Trade Journalling System for custom trading styles

Polishing the new UI

Users have a wonderful ability to find all of the bugs and issues developers miss. With all that feedback, we have been very busy getting them sorted.

Improvements

  • Many UI improvements and bug fixes.
  • Many new tests for the new UI features.
  • Many backend updates and improvements.

A new year, a new UI

We are very excited to release the new user interface. It isn't perfect, it isn't complete but it is good enough to start letting the users provide feedback and guidance. We didn't slow development speed over the Christmas and New Year period, so there is a lot to share.

Improvements

  • New user interface released to collect feedback.
  • Major speed improvements across the board.
  • New and improved widgets to save the users time.
  • Position importing EA improvements.

Wrapping up the UI presents

With everything slowing down over Christmas and no pressing bugs upsetting our users, we have put all of our resources into the new UI, which we are anticipating releasing early next year. There will not be a new deployment until the New Year. See you then!

Improvements

  • Pushing to get the new User Interface ready.

Codifying what you see

Even though most resources are focused on the new user interface, we are still improving what you can see right now. Widget tweaks, speed improvements and monitoring were all on the radar this week. In addition, we have really focused on writing down and codifying our design language to ensure a consistent experience across the platform.

Improvements

  • Continue to develop the new user interface, including refining the style guide.
  • Update user widgets in preparation for new UI.
  • Improved system health monitoring to better notify us when we have an issue.
  • Small bug fixes and improvements.

Full steam ahead on the UI

As we come into the Christmas and New Years period, we have focused all resources on developing the new User Interface and exploring what improvements we can make. Unless there are breaking bugs, we will not do a new code deployment until in the new year. See you then!

Improvements

  • Continue to develop the new user interface.

Working in the background

Completing a major user interface overhaul isn't something that can be easily rolled out each week. It has been a hive of activity, just not a lot that you can see yet.

Improvements

  • Continue developing new user interface.
  • Various small bug fixes and improvements.

Shifting focus to aesthetics

For a long time we have been focused on ensuring that all of the features work as expected. Now we are shifting our focus onto making them look amazing.

Improvements

  • Start developing a style guide to overhaul the user interface.
  • Improve back end update systems.
  • Improve speed of first web page loading.

Cache goes brrrr

The best caches are stable and invisible, silently improving the user experience while doing a lot of heavy lifting. This week we migrated to a new cache system to speed up the user experience.

Improvements

  • Improve tag system visuals.
  • Back end system migrations to new caching system.
  • Further improvements to error logging.

It isn't always glamorous

Not every week brings new features. Sometimes you just have to focus on getting the ones you have working better and hunt those bugs down.

Improvements

  • Continue preparing for payment processing migration.
  • Fixed bug in notification system.
  • Improve logging to help identify bugs/issues.
  • Fixed a bug that could cause the rich text editor to not load.

On boarding should be perfect

The sign up experience isn't as smooth as we would like it. Working isn't good enough, so we are getting ready to improve it.

Improvements

  • Begin preparations to migrate to a new payment processor.
  • Back end upgrades and streamlining.
  • Improve deployment testing.

Improving key sub-systems

This week we were focused on improving some of the key features of the service, tagging and the rich text editor.

Improvements

  • Improvements and refinements to the tagging system.
  • Improvements and refinements to the Rich Text Editor.

Powering up

A very quiet where we did a little recharging. A couple of small bug fixes a tweaks is all we did.

Improvements

  • A few small bug fixes and improvements

Bigger is better

Small but meaning full improvements across the board this week. For larger accounts, the import size has been increased, visual tweaks and better notifications.

Improvements

  • Increased the maximum size for Position data uploading.
  • Notion importing ongoing.
  • Small Rich Text Field bug fixes and improvements.
  • Small journal detail view refinements.
  • Improved the notification system.

Introducing the Trader-Biz forums

Introducing the Trader-biz forums. A place to chat about what you are trading and communicating directly with the team.

Improvements

  • Introducing the Trader-Biz forum.
  • Improved some Account report loading times.
  • Improved Position data upload times.
  • Modified data importing to ensure duplicates can't exist.
  • Improved import approval loading time.
  • Fixed a bug that could prevent a user deleting an import.

Faster please

This week has been focused on improving the slower loading features. Coupled some other visual tidy up and refinements.

Improvements

  • Improved calendar loading time.
  • Improved position list loading time.
  • Data ingress script refinements.
  • Small visual updates and cleanup.
  • Updated the favicon.

