More reliable broker syncing and clearer trade insights

TradeTally 2.13.0 adds a new broker connection and makes everyday tracking more dependable across hosted and self-hosted setups.

  • Connect Webull through OAuth to sync trade history, with clearer handling when a connection is canceled.
  • Get more insight into open positions with daily P&L on the dashboard and views for price ranges, stops, and targets. The Challenges tab also improves achievement calculations and celebrations.
  • Stay up to date with mobile push notifications for inbox alerts, and follow trade enrichment progress through a redesigned live status banner.
  • Webhooks now deliver all advertised event types and are scoped to their owner, helping keep integrations complete and appropriately separated.
  • A broad set of fixes improves broker sync and recovery, including IBKR backfills, Schwab position and sale data, CSV imports and exports, Plaid errors, and backup restores. Self-hosted installs also regain shared features, while Docker settings and background job behavior are more reliable.

Let us know what you think or share any issues in the forum.

View release notes