What's new

Large Questrade fills no longer block an import

Questrade writes fills of 1,000 shares or more with a comma (1,000), and Apollo refused the file instead of reading them. Those files now import in full. If an import was refused for this reason, simply import the same file again.

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Re-importing a file no longer creates duplicates

Some brokers print the same fill with a different number of decimals from one export to the next (2.08 one time, 2.0791 the next). Apollo treated those as different executions, so importing an overlapping file could duplicate trades and leave a position open after you had closed it. Apollo now recognises the same fill however it is printed. If your journal already has duplicates from an earlier import, email george@apollotrader.app and we'll clean it up.

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A file that was only partly imported now fills in the rest

Importing a file that overlapped with one you had imported before could skip its new executions too. They are now imported.

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MFE, MAE and charts show the prices you actually traded

For a stock that later split or reverse-split, Apollo measured your trade on prices restated for the split, so a $3 trade could show a $15 MFE. Charts and MFE/MAE now use the prices as they were that day. Affected trades are being recalculated in the background over the next few hours.

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Imports refuse a file with dates but no times

A row with only a date was stored as midnight, which squashed a whole day of round trips into one trade. Apollo now stops and names the line, so you can export the file again with times included.

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Short positions now import from Questrade

Questrade writes a short sell as "SHRT" and a cover as "COV". Apollo read both as buys, so a short could leave a position showing as open after you had closed it, with that trade's profit missing from your totals. Both now import correctly. If you have a position stuck open on a symbol you know is flat, delete that symbol's trades and re-import the file — existing records are not corrected automatically.

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Imports no longer report a failure they did not have

A busy moment could make a finished import show an error even though every execution had already been saved — so the same file looked like it needed importing again. Imports now report their real result.

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A broker export with an unfamiliar column value is now refused outright

If a row says something Apollo cannot read as a buy or a sell, the import stops and names the line instead of guessing. Guessing is what turned shorts into buys. If a file of yours is refused after this update, send it over — an unknown value means a broker spelling we have not seen yet.

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Connection problems now explain themselves

When an AI assistant fails to connect, Apollo records exactly which part of the handshake it refused and why, instead of one catch-all message. A failed connection can now be diagnosed and fixed quickly rather than guessed at. Assistants that register several callback addresses are also accepted, where before they were turned away.

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Ask your AI assistant about your trading

Connect Apollo to Claude or another AI assistant and ask it questions about your own journal — how a strategy performed last month, which setups you keep forcing, what your worst hour of the day is. The connection is read-only: your assistant can look, never change or delete anything.

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You decide what stays connected

Settings → Connections lists every AI app and token with access to your journal, newest first, and revoke cuts a connection off immediately. Apps whose identity we cannot verify are flagged so you know what you are approving before you approve it.

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Hand a single trade to your AI for review

Open any closed trade and export it as a single prompt-ready block — executions, your notes, your checklist, and how the day was going before you took it. Paste it into whichever assistant you already use and ask what you missed.

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Filter the calendar by strategy and tag

The calendar now takes the same strategy and tag filters as the rest of the app, so you can see a single setup laid out across the month and spot the days it actually worked. The filter survives navigating away and back.

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Behavior factors say when a sample is too thin to trust

A factor is now flagged low-confidence when either side of the comparison is small — not just the checked side — so a habit you logged on almost every trade no longer shows up as your best or worst driver on the strength of a handful of counter-examples.

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Fixes

An unrepresentable date in a custom range no longer crashes the date filter, and the per-trade AI export now counts only the trades you actually closed before the one you are reviewing when it reports how your day was going.

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Pick your base currency

Set CAD or USD once and every total that spans more than one trade — your dashboard, reports, calendar and exports — is restated into it, each trade converted at the rate on the day it closed. Individual trades stay in their own currency, so a TSX position still reads in CAD when you open it.

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Wealthsimple imports directly

Pick Wealthsimple on the import page and upload the export as it comes. No more hand-converting an activities file into a generic CSV first.

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MFE and MAE in dollars, not just per share

Trade Detail now shows what the best and worst points of a trade were worth on your actual position size, with an explainer for how each is calculated. Reports → Win vs Loss Days gained matching average rows.

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Export for AI follows your filters

The export now carries whatever you had filtered to instead of starting from scratch, and there is an Export for AI action on the Trades page so you can go straight from a filtered list to a summary.

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Imports fail cleanly, or tell you why

A file with one unreadable row is now rejected whole rather than half-imported, so a retry can never leave you with duplicated or split trades. And when column headers do not match the broker you picked, the import names the columns it could not place instead of reporting "No trades found".

