Changelog

What we shipped

A running record of every TradeLabs Companion build, newest first.

2.0.0-alpha.11

Alpha Alpha 11

July 10, 2026

A days-to-expiration limit for auto strategies and smarter fractional cleanup, plus a broad round of parsing, portfolio, Telegram, and broker sign-in fixes.

32 changes 4 new 28 fixed

New 4 items

New

See exactly which stocks a retrigger will buy or sell before it fires

The Retrigger button on a serverside strategy now shows the current batch of stocks first, instead of firing blind. Pick Buys, Sells, or Both and choose a broker, and the list updates as you go so you can see exactly what will go out. The button reads how many orders will fire, so you commit knowing the count. Nothing is sent until you press it.

New

Trade notifications now say what was done and how much

A fill notification used to show only the ticker and a Long or Short tag, so a buy looked the same as a trim. Each card now leads with the action, Bought, Sold, or Trimmed, and shows the quantity, the contracts or shares actually closed on a sell or trim, or the amount put in on a buy. When a trade is rejected or does nothing, the card now says what it was trying to do, so you are never left guessing.

New

Limit how far out an expiration a From signal strategy will take

When a strategy pulls the expiration straight from the signal, you can now set an optional day limit on it: cap how far out it can be (at most N days) or how soon (at least N days). The strategy then skips any contract outside that window. It stays off unless you set it, so nothing changes for strategies that pick a fixed expiration.

New

Stop chasing positions that will not sell

Fractional cleanup now gives up on a tiny leftover share after it fails to sell a few runs in a row, instead of retrying it forever. The ones it can never clear stop cluttering the run and burning attempts.

Fixed 13 items

Fixed

Fidelity stays signed in instead of logging in over and over

Fidelity could sign in fine, then refresh a few times and sign in again, looping like that for hours and eventually showing offline. It was reading your positions right after login, and when that read came back empty the app treated a healthy, signed-in account as dead and started over. That read is now reliable, so once Fidelity is in it stays in. If reading positions ever does fail, the broker log now spells out exactly why instead of failing silently.

Fixed

Robinhood buys go through on thin tickers instead of erroring out

A Robinhood market order on a ticker with no live quote at that moment used to fail with a cryptic error and retry itself several times for nothing. It now prices the order itself and sends it as a limit, so the trade actually lands. If no price can be found anywhere, it fails once with a clear reason instead of a confusing error.

Fixed

A closing options trade that filled will never show as an error

When a Tradier option sell filled at the broker but a follow-up step hiccuped, the app used to show a red error and no fill, even though the position had actually closed. A confirmed fill is now always reported as filled, so what you see matches what happened at the broker.

Fixed

An options strategy no longer trades a spread by mistake

A message that clearly describes a spread, like a put spread or an iron condor, is now only acted on by a Spreads strategy. An Options or Stocks strategy watching the same channel will skip it instead of trying to trade one leg of it.

Fixed

Keyword filters now match whole words, not fragments

A must-contain keyword was matching on partial text, which could let signals through that you meant to block. Matching is tighter now, so your keyword rules do what they say.

Fixed

Sells that close nothing show No action instead of a fake fill

On IBKR and Tradier, a sell or trim that had no matching position to close used to pop up as a green Filled. It now shows a neutral No action card with the broker's own reason, so you are never told a trade happened when it did not.

Fixed

An empty OK from IBKR no longer counts as a fill

IBKR could answer a trade with a blank success and no order behind it, and the app took that as Filled even though nothing was placed. A trade now only reads as filled when IBKR actually confirms one. A blank answer is treated as no order placed, with a note to check the strategy's slippage setting and that your IBKR connection is up, and the alert stays free to fire again once it is fixed.

Fixed

A trim on IBKR can no longer accidentally flip you short

When a trim on IBKR closed the whole position instead of part of it, the leftover stop-loss could keep working against a position you no longer held and fire, opening a short. After a trim fills, the app now re-checks that exact contract with the broker and, if it is actually flat, cancels that trade's own stop and take-profit so nothing is left resting. It only touches the trimmed contract, so other strikes on the same ticker are untouched.

Fixed

An IBKR trade with a blank stop or take-profit no longer errors out

A strategy that left its Stop Loss or Take Profit box empty could make an IBKR trade fail with a confusing error and place nothing. An empty stop or take-profit is now read as off, so the trade goes through as intended.

Fixed

Sign-in prompts appear reliably again

The Cloudflare check, app-approval, manual-login, and two-factor prompts now surface consistently across brokers when a sign-in needs your input, instead of getting stuck with nothing shown.

Fixed

Closing a spread from a vague message keeps the right expiration

When you post a plain close-it style message for a spread, the app now carries over the expiration from the open it remembers, so it closes the contract you actually hold. A missing expiration is treated as missing rather than a real date.

Fixed

A broker that times out on a trade now resolves instead of spinning forever

When a broker took too long to answer and the trade timed out, the broker's row could sit on dispatching with no result, looking stuck. It now closes out with a clear message that the order may not have been placed, so the row resolves and the alert is still free to re-fire.

Fixed

Re-check on the cloud-sync banner actually retries the sign-in now

When strategies could not sync because of a brief cloud outage, the Re-check button only re-read the same error and did nothing. It now genuinely reconnects to the cloud, shows its progress while it works, and clears the banner once it is back, instead of leaving you clicking with no effect.

Brokers 15 items

Fixed

A whole-broker manual trade reaches every login, not just the first

Placing a manual trade against a multi-login broker like Chase or Fidelity now sends it to all of your logins. Sub-account chips are also scoped to their own login so you are picking from the right accounts.

