In this update, we’ve expanded your portfolio views alongside several key performance and charting improvements. New Features & Enhancements: All Positions Table: Added a comprehensive new table view so you can easily monitor all of your open positions in one place. Order History Infinite Scroll: You can now seamlessly scroll through your entire order history. Bug Fixes & Improvements: Charting & Instrument Polish: Charts now default to a clean Area chart view, and we resolved a bug that caused raw ID numbers to appear in instrument headers instead of ticker names. Omni Assistant Clarity: If an order is rejected, Omni chat will now display the exact rejection reason directly on the confirmation screen. Overnight Margin: Updated overnight trading session margin calculations for better accuracy. App Stability & Performance: Smoothed out background authentication to prevent the app from hanging during token refreshes, adjusted scrolling behavior on the welcome screen, and deployed under-the-hood iOS rendering fixes.

In this update, we’ve refreshed our app icon, refined the Watchlist interface, enhanced Omni assistant order details, and improved how funding timestamps are displayed, alongside several under-the-hood performance upgrades. New Features & Enhancements: Fresh App Icon: We’ve updated our app icon for a sleek new look on your home screen. Omni Assistant Updates: Omni chat now displays detailed information cards for trailing orders and includes a streamlined UI for managing assistant feature opt-outs. Watchlist & Chart UI: Refreshed the Watchlist design for a cleaner look and added smooth default loading states for mini charts. Local Time for Funding: Funding and transfer histories now intelligently display timestamps in your local device time zone for easier tracking. Bug Fixes & Improvements: Portfolio Transfers (ACATS): Polished the automated portfolio transfer interface based on recent user feedback. Private Market Access: Added a safeguard ensuring that full account onboarding must be completed before you can access Private Market features. App Stability & Navigation: Added active network connection monitoring for better offline handling, introduced dynamic sign-in buttons, and resolved screen scrolling bugs on company detail pages. Under-the-Hood Polish: Migrated to more reliable market data enrollment endpoints and optimized navigation flows.

In this update, we’ve introduced Private Market access, added short borrow rates to order tickets, and refined the Omni assistant experience, alongside several account and navigation upgrades. New Features & Enhancements: Private Markets: Explore and manage private market investments with newly added dedicated sections and quick actions. Short Rates on Order Tickets: View real-time short borrow rates directly on the order ticket to make more informed trading decisions. Account Settings Redesign: Streamlined the Account Settings page into a cleaner list layout and added a new Referrals section so you can easily invite friends. Smarter Omni Deep Links: Tapping a shared link to an Omni chat will now automatically open the thread, scroll directly to the exact message, and highlight it for you. Bug Fixes & Improvements: Watchlist Upgrades: Added several quality-of-life improvements to make managing and organizing your watchlists smoother and more intuitive. Portfolio Transfers: Refined the brokerage search experience when linking external accounts for portfolio transfers (ACATS). Onboarding & Navigation: Added a quick "Return Home" option if identity verification encounters an issue, keeping you from getting stuck on error screens.

In this update, we’ve introduced automated portfolio transfers and refined our account onboarding process, alongside key backend search and navigation improvements. New Features & Enhancements: Automated Portfolio Transfers (ACATS): You can now seamlessly transfer your external brokerage portfolio directly into your account using our new automated transfer flow. Bug Fixes & Improvements: Refined Onboarding: Streamlined the account opening process with updated margin pages and smoother preliminary verification steps. Search & Navigation: Improved underlying order ticket search reliability. Performance Enhancements: Optimized API requests and data prefetching to significantly speed up load times for the Discover page.

In this update, we’ve expanded our algorithmic trading tools, added options data exporting, and refined portfolio calculations for a more accurate trading experience. New Features & Enhancements: Algo Trading Upgrades: Added a dedicated time picker interface for scheduling VWAP and TWAP algorithmic orders, and fully integrated these strategies into Omni assistant order confirmations. Options Document Export: You can now seamlessly export your options files and data directly from the app for easier record-keeping and external analysis. Omni Infinite Scroll: Easily look back at past insights by seamlessly scrolling through your entire conversation history with our in-app assistant. Bug Fixes & Improvements: PnL & Margin Accuracy: Refined real-time Profit and Loss (PnL) calculations and updated the visual margin breakdown chart for greater accuracy and clarity. Cleaner Portfolio Tables: Removed unnecessary dollar signs from index options across your positions and orders tables for a cleaner, more accurate view. Smarter Funding Checks: Enhanced funding and transfer validations to properly factor in your overall account equity. Performance & Stability: Upgraded background data syncing for faster app loading, refined secure identity verification processes, and upgraded to a native PDF viewer for crisper document reading.