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See what is new

This page. Every release from here on gets a plain-language summary, and a badge appears in the app when one ships.

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Add a trade by hand

Log a trade directly from the Trades page when you have nothing to import — useful for a broker that does not export, or for a fill you reconstructed after the fact.

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Copy your trading summary for AI

Export a Markdown summary of your trading, section by section, and paste it into the AI assistant of your choice for a second opinion. Free, no upgrade required.

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Year, month and day performance

A new Reports tab breaks your results down by period, with bars coloured by P&L so a bad stretch is obvious at a glance.

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Drill into a price range

On the Dashboard, click a row in the By Price Range breakdown to select it and double-click to expand it into the trades behind the number.

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Intraday P&L on your daily journal

The day view now charts how your P&L moved through the session, so you can see whether you gave back a good morning.

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Generic CSV import detects your date format

No more guessing which pattern your file uses — the importer works it out and only asks when the file is genuinely ambiguous.

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Webull’s current export format is supported

Webull changed its export without notice. Both the old and the new layout now import, so exports you already saved keep working.

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MFE/MAE is measured correctly on shorts

Maximum adverse excursion could read far too high on short trades. Excursions are now measured from second-by-second data, and every previously computed trade was recalculated.

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Fill prices on the trade chart

Hover the candle chart on a trade to reveal your entry and exit price lines, and the buy/sell markers now land on the right candle at every timeframe.

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MFE and MAE on every trade

See how far a trade ran in your favour and how far it went against you before you closed it — computed for new trades and backfilled across your history.

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Calendar is a first-class page

The calendar moved into the sidebar and now shows stats for the month you are looking at, not just the coloured day cells.

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Manage your tags

Rename a tag, change its colour, or delete one you no longer use — all from Settings instead of living with a typo forever.

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Charts follow your profile timezone

The trade candle chart renders in the timezone you set in your profile rather than UTC, and current-day charts refresh on their own as the session fills in.

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Check-all on your checklists

Strategy and emotional checklists gained a check-all / uncheck-all toggle, so a clean trade takes one click instead of eight.

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P&L per share is no longer halved

Per-share figures were dividing by both sides of the round trip. They now divide by the shares you actually traded.

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Better-looking emails

Password resets and verification emails are now branded HTML with proper deliverability headers, so they are far less likely to land in spam.

Discipline report

A new Reports tab correlates your strategy checklist adherence with your P&L, item by item — evidence for whether following your plan actually pays.

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Emotions plotted against results

The emotional factors you flag on a trade are correlated with P&L in the same Discipline tab, with driver and trend charts.

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Delete your account yourself

Settings → Account now permanently deletes your account and all of its data, without emailing anyone to ask.

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Leaner emotional checklist defaults

Rule-like items moved out of the per-trade checklist and the defaults were trimmed to three positive and three negative, so the list stays quick to fill in.

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Sturdier Generic CSV import

Byte-order marks are stripped, more date formats are accepted, and a file that cannot be read now tells you why instead of failing vaguely.

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CSV export waits for your filters

Download CSV is disabled while the table is loading, so changing a filter can no longer quietly export a stale, truncated set of rows.

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Strategy checklist per trade

Tick off the rules a trade followed as you review it, so you can later separate the trades that were on plan from the ones that were not.

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Emotional and physical checklist

Record how you were feeling before the session and flag the behaviours — good and bad — that showed up in a trade. Default sets are seeded for you.

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Daily session journal

Click a day on the calendar for a day view with the day’s P&L, your notes for the session, and every trade you took.

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Trade navigation follows your list

The previous/next arrows on Trade Detail now walk the list in the order you sorted it, instead of an order of their own.

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Your timezone, everywhere

Set your timezone in Settings and every timestamp is stored in UTC and shown in your local time — the fix for imports that landed on the wrong day.

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A rebuilt dashboard

Six macro KPIs instead of a wall of numbers, a win/loss distribution donut, an average winner-vs-loser hold time card, and a daily wins/losses chart.

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Streaks and KPI evolution

Reports gained a current-streak metric, a KPI Evolution tab, and an average-volume-per-trade row that makes averaging down on losing days visible.

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Filters reach the calendar heatmap

Strategy and tag filters now apply to the calendar heatmap, so you can see the shape of a single strategy month by month.

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Failures are visible

A failed request now shows an error state instead of an empty screen, and 404s and 500s get proper branded pages.

Sessions last a week

Staying logged in now uses a seven-day sliding session, so a normal trading week does not log you out mid-review.