Fixed

Chase and Fidelity fan out across accounts unless you pick one

A trade sent to Chase or Fidelity without a specific login targeted now goes to every account, and only pins to one when you deliberately choose it.

Fixed

Chase shows the SMS code box when it asks for a text code

Chase sometimes routes sign-in to an enter-your-code text-message page instead of an in-app push. The app now detects that page and shows the code input, and it accepts Chase's 8-character letter-and-number codes.

Fixed

Fidelity stops reporting a live account as signed out

Fidelity no longer tears down a healthy session or trades with a stale two-factor secret, so an account that is actually signed in is no longer stuck reporting session expired and refusing to trade.

Fixed

Fidelity stops falsely reporting sign-in failed after a column rename

Fidelity changed the capitalization of the headers in its positions export, which broke the app's read of your holdings and surfaced as a bogus sign-in-failed, even though sign-in had worked and the data downloaded fine. The app now matches those columns regardless of casing, so a future header tweak will not break it, and it logs the real reason if a read ever does fail instead of blaming sign-in.

Fixed

Fidelity no longer hangs forever on a fresh sign-in mid-trade

If Fidelity had to sign back in during a trade and then landed on a blank or half-loaded page, the trade could hang with no timeout and leave a submitting spinner that never resolved until the app gave up minutes later. Fidelity now fails fast on a wedged page and reports a clear result, so the trade ends properly instead of stalling.

Fixed

Wellstrade recovers a stuck Starting browser sign-in

A wedged browser launch that left an account stuck forever, where Cancel did nothing, can now be cancelled, so a hung start no longer strands the account.

Fixed

Wellstrade recovers on its own when its trade page loads blank or stale

Wellstrade's site sometimes comes up with the trade form missing or a page that never finishes loading, which used to make trades go silent or get refused as Unknown Account. It now waits a sensible amount of time, refreshes and retries, and restarts the browser and signs back in if needed, before giving up with a plain-English reason. Its hourly browser refresh also signs back in properly now, instead of quietly coming back logged out.

Fixed

Wellstrade can read your holdings again to place sells

A new fixed footer on Wellstrade's site was covering the link the app clicks to read your positions, so holdings came back empty and every sell was refused. The app now works around the overlay, so it can see your positions and sell them.

Fixed

Public keeps all your sub-accounts through a token refresh

Public rotates its account id on every token refresh, which could quietly collapse a multi-account scan down to one account mid-way. The scan survives the refresh now, so every sub-account is read.

Fixed

Public round-up shares read as consolidating, not new buys

Round-up, reward, and corporate-action shares show up as position adjustments now, so fractional cleanup treats them correctly instead of mistaking them for purchases.

Fixed

Public stops getting wedged on a corrupt saved session

If Public's saved session got corrupted by a crash or a sync race, the next start could fail to sign that account in until the file was cleared by hand. Public now saves its session safely and recovers a bad one on its own by signing in fresh, so it stops getting stuck.

Fixed

Robinhood signs itself back in and shows the app-approval prompt

Robinhood could fail to sign back in on its own and never show the approve-in-your-Robinhood-app prompt, because it looked like a brand-new device on every re-login and got challenged each time. It now remembers the device across sign-ins so it stops re-challenging, and surfaces the app-approval prompt when it does need you. It also learns which of your accounts are closed or restricted and skips them, so those stop causing errors on every trade.

Fixed

Robinhood sub-dollar orders actually fill now

On cheap, sub-dollar stocks, Robinhood's backup limit price could land just above the ask and never fill. It now prices those orders to cross the spread using Robinhood's real price increments, so sub-dollar buys go through instead of resting unfilled.

Fixed

Brokers reach the cloud again on machines with an out-of-date security store

On some machines with a stale Windows certificate store, a couple of brokers could not reach our servers and failed with a certificate-expired error even though everything was current on our side. Those brokers now use their own bundled, up-to-date certificates, so they connect regardless of the machine's state.

2.0.0-alpha.10

Alpha Alpha 10

June 30, 2026

Multi-account brokers report honest totals and trade every login, the Portfolio page shows all your accounts at once, Telegram matching and recovery are fixed, and the AI parser closes more vague positions.

14 changes 2 improved 12 fixed

Improved 2 items

Improved

The AI parser is even better at closing positions from vague messages

Closing from memory already worked, and it now handles more of the messy cases. A close that names only a price, for example “out of LRCX at $8.40”, or a spread named by month only, now recovers the strike, type, and expiration from your matching open position, and picks the most recent one if you scaled into the same ticker more than once.

Improved

The version badge in the corner stays on one tidy line

The version readout at the bottom of the sidebar had grown to wrap onto two lines and look cramped. It now shows the version cleanly with the build channel as a small tag beside it, and stays on a single line no matter how high the build number climbs.

Fixed 7 items

Fixed

The Portfolio page shows every account on a broker, not just one

If you had more than one login on the same broker (several Public or Robinhood accounts, for example), the Positions list could show only one of them, or load only some brokers on a refresh. It now keeps every login's holdings from a single fetch and shows them all, with each position tied to the account that holds it. Logins that genuinely need a fresh sign-in show up as their own row instead of going missing.

Fixed

A broker's totals no longer multiply when you have several accounts on it

A broker with multiple accounts could show wildly inflated numbers in the broker list and on its card, thousands of positions and many times your real balance, because the same holdings were counted once per account. The counts and dollar totals now reflect your real holdings, counted once.

Fixed

Sell everything no longer sends duplicate orders on multi-account brokers

The bulk Sell everything action could fire the same sell several times for one holding when a broker had multiple accounts configured. It now sends exactly one order per holding.