In this update, we’ve upgraded the funding experience and enhanced algorithmic trading capabilities, alongside several key order and performance improvements. New Features & Enhancements: Upgraded Funding Experience: Redesigned the funding screen to clearly display estimated deposit arrival times, making it easier to track when your funds will be ready to trade. Smarter Algo Trading: Algorithmic strategies (VWAP/TWAP) are now accessible across more order types and automatically sync with real-time market hours for precise execution. Omni Chat Infinite Scroll: You can now seamlessly scroll back through your entire conversation history with our in-app assistant. Bug Fixes & Improvements: Native Document Viewer: Upgraded from a web view to a native PDF viewer for faster, crisper document and statement reading. Order & Position Clarity: Partially filled canceled orders now accurately display the filled quantity, and the "Close" button is smartly disabled if your position balance is zero. Trading Safeguards: Automatically disabled extended-hours trading toggles for OTC (Over-The-Counter) stocks to prevent invalid order entries. Performance & Stability: Streamlined the identity verification step during onboarding, and optimized under-the-hood animations for a much smoother app feel.

In this update, we’ve introduced VWAP and TWAP algorithmic order strategies on mobile, refined margin breakdown visuals, and improved overall app performance. New Features & Enhancements: Algorithmic Order Strategies: Added VWAP and TWAP order execution inputs on mobile, giving you advanced tools to manage trade timing and execution. Margin Breakdown Visuals: Refined the margin contributors breakdown chart to display clear, whole-number margin values for easier reading. Bug Fixes & Improvements: Faster Market Data: Optimized market data streaming behind the scenes for faster, more responsive price updates across your watchlists and asset pages.

In this update, we’ve refreshed the Home page layout, improved screen loading speeds across your funding pages, and expanded option data metrics. New Features & Enhancements: Refreshed Home Page: Updated the Home page interface to clearly show your full notional amount, giving you a more comprehensive view of your account. High & Low Option Greeks: Access high and low Option Greek metrics directly within option chains to analyze price sensitivity and volatility ranges. Bug Fixes & Improvements: Smarter Order Modifications: Clearly highlighted editable fields when modifying orders and refined the display for triggered trailing stop limit orders. Position Navigation Fix: Resolved an issue where tapping index positions in your portfolio table did not open the correct details page. Performance Optimization: Intelligently pauses background data fetching when screens aren't in focus and improved portfolio history load times. Pre-loaded deposit and transfer data so the funding screen opens significantly faster. Notifications & Session Polish: Upgraded notification delivery services and resolved mobile account identification errors.

In this update, we’ve enabled trailing order modifications on mobile and added expiration countdowns to option chains, alongside faster chart performance and enhanced account settings. New Features & Enhancements: Modify Trailing Orders: Adjust and update your active trailing orders directly from your device without needing to cancel and recreate them. Option Expiration Countdown: See the exact number of days remaining until expiration directly within the option chain menu. Expanded Profile Details: View additional account and personal profile details cleanly in read-only format within Account Settings. Bug Fixes & Improvements: Faster Chart Loading: Optimized TradingView chart initialization for faster rendering and smoother technical analysis. In-App Assistant Upgrades: Added dynamic suggested prompt chips, faster thread switching, updated disclaimers, and auto-syncing chart themes with your device's light or dark mode. Index Option Refinements: Streamlined index option navigation and removed unsupported "Do Not Exercise" (DNE) toggles for index contracts. Settings & Navigation Polish: Simplified settings menu tabs based on account status and enhanced background app performance.

In this update, we’ve added direct option position exercises, introduced option quick-select tools, and added the ability to skip order confirmations for faster trading, alongside several key navigation and UI refinements. New Features & Enhancements: Option Position Exercise: You can now request to exercise your eligible option positions directly from your portfolio. Options Chain Upgrades: Added support for AM-settled options in the options chain and introduced Quick Select to help you choose strikes and expirations faster. Skip Order Confirmation: Added an option to bypass order confirmation screens so you can execute trades with fewer taps. Bug Fixes & Improvements: Instrument Page Search: Added a dedicated search button directly on instrument pages alongside a refreshed glass-style search bar layout. Order Ticket Refinements: Updated trailing order labels, refined index option confirmation messaging, and set "Do Not Exercise" (DNE) requests to default to maximum quantity. Navigation & Display Polish: Adjusted Dynamic Island layout spacing, updated safe-area padding for modern screens, and resolved navigation bar overlay animations.

