「 Changelog 」

What's New in Stratifyre

Platform updates, new features, improvements, and bug fixes.

Features9824241

Walk-Forward Fold Analysis & Live Phase Tracking

  • Inspect modular performance and stability charts across folds, including fold return, Sharpe ratio, drawdown, and degradation metrics
  • Track live completed-fold and in-sample vs out-of-sample phase progress directly on the walk-forward dashboard
  • Standardized chart surfaces with adaptive axes, subtle grids, and ChartMetrics summaries across analysis tabs
Features98fc22b

Backtest Playback History for Orders & Events

  • Orders and Events panels provide dedicated playback history through the current replay timestamp or scoped to the visible chart range
  • Paginated event history makes it easy to review historical fills, signals, and diagnostic events without overloading the chart view
  • Event tooltips and chart markers clearly identify the originating strategy rule and action for every order or rejection
Featuresecfaf3a

Priority Flatten & Safe Position Liquidation

  • Emergency Flatten and Flatten All actions prioritize closing positions above competing orders and active execution algorithms across live and simulated broker sessions
  • Maintenance margin liquidations automatically cancel active orders to prevent accidental position flips or overbooking
  • Atomic reduce-only order reservation cleanly resolves fractional and split positions during emergency exits
Features317cb4a

Live Conversion Summaries & Rich Rule Explorer

  • Natural-language strategy conversion streams live provider-authored reasoning summaries while generating algorithmic rules
  • Explore parsed strategy rules in an interactive JSON viewer with structured syntax highlighting
  • Strategy builder rule sections now explain per-instrument vs portfolio-level evaluation semantics
  • Strategy rules can inspect orders.algo_active to coordinate entries with active execution algorithms
Features2fb58a8

Multi-Provider LLM Routing & Failover

  • Configure LLM providers and automated fallback routes in the admin dashboard to ensure uninterrupted natural-language strategy conversion
  • Group providers, models, and priority-ordered failover policies under dedicated management tabs
  • Monitor runtime readiness with connection probes and automated reconciliation for abandoned generation attempts
Features071fda7

Trade R-Multiples & Excursion Quality Analysis

  • Completed trades persist and display immutable initial risk plans, including planned R:R, gross R multiple, expected risk/reward, and stop/target distances
  • Trade Detail view adds excursion quality metrics including MFE / MAE ratios, exit efficiency, and best-to-exit gap
  • MAE/MFE scatter chart features compact outlier-filtering and smooth scaling for large trade sets
  • Responsive Detailed Performance panel displays localized tooltip dates and adaptive metric precision
Features03d0407

Benchmarked Segmented Performance Comparisons

  • Segment Summary cards display side-by-side strategy vs benchmark performance across time periods and regimes
  • Segment comparison charts add benchmark comparison bars for visual alpha attribution
  • Segment metric heatmaps use semantic comparison colors to highlight outperforming and lagging market segments
Features65cabee

A Clearer Detailed Performance Breakdown

  • Compare All Trades, Long Trades, and Short Trades in one cohesive performance table with shared period and benchmark controls
  • Review P&L, fees, tax attribution, wash-sale counts, and previous-period values alongside the metrics they explain
  • Scan profitable, costly, and risk-sensitive values faster with semantic green, yellow, and red value colors
Featurese586b4f

More Reliable Natural-Language Strategy Conversion

  • Natural-language strategy conversion now uses a request-scoped catalog of available instruments and indicators
  • Common typos in trading terms are recovered automatically for more reliable strategy generation
Features75ce473

Chart Layer Controls

  • Toggle orders, events, zones, diagnostics, alerts, volume, and indicators independently on charts
  • Search and filter layers, focus or solo a layer, reorder indicators, and move them between chart panes
  • Adjust indicator color, opacity, width, and scale with preferences saved for each chart
Features8f580eb

Formation-Aware Bar Expressions

  • Zone rules can reference historical bars relative to the detected formation instead of only the current bar
  • Build more precise formation and invalidation conditions with indexed OHLCV context
Featuresb8e0339

Runtime Event Filtering

  • Filter backtest and live event panels by event type or the active instrument
  • Keep the event timeline focused on the fills, signals, alerts, or diagnostics you are investigating
Featurese251922

Richer Zone Chart Labels

  • Zone labels now show the definition, interval, strength, touch count, and formation time
  • Zone metadata stays readable as you inspect charts at different zoom levels
Securityc03d605