Fixed

Slow brokers stop getting dropped from the Portfolio page

Brokers that take a while to return holdings (the browser-based ones like Wellstrade can take minutes) were timed out and dropped while faster brokers loaded. Each broker now gets a load time based on how long it actually takes, so the slow ones get the room they need. The refresh spinner is also clearly visible in dark mode, and refreshing one broker shows a single confirmation instead of one per account.

Fixed

Telegram strategies match channels set up by name again

If your strategy watched a channel by its name or @handle instead of the numeric id, incoming messages could stop matching and the strategy went quiet. It now matches on the id, the name, or the @handle, so older setups fire again.

Fixed

Telegram recovers when a channel silently goes dead

A Telegram connection could keep reading for days and then quietly stop receiving with no error, so signals just stopped arriving. The app now notices a silent dead connection and reconnects on its own.

Fixed

Sells with nothing to close now read as No action, not Filled

A trim or sell signal for a position you do not hold, for example a “take a trim” message when nothing was ever bought, could show up as a Filled notification even though no order was placed. On IBKR and Tradier, those now show as a clear, neutral No action card with the reason, so it reads as the bot correctly doing nothing rather than a fill or an error.

Brokers 5 items

Fixed

All your Fidelity and Chase logins now trade, not just the first

If you had more than one Fidelity or Chase login, an automatic signal only ever traded the first one and silently skipped the rest. A single signal now fans out to every login you have added. Targeting one specific account by hand still sends to just that account.

Fixed

Tradier option orders no longer fail with an opaque error

Tradier option buys were failing outright with no fill because the strike price was being sent in the wrong format. It now goes out in the format Tradier expects, so those orders go through.

Fixed

Public shows the 2FA code box when you sign in

Clicking Sign In for Public could show a red sign-in-failed with nowhere to enter your code, even though the same login worked fine at startup. The code box now appears for an on-demand sign-in too, and since Public texts the code, the prompt says “texted” instead of “emailed”.

Fixed

Public round-up shares are flagged as Consolidating, so they are not sold by mistake

When a Public reward or round-up share consolidates into a whole share, Public gives it no purchase date, so it slipped past the Consolidating check and showed up as plain sellable dust. The app now recognizes these round-up and corporate-action shares directly, marks them Consolidating, and keeps both the cleanup bot and bulk-sell from touching them.

Fixed

Public stops dropping accounts when its session refreshes mid-load

While loading holdings across several Public sub-accounts, a normal session refresh (Public refreshes its login roughly every 15 minutes) could knock the load onto the wrong account and report only one account for some logins. Public now keeps its place through a refresh and recovers a single account's lapse without losing the rest, so all your accounts report on the first try.

2.0.0-alpha.9

Alpha Alpha 9

June 29, 2026

Brokers stop showing offline mid-trade, whole-account selection sends a single order, and a round of Fidelity and Wellstrade sign-in and duplicate-trade fixes.

4 changes 1 improved 3 fixed

Fixed 2 items

Fixed

Brokers no longer show offline while your trades are going through

Interactive Brokers could show a red offline card even while it was filling your orders normally. A background check that just reads your account balance was being treated as the whole connection failing. That check failing no longer flips the card to offline, so the status matches what is actually happening.

Fixed

Selecting a whole account no longer sends the order several times

On brokers that place one order across all your sub-accounts at once (Wellstrade, SoFi, Fidelity, Chase), choosing the full login could still fire a duplicate order in some cases. It now sends a single order and the broker spreads it across your funded accounts.

Brokers 2 items

Improved

Fidelity sign-in is more reliable through its bot protection

A handful of accounts were still being blocked at the Fidelity login even after the last fix, where the password screen rejected the sign-in before it went through. Sign-in now behaves more like a real browser you have used before, so it gets past Fidelity's bot check far more consistently, including over a proxy.

Fixed

Wellstrade no longer double-buys on a repeated signal

On Wellstrade, a signal that fired again could buy a second share because the app checked how many shares you already held before the count had finished loading, so it saw zero and bought again. It now waits for the real holding to load before deciding, so a repeat signal correctly skips a position you already have.

2.0.0-alpha.8

Alpha Alpha 8

June 26, 2026

Per-trader Discord filters route correctly again, orders stop showing as filled before they execute, selecting a whole account no longer multiplies the trade, and a wide round of broker sign-in fixes.

13 changes 4 improved 9 fixed

Fixed 6 items

Fixed

Per-trader signal filters work on Discord again

If you route signals to different strategies based on who posted them, the filter had stopped recognizing the Discord author, so every matching strategy blocked the trade and nothing went through. It now reads the author correctly and routes the trade to the right strategy.

Fixed

Queued orders no longer show as filled

Wellstrade and IBKR could report a trade as Filled when the order had only been queued, or when a sell closed nothing at all. An order now shows Submitted until the broker confirms, and only turns to Filled once it actually executes.

Fixed

Selecting a whole account no longer sends the order multiple times

On brokers that place a trade across all your sub-accounts at once (Wellstrade, SoFi, Fidelity, Chase), picking the full login fired one order per sub-account, multiplying the trade. It now sends a single order and the broker spreads it across your funded accounts. This also clears the “No trades were executed” failures on Wellstrade.

Fixed

Telegram strategies fire on your own posts

If you watch a channel you also post in, your own messages were being ignored, the channel sometimes did not match, and the feed showed a raw chat number instead of the channel name. All three are fixed, so posting in your own channel now triggers the trade and shows the real name.

Fixed

Non-signal messages no longer look like errors

A message that is not a trade signal, for example “hello test”, used to show up as a Could not parse error. It now reads as Not a trade signal, skipped, and any skipped or filtered message shows which chat and message it came from.

Fixed

Fennel shows the right accounts per login

If you run more than one Fennel login, every login was listing all of your accounts at once. Each login now shows only the accounts that belong to it.