In this update, we’ve added support for index options trading, introduced quick Buy & Sell action buttons on instrument pages, and refined trailing orders, alongside several key navigation and charting improvements. New Features & Enhancements: Index Options Trading: View and trade Index Options directly on mobile with full order ticket and instrument page support. Quick Buy & Sell Actions: Added dedicated Buy and Sell buttons directly to instrument pages to streamline your trade entry flow. Enhanced Trailing Orders: Refined the trailing order ticket interface and resolved mobile execution and tracking edge cases. Updated Time-in-Force (TIF) Options: Expanded TIF selections within the order ticket to give you greater flexibility over order duration and execution. Bug Fixes & Improvements: ACH Deposit Limits: Added clear ACH transfer limit displays directly within mobile funding flows. Omni Chat & Navigation: Updated Omni assistant visual animations and optimized main navigation layout. Simplified State Selection: Replaced manual text inputs with a dropdown menu for US state selection across account forms. Under-the-Hood Polish: Dynamic region restriction checks driven by real-time backend verification.

In this update, we’ve added Option Greek data, enhanced our in-app chat assistant, and refined your account onboarding and trading experience. New Features & Enhancements: Option Greek Data: Access essential Option Greeks directly within option chains to analyze risk, volatility, and price sensitivity. In-App Assistant Upgrades: Enhanced the assistant experience with a dedicated one-tap copy button, larger action buttons, scroll-down indicators, and direct ticker links. Market Data Onboarding Step: Added a clear, dedicated step during account onboarding to review and select your real-time market data agreements. Bug Fixes & Improvements: Document Deep Links: Seamlessly open specific account documents and statements directly from shared deep links. Refreshed Login Screen: Updated the mobile login page with a cleaner layout for a smoother start to your session. Smart Portfolio Views: Portfolio tabs now automatically default to Options if your account solely holds option positions. Order Ticket Safeguards: Automatically disables the order ticket for non-tradeable symbols, adds default order types, refines short-selling workflows, and provides clearer error messaging for risk check failures. Chart Theme Sync: TradingView charts on iOS now dynamically align with your device’s light or dark mode theme. Cleaner Displays: Replaced $0.00 placeholders with dashes in position tables for improved legibility, updated trailing order displays, and fixed layout adjustments when editing orders with an expanded keyboard.

In this update, we’ve introduced new order types, document management, and persistent chart preferences, alongside several key trading and navigation refinements. New Features & Enhancements: Trailing Orders: Added support for trailing order types on mobile, giving you more automated tools to manage risk and protect profits. Account Documents Tab: Added a dedicated Documents tab under Account Settings so you can quickly access and manage your statements and tax forms. Saved Chart Settings: Your TradingView chart preferences and indicators now automatically save to your device so your layout stays consistent every time you open the app. Modify Open Orders: You can now edit and adjust your active open orders directly, giving you faster and more precise control over your trades. Bug Fixes & Improvements: Price Snapshots: Added market price snapshots directly to your order detail and modify order views. Under-the-Hood Polish: Fixed background session token refresh handling for smoother, uninterrupted app usage and upgraded backend analytics tracking.

In this update, we’ve expanded your trading tools with advanced market lists and order management options, alongside several key visual and user interface refinements. New Features & Enhancements: Cancel All Open Orders: Introduced a highly requested feature allowing you to instantly cancel all open orders and close out open positions with a single action. Streamlined Order Modifying: Added an all-new "Replace Order" workflow, featuring an updated modify order bottom-sheet and a clearer post-review step UI for seamless order edits. Bug Fixes & Improvements: Dashboard Optimization: Replaced the daily PnL display with a more actionable real-time Buying Power metric to give you a truer sense of your spending capacity. Options Table Visuals: Cleaned up the spacing in the options chain table for better legibility and scanning.

