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Agents

Change Log

04/24/2026

Stay informed about updates to Agents.

Preview 1.0.4

April 17, 2026
Reacting to order events
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
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
Agents automatically apply the correct account context when stated — no extra confirmation step needed.

Preview 1.0.2

April 3, 2026
Multi-leg options
Execute multi-leg options strategies — from spreads to strangles — within a single Agent.
Rolling options
Automatically roll options positions forward, closing an expiring contract and opening a new one based on your criteria.
Multi-part strategies
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
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
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.