What's new
in Edgelogbook.

New

• Full SaaS Transition: Simplified AI configuration. Edgelogbook now manages AI providers (Groq, Anthropic, Ollama) on the backend so you don't have to manage API keys.
• Usage-Based Tiers: Monthly quotas for AI analyses and trade imports based on your subscription (Free, Pro, Edge).
• Advanced Sync (Edge): Support for MetaApi (MT4/MT5) and TradeLocker is now available exclusively on the Edge plan.

Improved

• Free tier now includes Full Journal & Analytics and Advanced Charting.
• AI usage is now tracked monthly to align with subscription cycles.

New

• Auto-Sync — Tradovate / Apex: Connect your Tradovate account directly. Closed trades sync every 15 minutes automatically.
• Auto-Sync — TradeLocker: Goat Funded and other TradeLocker-based prop firms now supported on the Edge plan.
• Billing page: Full subscription management with plan cards, live usage meters, and Stripe customer portal integration.
• Profile page: Change password, view AI usage/limits, and account deletion with confirmation.
• Annual billing: 20% discount available on both Pro and Edge plans.

Improved

• Import preview now shows a clearer breakdown of new vs. duplicate trades before confirming.
• Dashboard period selector now remembers your last choice across sessions.
• AI analyses are now cached per trade — re-opening a trade no longer uses an analysis credit.

Fixed

• Analytics page failed to load when no setup tags existed. Now shows an empty state correctly.
• CSV imports with timezone offset timestamps (e.g. +05:30) now parse correctly.
• Database migration error on fresh installs caused by index creation order. Resolved.

New

• Trade deduplication: Every imported trade is now fingerprinted with SHA-1. Re-importing the same file is always safe.
• Multi-account support: Multiple trading accounts under one login, with per-account analytics filtering.
• Auto-Sync — TopstepX: Direct ProjectX Gateway API connection for TopstepX funded accounts.
• AI chat coach: Ask questions about your trading grounded in your actual trade history.
• Rebrand to Edgelogbook: New identity, logo system, and updated UI throughout.

Improved

• Import page now auto-detects account names from CSV files that include an account column.
• Ollama integration now uses the correct /api/generate endpoint with improved timeout handling.
• AI provider detection now works correctly when using a .env file with dotenv loading.

New

• Analytics page: By-setup, by-hour, by-day-of-week, and P&L curve breakdowns.
• Setup tags: Create and colour-code your own trade pattern labels.
• Full AI portfolio analysis: One-click review of your recent trading with specific improvement suggestions.
• Trade deletion: Delete individual trades or bulk-delete by account.
• Multi-provider AI: Groq, Anthropic Claude, and Ollama all supported via backend config.

Improved

• Dashboard P&L curve now shows individual daily bars alongside the equity line.
• Trade detail page loads journal and AI analysis in parallel, reducing perceived latency.

Initial release

• CSV trade import with auto-detection for TopstepX, Tradovate, NinjaTrader, and IBKR.
• Trade journal with notes, execution rating, and emotional state tagging.
• Dashboard with P&L curve, win rate, profit factor, and avg win/loss.
• Per-trade AI analysis powered by Groq (Llama 3.3 70B).
• User authentication with JWT tokens.
• FastAPI backend with SQLite via aiosqlite.