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Weekly Update: Dec 26, 2024

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