Finding the evasive bugs

Some bugs need a specific trigger before they arrive. This week we have been chasing some in the data importer.

Improvements

  • Fixed a bug in data import that could result in an incorrect state, preventing further imports.
  • Fixed a bug that could prevent a user from downloading the data ingress script.

Searching for bugs

There was a bug in search that resulted in some results not being correctly included in the results. Plus lots of other little bits and pieces.

Improvements

  • Fixed a bug that prevented some search results appearing correctly.
  • Various small bug fixes and improvements.

Grinding towards the goal

This week we resolved an issue that allow a user to import Positions from multiple accounts into a single Trader-Biz account. We are also refining and developing the Notion importing feature.

Improvements

  • Continued development on Notion importing feature.
  • Fixed a bug where account numbers could be changed after an import.

Iterative improvements

Continuously refining the systems we have implemented isn't exactly the most exciting thing, but it is what brings polish and reliability.

Improvements

  • Further trade data import reliability updates.
  • Improve data ingress configuration and security.
  • Add Trade data ingress automatic retries.

Lets push this importer

This week has been about stress testing the new trade data importer to make sure it can handle everything you could throw at it. This also lets us stress test the whole system.

Improvements

  • New trade data importer now pushes historical trades that are missing.
  • Backend server refinements for trade data ingress.
  • Stress testing of new trade data importer.

Importing trade date made easier

Importing your trading data needs to be seamless and reliable. Preparing to migrate to a new system that achieves those goals.

Improvements

  • Prepare to migrate to a new trade data import system.
  • Backend system updates for new data import system.

Importing is easier than copying

Importing from one system into another isn't easy. This week we continue to investigate how to make this as easy as possible. A tricky problem to be sure.

Improvements

  • Continue to develop the Notion importing feature.
  • Fixed a bug where a rejected import didn't delete the Positions.
  • Improved Account reports layout.

Account reports are faster and bug fixes

We don't have all day to wait for websites to load and neither do you. Account reports now load significantly faster. Plus a whole head of other fixes across the site.

Improvements

  • Improved tag appearance at various places.
  • Fixed a bug that would break adding an Analysis from the Watchlist.
  • Fixed some dark mode colours.
  • Position list view dates are now human readable.
  • Improved Account Report loading times.
  • Fixed a bug that would prevent users changing their passwords.

A better Position list view

The way we were presenting Position information was not ideal. Introducing a new way to list the positions, including column filtering, column reordering and colours.

Improvements

  • Introducing a new list view for all your Positions.
  • Different events are now colour coded in the Calendar.
  • Account report Symbol Breakdown improved list view.
  • Improved user feedback on slow internet connections.
  • Various small bug fixes and improvements.

Account reports are now mobile

Want to see how your account is tracking when you are on the go? Account reports are now available on mobile.

Improvements

  • Account reports are now available on mobile.
  • Backend improvements.
  • Fixed a bug where the user address on signup was hidden.
  • Various small bug fixes and improvements.

More account metrics and Notion importing

This week we have seen even more reporting features implemented as well as starting to work on a feature to import Notion journals. If you are using notion to journal for your trades, keep an eye out for this one!

Improvements

  • Continue adding new Account reports.
  • Report bug fixes and refinements.
  • Begin developing a Notion importing feature.

Better reporting

This week there has been a big focus on improving the reports that we provide. We have added new report types, fixed small issues in existing reports and improved how fast they load.

Improvements

  • Roll out more account reports for each Trader-Biz tier.
  • Bug fixes on existing account reports.
  • Improve report calculation speeds.

Starting to roll out account reports

This week we have been focused on delivering the core features we want to deliver. That brings a major feature being the account reports. After all, what good is journalling if you can't see how your account

Improvements

  • Update user settings naming to improve clarity.
  • Add some basic account reporting features.
  • Add a basic Newsletter signup feature.
  • Fixed a but that would prevent user images from loading correctly.
  • Improve rendering of user generated text, such as Journals.
  • Various small bug fixes and improvements.

Housekeeping and that boring stuff

This week we have finalized the migration to blocknote for the Rich Text Editor. This has required a lot of backend tidy up that the user won't see, but will let us expand the capabilities going forward.

Improvements

  • Finalize migration to blocknote Rich Text Editor.
  • Backend tidy up and house keeping.

Payments and Preferences

Payment processing should be quick and simple. This week we were focusing on making sure it is quick and painless. Additionally we made some updates to the way you update your preferences.

Improvements

  • Improve payment processing reliability.
  • Improve user preference experience.

