Ploutos Help

Release Notes

Review product changes that affect real workflows, from imports and risk planning to account behavior.

This page highlights product updates that affect real workflows.

July 2026

More accurate imported trade reviews

completed-trade files without timezone markers now land on the correct trading day for supported export formats
re-importing corrected trade times refreshes stale chart data instead of keeping a preview from the previous time window
estimated futures fees on completed-trade CSV files now account for the full round turn
chart previews fail faster when an intraday source cannot cover the trade, while compatible saved snapshots remain available

Private beta desktop imports

eligible traders can pair the Ploutos desktop connector from Connections without sharing a broker password
the MotiveWave beta includes Windows and Mac packages and imports completed trades from the trader's computer
ATAS and MotiveWave connections now keep clearer sync status and setup guidance inside the existing Connections workspace

More resilient database hosting

production data now runs on a managed PostgreSQL service with encrypted connections and recovery backups
the migration verified every application table, index, constraint, and sequence before traffic moved
database access is restricted to the production server, while the previous database remains available temporarily as a read-only recovery path

Fresher Demo workspaces with less background work

Demo workspaces keep their longer-term trade history while refreshing only the recent sample window
recently used Demo workspaces stay current automatically without rebuilding every account separately
inactive Demo workspaces repair themselves when they are opened again

June 2026

Safer account reloads and broker cleanup

reloading the app is less likely to open Demo when a real account with trades is available
Ploutos no longer shows an in-app reload prompt every time a new deployment is available
when every trade in the current scope is already reviewed, the dashboard opens the reviewed list instead of showing an empty pending queue
disabling one synced broker account no longer clears grouped review trades that belong to another broker account

Faster stop planning in trade forms

trade entry and trade review now let you set an initial stop by price or by planned dollar risk
when you type dollar risk, Ploutos calculates the matching stop price from entry, size, direction, and market value
when you type stop price, Ploutos still shows the planned 1R dollar risk

More reliable CSV imports after upload

clear CSVs with entry, exit, and P&L no longer wait on optional format assistance
ambiguous CSVs now let you choose whether rows are completed trades or executions
imports keep refreshing the journal before the modal closes, so newly imported trades appear without a browser refresh
MT4-style account-history reports with repeated Price columns now map entry and exit prices correctly
closed-trade CSV rows with custom notes no longer collapse into one pending grouped trade in the journal

Easier Pro restart after a subscription ends

the pricing guide now lets users with an ended Pro subscription start checkout again
account billing remains available for invoices, payment methods, cancellation, and plan cadence changes
the pricing message is clearer when billing is connected but the subscription is no longer active

Faster large CSV imports

large closed-trade CSV files now analyze and prepare much faster
import preview appears faster while still checking the file shape and first rows
large futures files are less likely to hit a timeout during import preparation
re-importing the same CSV now updates trade facts without clearing your review status, notes, strategy, tags, saved stop, or chart markup on matching trades

Clearer default-risk application

applying default risk to existing trades now covers reviewable imported trades when entry, size, and market value are available
the account setting now makes it clearer that applying default risk to existing trades is a one-time save action
the Risk management empty state now links directly to the account's Default risk setting

More reliable trade image uploads

trade image uploads now use the selected image file directly, so the 5 MB limit applies to the actual image instead of an inflated upload payload
large chart screenshots are compressed before upload when possible, and oversized-image errors now explain what to do instead of showing an HTTP code
trade save and image-upload errors now stay scoped to the current trade modal and clear when you close or open another trade form
valid screenshots between 1 MB and 5 MB can now reach the API instead of being stopped by the web proxy first

Older futures chart previews in production

hosted deployments now pass the Databento historical chart settings into the API container
older short futures trades can use intraday historical candles instead of losing chart context after Yahoo's intraday window
chart previews can now reuse nearby stored candles for the same account and market when a matching trade is missing its own snapshot
short futures reviews now retry with finer historical candles when minute-level data is too coarse for the trade markers
imported and demo chart previews now replace stale stored candles when fresh market snapshots are available
journal filters now open more reliably after an update and animate more smoothly

