TradeTally 2.12.0 adds more flexible analysis and improves the reliability of imports, charts, and daily updates.
- Filter trades, analytics, cashflow, and investments by month to focus on the period you want to review.
- Save personal instructions for AI trade reviews and performance analysis. Supported providers can also use image context.
- Enter stop-losses in bulk, with streamlined risk and R-value handling.
- Get more dependable broker imports: fixes cover IBKR syncs and option fees, forex quantities and conversions, TradingView exports, and supported Delta BTC/ETH order history. Import diagnostics also explain more cases where files or orders can’t be processed.
- See complete trade windows on charts, improved forex symbol handling, and dashboard daily moves that better reflect quote freshness and market close. API safeguards and documentation have also been improved.
- Docker images now use Node.js 24.21.0 LTS on amd64 and arm64. Native installations require Node.js 24.21.0 or newer. Back up your database before upgrading; import fixes apply to new imports and don’t repair previously saved results or replay failed uploads.
Let us know what you think or share any issues in the forum.