Changelog
Stay informed about updates to Agents.
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. |
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. |