Clearer Insights reads

Insights now uses larger reading text, chips, chart labels, evidence labels, and finding summaries
the Insights route now uses one clear page title and a compact trust-check card instead of duplicate headings
ranked decision signals now appear before the checklist, so the core read is easier to reach on desktop and mobile
long strategy and market labels wrap in insight charts instead of being cut off
dense edge breakdowns now show the clearest buckets first instead of turning every signal into a mini spreadsheet
session and entry-hour insights now use New York trading time, matching the Journal session filters
market insight filters now use the same canonical market keys as the Journal
payoff wording is clearer in Insights, with "payoff ratio" replacing R:R labels where the read is about average winners and losers
the top Insights brief now names the actual next-session decision and keeps the evidence ordered around that decision
the pre-trade read now shows one ordered review gate before the evidence, with trust checks folded into the same flow
the Journal now includes a Trade scanner widget with subtle average win/loss guides, making outsized trade results easier to spot and open
the Journal trade scanner now opens the exact trade you click and keeps the cursor on that trade instead of jumping back to the latest result
the Journal now shows a floating Clear filters action when your scope is narrowed, so you can reset from anywhere on the review page
the Journal now shows a compact filters shortcut when the filter controls are out of view
Journal filter updates now show a clearer loading status that stays visible while you are scrolled deeper into the review page
evidence cards now explain the read and the next review step with context-specific coaching instead of generic metric summaries
concentration reads now include a top-mover trade map so the outlier check points to the trades worth opening first
Insights now gives key amounts and secondary signals more visual hierarchy without adding extra chart noise
evidence trades in Insights now open the corresponding trade review directly

Clearer CSV history-window feedback

CSV imports now stop with a clear message when every parsed trade is outside the Free history window
import summaries now include rows skipped by the account history window

Safer BacktestIQ CSV detection

BacktestIQ-style closed-trade files with entry and exit timestamps now stay in closed-trade mode even when assisted detection suggests an execution-fill shape

May 2026

Stop loss and R ratio tracking

manual, imported, and synced trades can now store an initial stop
trade review now shows initial 1R versus the actual reward-to-risk ratio after fees
charts can show the saved stop, entry, and exit together
the trades list and dashboard now surface R ratio context when a trade has a complete risk plan
accounts can now store a default risk amount, manual trade entry can suggest size from that risk target, new reviewable trades can derive an initial stop from it, and account settings can overwrite initial stops for existing reviewable trades
grouped trades now calculate that default stop from the average entry fill, not from the closing fill

More accurate futures contract math

grouped futures trades now use contract multipliers for more FX, metals, and Treasury markets when broker fills do not include realized P&L
chart previews for those trades infer entry and exit prices from the same market-aware contract math

More complete market filters

market filters now use the account's full available market history, not only the trades visible on the current page
selected markets stay available while you narrow dates or move through paginated trade lists

Faster first review after import

accounts with imported or synced trades now get a focused first-review guide before any trade has been reviewed
the guide opens the next pending trade directly, so the first review starts from the actual trade instead of another navigation step
the same guide links to fee settings, making it easier to confirm net P&L before reading the account summary

Stronger broker refresh safeguards

broker account refreshes now have clearer internal monitoring when a provider is being queried too often
this helps keep automatic sync behavior quieter and less likely to run into provider-side limits

Clearer Rithmic system selection

Rithmic setup now includes LucidTrading in the direct connection system list
Lucid-funded Rithmic users can select the Lucid system directly instead of trying unrelated systems such as Apex
connection guidance now calls out that prop-firm Rithmic logins may need the firm's own Rithmic system name

More actionable Insights

Insights now open with a next-session brief, a short review checklist, and cleaner confidence cues
ranked signals can send you straight back to the Journal with the relevant market, strategy, tag, session, or direction filter
each major signal now shows example trades behind the finding, so the read is easier to verify before changing the next plan
the page now calls out early-sample and outlier-heavy signals more clearly
cached Insights now refresh more smoothly without briefly flashing outdated copy

