Portfolio analytics with brokerage connections
Connect supported brokerages in read-only mode to review holdings, positions, trades, options exposure, and account history in one Portfolio workspace.

EVAN 20 days ago
Feature Request
Portfolio analytics with brokerage connections
Connect supported brokerages in read-only mode to review holdings, positions, trades, options exposure, and account history in one Portfolio workspace.

EVAN 20 days ago
Feature Request
In Progress
TradingFlow AI in Slack, Telegram, and Discord
Continue governed TradingFlow assistant conversations from Slack, Telegram, or Discord while keeping account linking, paid access, and data permissions tied to your TradingFlow account.

EVAN 20 days ago
Feature Request
In Progress
TradingFlow AI in Slack, Telegram, and Discord
Continue governed TradingFlow assistant conversations from Slack, Telegram, or Discord while keeping account linking, paid access, and data permissions tied to your TradingFlow account.

EVAN 20 days ago
Feature Request
In Progress
Create and customize Cookbooks
Fork official analyses, adjust parameters and report blocks, and use AI to propose changes before applying them. Authoring remains controlled while we validate safety and report consistency.

EVAN 20 days ago
Feature Request
In Progress
Create and customize Cookbooks
Fork official analyses, adjust parameters and report blocks, and use AI to propose changes before applying them. Authoring remains controlled while we validate safety and report consistency.

EVAN 20 days ago
Feature Request
In Progress
TradingFlow AI research assistant
Ask product questions, analyze the current TradingFlow surface, and work with governed market-data tools from one shared in-app assistant. We are validating access, consent, reliability, and credit controls before wider availability.

EVAN 20 days ago
Feature Request
In Progress
TradingFlow AI research assistant
Ask product questions, analyze the current TradingFlow surface, and work with governed market-data tools from one shared in-app assistant. We are validating access, consent, reliability, and credit controls before wider availability.

EVAN 20 days ago
Feature Request
Completed
Messenger and Feedback live in TradingFlow app
In-app Featurebase messenger, changelog widget, and feedback boards are available from the footer and floating controls.

EVAN about 2 months ago
Feature Request
Completed
Messenger and Feedback live in TradingFlow app
In-app Featurebase messenger, changelog widget, and feedback boards are available from the footer and floating controls.

EVAN about 2 months ago
Feature Request
Planned
CSV export for filtered Option Trades
Allow exporting the current filtered Option Trades table to CSV for offline analysis and sharing with teammates.

EVAN about 2 months ago
Feature Request
Planned
CSV export for filtered Option Trades
Allow exporting the current filtered Option Trades table to CSV for offline analysis and sharing with teammates.

EVAN about 2 months ago
Feature Request