Software updates

Options on /ES and other futures

You can now journal options on futures. If you sell puts or calls on /ES — the E-mini S&P — those trades come into SK TradeLog the same way your stock options do: the fills, the trade, and the profit or loss. We also support the common smaller and related contracts, like /MES, /NQ, and /MNQ.

Add a shareable holdings donut on Portfolio Allocation

Summary - Add an open-mix donut and bars on Portfolio Allocation (holdings with Sync cash, asset class, or sector), rolling leftover names into Other. - Use a distinct slice palette with dark gutters between wedges, plus a dark theme-proof poster you can share or download from the page.

Add a Calendar year heatmap and keep dismissed Join? badges

Summary - Calendar now has a Month / Year toggle: year view is a 12-month heatmap with opt/stk on hover and a year income strip (options, stock, total). - Month cells split realized P/L into opt vs stk (assignment counts as stock), and month loads reuse one cached book scan so account switches stay fast. - Join? dismissals are keyed by put + share position ids and stored in user preferences, so im

Keep Calendar period controls in one top-right cluster

Summary - Month view used to wrap Prev / period / Next / Month–Year under the long blurb and land them on the left. - Both month and year now use one compact top-right cluster so the controls sit together next to the title.

Keep Tastytrade same-order split CSV lots

Summary - Tastytrade CSVs emit one row per contract on the same order (two identical Sold-1 closes). Civil-day fingerprints treated those as one execution and dropped qty, so Iron's INTC call credit spread imported with one 9/8 STC instead of two. - `allocateImportFingerprint` keeps each split lot (`:occ2`, …) and still skips a true re-import of lots already in the account. Robinhood midnight vs n

Keep Tastytrade split CSV lots and list missing excursion OHLC dates

Summary - Keep same-order Tastytrade CSV lots as separate fills instead of collapsing them when they share a civil-day fingerprint (re-imports still skip as duplicates). - Admin excursion backlog now expands to the actual hold windows and weekday sessions still missing pasted OHLC, not just first-open to last-close.

Match trade-type filters to atomic types

## Summary - Filter chips now list catalog trade types only (Covered Call, Short Call) instead of lifecycle combos like Covered Call + Short Call. - A lifecycle passes the filter if it includes any selected type, so a wheel shows up when you pick Covered Call or Short Call. - Leftover joined values in saved Filters are split so old selections still apply.

Show lifecycle MTM on every step and slim trade workspace load

Summary - Split trade-workspace heroes into **This step** vs **Lifecycle**, and keep remaining-inventory mark-to-market (assigned shares) on every step — not only when that open step is selected. - Stop loading every weekly review on Details. Timeline notes load only on the Timeline tab, and only weeks that mention this chain. - Slim first paint: prefetch step links, skip catalog-schema wait, defe

Split staggered multi-leg P/L across each close date

Summary - Book each finished leg on its own close fill so a PCS like Iron’s MRVL (190 long put 8/28, 195 short put 9/10) no longer dumps both lots onto the last BTC. - Same day / same week still counts as one close; Weekly Review, Calendar (closed), Analytics (closed basis), and monthly income all use the same split. - Persist per-day close lots on ClosedTradeFact (`closeLotsJson`, facts v5) so An

Stop the theme builder from clipping the selected swatch ring

Summary - Give Primary, Neutral, and Theme swatch grids a little padding so the selected ring is not clipped by the scroll panel. - Keep the same inset on both sides of the theme scroll area (Teal on the left, Olive on the right).

Fix CampaignBook cast that failed deploy

Summary - `coerceCampaignBook` no longer casts a `{ campaigns }` extras object to `CampaignBook`, which failed `tsc` on Azure (`campaigns.ts:328`). - Same record-shaped read for attribution books so the sibling helper cannot hit the same overlap error.

Fix mobile Filters tip and Custom Reports phone layout

Summary - Close the active-filters hover tip when opening Filters (Trades/Analytics) so it no longer stacks over the modal on phones. - Stack Custom Report title/actions on narrow screens so Rename no longer crushes the name field. - Put the report account picker on the same row as Date basis (shared compact picker on phones).

Install the journal on iPhone and Android

SK TradeLog installs as a progressive web app (PWA) on iPhone, iPad, and Android phones and tablets — home-screen icon, standalone chrome, and a phone-first shell so the book is usable from your pocket.

