TradeTally 2.11.0 adds more control over account data, imports, analytics, and financial reporting.
- Archive trading accounts without losing their trades or cashflow. Archived accounts are removed from active selectors and reports, can be restored later, and now offer clearer choices when deleting associated trades.
- Import Sierra Chart activity logs, including binary
.datafiles, with improved account detection, assignment options, duplicate checking, and configurable strategy and note handling. - Review session activity timelines, bulk-edit trade metadata, customize trade-list columns, and benefit from clearer market-session badges and chart behavior.
- Create named broker fee profiles and assign them to accounts. Existing fee schedules are preserved, and profiles are included in backups.
- See monetary values more consistently in your selected currency. Analytics now normalize trade amounts to USD, while investment statements, DCF results, portfolio values, and charts receive improved currency handling.
- Reliability improvements include better IBKR option grouping, stronger import validation, improved account-deletion handling, more dependable notifications and background jobs, and refined analytics and report calculations.
Please back up your installation before upgrading; database migrations run automatically at startup.
Share your feedback or questions in the forum.