Saving you some clicks

Finding your information should be fast and easy. Whether that is how fast a page (or calendar) loads, or being able to update things directly from where you an see them.

Improvements

  • Add a Pre-Trade Journal list overview.
  • Fixed a bug causing Pre-Trade journal positions to not list correctly.
  • Improved the basic reporting filters.
  • Improved calendar loading times.
  • Added ability to update and Analysis from the Watchlists

Improving the Journalling experience

Writing journals is a key part of the Trader-biz experience. We want it to be as quick and easy as it can be. So we are changing things up with a new and improved Rich Text Editor.

Improvements

  • Start migration from CKE to blocknote text input.
  • Fixed some search filtering bugs.
  • Fixed some tag colour issues.
  • Added a watchlist list overview.

Providing better user feedback

Sometimes some of our pages take longer to load. This could be due to the users internet speed, or we are doing some calculations that take time. We have made some improvements so that it is clear that things are loading, and the website hasn't broken.

Improvements

  • Added some UI indications when the server is taking a while. Visual indicators so you know things are not broken.
  • Improvements to how we are managing each tiers benefits.
  • Fixed a bug where you couldn't remove some notifications individually.
  • Fixed messages on smaller screen sizes.
  • Fixed a button alignment issue for account editing/deleting.
  • Various backend bug fixes and improvements.

Camouflaged bugs

Sometimes bugs are not easy to find and the solution isn't what you expect. When you get them sorted though, they are all the sweeter.

Improvements

  • Correct a bug that was causing user the signup and verification process to take minutes to complete.
  • Improve backend logging and data collection for fault finding.
  • Update the frontend dependencies.

Bugs, bugs, bugs

This out of sequence release brings a number of show stopping bug fixes.

Improvements

  • Stopped the notification window from overflowing the bottom of the screen.
  • Multiple visual improvements to the notification dropdown.
  • Fixed some importing logic allowing Explorers to upload live accounts.
  • Fixed an issue where deleting an import could cause Forex positions to be approved.
  • Fixed a broken dropdown in account data importing.

Sometimes doing it yourself is easier

Sometimes taking the easy road ends up taking more time and work. Managing email newsletter lists was getting this way so we rolled our own solution. Plus a few other little bits and pieces.

Improvements

  • Implement in-house email newsletter lists.
  • Improvements to the internal product management tools.
  • Improved internal error logging to helps us exterminate bugs.
  • Updated the MT5 importing script with latest settings.
  • Added a Financial Disclosure page.

Getting ready to go Exploring

As we get closer to launching the Explorer tier, we are making the final additions and tidying up.

Improvements

  • Further database refinements for the payment processing.
  • Fixed a bug where the user couldn't update their timezone.
  • Fixed an issue with the beta tester issue tracking form overflowing.
  • Add basic reporting to user accounts.
  • Added checks for user accounts being live/demo.

The countdown is about to begin

As the backend infrastructure develops, we need to automate as much of the rollout as possible. This week we have been focused on making it as easy as possible and capturing the right information if something goes wrong.

Improvements

  • Improve some dark mode font colours.
  • Improve error logging.
  • Production rollout automation improvements.
  • Removed redundant database entries.

Are we there yet?

You often hear that the last 20% of the work takes 80% of the time. Developing great products is no different. We want the experience to be great from the first click.

Improvements

  • Ensure that payment processor settings are dynamically updated as required.
  • Signup flow refinements and bug fixes.

Removing bumps in the road

The list of little improvements that need to be made are never ending, but making sure that onboarding is a smooth process is the focus of this week.

Improvements

  • Improvements to email validation.
  • Add caching to user settings.
  • Logic tests in checkout process so users are not incorrectly rerouted.
  • Add more backend testing.
  • Added new user settings fields to User Settings page so they can be updated.
  • Add button to User Settings to update their subscription.

User signup is getting closer

Plenty of small refinements this week as we continue to test during the final stages of the payment processor integration. Also taking the chance to fix bugs as they are found.

Improvements

  • Add the checkout page to enter payment details.
  • Update some URLs for consistency.
  • Small bug fixes and UI tweaks.
  • Ensure signup form requires all fields for payment processor.
  • Some links to landing page features were broken.

Signup forms ahoy

As the payment processor integration matures, it is time to start adding it to the user flow. This week we have overhauled the user signup form and process to include making payments.

Improvements

  • Update project dependencies.
  • Prepare the user profile for payment processor integrations.
  • Add user signup early testing templates.
  • Add address autocomplete to user signup to ensure consistency.