OAuth Authorization Consent

  • Review the permissions an MCP or OAuth client is requesting before granting access to your Stratifyre account
  • Allow or deny authorization from a dedicated consent screen with clear handling for expired requests
Featuresf02d9e8

Live Trading Performance Stats

  • Live trading overviews now show durable P&L, win rate, trade counts, fees, and commissions
  • Session performance metrics remain available as live trading activity continues and reconnects
Features435542b

Agent-Friendly Documentation

  • Access Stratifyre product documentation as clean Markdown at `/docs/*.md`
  • Use `/llms.txt` as a machine-readable index for AI tools and MCP clients
Featuresee93b59

MCP Live Trading Controls

  • Create and inspect live-trading sessions from MCP-compatible clients
  • Pause or stop sessions through explicit, permission-scoped tools and follow their transition status
Featuresb53b8d3

MCP Strategy Creation

  • Create strategies from natural-language prompts through the MCP server
  • Long-running strategy creation now reports durable lifecycle state while conversion completes
Features09f810c

Realtime Results Across Workflows

  • Backtest and walk-forward dashboards update as results transition without manual refreshes
  • Scanner charts receive committed result updates in realtime
  • Live trading dashboards stream session lifecycle changes as they happen
Features02af0da

Structured Runtime Event Details

  • Event logs and backtest charts now use the same structured event presentation
  • Inspect readable order, fill, position, risk, and zone details directly from each event
Featuresce79bee

Paired Entry OCO Orders

  • Configure opposing stop or stop-limit entry legs as one OCO pair in the strategy builder
  • Set shared expiry and fill-quota rules so the unused entry is cancelled after one leg fills
  • Paired entries run consistently in backtests and live trading
Features752e4a0

Zone Overlays on Charts

  • See detected zones rendered as rectangles on backtest and scanner charts
  • Zone updates now flow through scanner, live-trading, and backtest event channels
  • Zone detection, drawing, and change tracking now live in the Rust engine
Features2604800

Market-Hours Mode & IDLE Billing

  • Pick `rth_only`, `rth_eth`, or `24_7` for scanners and live sessions with automatic IDLE transitions at market close
  • Open-market billing now tracks active time directly, so idle periods keep the resource reserved without double-billing
  • Resources warm back up before open with scheduler-driven resume timing
Featuresedd585f

Live Trading Diagnostics

  • Render diagnostic runtime events directly in the event log and panel
  • Backtest runtime events now stream during run_from_database for better visibility while runs execute
Features2d80616

Datafeed Simulator

  • Use the new datafeed-simulator app to exercise realtime market data flows locally
Features8a0f9e7

Live Trading Dashboard Upgrades

  • See strategy names, live session actions, and realtime strategy state directly on the dashboard
  • New live trading chart view makes active sessions easier to monitor
Features7b24ee7

Backtest Control Upgrades

  • Configure starting positions for backtests and import them from strategy data
  • Pick instruments faster with the new ticker selector input
  • Volume-constrained fills help backtests respect real market liquidity
  • Structured event details and runtime event streaming make backtest debugging easier
Features767601f

Exact Money Accounting

  • Money and quantity values now keep exact decimal precision end to end
  • Backtests, live trading, and reports all share the same decimal-safe money path
Features088bba5

Expanded Volatile Period Presets

  • Stress-test strategies against more preset volatile market regimes
Features12969aa

Volume Profile Indicators

  • Analyze volume profile patterns directly in charts and strategy logic
Features31f14cf

Historical Aggregation Indexing

  • Reference prior aggregate windows directly in strategy rules with syntax like avg(bars['D'].close, 200)[1]
  • Strategy conversion prompts now teach historical aggregate indexing for moving averages, volume averages, and other aggregate functions
Featuresd93d1c9

Fibonacci Demo Strategies

  • Explore new demo strategies built around Fibonacci setups
Features7800ac1

Features Hub

  • Browse the new /features index page for current product highlights
Features3fcf8c4

Backtest URL Navigation

  • Backtest detail tabs now use clean URL path slugs instead of query params
Featuresfcd9086

Walk-Forward Dashboard Tabs

  • Walk-forward analysis dashboard tabs got a cleaner navigation layout
Features971eca9

Fibonacci Pattern Indicators

  • Use new Fibonacci extension and pattern indicators in strategy logic and charts
Featuresa7b2c9d