Improved 2 items

Improved

Smoother notifications panel

The notifications drawer no longer stutters when it opens or while you scroll through a long list.

Improved

Clearer cards for filtered signals

Each card now shows the real source logo (Discord, Telegram, TradingView), the channel and the message that came in, and a plain reason it was skipped. Repeating status updates like “Market's closed, runs 9:30” no longer post over and over on every check.

Brokers 5 items

Fixed

Fidelity sign-in works again

Fidelity had started blocking logins behind its bot protection, so sign-in would fail before it even submitted your password. Sign-in now gets through reliably, including when you log in through a proxy.

Improved

SoFi sign-in is clearer and more robust

Manual sign-in no longer fails asking for an authenticator setup key, and tells you the real reason if it does not complete. If you run more than one SoFi login, all of them open on startup instead of only the first, and there is a one-click reset for an account stuck behind a bot wall.

Improved

Wellstrade retries a flaky sign-in

A flaky sign-in is now retried automatically a few times before giving up, instead of failing your trade on the first bad attempt. When Wellstrade genuinely needs a fresh code texted to your phone, you get a clear sign-in-again prompt rather than a silent failure.

Fixed

Public rides out a brief outage

A short outage on Public's side was being mistaken for an expired login, which set off a wave of re-logins and rejected the trade. Short outages are now retried instead, without touching your session.

Fixed

Public now trades all your accounts

If you had more than one Public account, some trades only went through on one of them, and your balance could look off. Both are fixed now.

2.0.0-alpha.7

Alpha Alpha 7

June 24, 2026

A round of strategy settings that looked like they worked but were quietly ignored now actually take effect, memecoin strategies trade end to end, and updating stays silent and reliable.

12 changes 12 fixed

Strategy settings that now work 7 items

Fixed

Match by keyword position sizing works

A strategy that sizes by keyword, for example a bigger size when the alert says “swing” and smaller for “scalp”, now resolves the matching rule at trade time instead of always using your default size.

Fixed

Turning keyword sizing on no longer changes your order type

Switching Match by keyword on used to silently flip a Limit order to Market, and leave it on Market when you turned it back off. The two settings are now independent.

Fixed

Memecoin strategies place trades again

A Solana memecoin strategy used to fail every trade with a missing-token error because the contract details were not being sent. Strategy memecoin trades now send the right token and route, matching the manual Memecoins panel.

Fixed

Memecoin dip-buy and retry settings take effect

The dip-buy mode, percentage, and timer, plus retry-on-timeout, are now sent to the broker instead of being saved and ignored.

Fixed

IBKR extended-hours trading respects your choice

The extended-hours toggle on an IBKR strategy now actually allows or blocks pre and post-market orders. It was previously forced off no matter what you set.

Fixed

STG block-exit and short-locate guardrails are enforced

The block-exit threshold and short-locate threshold you set on an STG or Cobra strategy now reach the broker, so the guardrails behave as configured.

Fixed

Server-side process-sell and minimum-profit are enforced

A server-side strategy with sells turned off no longer dispatches close alerts, and alerts below your minimum-profit threshold are now skipped. When an alert is blocked you see why in the activity feed.

Fixed 5 items

Fixed

The SMS code prompt shows up the first time you add a Public account

You no longer have to save, restart, and reopen for the text-message code box to appear. It now comes up as soon as you add the account.

Fixed

Fidelity sign-in no longer hangs after you enter a texted code

When Fidelity sends a code by text instead of an app approval, typing it in now signs you in. Before, the code was rejected and sign-in stuck on Checking your session.

Fixed

Turning auto-update on after a download finishes now installs it

If an update finished downloading while auto-update was off and you switched it on afterward, the ready update used to just sit there. Flipping the toggle on now installs the waiting update.

Fixed

No more terminal windows when updating

Installing an update used to flash several black command windows on screen while the app closed and came back. The update now runs completely hidden, start to finish.

Fixed

The app always reopens after an update

Even if an install runs into a problem, the app reopens instead of leaving you with nothing on screen.

2.0.0-alpha.6

Alpha Alpha 6

June 22, 2026

Sign in by hand for tricky browser brokers, smarter AI parsing that closes the right contract from a ticker-only exit, lower AI cost when strategies share a channel, and a wide round of broker fixes.

27 changes 6 new 6 improved 15 fixed

New 6 items

New

Sign in by hand for any browser broker

When a broker keeps hitting captcha or device checks (Fidelity, WellsTrade, Chase, SoFi), you can open a visible window and sign in yourself. The app then takes over and keeps the warmed session for later automatic logins. Each account row is now one Sign in button plus a menu (Sign in by hand, Check connection, Edit credentials, Clear browser data, Remove).

New

Approve sign-in on your phone

For brokers that send an in-app approval, sign-in now shows a clear prompt to approve it on your device.

New

Max memory for AI strategies

On channels that post long write-ups, the bot now remembers much more of the conversation, so it can match a “sold X” message back to the original buy even when it scrolled far up. It uses a bit more AI credit, with a note on the option.

New

Image handling is a clear on/off switch

With it off, the bot ignores chart screenshots entirely. Before, a chart with a “Sell” label could trigger an exit you never intended.

New

Multiple tickers in the manual trade panel

Type “AMZN, TSLA” to fire the same order into each. The panel also adds a brokers-only routing view and remembers your preferences.

New

Add context when you send in logs

You can include a short description of the problem with your logs, so support has the context.

Improved 4 items

Improved

Lower AI cost when strategies share a channel

When several strategies watch the same channel, the bot reads each message once instead of once per strategy, lowering AI cost and rate-limit errors for anyone running many strategies on one source.

