PropTally
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Updates & Changelog

What's new in PropTally. Latest features, improvements, and fixes.

1.0.1April 12, 2026

⚑ Smart Tag & Setup Suggestions

Opening a trade in the Command Center now auto-suggests setup types and tags based on your historical patterns. One-click to accept and apply β€” no more manual classification for every trade.

1.0.1April 12, 2026

πŸ›‘οΈ Automatic Compliance Alerts on Import

When you import trades, PropTally now automatically checks your daily loss limit and max drawdown usage. Get instant in-app warnings when you're approaching 75%+ of limits, and critical alerts if limits are breached.

1.0.1April 12, 2026

πŸ“Š Performance Report Card Widget

New dashboard widget that grades your trading across 5 dimensions: Profitability, Consistency, Risk Management, Discipline, and Execution. Toggle between weekly and monthly views. Shows letter grades (A+ to F), score bars, and trend arrows comparing to previous period.

1.0.0April 12, 2026

πŸš€ 3 New Dashboard Widgets

Session Planner (cross-firm daily coordination), Risk Fingerprint (behavioral analysis & firm compatibility), and Payout Arbitrage (timing optimization) are now available on your dashboard.

1.0.0April 12, 2026

πŸ“Š Daily Performance Recap

End-of-day automated notification summarizing your session with net P&L, win rate, and best/worst trades. Prompts journal use if you haven't written an entry yet.

1.0.0April 12, 2026

πŸ”¬ Day Autopsy Analysis

New Day Autopsy button in your journal timeline. Get deep analysis of any trading day β€” timing patterns, direction bias, revenge trading detection, position sizing issues, hold-time analysis, and emotional triggers.

1.0.0April 12, 2026

πŸ”” Smart Trading Alerts

Automated pattern detection fires in-app notifications for win/loss streaks, overtrading, personal best days, and green-day consistency milestones. Stay aware of your patterns without checking manually.

1.0.0April 12, 2026

⚑ Auto-Generate Journal Entries

New Auto-Generate button on post-session and daily journal entries. Analyzes your trades for the day and creates a structured summary with metrics, observations, and reflection prompts β€” ready to customize and save.

0.9.0April 10, 2026

Admin Error Log Viewer + Platform Dashboard

β€’Full error log viewer with pagination, search, and level filtering
β€’Bulk clear: by selection, level, age, or all β€” every action audit-logged
β€’Platform Dashboard: 4-tab admin overview (Overview, Revenue, System Health, Content & Growth)
β€’Real-time metrics: MRR, signup trends, subscription breakdown, table row counts, cron job status
β€’Pure CSS visualizations β€” no chart library dependency for admin widgets
0.8.0April 10, 2026

SEO & Traffic Infrastructure

β€’/tools hub page: 18 calculators across 4 categories with ItemList JSON-LD
β€’/guides section: Getting Started, Prop Firm Rules, and beginner-friendly guides
β€’/best-prop-firm-for/beginners and /cheapest pages with dynamic fee comparisons
β€’Blog to Glossary auto-linking: first occurrence of glossary terms auto-linked in blog posts
β€’AggregateRating JSON-LD on reviews page
β€’Economic Calendar Event JSON-LD for next 14 days of high-impact events
β€’Expanded sitemap with all new pages
0.7.0April 10, 2026

Sidebar Redesign & Navigation Cleanup

β€’Sidebar reduced from 50 items to 30 (~16 visible when collapsed)
β€’4 clean sub-groups: Trading, Analytics, Calendar & Market, Progress
β€’Removed 22 rarely-used items that cluttered the navigation
β€’Improved sub-group collapse/expand with localStorage persistence
0.6.0April 10, 2026

Founding Member Pricing & Registration Fix

β€’Founding Member coupon now wired directly into Stripe checkout
β€’Fixed registration page scroll bug β€” signup form was unreachable on mobile/small screens
β€’Stripe discount resolution: direct coupon attach, promo code lookup, or allow_promotion_codes fallback
0.5.0April 10, 2026

Stability Fixes: SQLITE Crashes & OG Images

β€’Fixed SQLITE_ERROR crashes on /stats pages (firm_id column reference fix)
β€’Fixed SQLITE_ERROR on /for pages (status column reference fix)
β€’Fixed Satori rendering errors on OG image routes
β€’All OG image routes now properly use display:flex with wrapped span children
β€’Resolved 2,200+ accumulated errors from column reference bugs
0.4.0April 9, 2026

Demo Data Isolation + Dismissable Onboarding Banner

Your public profile, the leaderboards, and every platform-wide stat (insights, benchmarks, community feeds) now exclude sample data β€” so loading sample trades to explore the app can never accidentally push you onto the leaderboard or skew the community averages you compare yourself against.

Dismissable banner β€” The sample data banner at the top of the dashboard now has a dismiss (Γ—) button on both the load-sample-data invite and the sample-data-loaded reminder. Your choice is saved server-side, so dismissing on desktop carries over to mobile.

Re-enable from settings β€” If you dismiss the banner and want it back, there is a new toggle under Settings β†’ Appearance called Show sample data banner on the dashboard.

Load sample data fix β€” Fixed an Internal server error that was stopping new signups from loading the one-click sample dataset on their first dashboard visit.

0.3.0March 6, 2026

Apex Trader Funding: Live Drawdown Tracking & Payout Eligibility

Live Trailing Drawdown β€” PropTally now connects to Rithmic PNL Plant to stream your real-time trailing drawdown floor directly from Apex's servers. Updated every 5 minutes.

Drawdown Floor & Cushion β€” The Broker Metrics widget now shows your exact auto-liquidation threshold and how much room you have before it's hit. Color-coded: green (>$500), yellow ($200–$500), red (<$200).

