v3.5.0November 4, 2026
Added
- +Trade Group Campaign Story (Beta) — trade groups now tell their story as a chronological timeline instead of a plain transaction list, with step-by-step events, running cumulative P&L, cycle days, premium and dividend income, and a current-state card summarizing where the campaign stands. Available as an opt-in toggle next to the classic history view
- +Smart roll detection — closing an option and reopening a new one within days is now narrated as a roll: 'Rolled to $88.50 Put (Jun 12) · Held 15 days', with the continuation step shown as 'Rolled put' or 'Rolled call'
- +Smart assignment detection — put assignments are narrated as 'Assigned', and the resulting stock step shows 'Assigned: 100 shares @ $88.50' so wheels and covered campaigns read like the actual sequence of events
- +Weekly digest email — every Monday at 9 AM ET, active subscribers receive a bilingual recap of the prior week: realized P&L, win rate, Execution Score with week-over-week delta, and discipline leaks ranked by dollar impact
- +Inactivity re-engagement emails — a friendly Day-14 nudge for traders who haven't logged trades in 14 days and a Day-30 email for those who haven't signed in for a month, with product-specific CTAs and data-reassurance copy. Only sent to traders with active access
- +Cancellation confirmation email with one-click exit survey — a dignified, zero-guilt farewell email carrying a secure survey link with five exit reasons and an optional note; answers can be reviewed and changed before submitting
- +Day-12 win-back email for expired trials — product-specific welcome calls-to-action and a direct resubscribe link
- +Admin cancellations dashboard — a new Cancellations tab with 30/90-day and all-time windows, KPI summary cards, reason distribution, weekly volume trends, and a searchable response list with privacy-first 'open to view' notes and direct user inspection
Fixed
- •Mobile trade-group action bar overflow — buttons like 'Add Dividend' now wrap cleanly on small viewports (390–430px) instead of running past the screen edge
Improved
- ↑IBKR sync is dramatically faster and more reliable — an entire From/To date range now imports in a single broker request (statements are decompressed in memory) instead of one call per day, cutting a year-long lookback from ~180 requests to 1
- ↑IBKR rate limits handled gracefully — throttled responses now back off and retry instead of failing the whole lookback window
- ↑Open-trade candlestick charts now extend through today's market session instead of stopping shortly after entry; closed trades keep their padded window
- ↑Lifecycle emails (welcome, digest, re-engagement, cancellation) now share a consistent one-click unsubscribe with purpose-bound signed tokens and RFC 8058 list-unsubscribe headers
- ↑Cancellation emails adopt a zero-guilt tone that reassures traders their data is preserved, with product-aware RESUBSCRIBE calls-to-action
- ↑Spanish wording refinements across lifecycle emails (LatAm phrasing, 'P&L realizado de la semana', 'tasa de acierto', 'Puntuación de ejecución')