• iPhone / iPad — Open the account menu → Download App, then Safari Share → Add to Home Screen. The hint stays on-screen until you do.
• Android phones & tablets — Download App opens the browser install prompt when Chrome offers one. Otherwise use Install app / ⊕ in the address bar, or the browser menu.
• Phone & tablet shell — Narrow viewports (and installed standalone mode) use a hamburger drawer with notch / home-indicator padding. Wider tablets keep the collapsible sidebar. Filters and Custom Reports headers no longer collide on small screens.

PWA mobile shell and phone layout polish

Summary - Fix signed-in PWA chrome: safe-area padding under the iPhone status bar, hamburger + overlay drawer on phones, desktop sidebar unchanged. - Compact multi-select account picker on phones (chips stay on tablet/desktop); shared across Night Watch, Portfolio, Calendar, Weekly Review, Trade Evaluator. - Phone layout polish: 50/50 hero and form-field grids across Preferences, Accounts, and oth

Show return on risk on the Analytics Net hover

Summary - Closed-book Net `(i)` drops Profit % (opening notional) and ROC BP (almost never stamped). - Replaces them with **Return on risk** from the legs (CSP cash, vertical width, 2× credit, full share cost) and **Premium % / Stock %** of Net. - Facts v4 stores `riskCapital` so the large-book path can size the same way after refresh.

Split closed P/L into premium vs stock

Summary - Split realized P/L by instrument: Premium = closed option lots, Stock = closed share lots vs fill cost. `premium + stock === realized`, so Net does not change. - Publish the same split on Portfolio Sources, monthly income, Campaigns, trade workspace, and Analytics columns/metrics (not a new tab). - Closed-trade facts v3 rejects missing or broken splits so stock trades are not labeled Pre

Closed this week uses the latest close fill

A week’s closed table now dates the close from the last closing fill, not a stale stored date — so a later buyback on another leg lands in the week it actually finished. Bought-back legs on a still-open multi-leg can appear in Closed this week too.

Date weekly review closes from the latest fill

Summary - Weekly Review now buckets a fully closed trade by the latest closing fill, not a stale `Position.closedAt` from an earlier leg. - Reconcile keeps the later flatten date so a later buyback cannot be overwritten by map iteration order. - Still-open structures can also show a bought-back leg in Closed this week.

Return on risk, and premium vs stock

Hover Net on Analytics to see return on risk — closed P/L ÷ structure capital (cash-secured put cash, vertical width, 2× opening credit on undefined risk, or full share cost). The same Net still splits into Premium vs Stock so a called-away wheel does not read as one option P/L.

• Return on risk — Replaces the old Net hover percents. Same dollars; the % is vs capital at risk, not vs a vague account fraction.
• Premium / Stock — Share of Net from option lots vs share lots. Totals still add to Net.

Clarify options-at-risk labels on the portfolio risk board

Summary - Rename **At risk** to **Options at risk** so a stock + covered-call book is not read as “no risk.” - Show **No short puts** on Short Put Cash and Cash vs Puts when the open book has none (instead of `$0` / `—`). - Drop the “Sync marks when available” subtitle; keep Cash vs Puts and Leverage Multiple as tile labels, with hover copy that now says Options at risk ÷ Net Liq.

Add share display names and richer trade list subtitles

Summary - Let users set an opt-in Display name for public share pages (Shared trades + Account), shown as “Shared via SK TradeLog / by …” - Require known US-listed (or already-in-book) tickers for manual trade entry and IVR watchlist adds - Under Trades tickers show account · kind · opened · DTE when relevant; tighten Portfolio By account broker duplication and nickname preference copy

Options at risk — not whole-account risk

The risk board now reads as practical options capital: defined-risk max loss on spreads, debit paid on longs, assignment face on undefined shorts. Long stock and covered calls sit near $0 here — their size is Long Equity / Short Option Notional. Leverage is Options at risk ÷ Net Liq.

Maiden Voyage Waves

After the complimentary Pro trial, keep Pro at a locked Wave rate while berths last. Claim from Account / Upgrade — yearly is the checkout default. Switching plans that would forfeit a locked Wave is called out before you confirm.

Fills option premium is options-only; T-bills import

On Fills, Option premium counts option cash only (sells credit, buys debit ×100) — equity fills are excluded. Supported history exports can also land T-bills and bonds as fills; futures and crypto still skip.

Morning Brief and Night Watch name the spot source

When Sync has no live equity mark, open-book moneyness can use an end-of-day close. The footer says so — including the as-of session date — so an overnight ITM flag is not mistaken for a live print.

View Trades uses the Analytics drilldown

From a calendar day, View Trades now opens the same trade-list modal as Analytics — scan that day’s tape without leaving the month.

