Changelog

2026-11-14

  • App pages share one width and one title row; prices and tables use tabular figures instead of a code font; sector tags are grey with a small up/down dot.
  • Settings: trading costs, position sizing and email notifications share one save bar and ask before you leave unsaved changes; trading costs and price alerts can switch market in place.
  • Watchlist: cost and P&L in the table match the cards and the detail panel (including recorded fees); 100 stocks at a time, with Show more and Show all.
  • Sectors: sorted by strength by default, with how strength is scored and what the sample is; the "EV & Auto" sector is renamed Autos (it holds every carmaker and parts maker).
  • Journal: sector P&L is the average per trade; a sell signal after you sold out no longer counts as "not followed".
  • Today and Strategies: switching the active strategy asks first; the live-performance curve counts $1 per signal; the signal table lists the first signal of each run by default.
  • Dividends is in the desktop navigation; logging a dividend no longer prefills the first holding and today.
  • Strategy builder: a title and back link; the order holdings are checked in (exit, trim, add) is explained; the save button stays at the bottom; a false "no sector data" warning is fixed.
  • Backtest: importing a shared strategy or "Run backtest" after saving starts the run on arrival; the settings row and the trades table read better on a phone, the table leading with ticker, return and exit reason.
  • Stock detail: "What your rules say" is the second section; a stock you do not hold shows buy rules only (it used to show exit rules "firing"); a condition with no data says why.
  • Starting strategies show Chinese names and descriptions in Chinese; percent values in rules carry %, and conditions are joined by and / or.
  • Shared strategy pages have the site navigation and a link to the demo; the strategy templates page jumps by market and ends with a sign-up or Strategies button.
  • Pricing is one Free vs Pro table and says backtests use about two years of daily bars; sign-up links the terms, asks for at least 8 characters and can resend the confirmation email.
  • Guides and the metrics glossary: long pages have a contents list; every example strategy JSON imports as is; glossary claims are corrected to match the product and every term is linked from a guide; your chosen language is remembered.

2026-11-13

  • Hong Kong: the dashboard's suggested share count and backtests round to each stock's own board lot (HKEX's list of securities, refreshed every Monday) instead of one lot size from your settings.
  • Backtest (China A-shares): main-board ST stocks use a 5% limit before 6 July 2026 and 10% after, matching the revised Shanghai and Shenzhen rules; the result notes that it tests today’s stock list, which brings selection bias.
  • Backtests show their progress; the strategy builder says how many of your stocks have no data for a condition.
  • The journal shows every change to a stop or target; a buy can be given tags when you record it.
  • Signal labels are the same everywhere (Buy, Add, Trim, Exit); past trade prices show two or three decimals; the dashboard shows the signals already recorded as it opens; an earnings date that cannot be found says so.
  • A new public page, Strategy templates: the preset strategies for the three markets with their full rules.
  • Preset strategy Growth US: trim at a 20% gain or RSI above 75, exit at a 12% loss or a 40% gain (the old trim could never fire). Copies already in accounts are unchanged.
  • Accessibility: body text is at least 12px; option buttons are grouped, tables work from the keyboard and icon buttons have names; colour contrast issues found by an automated check are fixed; two menus are now keyboard-friendly.
  • Guides: outside facts link to their sources and three outdated statements are corrected; each guide has its own share image; two new guides, on Hong Kong board lots and position size, and on A-share price limits and ST stocks.
  • AI apps (MCP): 20 tools, adding the log of changes, cash in each market and dividends. In ChatGPT a write can only be confirmed on the card, not by ChatGPT itself; in claude.ai a read-only connection is asked to reconnect when it tries to write.
  • API: every answer carries rate-limit headers (RateLimit-*); unused fields and parameters are named in warnings; errors carry a reason that tells apart the cases of one code; GET /export downloads all your data; the change log in settings can be filtered by source.
  • China A-shares now keep about two years of daily bars, like Hong Kong and US stocks, so A-share backtests can use rules on MA200 and the 52-week range.
  • A redesigned home page with screenshots of the daily list and the journal (demo account, sample data), and a new black-and-white look and logo.

