Software updates

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.