Safer broker account refreshes

Rithmic account refreshes now reuse recent broker-account results instead of asking the provider for the same account list repeatedly
when a recent Rithmic refresh fails but saved accounts already exist, Ploutos keeps the saved account list available so the workflow does not keep retrying the provider

More reliable CSV fee handling

CSV imports without a commission column now use the account's estimated fee settings instead of treating missing fees as a real $0.00 commission
the CSV import flow now warns when fees may need configuration and links directly to the account fee settings
updating estimated fees now also applies to older imported CSV trades whose commissions were estimated or missing

Light mode and theme controls

the topbar now has a theme toggle that switches between dark and light mode
the chosen theme persists across sessions and is applied as the app opens
the dashboard, trade tables, account switcher, support modal, and help center all support both themes

Trade images now save with the form

attached trade images stay pending until you save the trade, instead of writing immediately on selection
the review modal no longer closes on backdrop click, so it stops dismissing while you select files or drag inside long fields
snapshot sharing now opens X, WhatsApp, or Instagram alongside the existing copy and download actions

Sharper Interactive Brokers Flex behavior

some IBKR equity and ADR symbols are now classified more accurately instead of being mistaken for futures markets
IBKR fractional share quantities now import and group more accurately
chart previews now resolve more IBKR equity and ADR tickers, including international exchange suffixes
open IBKR positions now show the current marker more clearly in chart previews

Real data in the demo workspace

the demo combines stable historical trades with a rolling block generated from real intraday candles
chart previews in the demo now stay better aligned with realistic market movement
the demo stays fresher over time without requiring manual reset

Account, billing, and trial controls

Account & billing in the profile menu now opens a real settings surface
Pro subscriptions can be cancelled at period end and resumed before that date from the same screen
the Stripe billing portal is reachable for invoices, payment methods, and switching between monthly and yearly billing
account deletion now asks for email confirmation before continuing

In-app support accepts screenshots

the support modal accepts pasted, dropped, or selected PNG, JPG, or WebP images
you can attach up to 3 screenshots under 5 MB each and pick the relevant Ploutos account

Faster first paint

the sign-in page appears faster before the full product workspace loads
modals keep a stable height while they load, instead of opening as collapsed empty shells
app refreshes keep more cached assets warm, so reloads stay fast

April 2026

Free and Pro limits are now enforced

Free now includes 1 standard account plus the Demo workspace
Free standard accounts now show and accept the most recent 60 days of trade history
Pro trial and Pro include full history, more standard accounts, premium insights, and supported sync
pricing copy in the app and public landing page now reflects those limits

Better trade review and safer editing

trade review now supports uploaded trade images, not just notes and tags
the review modal now protects unsaved changes before close
Save changes only lights up when the trade form is actually dirty
short trade previews handle tighter entry and exit spacing more clearly

More useful dashboard drilldowns

P&L by session now drills into the journal as a real filter
Unassigned in strategy performance now works as a true filter state instead of a dead-end summary row
trade filters now stay aligned across dashboard, trade list, and grouped-trade views

Safer connection workflows

removing a connection now asks whether imported trades should stay or be removed
Tradovate OAuth now supports separate demo and live setups
the Tradovate / NinjaTrader login flow now shows a loading state before redirect so it does not feel frozen
NinjaTrader is presented as a platform integration that uses the same trade-history connection path as Tradovate
Interactive Brokers Flex is now available as a managed connection using encrypted Flex tokens
the Interactive Brokers Flex setup now has a dedicated user guide and an in-product checklist for the required query fields
IBKR Flex sync is tuned for report-based trade history

Better public product surfaces

the landing page now leads with the post-session review workflow
the help center is now part of the Ploutos product experience
pricing and public product copy now describe current connection coverage more clearly, including Rithmic, Tradovate / NinjaTrader, and Interactive Brokers Flex

How to use this page

Check this page when:

a workflow feels different after an update
you want to know whether an improvement is already live
you are deciding whether to retry a workflow that recently changed

If something still does not look right after an update, use the support page.