Improved

Sell actions run each broker once

Sell all, Sell everything, and fractional cleanup now run each broker once. Brokers like Robinhood, Public, and SoFi already sell across all your accounts in one call, so the extra per-account runs just came back as harmless noise.

Improved

Pasted proxies are accepted more broadly

A proxy written as user:pass@host:port with no prefix is now normalized before it is sent to a broker, so stricter brokers like Public stop rejecting it.

Improved

Cleaner AI tab and signal-filter cards

The AI options read more easily, the mislabeled control is now “Avoid stacking the same ticker”, and long trader names and keywords no longer overflow the filter rule cards.

Fixed 10 items

Fixed

Ticker-only exits close the right contract

Exit signals that only name a ticker, for example “Out of LRCX at $8.40”, now reliably close the right contract by matching it to your original buy, instead of failing because the strike was not in the message. This also covers vague spread closes like “out of the SPY spreads”, which now rebuild every leg from memory and sell as an exit.

Fixed

A sell is never misread as a buy when AI selling is off

A follow-up scale-out like “Stopped out 50%” used to come back as a buy and open a fresh position against the one you were closing. It now reads the text directly and treats it as an exit.

Fixed

Discord backfill never places a trade

Reconnecting recovers recent message history for context, but only live messages that arrive while a strategy is active can fire an order, so a restart no longer re-fires old messages.

Fixed

Your own Discord messages are read again

Posting a test signal into a channel yourself used to be silently ignored. It now flows through the normal parse and dispatch path.

Fixed

Trades no longer dropped on an unexpected price format

Fixed options, stock, and crypto trades occasionally being dropped or sent at market when the AI returned the price in an unexpected format.

Fixed

The TradingView alert Fix button works on every plan

It now works on all paid and trial plans, flips to Ready the moment it is done instead of spinning, and long alert lists scroll properly.

Fixed

The Discord channel picker stays responsive

Even when you type a common letter in a server with thousands of channels.

Fixed

Public fractional cleanup waits long enough

Public's round-up hold is now a full month to match how long it actually takes, so cleanup does not sell into a fresh leftover.

Fixed

Fractional cleanup stays quiet overnight

It no longer fills the log while idle.

Fixed

Help links point to the new support site

Brokers 7 items

Fixed

IBKR stops and targets anchor to your fill price

Stop-loss and take-profit now anchor to the price you actually filled at, not the alert price, so a stop no longer lands far from where it should. Also fixed step-trim levels silently turning off and the position monitor failing to reconnect on a paper session.

Fixed

IBKR no longer stacks a position on a mis-read exit

Repaired the repeat-buy protection for SPX options, so a mis-read exit can no longer stack a position on the same contract.

Fixed

Fennel reports a real result for every account

Fennel no longer reports a trade as filled when nothing was placed, and now shows what happened on each account. Sub-account chips are also scoped to the login that owns them.

Improved

Fennel routes manual trades to all your accounts

Not just the first one.

Improved

Chase, Fidelity, WellsTrade, and SoFi get manual sign-in

Each adds a sign-in-by-hand flow and a clear-browser-data action. Chase also hands its in-app approval prompt to the app and tells you to approve the sign-in on your phone.

Fixed

SoFi stops retrying an invalid order

It now remembers an “order quantity must be positive” rejection as untradable instead of retrying it.

Fixed

Tradier shows the right profit and loss on Trade Closed

Fixed the sign and color being flipped on the Trade Closed notification.

2.0.0-alpha.5

Alpha Alpha 5

June 17, 2026

A focused fix for auto-update so the app reliably comes back on the new version, plus an end to a rare update loop and the stray windows it caused.

3 changes 3 fixed

Fixed 3 items

Fixed

The app reopens on the new version after an automatic update

When an update installed while the app was already open, the install would finish but the app sometimes never reopened, leaving you with nothing on screen until you launched it again by hand. It now relaunches itself once the install completes.

Fixed

No more repeated reinstalls of the same version

If an install did not take, the app could keep reinstalling the same build over and over. It now stops after one failed attempt instead of looping.

Fixed

No more stray black command windows

The brief command windows that could flash on screen while the app was closing or updating are now hidden.

2.0.0-alpha.4

Alpha Alpha 4

June 17, 2026

Portfolio values you can trust. Brokers that were under-reporting now count your holdings, foreign stocks stop pretending to be dollars, and the total tells you where it comes from.

6 changes 1 new 1 improved 4 fixed

New 1 item

New

Tap your portfolio total to see where it comes from

The big total at the top of Portfolio is now clickable and lists each broker's contribution, flagging any broker whose reported balance is far larger than the positions it returned, so a wrong number is easy to spot.

Fixed 3 items

Fixed

Robinhood, SoFi, and Fennel show your real account value

These brokers were reporting only your cash or buying power as the account total and leaving out the stocks you hold, so a $4,000 account could show as $457. Each account's value is now your cash plus the value of its positions.

Fixed

Foreign stocks no longer show as dollars

A position priced in another currency, for example a Korean stock in won, is now labeled in its own currency instead of with a dollar sign, and it no longer distorts your dollar totals or per-position P&L.

Fixed

Fidelity positions show a real cost and gain again

Holdings were showing a $0.00 average cost and a gain equal to the whole position value. When a cost basis is available it is now used, and when the broker cannot provide one, the position shows no gain rather than a made-up one.

Brokers 2 items

Improved

SoFi clears its security challenge on its own

When SoFi shows a verify-you-are-human check, the app now clears it for you automatically, and backs off if the site changes its check, so sign-in keeps working without you stepping in.

Fixed

Chase no longer gets stuck approving an order

Fixed the trade step that picks the in-app approval option, which had started failing on Chase's new screens and could leave an order stuck before it was placed.