2026-11-12

  • Backtest: a stock whose single lot costs more than one slot of the book is no longer bought (100 shares a lot for China A-shares, one share for US stocks); the result says how many signals were skipped.
  • Backtest (China A-shares): no buy at a limit-up open, no sell at a limit-down open, and no fill on a day without trading.
  • Dashboard: coming back from another page shows the last scan at once and updates it in the background.
  • API: a trade can carry tags to tell its source apart; the journal and its statistics can be filtered and grouped by tag.
  • Guides: the Hong Kong trading fees guide now gives the current stock settlement fee (0.0042% a side; since June 2025 without the HK$2 minimum and HK$100 maximum) and links to HKEX as its source.
  • Glossary: twelve new articles, on MACD, Bollinger Bands, ATR, KDJ, moving averages, turnover rate, the 52-week high and low, beta, MFI, floating loss and stops, the 20-day breakout, and days to next earnings.
  • This changelog.
  • AI apps (MCP): 17 tools, up from 11, adding the journal, journal statistics, strategies, and changing and deleting price alerts; protocol version 2026-07-28; every tool declares what it returns; a write is checked at preview, and apps that support it show a card with a Confirm button.
  • API: a key can be limited to some kinds of write (trades, watchlist, holdings, alerts separately); every target change is recorded with where it came from; GET /events reads the log of writes; a batch of trades can be all-or-nothing.
  • An app can identify itself by a public URL instead of registering first.

2026-11-11

  • Buy and add signals from the closing bar are recorded and emailed the same day, not on the next trading morning.
  • Signal emails cover the strategy in use in each market by default, and list exits and trims before buys and adds.
  • A closed trade can be given its close reason, whether it left the plan, and a lesson afterwards, in the journal.
  • Backtests run in the background: the page stays usable, a run can be stopped, and the result says how much history it used.
  • The scan cap (50 stocks free, 500 on Pro) now covers the same stocks on the dashboard, in the scheduled scan and in emails: all markets together, holdings first, then the most recently added. The dashboard says how many stocks are not scanned.
  • Signing up ends on a "confirm your email" page, where the email can be sent again.
  • The data export adds API keys, connected apps, API writes, sent emails and split decisions.
  • Interface: content is centred on very wide screens; the navigation is no longer rebuilt between pages; the smallest text is larger and delete buttons are easier to hit; numbers no longer follow the browser region; common errors are said in plain words.
  • Glossary pages have readable addresses (such as /glossary/adx); the old ones redirect.
  • API: an OpenAPI description (/api/v1/openapi.json), recording trades in a batch (with a dry run), reconciling holdings with a broker, the trading-cost settings, and external_id on dividends against duplicates.
  • The site and its database moved to new infrastructure; features and data are unchanged.

2026-10-31

  • Price and stop alert emails have a switch of their own (on by default for Pro), and unsubscribing can stop one kind of email only.
  • One confirmation dialog everywhere, with undo after a delete; a failed read says so and offers a retry instead of looking like "no data".
  • Form errors appear under the field they are about.
  • Signing in returns to the page that was asked for.
  • The strategy builder asks before leaving unsaved rules.
  • Bulk import keeps each stock's name.
  • Backtests support KDJ, the MACD signal line, beta, and sector and industry conditions.
  • A partial sale keeps its close reason; a trade cannot be dated in the future; fees are kept as they were when the trade was recorded.
  • Text contrast meets AA in the dark and light themes.
  • A change made from an AI app is shown first and written only once confirmed.

2026-10-25

  • Stock Compass can be connected to Claude, ChatGPT and other AI apps by signing in, to read the watchlist, signals and holdings and to record trades (Pro).
  • API keys let your own program read and write your own records (Pro); Settings shows how each key is used and can revoke it.
  • The API can correct and delete trades, refuses a duplicate by external_id, and keeps the fees a broker actually charged.
  • A page on connecting AI apps; the privacy policy and terms say what AI apps and API keys can see and do.

2026-10-07

  • A split or bonus issue on a holding is put to you first; once confirmed, trades, journal and alerts are rescaled together.
  • An account can be deleted from Settings; a running subscription is cancelled with it.
  • The 1–10 health score on the watchlist is replaced by a plan status: the holding against your own stop, target and position limit.
  • Journal: the cost of waiting after each sell signal, exits reviewed against the plan, and buy timing against the strategy's signals.
  • Dashboard: a discipline bar of what your own rules still ask for today.
  • The trade form runs a pre-trade check before a buy dated today.
  • Strategy statistics start again from the last change of its rules.
  • A share link carries the rules only; importing one opens a backtest on your own watchlist.