MCP Server Integration

  • Connect Stratifyre to AI assistants like Claude and ChatGPT via the new MCP server
  • Manage strategies, view backtest results, and trigger runs from any MCP-compatible tool
Securitybc4e821

Secure OAuth 2.1 Sessions

  • Secure OAuth 2.1 authorization with long-lived sessions for always-on integrations
Improvementsf9a3d12

Billing Reliability Improvements

  • Improved transaction processing reliability during high-throughput backtest runs
  • Fixed edge cases in credit card expiration handling
Performancee2c1b48

Parallel Backtest Engine

  • Backtests now run significantly faster with parallel worker threads across instruments
  • Indicator calculation and data loading improvements across the board
Infrastructure8d7e6a1

Smart CPU Allocation

  • Smarter CPU allocation — cores are distributed based on the number of instruments in your test
  • Rule evaluation optimizations for faster strategy processing on large universes
Improvements437d0eb

Scanner Alert Distances

  • Scanner results keep alert distance values consistent when no threshold is set
Featuresde9adb3

Alerts

  • Create and manage alerts from scanners and backtests in one place
  • Alert persistence and job creation now run automatically behind the scenes
Improvements2571f22

Backtest Time Alignment

  • Backtest charts keep bars aligned to point-in-time data instead of drifting by an hour
Improvementsadf7ce9

Historical Backtest Start

  • Backtest charts open on the selected historical date instead of snapping to today
Featuresaa898fa

Scanner v2

  • New scanner workflow with a faster editor and better realtime behavior
Improvements29d2f19

Backtest Progress Integrity

  • Progress updates keep performance metrics live during runs
  • Backtest delete actions keep working after progress updates
Features4f2e1a9

Pay-As-You-Go Billing

  • New pay-as-you-go billing option — only pay for the compute you use
  • Real-time usage summary and active resources visible on your billing page
Improvements0f39a9a

Backtest Metric Accuracy

  • Backtest results keep trade counts accurate during progress updates
Improvements7b9c2d1

Spending Caps & Multi-Fold Metering

  • Set a monthly spending cap to stay in control of usage costs
  • Walk-forward analysis folds now tracked individually for transparent metering
Features2f5ff58

Live Data Feed Chart Integration

  • Watch realtime market data stream directly into charts while strategies run
Improvements77e4310

Backtest Equity Accuracy

  • Strategy equity stops double counting during backtest runs
Features951b245

Expression-Based Backtests

  • Build and run backtests from strategy expressions instead of only form presets
Featuresd1a8e7b

Monte Carlo Ruin & Convergence

  • See your strategy's probability of ruin directly in Monte Carlo results
  • New convergence analysis tells you when your simulation has enough iterations
Improvements4f2bcc2

Detailed Performance Stability

  • Detailed Performance keeps rendering even when one side of the trade book is empty
Features783df2a

Backtest Chart Page

  • Open backtests in a dedicated chart page for deeper visual analysis
Refactorc3f2b4d

Infrastructure & Scanner Reliability

  • Improved futures margin rate accuracy for contract rollovers
  • Scanner results now save more reliably during high-throughput scans
Improvements50f95fb

Backtest Chart Metrics

  • Backtest charts keep equity-curve metrics and date axes in sync
Improvements4db00f8

Trade Detail Stability

  • Detailed Performance keeps loading when there are no short or long trades
Features9e1a7b4

Walk-Forward Analysis

  • Split your backtest into in-sample and out-of-sample windows to validate parameter robustness
Features2d8c9f1

MAE/MFE Analysis

  • MAE/MFE scatter plots show how far trades moved for and against you before closing
  • Expanded trade details view with per-trade breakdown in the results table
Features75a17ab

Strategy Cloning

  • Clone existing strategies to iterate faster on new ideas
Featurese24ebc4

Drawdown Chart

  • Visualize peak-to-trough drawdown directly alongside backtest performance
Features618687a

New Start Backtest Form

  • Launch backtests from a redesigned start form with clearer defaults and controls
Improvements309b44c

Backtest Chart Stability

  • EquityCurveChart uses initial capital before the equity curve loads
Featuresf1da278

Backtest Dashboard Revamp

  • Fresh backtest dashboard with richer performance metrics and cleaner navigation
Improvementsb6e3d5a

Risk Presets & Databento Cart

  • Risk Limits Presets for quickly applying common risk management configurations
  • Databento download cart for browsing and bulk-downloading historical data
Featuresa4b7c2d