2.0.0-alpha.3

Alpha Alpha 3

June 17, 2026

Clearer broker sign-in, honest per-account results on Public, and a round of SoFi sign-in reliability work.

10 changes 2 new 3 improved 5 fixed

New 2 items

New

Sign-in activity is grouped by attempt

Each broker sign-in is now shown as its own group, expanded by default, so you can follow it from start to finish instead of scrolling a flat list.

New

A Clear button on the notifications drawer

Dismiss everything at once.

Fixed 5 items

Fixed

Your P&L history now follows you to a new install

After reinstalling or moving to a new machine, the app loads your full trade history from your account on first launch, instead of showing only the trades that happen while it is open.

Fixed

The P&L chart's dates now match your real trades

The time labels under the chart and the hover tooltip now reflect the dates you are actually viewing, instead of placeholder values.

Fixed

Notifications no longer leave a stray tooltip on screen

Fixed

The updater no longer flashes a false “update available”

After a manual check that found nothing, the widget could briefly show an update that was not there.

Fixed

Update downloads are more reliable

Fixed a case where an update could fail partway through downloading.

Brokers 3 items

Improved

Public reports a result for each sub-account

Brokerage, IRA, and Roth each report their own outcome, so an order rejected on one account (for example an unfunded one) shows up instead of hiding behind a single result for the whole login.

Improved

SoFi lets you clear challenges yourself

When a security or captcha challenge appears, the browser stays open so you can solve it, and you get a Discord heads-up when it needs you. Running several accounts is smoother and less likely to get flagged.

Improved

Chase has more reliable sign-in and order confirmation

Handles the extra confirmation prompt after placing an order and recovers better from session hiccups.

2.0.0-alpha.2

Alpha Alpha 2

June 16, 2026

Settings you can carry between machines, a cleaner updater, and a round of SoFi reliability fixes.

14 changes 4 new 2 changed 8 fixed

New 4 items

New

Portable encrypted backup and restore

Moving to a new PC? Export everything (broker logins, API keys, signal sources, proxies, and preferences) to one password-protected file, then import it on the other machine. It is encrypted with a password you choose, so it works across computers. Your strategies sync through your account and come over on their own.

New

Signal Parser has its own settings tab

Setting up an OpenAI or Gemini key is required to copy-trade from Discord and Telegram, so it is now a top-level tab instead of buried under Advanced.

New

A what's-new dialog after the app updates

See what changed without leaving the app.

New

The web dashboard knows when your app is online

Changed 2 items

Changed

Automatic updates are off by default on new installs

When you turn them on, updates now install while the app is idle, with no trades running, instead of interrupting you.

Changed

SoFi uses a visible browser for sign-in

More reliable sign-in, and it only opens a browser when it actually needs to log in, not on every trade.

Fixed 8 items

Fixed

Fixed an update loop that could roll back to an older build

Fixed

Discord auto-selling history now survives a restart

Fixed

Fractional cleanup no longer gets stuck on tiny positions

It now skips positions it cannot sell instead of retrying them forever.

Fixed

Broker activity logs update in real time again

Fixed

SoFi reliability round

Recovers from a mid-trade sign-out, skips and remembers orders below SoFi's $5 minimum, and falls back to a limit order when a market order is rejected.

Fixed

Wellstrade no longer silently skips sells

It now retries reading your share count before giving up.

Fixed

Close an option even when the image has no readable strike

The app matches the contract you already hold by ticker, expiration, and type.

Fixed

The notifications drawer opens instantly

2.0.0-alpha.1

Alpha Alpha 1

June 12, 2026

A same-day follow-up to the first alpha, focused on shutdown, scheduling, and broker reliability.

12 changes 1 new 2 improved 9 fixed

New 1 item

New

Hourly update checks with an auto-update toggle

Fixed 6 items

Fixed

Closing the app shuts everything down cleanly

Quitting no longer leaves broker processes running in the background.

Fixed

Fractional cleanup scheduling is trustworthy

Clearer about when it runs and what it touches, and it stays out of the way of your other trades.

Fixed

Manual trades to RSA brokers go through

They are no longer rejected.

Fixed

The schedule editor has a clear Remove schedule action

Fixed

Fixed a flickering tooltip on the Portfolio page

When opening the broker filter.

Fixed

Telegram is quieter in the activity log

Brokers 5 items

Improved

Robinhood stays signed in per account

No more repeated re-logins.

Improved

Public loads all your sub-accounts on launch

Brokerage, IRA, and Roth.

Fixed

SoFi handles delisted stocks and price limits

It remembers stocks that can no longer be traded and falls back to a limit order when a market order is rejected.

Fixed

Tradier no longer crashes on startup

Fixed

Wellstrade starts up reliably

2.0.0-alpha.0

Alpha Alpha 0

June 12, 2026

The first published alpha of the ground-up TradeLabs Companion 2.0 rebuild. Everything below shipped in this release.

24 changes 24 new

New Foundation 6 items

New

Rebuilt broker engine

Each broker now runs in isolation, so a problem with one never takes down the others, and crashes are caught and recovered automatically.

New

Unified, encrypted settings

All your settings live in one place, encrypted on your machine, so there are no stale or out-of-sync values.

New

Smarter broker health

Brokers report Active, Idle, Warming, or Offline accurately, so they no longer show offline overnight when they are fine.

New

Background cloud sync

Strategies and trades sync through your account and keep working as you move around the app.

New

Account sign-in with a force-logout option

New

Graceful shutdown and a built-in log upload for support

New Brokers 5 items

New

Turn brokers on without restarting the app

Newly enabled brokers come online right away, and slow ones are recovered instead of marked dead.

New

Multi-account broker cards and a manage panel

New

Portfolio reads wait for in-flight trades

Plus per-account sign-in prompts.

