Wider imports, Trade Notes, Wheel Analysis, and a deeper read on your trades

Getting your history in is the first thing you do and the easiest place to lose trust, so it got the most attention this batch. The wizard now recognizes more brokers the moment you drop a file, and the parts that used to go quietly wrong got fixed.

Four more sources auto-detect on drop: Webull, Fidelity, Tradervue, and Alpaca. No picking a format from a list — drop the file and the wizard knows what it's looking at. Existing brokers got steadier too, with reliability passes across Interactive Brokers, thinkorswim, Robinhood, and Schwab (options included).

Under the hood, three long-standing rough edges are gone:

• Splits and ticker changes — if a stock split or renamed itself, the importer now reads that history as one continuous position instead of treating the new symbol as a stranger.
• Closes that match what you already hold — a file with only the sell side now checks the trades already in your account, so a close lands against the open you imported earlier instead of failing on its own.
• Rows it can't read — the wizard now shows you exactly which rows it couldn't parse, rather than dropping them without a word.

Your best trades teach you the most, but only if you wrote down what you were thinking at the time. Trade Notes is a new page that gathers every note, tag, and screenshot you've attached to a trade — each one tied to the real trade and its realized result, so your thinking sits next to the outcome instead of in a folder you never reopen.

You annotate a trade right where you record it. The new-trade and edit forms now carry a collapsible section for a note, tags, and screenshots — not just a note anymore, but the setup labels and the charts you saw at the time, added on the trade itself. And because all of it sits beside the trade rather than inside it, annotating never touches your fills, cost basis, or P&L.

Worth a note

The trades you should study most are the ones you were too busy — or too rattled — to write up in the moment. Worth a note goes looking for them: it surfaces up to five of your biggest realized results that carry no note yet, each with an Add note button that opens the editor on that exact trade. Write the lesson while it still stings or sings.

Which setups are actually working

Notes tell you the story of one trade; tags tell you the story of a hundred. Tag your trades by setup and the Setups strip rolls each tag into a single line — how many trades carry it, its win/loss record, and its net result, sorted best to worst. The setup you love might be the one bleeding you; the boring one you almost dropped might be carrying the account.

Find any trade in seconds

Entries is the full annotated list, built to be searched. Match a ticker, a tag, or any word in a note; filter by asset class, by tag, or by result; sort by newest or by biggest win or loss. Every row carries its note preview, tag chips, and screenshot thumbnails without a click.

Price context on every trade

A note is stronger when you can see what price did around it. Expand any trade for a candle chart centered on its dates, with a buy ▲ and a sell ▼ where you traded. Move the crosshair and the readout now includes the fill's execution time, so you can pin the exact bar you traded on.

Run the wheel and your trades scatter — a sold put here, an assignment there, covered calls and dividends posting on their own — and none of them adds up to the cycle it belongs to. Wheel Analysis reads them back as one strategy: it groups your trades into cycles and shows how each one is actually doing.

It follows the mechanics the way you run them — a sold put through assignment, the shares called away, the premiums and dividends collected along the way — and rolls each cycle into a single line.

Every ticker, side by side

Compare how the wheel has performed name by name, so you can tell which underlyings are worth the collateral and which just kept you busy.

Income, month by month

See the premium and dividend flow roll up month by month, so a year of the wheel reads as a trend instead of a pile of individual credits.

A win rate is a starting point, not an answer. This batch pushes your stock analysis past the top line: the same results, now sliced by the things that actually vary between your good days and your bad ones.

By time of day and weekday

See whether your edge lives in the first hour, fades by lunch, or only shows up on certain days. Exits roll up into market sessions — pre-market, regular hours, after-hours, overnight — with an exit-hour chart underneath, and a matching weekday view. Each reads in whichever clock you've set (more on the timezone control below), so “this only works before 11” becomes something you can check rather than a hunch.

By ticker group, ordered by result

Group the names you trade and compare how each cohort has treated you, ordered by net result. The tickers you think are your bread and butter and the ones actually paying the bills aren't always the same list.

Overnight vs. same-day, and exit hour

Read how the trades you held overnight compare to what you closed intraday, and which hour of the day you tend to exit best. Two more angles on the same question: when does your book actually make its money back, and when does it give it away?

Plenty of smaller changes landed alongside the headliners — the kind that quietly remove friction rather than announce themselves.

• Add a leg to any position — attach a new option leg to any open position you hold, so a multi-leg strategy (a long-dated call with a shorter one sold against it, say) reads as one trade instead of separate contracts.
• Break-even on stocks and calls — your effective break-even now shows on stock positions and covered calls, folding premiums in so the number stays honest.
• Latest price in the stock table — open positions carry the latest quote and the company name inline, so you read the table without decoding tickers.
• See what's behind “Deployed” — the Deployed number on the dashboard is now a click target that opens a per-position breakdown: every open option position with its collateral and every held ticker with its remaining cost basis, subtotaled to the total.
• Your timezone, your clock — set your timezone in settings and it drives how trade times and the time-of-day and weekday breakdowns read, keeps chart markers aligned, and gives imports a sensible default source zone.
• A YouTube channel — we launched one for walkthroughs and feature demos. Subscribe at youtube.com/@tickerscribe.
• Market Today, refined — the forward-looking view got a round of polish, including clearer day labels on the market cards.
• Steadier under the hood — selling and deleting trades is now atomic, with guards that stop a half-finished change, and the app reloads itself cleanly after a new version ships.

Which brokers can TickerScribe import now?

This batch added auto-detection for Webull, Fidelity, Tradervue, and Alpaca, on top of the existing lineup like Interactive Brokers, thinkorswim, Schwab, and Robinhood. Drop a file and the import wizard recognizes the broker and maps the columns for you — you don't pick a format by hand.

Does importing a split or renamed stock break my history?

No. The importer now reads a stock split or a ticker change as one continuous position, rather than treating the new symbol as a separate holding. Your shares and cost basis carry straight through the event instead of fragmenting into two unrelated lines.

Can I add notes to trades I can't edit?

Yes. A position with covered calls written against it, or a closed position you've locked, can't be edited — but it can still carry a note, tags, and screenshots. Notes live beside the trade and never change its numbers, so no part of your book is off-limits to a lesson.

How can I see which time of day I trade best?

Open trade analysis and break your stock results down by time of day or weekday. Each slice shows how that window has actually treated you, so an edge that lives in the first hour — or fades after lunch — has somewhere to show up instead of hiding inside your overall average.

What does Add Leg do?

Add Leg attaches a new option leg to any open position you already hold — not just LEAPS. Sell a shorter-dated call against a longer-dated one and the two stay one coherent trade, so the position, and its running result, reads as a single strategy rather than separate contracts.

Where do I follow changes between release notes?

We ship almost every day and post the moment-to-moment on X, then gather a run of releases into one write-up like this. Follow @tickerscribe for the running play-by-play, watch the blog for each batch, and find walkthroughs on YouTube.