In this update, we’ve improved search accessibility and enhanced deep-linking handling to make navigating your account easier, alongside several essential bug fixes and performance enhancements. New Features & Enhancements: Instant Search Access: Added autofocus to the search bar so the keyboard automatically opens the moment you navigate to the instrument search page, letting you type tickers instantly. Smarter Deep Linking: Upgraded our deep-link routing so that external links are intelligently held if the app is loading or backgrounded, automatically navigating you to the correct page right after authentication. Bug Fixes & Improvements: Under-the-hood stability improvements and performance tracking enhancements for a smoother overall app experience.

In this update, we’ve introduced an all-native account setup experience and added cross-platform deep linking to give you a smoother app experience. New Features & Enhancements: Native Onboarding: Replaced the previous web views with a faster, fully native account registration and onboarding flow directly inside the app. Deep Linking Support: Added comprehensive deep-linking capabilities across both iOS and Android, making it seamless to open specific app pages from links. Bug Fixes & Improvements: Faster Options Sign-Up: Streamlined the options trading application process by pre-populating recurring onboarding questions. Data & Display Enhancements: Refined daily change calculations for your portfolio and corrected currency symbols across various asset pages. Order Tracking: Updated the orders history table to display more accurate "Created At" transaction timestamps. Funding Safeguards: Implemented minimum deposit verification checks before processing financial transfers. Performance Boosts: Optimized API data calls for asset instrument detail pages to drastically speed up load times. Under-the-Hood Polish: Upgraded notifications handling with support for advanced push configurations, and unified backend tracking across platform analytics tools.

In this update, we’ve refined our chat and voice tools, alongside several essential bug fixes and performance enhancements. New Features & Enhancements: AI Voice & Chat Refinements: Improved the Omni chat interface to fix message resubmission issues and ensured the AI voice assistant panel automatically collapses after you submit a query. Daily Change Calculations: Updated daily change calculations to include notional value, ensuring your real-time data remains accurate and provides a more comprehensive view of your portfolio. Bug Fixes & Improvements: Fixed a layout bug where the "add" button on your watchlist would overlap with the title. Cleaned up the user interface by removing an outdated, unused button. Under-the-hood stability improvements, including an optimized backend for portfolio data fetching and turning on version gating to ensure you're always on the most stable app version.

In this update, we’ve improved the search experience and enhanced the login and bank linking flows to make managing your account easier, alongside several essential bug fixes and performance enhancements. New Features & Enhancements: - Search Improvements: Added a new default search screen that automatically saves your recent searches and combines them with popular stocks, helping you find assets and execute trades much faster. - User Interface Updates: Added clear text labels to the Trade and Omni buttons for better navigation, and improved the balance display on the Dynamic Island. - Order Details: Added precise timestamps to the order table to help you track your trades more accurately. - Seamless Bank Linking: Smoothed out the bank connection process to ensure you are seamlessly redirected back to the app after securely linking your account. - Balance & Margin Accuracy: Updated the calculations for base buying power, margin utilization, and intraday/overnight values to give you the clearest picture of your funds. Bug Fixes & Improvements: - Fixed an issue that caused the login screen to briefly flash when using biometric authentication, and smoothed out the initial splash screen flow. - Corrected a visual bug where watchlist charts occasionally displayed incorrect data points. - Refined the language on app permission requests so it's clearer exactly what you are opting into. - Optimized order submissions to prevent the app from unnecessarily refreshing data unless an order is successfully placed. - Under-the-hood stability improvements, including enhanced deep-linking support, updated notification services, and improved version-checking capabilities.

In this update, we’ve improved the onboarding and funding flows to make managing your account easier, alongside several essential bug fixes and performance enhancements. New Features & Enhancements: - Streamlined Onboarding & Funding: We've reorganized the financial profile questions to appear before you make a deposit, ensuring a smoother setup process. - Options Trading Updates: Refined the options order ticket and updated its title for better clarity. - Market Snapshot: Improved the refresh behavior for market snapshots so you stay up-to-date. - Clearer Error Messaging: Added specific error messages for post-trade actions and various onboarding statuses so you always know exactly where your account stands. Bug Fixes & Improvements: - Blocked the ability to incorrectly submit fractional orders. - Fixed layout and control issues with the funding bottom sheet. - Improved margin utilization calculations and displays. - Removed the outdated instrument info popover. - Under-the-hood stability improvements and analytics tracking (AppsFlyer and Datadog integrations).

New Feature: Guiding first time user through funding process Update notification