New

Sub-account discovery with caching

New

Charles Schwab, Tradier, Solana, and Polymarket support

New Strategies 3 items

New

Full-page strategy editor

Fields adapt to the instrument and broker you pick.

New

Scheduler that respects market hours

A schedule always wins, forcing a strategy off outside its window.

New

Limit orders, RSA readiness checks, retrigger, and schedule countdowns

New Signals 4 items

New

Rebuilt signal pipeline

Duplicate signals are filtered out, stale alerts expire, and each strategy is paced on its own.

New

OpenAI and Gemini parsing

New

Signal sources get their own page

Discord, TradingView, and Telegram, with interactive sign-in.

New

Add or change sources without restarting

New Portfolio, trade & cloud 4 items

New

Per-account portfolio with search, filters, and retries

New

Fractional cleanup with a run-now action and a preview

New

Redesigned Stocks and Memecoins panels, plus a new Basket page

New

Every fill is recorded to the cloud

And linked back to the signal that triggered it.

New Updater & interface 2 items

New

Faster, smaller automatic updates

New

A fresh 2026 interface

Redesigned Overview, a command palette, settings search, and an onboarding wizard with a step to bring over your old setup.

2.0.0

Alpha Rebuild overview

June 16, 2026

TradeLabs Companion 2.0 is a complete rebuild. Most of what you already relied on is still here and works better, with a long list of genuinely new capability on top.

74 changes 55 new 19 improved

New Brokers & accounts 5 items

New

Per-account sign-in tracking

Each account shows its own status. Run several accounts on one broker and see that account A is signed in, account B is waiting on a 2FA code, and account C failed, instead of one all-or-nothing light for the whole broker.

New

Side-by-side login prompts for multiple accounts

When more than one account needs a code or captcha at the same time, you get a separate prompt per account, each with its own entry, resend, and app-approval. No more guessing which account a prompt belongs to.

New

Clear sign-in stages

Brokers report exactly where they are in the login process, from opening the page to entering credentials to waiting on 2FA, so the status you see reflects the real step.

New

Crash-loop protection with a Try again button

If a broker keeps crashing on startup, the app stops endlessly relaunching it, shows a clear crash state, and gives you a Try again button so you can look into it on your terms.

New

On-demand sub-account discovery

When setting up a trade across accounts, the app can quickly look up a broker's sub-accounts without doing a full, slow portfolio pull first.

New Settings 9 items

New

Password-protected backup and restore

Export all your settings into an encrypted file protected by a password you choose, then restore it on another PC. Wrong passwords are rejected cleanly.

New

Search your settings

Press Ctrl+F (Cmd+F) anywhere in Settings to search by keyword. Matches are highlighted and the app jumps to the right tab automatically.

New

Choose your signal parser provider

A dedicated Signal Parser tab lets you pick OpenAI or Google Gemini, set your API key, and choose a model with pricing hints.

New

Language selection

Switch the interface between English, Spanish, and Portuguese.

New

Personalize the look

Adjust corner roundness across the whole app and enable a color-blind safe palette that adds shape cues to status indicators, not just color.

New

Customize your dashboard layout

Drag dashboard cards to reorder them, move them between columns, or hide the ones you do not use.

New

Remap keyboard shortcuts

Change the command palette and other shortcuts to key combinations you prefer, applied instantly.

New

Pin your favorite commands

Pin commands like New Trade or Pause All and surface the first few as quick buttons in the top bar.

New

Pick which Discord alerts you get

Toggle specific event types (signals, sessions, system) on or off for your Discord webhook so you only receive what you care about.

New Signals 8 items

New

Trade history that survives restarts

The link between an entry message and its later close now persists across app restarts, so you no longer lose the position context if the app restarts between the two.

New

Backfill on reconnect

When Discord reconnects, the app fetches the recent messages it missed while offline, so alerts that fired during a brief disconnect still get picked up.

New

Deleted message handling

If a trade entry message is deleted before it executes, the app notices and suppresses the signal.

New

Built-in Telegram

Telegram now runs inside the app itself instead of as a separate background program. Fewer moving parts and a more stable connection.

New

Live source status

Every signal source reports a clear status, so indicators are live instead of stale.

Improved

Cleaner multi-account handling

Multiple accounts per source now have proper identities and a clean lifecycle.

Improved

Better image handling for vision parsing

Image extraction from Discord, including embeds and thumbnails, is more thorough and consistent.

Improved

Add or change source accounts without a restart

New Signal parsing & execution 5 items

New

Google Gemini parsing

In addition to OpenAI, you can now use Google Gemini to read your trade messages, with cost comparison and model choice.

New

Smart Contract Match for options

When auto-selling and an image-based sell is missing a clean strike, for example a cropped screenshot, the broker matches the contract you actually hold by ticker, expiration, and type instead of rejecting the trade.

New

Multiple tickers and wildcards for TradingView

A TradingView strategy can watch several tickers at once, for example SPY and QQQ, or all tickers, instead of a single symbol.

New

Parallel multi-broker execution with instant results

When one signal goes to several brokers, each runs at the same time and reports its result the moment it lands, so you see fills and failures as they happen.

New

Cloud dashboard recording

Signals and fills are recorded to your TradeLabs dashboard.

New Strategies 9 items

New

Strategy templates

Build a new strategy from a ready-made template (Discord options, TradingView, RSA, Memecoin, and more) instead of starting from a blank form.

New

Readiness checks before you go live

A panel shows errors, warnings, and tips for a strategy before you enable it, for example "No brokers selected", "No stop loss set", or "Consider a trailing stop".

New

Schedule presets

Pick Always on, Market hours, or Extended hours with one click. The preset converts to your local time with a preview, so there is no confusion about what 9:30 ET means where you are.

