

• [Tradingview - Blackbull Markets] Forex pair trades imported with incorrect multiplier
• [Tradingview - Oanda] All forex trades imported with a multiplier of 1
• [Tradingview - Pepperstone] All forex trades imported with a multiplier of 1

Added: Video Breakdown

• New widget to the dashboard: Scatter diagram for trade time
  • Plots your trades based on entry/exit time in correlation to PnL
• New widget to the dashboard: Scatter diagram for duration
  • Plots your trades based on how long you're holding your trades in correlation to PnL

• Entry time filter
  • Filter your trades based on entry time

Improved: 

• Chart settings in backtesting now save - Video Breakdown

Fixed:

• Imported trades from Webull get duplicated when commission and fees rules are set

Added:

• We now support Oanda via CSV upload

Improved:

• Added sessions indicator to trade page
• If you have 0 losses/wins, dashboard widgets will now show -- instead of 0
• Backtesting
  • Removed "order created" confirmation page after placing an order
  • QTY now stays the same after switching order types
  • Adding a stop loss is no longer required when executing orders. Users can execute market orders without any profit targets or stop losses

Fixed:

• Sessions Indicator should not show on timeframes higher than 2HR

Added: Video Breakdown

• Trade duration filter added: Can now filter your trades by duration (how long you're holding trades) example: filter trades between 20 minute holds and 60 minute holds = all trades held between 20-60 mins
• 
• Match all functionality to playbooks in filters
  • 
• Tradingview tool templates to backtesting
  • 

Improved:

• Removed 10 images per note limit

Fixed:

• IBKR - Unable to sync issues
• Points shown as 0 on the RecentOpen trades widget

Release Note Explainer Video

Added:

• Average drawdown stat add
• Filters: Video breakdown
  • UX redesign
  • Introduce exclude functionality to symbol, tags, and playbook
  • Introduce match all functionality to tags

• Add points view
• Add pips view
• Tradingview's multi-chart integration into backtesting
  • 
• Introduction to backtesting settings for all users
• Notebook text editor - removed box frame/outline
  • 

Fixed:

• VWAP indicator isn't shown on charts
• Charles Schwab sync trades not importing
• TraderLocker sync - some trade executions are not getting imported via the sync
• Advanced calendar - monthly stat is shown with $ irrespective of users currency
• Performance - dashboard calendar is too slow
• Trade page - chart doesn't change lightdark mode unless page is refreshed
• Filtering - trades that don't have filtering option get in the filter results
• Backtesting
  • When editing an existing backtesting session; the ''type'' is set to forex as default
  • No indication that Symbol is mandatory field on session creation

Added:

• Max drawdown stat widget - help article
  

Fixed:

• Unable to edit note title unless refreshing the page
• 7 Figure P/L doesn't fit weekly stat in advanced calendar
• Clicking on TZ logo doesn't take you anywhere
• Hide orders & hide prices setting adjustments in backtesting
• VWAP indicator not showing on charts
• $ sign is shown for all views on advanced calendar

Added:

• Sessions indicator to backtesting Help video

Improved:

• N/A

Fixed:

• Not allowing 0 in quantity during manual creation of a trade
• Full name not visible in account selection & playbook dropdown
• Tradovate Sync: Trades historical data not importing
  

Improved:

• Allowed the ability to edit end date of backtesting sessions
• Added confirmation pop-up to the deletion of tag categories from trade page

Fixed:

• Backtesting
  • Chart does not load with 1s speed outside of regular trading hours
  • Move candle forwardbackward skips based on timeframe instead of speed
  • Trade chart data not loading for backtested trades
• Tradovate API sync commissions issue

Improved:

• Support jump to the execution button on different timeframes

Fixed:

• TOS Charles Schwab: File uploads failing
• Traderlocker: Handle maintenance outages
• NinjaTrader: Future Trades imported as stock trades causing P&l and trade chart issues
• Advanced Calendar: 
  • Inaccurate P&L calculation
• Backtesting
  • Limit orders being filled before price reaches it
  • Orders are not executed when created and reach target within same candle
  • Candles opening and closing prices do not match in different time frames
  • Trade Chart data not loading for backtested trades
• Deleting tags category freezes and then gives 404 error

Added:

• Go to executions button in the executions tab of the trade page
• Jump to specific candle in backtesting - help article
• Add Charles Schwab - ThinkorSwim to the file upload section

Fixed:

• Unable to place to BTCUSDT trades in backtesting
• Charles Schwab sync account not importing trades
• Removed categories are still present in trade log columns
• Stock can be placed as a decimal position if switched from cryptoforex chart in backtesting
• Save chart indicator not working on the trade page
• No chart is shown as active in Safari within backtesting

Added:

• Webull: Now supports futures

Improved:

• Can now delete the original tag categories (setup, mistakes, custom)

Fixed:

• Advanced calendar
  • Monthly breakdowns vs calendar events not matching up
  • Monthly $ stays white in dark mode
  • Change view does not change currency in monthly stat
  • Drop "s" from "1 days"
  • All stats selected goes off for small screens
• Backtesting
  • Price in the chart and order panel are different when loading up a session
  • Market price doesn't change on 1 second speed
  • No chart is shown as active in safari
• Showcase trade arrows on underlying chart for options trades
• TopstepX: 1 Trade imported as 2 separate trades
• Gap on crypto charts
• Missing data on trade charts - several cases
• Resolved cases with gaps/missing candles on trade charts

Added:

• Advanced calendar widget

Fixed:

• Temporary outages with MT4/MT5
• Missing data issue on replay charts for BTC/USD trades
• Unable to load shared note due to too many images
• Removed setting "assume all imported prices are in display currency"

Added:

• DXtrade server add: BlueBerry Markets
• DXtrade server add: BrightFunded

Fixed:

• CQG file upload issue
• Backtesting crypto charts freezes on changing timeframe to weekly
• Issue with loading trading charts for AUD/USD micro futures (M6A)
• Charles Schwab duplicate execution issues

Added:

• Sidepanel redesign
• Added used storage to user interface under billing
• Integrated alpha capital group [DXTrade]
• Integrated futures support in auto-sync [Charles Schwab]

Improved:

• Ability to remove closed backtesting positions without needing to reverse it on the chart
• Updated list of supported forex symbols in backtesting
• Default trade rating changed from 3.5 to 0

Fixed:

• Backtesting price is changed if timeframe is changed
• Robinhood sync not working due to stock splits and missing data
• Go-to button disappearing in backtesting sessions
• Exporting notes as PDF results in blank pages

Added:

• 12 hour timeframe to backtesting
• TopStepX file upload
• Tradovate auto-sync
• Charles Schwab auto-sync

Improved:

• Updated tags management page with the ability to manage categories (add/edit/delete) and some UX updates

Fixed:

• Can't edit strike, put, expiry, etc in the execution tab for futures' options
• TopStepX CSV imports fail due to wrong file format
• Lightspeed CSV imports fail due to recent change from BTO/STC to B/S format