Enhanced Rule Monitor β€” When live Rithmic data is available, the drawdown compliance widget uses Apex's server-side floor as ground truth instead of computing from trade history.

Payout Eligibility Tracker β€” See at a glance whether you meet all payout requirements: profit target progress bar, minimum trading days, and consistency rule status. Shows "Ready" badge when all criteria are met.

Today's P&L β€” Broker Metrics widget now shows your combined realized + unrealized P&L for the current session when connected via Rithmic.

Broker Platform Clients β€” Added support for cTrader (Open API), DXtrade, and Match-Trader with auto-sync, token refresh, and account mapping.

0.2.0March 2, 2026

Blog, Embeddable Widgets & Learning Improvements

Trading Blog β€” 12 in-depth articles covering prop firm challenges, drawdown rules, risk management, trading psychology, and more. Visit /blog to read.

RSS Feed β€” Subscribe at /blog/feed to get new articles delivered to your reader.

Embeddable Calculator Widgets β€” Site owners can now embed our Risk, Profit, Pip, Lot Size, Drawdown, and Compound calculators on their own websites.

Redesigned Lesson Summaries β€” The summary slide player now features an Instagram-style progress bar, cleaner controls, and better visuals.

Language Selector Everywhere β€” Switch between English, Spanish, French, German, Portuguese, and Chinese from any page.

30+ New Glossary Terms β€” Expanded the prop firm glossary with terms covering risk management, trading rules, account types, and payout terms.

2-Minute Lesson Timer β€” Lessons now require a minimum of 2 minutes of active reading time before marking complete.

Mobile UX Improvements β€” Cleaner login/register pages, simplified landing page navigation, and better mobile menu on all screen sizes.

0.1.1February 28, 2026

Advanced Analytics: Customization & Custom Charts

β€’*Widget Customization** β€” Click the gear icon on any analytics tab to show/hide and reorder charts. Your layout preferences are saved automatically.
β€’*Custom Chart Builder** β€” New "Custom" tab lets you build your own charts. Pick any X-axis grouping (day of week, hour, symbol, session, etc.) and Y-axis metric (P&L, win rate, profit factor, etc.), choose bar/line/scatter, and save up to 8 custom charts.
β€’*Period Comparison** β€” Compare your performance across time periods. Toggle "Compare" in the filter bar to see delta cards for net P&L, win rate, profit factor, and more (this week vs last, this month vs last, or custom ranges).
β€’*Cross-Filtering** β€” Click any bar in the Reports tab to instantly filter all other charts by that dimension. See how your Monday trades break down by symbol, session, and more.
β€’*Trade Timeline** β€” Visual SVG timeline in the Distribution tab showing every trade for a selected day, color-coded by win/loss with hover details.
β€’*Green/Red Day Stats** β€” New card tracking your green vs red day ratio, average daily P&L, current streaks, and longest streaks.
0.1.0February 27, 2026

Major Platform Update

Trade Import Accuracy

Completely rebuilt the trade import engine β€” FIFO net-position matching replaces the old Position Disposition parser, fill explosion handles multi-lot trades correctly, and a strengthened hash system prevents duplicate trades. Imports now append instead of replacing.

Payout System

Payout cycles now reset after each submission so requirements restart fresh. Duplicate payouts per account are blocked, amounts are capped to your bankable balance, and payout markers appear on your equity chart. Accounts page now shows a Payouts column with P&L adjusted accordingly.

70 Milestones & Achievements

Earn milestones as you trade β€” from your first import to advanced consistency streaks. Collapsible milestone sections, celebration toasts, and admin reset controls.

Custom Alerts & Email Notifications

Set threshold alerts on any metric and get notified in-app or via email when they trigger. Admin notification settings control which alerts are active.

UI/UX Improvements

β€’Toast notifications replace all inline success/error messages
β€’Guided tours walk new users through key features
β€’Emoji sidebar icons (toggle in Settings > Appearance)
β€’Text size options (small, medium, large)
β€’Clean URLs across all dashboard pages
β€’Gold star indicator on What's New when unread
β€’Sign out button moved inline for easier access
β€’Consent modals fixed for all screen sizes
β€’Experience tips throughout the dashboard

Admin & Infrastructure

β€’Collapsible admin sections for cleaner navigation
β€’PII decryption in import errors and login lockouts
β€’Status page history and session pagination
β€’Self-healing health polling and calendar stats
β€’Log rotation and auto-login redirect
β€’Quantower added to import guide

Public Sharing

New opt-in setting to share your profile on public features, with a Terms of Service consent flow explaining exactly what is and isn't shared.

0.0.5February 26, 2026

Analytics Dashboard & PropTally Score

## PropTally Score

A new scoring system that evaluates your trading across 6 key axes: Win Rate, Profit Factor, Risk/Reward, Consistency, Max Drawdown, and Recovery Factor. Each is normalized to 0-100 and combined into a composite grade (S through F).

## Analytics Dashboard

β€’Full analytics page with KPI cards, cumulative P&L chart, daily P&L bars, and radar chart
β€’Filter by date range (7d, 30d, 90d, 6m, 1y), prop firm, or individual account
β€’Custom date range picker for precise filtering
β€’Condensed PropTally Score widget on the main dashboard

## Shareable Analytics Cards

β€’New Analytics card type in Shareables for All Accounts, By Firm, and By Account
β€’Shows Net P&L, Win Rate, Profit Factor, Day Win Rate, score gradient bar, and axis breakdown

## Calendar Improvements

β€’Redesigned calendar grid with daily trade counts and weekly summaries
β€’Improved shareable calendar cards with better text colors and spacing

## Other Improvements

β€’Settings page cleanup and better section spacing
β€’Various bug fixes and performance improvements