New

Smarter editor that hides what does not apply

Fields appear, hide, or lock based on the instrument and broker you chose, so you only see options your combination supports.

New

AI-parsed stop loss, take profit, and trim ladders

The parser can read levels straight from a message, for example "SL @ 0.90" or "TP1 @ 1.10, TP2 @ 1.20", and apply them.

Improved

Cleaner strategy list

Strategies show a color-coded source edge, a two-line layout, broker icon stacks, and pagination that fits your screen.

Improved

Cloud sync that survives navigation

Strategy sync runs in the background so it keeps working as you move around the app.

Improved

Signal filters with a real interface

Per-trader rules with keyword include and exclude conditions and per-trader overrides (stop loss, take profit, max trade size) now have a proper editor.

Improved

Replay a server-side signal to a specific broker

You can replay the last server-side signal to one routed broker, not just all of them.

New Manual trading 9 items

New

Limit orders

Place limit orders with your own limit price, not just market orders.

New

Time in force

Choose whether an order expires at the close (DAY) or stays working until you cancel it (GTC).

New

Basket trades

Build a basket where each line has its own ticker, side, and per-account dollar amounts, so you can spread an allocation across brokers and accounts in one go.

New

Sub-account routing

Route a trade to a specific sub-account, with that sub-account's buying power shown.

New

Quick-pick sizes

One-tap buttons for common dollar amounts and share counts speed up entry.

Improved

Clearer averaging-down toggle

The option that lets a buy through when you already hold a position, useful for RSA and some browser-based brokers, is now clearer, buy-only, and explained in its tooltip.

Improved

Memecoin swaps redesigned

Solana memecoin swapping, with routing, slippage, priority fees, and optional stop-loss and take-profit, is now a polished first-class trade mode.

Improved

Refresh accounts while trading

Refresh accounts and discover newly added sub-accounts from the trade screen without restarting.

Improved

Better scheduled trades, keyboard execution, and account browser

Schedule a trade with quick-pick times, fire a ready order with Cmd or Ctrl plus Enter, and pick accounts from a searchable broker and sub-account tree with buying power shown.

New Proxies 8 items

New

See where your traffic actually exits

A proxy test shows the exit IP address, so you can confirm your requests really went through the proxy.

New

Detect when a proxy is blocked

Testing a proxy against a broker tells you if a bot-protection service blocked it, and which one.

New

Edit proxies in place

Click the pencil on any proxy row to edit host, port, and credentials inline, with no pop-up. Test results clear automatically when you change credentials.

New

Single or bulk add

Add one proxy at a time or paste a whole list.

New

Set the test target once

Pick your default test target at the top of the page and every Test button uses it.

Improved

Faster testing

Proxy tests run several at a time instead of one after another.

Improved

A reuse-cap control

A stepper lets you set how many different brokers may share one proxy, while the same broker never shares one.

Improved

Auto-disable on repeated failures

A proxy that fails several times in a row is parked automatically so the app stops wasting requests on it.

New Dashboard & activity 9 items

New

Customizable Overview dashboard

Build your own home screen from widgets by reordering and toggling them in Settings.

New

Realized profit and loss chart

A clean cumulative chart of your realized profit and loss with 1D, 1W, 1M, 3M, 1Y, and All ranges, high and low markers, and hover details.

New

24-hour strategy heatmap

One row per strategy showing a 24-hour activity heatmap in 30-minute blocks, color-coded by signals, fills, and failures.

New

Multi-broker fill ladder

When one signal goes to several brokers, the activity view shows a stacked ladder of each broker's outcome with per-account progress, timing, and fill prices.

New

Live signal log

A compact timeline of signal, trade, and system events grouped by how recent they are.

New

Broker health dock

A footer strip showing every broker with a live state dot and counts.

New

Searchable Activity page with export

A full Activity page with search, Trades, Errors, System, and All tabs, deep links from a strategy, and export to CSV.

Improved

Better error detail

Failed trades lead with the reason and show per-broker failure detail and partial fills.

Improved

Related events grouped into trade cards

The activity log reads as trades instead of a wall of raw events.

New Updates & reliability 6 items

New

Automatic background updates with live progress

Updates download in the background and show real progress with size and speed.

New

Install only when trading is idle

Updates wait until your bot has finished its active trades before installing, so a live order is never interrupted. You can switch this off and install manually.

New

Hourly update checks

Long sessions check for new builds every hour, so you do not have to restart to get a fresh release.

New

Visible shutdown progress

When you quit, the app shows what it is cleaning up step by step, so closing never looks like a freeze.

New

Safer crash logs

The last entry before a crash is now reliably saved.

New

Stronger log protection

Logs are encrypted on disk and faster to write.

Portfolio 6 items

New

Risk tab with a portfolio risk score

A new Risk tab gives you a 0 to 100 risk score plus concentration analysis, your top-holding impact, broker exposure, and cash-buffer health.

New

Sell everything in one click

A Universal Sell action places a market sell for every open position across all your brokers at once, after a confirmation.

New

Export your whole portfolio to CSV

Save every position (broker, account, ticker, quantity, average cost, market value, and profit and loss) to a timestamped spreadsheet file.

Improved

Powerful filtering

Search by ticker, filter by broker, show only winners or losers, and hide dust below a minimum dollar value, in a cleaner toolbar.

Improved

Fractional cleanup with a clearer preview

Before a cleanup runs you see which positions will be sold with estimated proceeds and loss-harvest potential, with per-broker breakdowns.

Improved

Per-account fetch status and trade-in-progress visibility

You can see which accounts succeeded or are retrying, and the app defers a refresh while a broker is mid-trade.