Tools, tools, tools...

While the list this week is short, it hides a huge amount of work to make things as robust and reliable as we can. Part of that is making tooling for us to quickly test and debug features.

Improvements

  • Improve backend testing and tooling.

Squashing those bugs

Updating what we have already is a continual process as the product evolves and improves. As we develop better methods of doing things in the backend, it is an opportunity to make existing features more robust. Plus a few bugs squashed along the way.

Improvements

  • Fixed a bug where you couldn't restore an archived Watchlist.
  • Fixed an issue causing images to flicker on the landing page.
  • Mailing list backend improvements.

Beefing up the backend

This week has seen some significant upgrades to the backend server capabilities. We don't want user experience to be affected if large amounts of messaging is occurring with the payment providers, so we made sure it just doesn't affect it at all!

Improvements

  • Improve our logging so we can better find issues.
  • Payment process integration continues.
  • More testing added.

Notifications are even more useful

The big focus for this week has been continuing to integrate the payment provider with the backend infrastructure. There is a lot of messaging when a payment is made that you need to process for a smooth user experience. We have also made notifications clickable, so it is even easier to navigate when something changes.

Improvements

  • Continue integrating our payment provider.
  • Notifications can now be links that the user can click.
  • Backend security updates.
  • Add more backend tests.

Searching is a breaze

As we continue to use the test the products, we are fixing all those little things that make the user experience seamless. One thing that we were really missing was Seach to be able to find the exact trade we were looking for.

Improvements

  • Added search to help you find the exact trade you are looking for.
  • Added a display date to Analysis and Watchlists, so you can retroactively add them.
  • Fixed a menu error in the dashboard left navigation.
  • Changed Journal trade direction and outcome to user tags and added them to search.
  • Fixed a logic error where trades that had $0 profit showed as a loss.
  • Add the UI to archive/delete Accounts.
  • Start integrating a payment processor into the backend.

Tag me

User tags are a feature that we are super proud of. They will make using your data a whole lot easer. This week we have tweaked the UI and updated the default tags that you start off with.

Improvements

  • Updates the the user tags UI.
  • Update the default user tags.

How hard can it be?

Sometimes things that look simple have a lot of hidden details that make them a little complex. Turns out mailing lists have lots of little complexities.

Improvements

  • Begin adding a mailing list provider and signup forms.
  • Fixed a rare logic error in template rendering.

Adding some polish

As we progress to going live, we are ramping up our internal user testing. Any little things that we find are getting tidied up to make things as slick as possible for our first users.

Improvements

  • Automatically add a new broker if we don't have them already.
  • More backend tooling works.
  • Fix the mobile landing page menu.
  • Update the recaptch implementation.
  • Allow the user to manage their email addresses.
  • General form/layout updates and usability improvements.
  • Improve the way that messages are displayed to the user.
  • Update the message that is displayed when an Analysis is deleted.

Lets see the latest changes

There has been a lot of work on internal tooling this week as we push towards our launch. Sometimes these things don't feel productive, but they save a lot of time in the long run.

Improvements

  • Added additional testing to help make sure we don't break things.
  • Updates to internal tooling.
  • Update importing data timezones to UTC.
  • Update landing page images to show latest updates.
  • Updates to broker details.

Making some structural changes

It is always tricky to get the underlying data structures right the first time. Give we do not have any user data yet, now is the time to make some final adjustments. While we were at it, we also made a few tweaks to the watchlist UI to make it easier to use.

Improvements

  • Update the underlying data structures to simplify and make more maintainable.
  • Make some improvements to the watchlist.

Yawn... This isn't interesting

Another big week of backend development, including looking at payment providers. Plus all that boring backend stuff that no one is interested in!

Improvements

  • Form customisation and standardisation.
  • Investigate payment providers.
  • Update project dependencies.

Houston, We Have a Problem!

This week has seen continued focus on preparing to release Trader-Biz. Adding in features and monitoring that was not needed during development that help us maintain a top quality product.

Improvements

  • Add 404 and 500 error pages.
  • Improve form saving.
  • Add uptime monitoring and alerting for staff.
  • Improve the production release work flow.
  • Run a test release of the production software.

A New Year & Preparing to go live!

Trader-Biz has been in development for a long time and we are getting closer to going live later this year. This week saw a strong focus on preparing our computing infrastructure for running the production environment.

Improvements

  • Infrastructure updates to run the production environment.
  • Additional checks to ensure restricted pages are only accessible to logged in users.