Macro Calendar in Pro Tools

The US release calendar (CPI, FOMC, NFP, and the FRED regime strip) now lives under Tools on Pro — the same FRED source as the journaling Calendar’s teal markers, in a dedicated look-ahead.

SnapTrade connect covers more of the book

More supported brokerages connect through SnapTrade for live marks and incremental fills. An empty journal account resets Sync history so a first Sync can backfill. Disconnect and reconnect recover more cleanly, and connect errors stay customer-safe with a Support link.

Import names verticals and links lifecycles more cleanly

Options import now names verticals as credit or debit spreads, and Convert with AI classifies calendars and diagonals. Lifecycle linking after import is tighter so rolls and wheels land as stories instead of loose singles.

Roll candidates after the close

Night Watch now lists roll candidates from your open book — tested near expiry, inside 21 DTE, or already at a profit target — so the overnight scan suggests what to manage next, without placing anything for you.

Score playbooks next to the week's fills

Weekly Review now surfaces playbook adherence for the week you're closing out — a scorecard beside Performance, amber badges on rows that still need scoring or a playbook, and Followed / Broke chips right under the fills when you expand a trade.

• Scorecard — Followed, broke, and unscored counts for the selected week, plus how many closed trades still have no playbook.
• In the row — Expand a closed, opened, or attention trade to assign a playbook and score rules without leaving the review.

See who opened a shared trade

Public trade links now count unique people (not you, not Slack/Twitter unfurls). Totals show on the Dashboard and on Shared trades.

⌘K finds more of the book

Command search now jumps to Calendar, Custom Reports, Accounts, Docs, and the rest of the sidebar — plus named notebook pages, journal titles, report boards, and guide articles.

• Pages — Type calendar, reports, lifecycles, what's new, or pulse.
• Your notes — Notebook pages, journal titles, and custom report names after two characters.
• Trades — Title, ticker, or tag still open the Stats tab.

Generic template and Convert with AI

No supported export? Download the fill template, or convert an unknown broker CSV by mapping its headers onto that template. Want a native parser? Submit a Feature Request or email a sample file to support@sktradelog.com.

• Template — One row per fill. Actions like STO / Buy to Open, plus option fields or an OCC symbol.
• Convert — Only headers and a few sample rows go to the model. Review the mapping before import.

Net Liq chart with timeframes

The Portfolio Net Liq history chart now slices to 1D, 1W, 1M, YTD, 1Y, or ALL, and the same chart sits on Analytics. Toggle Net Liq (account value) or Change (vs period start). Green is above the window open, red is below.

• Timeframes — Chips under the chart slice Sync / book Net Liq to that window. 1D is previous close vs the latest mark (daily snapshots, not intraday).
• Accounts — Portfolio chips still filter Capital, Risk, Allocation, and Campaigns together. Analytics has its own All / account chips on the chart.
• Deposits — Net Liq is account value (includes transfers). When flows land in the window, trading change is shown separately.

Share excursion, fill hovers, and ticker history

Stats on share trades now says what efficiency actually measured, cash-by-fill names the fill that moved the line, and ticker history lists every close on that symbol — chart and table stay in sync.

• Efficiency — Green / yellow / red. Entry is where your average open sat between MAP and MFP. Exit uses the last close fill vs that high. Total is realized P/L ÷ MFE.
• Excursion chart — The line is each day's close P/L. MFE / MAE rails use that day's high and low. Hovers follow the cursor.
• Avg entry — VWAP of equity opens — extra round-trips in the same ticket still count.
• Cash by fill — Hover a point for the fill, that step's cash, fees, and the running total.
• Ticker history — All accounts, every trade. The list scrolls; hover a row or the curve to highlight the match.
• Trade header — Account and Trade type stack on the left, AI tools in the middle, Share on the right.

Capital Pulse: trading change vs deposits

Hover a Net Liq history day to see deposits and withdrawals on that mark. When transfers land in the selected window, trading change (ΔNLV minus those flows) is shown separately so a transfer does not look like a winning day.

Closed vs opened trades on the calendar

Calendar heroes and day cells now show closed and opened trade counts on every P/L mode. Trades & P/L labels a row OPENED when it opened that day and CLOSED when it closed — both if it did both.

• Counts — Opened / closed stay independent of Cash vs Closed vs Opened P/L. Fills in the activity ledger are not the same as opened trades.
• Day P/L — Still-open opens list at $0 so the day total stays realized-only.

