Changelog
Stay informed about updates to Agents.
1.1.4
September 14, 2026| Create agents from the catalog on mobile |
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| Start a new agent from the catalog right in the mobile app. |
| Explore in the agent rail |
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| Explore now has its own spot in the agent rail. |
| Workflow preview opens automatically |
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| The workflow preview now opens on its own as soon as it's ready. |
| Notifications tab |
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| Each agent's page now has a Notifications tab. |
1.1.3
September 7, 2026| Intraday candles |
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| Agents can now use intraday candles so you can build strategies around an opening range or a candle closing above a price level. |
1.1.2
August 31, 2026| More economic events |
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| Agents now support more economic releases: jobless claims, ISM manufacturing and services PMI, Michigan consumer sentiment, PPI and core PPI, and the Fed's preferred inflation gauge and its core measure. |
1.1.1
August 17, 2026| Trading-day schedules |
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| Schedule agents to run on the first, last, or Nth trading day of the month. If that day falls on a weekend or holiday, the run moves to the next trading day instead of skipping the month. The value-averaging template uses this schedule. |
| Dollar-amount limit orders |
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| All limit orders now accept a dollar amount, not just a share quantity. |
| More accurate fundamentals and screener data |
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| Fundamentals and screener fields now match instrument data, with new high and low price fields and a clearer distinction between price change and a stock's high or low. |
| Option filters for open orders |
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| Filter by underlying, strike, and expiration on open orders, not just positions. |
1.1.0
August 5, 2026| Agents general release |
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| Agents are out of preview and generally available. |
| Agents on mobile |
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| Review your agents from the mobile app. |
Preview 1.0.16
July 28, 2026| Agents hub |
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| A new section to review and take action on your agents on the web. |
| More reliable nested workflows |
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| Re-worked the referencing system to allow for more nested logic, so workflows with loops inside of loops run more reliably. |
Preview 1.0.15
July 13, 2026| Option limit price rounding |
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| Limit prices on single-leg option orders are now rounded to valid tick increments, so orders aren't rejected for an invalid price. |
Preview 1.0.14
July 6, 2026| Clearer handling of repeated failures |
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| If an agent hits repeated system failures, it's now marked as action required instead of retrying forever, so you know when it needs your attention. |
Preview 1.0.13
June 25, 2026| Moved Alpha into Agents |
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| The feature previously known as Alpha has been moved under the Agents umbrella, and you'll now see Research (previously Alpha) and the new Build options. |
Preview 1.0.12
June 8, 2026| Margin setting per agent |
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| Choose whether each agent can use margin. The setting applies to every order the agent places. |
Preview 1.0.11
June 1, 2026| Help enabling products |
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| If a request needs options, crypto, or margin and you haven't enabled it yet, the assistant replies with a link to get set up. |
Preview 1.0.10
May 25, 2026| Market-based limit and stop prices |
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| Set limit and stop prices to natural, mid, bid, or ask instead of a fixed number. |
| More reliable nested workflows |
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| Re-worked the referencing system to allow for more nested logic, so workflows with loops inside of loops run more reliably. |
Preview 1.0.9
May 20, 2026| Dynamic transfers from your bank |
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| Connect your checking or savings account and let agents automatically move funds to your brokerage based on your current balance. |
Preview 1.0.8
May 17, 2026| Faster workflow editing |
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| Swap symbols, amounts, or frequency in a conversation without rebuilding from scratch. |
| Smarter order handling |
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| The runner now infers single-leg vs. multi-leg automatically, and fixed a bug where percentages weren't being read correctly for gains and losses. |
Preview 1.0.7
May 13, 2026| Better prompt understanding |
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| Testing a new conversation model with improved accuracy and expanded examples for the workflow generator. |
| Reliability fixes |
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| Smarter cash journal rounding, proper handling when an account has insufficient funds, notifications that retry on failure instead of dropping silently, and a larger token budget so complex workflows no longer get cut off. |
Preview 1.0.6
May 8, 2026| Card and list view |
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| Switch between card and table views for your agents — the table layout lets you see more at once and manage them faster. |
| Pause and resume for workflows |
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| Runners can now wait for an external condition — a price target, a time, an event — then pick up exactly where they left off. The foundation for any "wait until X, then do Y" strategy. |
Preview 1.0.5
April 30, 2026| Account history in conversations and runners |
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| Agents can access your account history in both conversations and runners — enabling workflows that react to past events like dividends, interest payments, option assignments, expirations, executed orders, and more. |
| Paused agent states |
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| Agents that are paused now show a differentiated UI depending on whether the pause was triggered by you or by the system — so it's always clear why an Agent isn't running. |
| Improved options chains |
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| Improved agent handling of options chain queries. |
Preview 1.0.4
April 17, 2026| Reacting to order events |
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| A new trigger type that reacts to order events — like automatically placing a close at 20% profit when an opening order executes, or canceling one leg when another fills. |
Preview 1.0.3
April 9, 2026| Current company fundamentals |
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| Embed company fundamentals — market cap, PE ratio, sector, and more — directly within an Agent as evaluation criteria. Currently limited to real-time values, not historical. We'll continue expanding the list. |
| Account inference |
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| Agents automatically apply the correct account context when stated — no extra confirmation step needed. |
Preview 1.0.2
April 3, 2026| Multi-leg options |
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| Execute multi-leg options strategies — from spreads to strangles — within a single Agent. |
| Rolling options |
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| Automatically roll options positions forward, closing an expiring contract and opening a new one based on your criteria. |
| Multi-part strategies |
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| Build sequenced trades — like buying the open and selling the close — within a single workflow. We resolved a bug that caused some multi-part workflows to fail during execution. If you had affected Agents, please recreate them. |
| Capturing feedback |
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| Submit feedback on your Agents directly in product, so we can keep making them better. |
Preview 1.0.1
March 30, 2026| Agents preview launched |
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| Agents can monitor market conditions — including the VIX, technical indicators like EMA, RSI, MACD, and Bollinger Bands — and surface real-time market data directly in conversation. They execute trades across equities, crypto, and single-leg options, including limit orders. Agents also handle cash management — moving money between accounts, processing external deposits, and adjusting positions based on economic events. You stay informed at every step with push notifications and inbox messages. |