Chart Markers & Trackers

  • Backtest fills and signals now appear as markers directly on your chart
  • Track custom metrics during backtests with the new tracker system
Featuresf2d8e9b

Discord Notifications

  • Receive Discord notifications when backtests and scans complete
Features7a1b9c3

Technical Indicators Pack

  • New Fair Value Gap (FVG) indicator for identifying market imbalances
  • Filter chart data between extended and regular trading hours
Featurese5d2a8f

Segmented Performance & Tax Analysis

  • Segmented performance reports — break down results by day of week, month, session, and more
  • Pre-tax and post-tax equity curves for estimating real-world after-tax returns
Improvementsc9b4f7e

Instrument Overrides & P1/P99 Filtering

  • Instruments Override lets you run any backtest, scan, or live session on a custom symbol list
  • Return distribution chart with P1/P99 filtering for outlier analysis
Featuresd1e8b2a

Live Trading

  • Live trading is here — connect your brokerage account and run strategies in real time
Featuresf7a3c9d

Advanced Execution Algos

  • Advanced order execution algorithms for smarter entry and exit handling
Infrastructureb2e9d4f

Cloud Compute Workers

  • Dedicated cloud workers for backtests with configurable CPU core allocation
  • Backtest duration estimates so you know how long your run will take
Improvements91a4781

Backtest Cleanup Safety

  • Delete All Backtests keeps deletions scoped to active jobs only
Featuresa8d2c7b

Backtest Event Timeline

  • New event timeline shows every fill, signal, and state change during a backtest
Featurese4f2a9b

Shared Variables & Monte Carlo modes

  • Shared variables let your strategy store and read values across rules and conditions
  • Bootstrap and block-size simulation modes for Monte Carlo analysis
  • Preset volatile period selector for stress-testing strategies against known market regimes
Features473baed

Backtest Cancellation Controls

  • Stop or delete backtests directly from the table when you need to clean up runs
Features5a61f6e

Volume Profile Charts

  • View volume profiles on charts and use them in strategy logic
Featuresd7c3b9a

Monte Carlo Simulation

  • Monte Carlo simulation — randomize trade sequences to see the range of possible outcomes
  • Configure Monte Carlo directly from the backtest settings panel
Improvementsf1a9e8b

Improved Visuals & UX

  • Re-run any previous backtest with one click
  • Updated candlestick pattern indicators with clearer chart drawings
Featuresb4d7e2f

1-Second Bars

  • Support for 1-second bar intervals for ultra-high-frequency strategy testing
Improvementsaefee2c

Full-Day Backtest Bars

  • Backtests start from full-day minute bars so results stay aligned
Features6d6c736

VWAP Charts

  • Add VWAP to charting and strategy series for cleaner intraday analysis
Improvementsc8b1a3d

Scanner Alerts & Data Freshness

  • Backtest alerts — get notified when a backtest completes
  • Smarter data freshness detection and automatic catch-up downloads
Features45be1f4

Volume Profile Preview

  • First-pass volume profile support landed in the charting UI
Featurese9f2d1a

Futures Continuous Contracts

  • Automatic continuous contract mapping for seamless futures rollover handling
Infrastructurea3c7b9d

Data Health Monitoring

  • Real-time data health monitoring shows connection status for each data provider
  • Charts now default to your backtest's timeframe for easier results analysis
  • Password reset and improved account management
Featuresd2e8f4a

AI Strategy Creation

  • Describe a trading idea in plain English and get a fully built strategy
  • AI-powered error detection highlights issues in your strategy rules
Improvementsb9c1d3e

Advanced Instrument Search

  • Improved symbol search with company name matching and richer instrument details
  • Hourly timeframe support for strategy rules and indicators
Featuresf4e2a7b

Live Market Scanners

  • Run live market scanners that evaluate your strategy rules across instruments in real time
  • Create, edit, and manage scanners alongside your strategies
Featuresd3b1e9f

Databento Integration

  • Databento historical data provider for high-quality US equities and futures data
  • Improved backtest progress updates with real-time P&L tracking
Featuresa2f9b4c

Indicator System & Chart Rendering

  • Completely rebuilt indicator system with better chart rendering and strategy integration
  • Indicators are now shared between charting and strategy rules for consistent behavior
  • Faster historical data loading with optimized CSV parsing