Underlying chart on Trade Details

Details now shows a delayed daily chart for the underlying above Executions — candles, fill markers, and optional overlays so you can see entries and exits against price.

• Candles + fills — Daily OHLC with ▲ buys and ▼ sells. Equity fills sit at fill price; option fills snap to the day's bar.
• Overlays — Toggle Volume, Last price, Avg entry / Avg exit, SMA 20 / 50 / 200, RSI 14, and MACD. Choices stick in this browser.
• Hover — Crosshair tip shows OHLC and that day's fill labels.

Executions, Held time, and Days held analytics

Trade Details now reads fills as FIFO executions — with lot status, connector rails, and a cash strip — and Held time uses the same humanized style across the book. Analytics gains a Days held tab.

• Executions — Entries / exits renamed. Gross / fees / dividends / net plus Held sit above the fill table. Lot orbs and FIFO rails highlight the entry→exit chain on hover.
• Held — Humanized duration like 3M 17D 5h on Stats, the Trades table, Weekly Review, and shared trades.
• Cash by fill — Cumulative cash curve is green above $0 and red below.
• Analytics · Days held — Slice closed P/L by hold buckets (<1 day through 365+).
• Faster first paint — Portfolio, Trades, Dashboard, and Analytics load the first screen sooner; Journal remembers column layout and card height.

FRED macro regime

St. Louis Fed data now frames the book: VIX, 10Y, the 10Y–2Y curve, Fed funds, and CPI YoY. This is market regime context — not a replacement for Sync IVR or live spots.

• Morning Brief — FRED macro strip plus upcoming high-impact releases on every plan.
• Weekly Review & Night Watch — Same strip (with ≈7-day changes on Weekly Review) on Pro.
• Entry snapshots — New opens stamp entry VIX / yields / CPI for history.
• Analytics · VIX regime — Slice closed P/L by entry VIX bucket.
• Calendar — Teal markers for high-impact FRED release days (Pro).
• Playbooks — Macro rules in starters; entry VIX can hint Followed / Broke (Pro).

Tools: Profit Calculator, Trade Evaluator, Streak Probability

A new Tools group in the sidebar keeps calculators off the main scroll list. Profit Calculator and Streak Probability ship on Pro; Trade Evaluator (pre-trade sizing) is on Pro with Playbooks and Night Watch.

• Tools nav — Expandable sidebar group so the menu stays shorter.
• Profit Calculator — Balance × return matrix vs a dollar goal; blank profit goal uses return % of balance.
• Trade Evaluator — Pro — sizing, risk score, roll analyzer, Shares, and portfolio impact with saved Preferences rules.
• Streak Probability — Heatmap of P(win/loss streak) by win rate, plus a random sequence preview.

Manual regrouping you control

On Trades, select rows (and expand lifecycle steps) to Combine, Link, Unlink, Lock, or move individual fills onto another selected step — without a giant “merge into” picker. Combine offers a short Undo toast if you change your mind.

• Combine vs Link — Combine merges fills into one trade; Link keeps each trade as a lifecycle step.
• Step & fill select — Expand a multi-step row to check individual steps or fills, then act from the regroup bar.
• Locked — Fix groupings, auto re-chain, and option price repair skip Locked trades.
• Merge like fills — On a trade's Executions table, collapse matching fills (same when / action / price) back into one lot.

Custom Reports

Build a personal process scoreboard from income, Analytics, and open-book widgets — not a freeform BI tool. Create new or start from a template, rearrange the canvas, and pin favorites to Dashboard tabs.

• Free — Core analytics; Custom Reports unlock on Pro.
• Pro — Up to 25 reports; pin to Dashboard tabs.
• Widgets — KPIs, equity, donuts, treemap, heatmap, closed trades, open brief, calendar P/L, and capital pulse.

Broker Connect

Link a supported broker from Accounts. Sync pulls open positions and broker marks into Morning Brief. Each user authorizes their own login — shared Client ID, private tokens.

Morning Brief

Wake up to a command board on the Dashboard: defend ITM / hot-DTE names, manage-window winners (your Preferences manage-% and DTE rules), and a live book mark — what the open book would be worth if every trade expired at the current underlying price.

• Live book @ price — Intrinsic expiration path across all open trades (plus equity MTM on shares).
• Defend / Manage / Radar — Prioritized queues with reasons (ITM, DTE, expiry-path credit, share MTM).
• Night Watch upgrade — “If expired @ price” on every blip; heat also flags deep-OTM shorts past your manage-% of credit.