Release notes

Updates

We work continuously to improve TradingNote, refine details, and make it a little better every day. Here’s what’s changing.

v0.2.1public
Desktop

Portfolio, Operations, and Data Layer Improvements

Added

  • Pro flow to edit and delete buys.
  • Decimal fee support in lot sales.

Improved

  • Native theme integration with UI theme (light/dark/system).
  • macOS titlebar overlay adjustments and visual refinements across Settings/cards/lists.
  • Total alignment between Portfolio List and Overview.
  • CoinGecko service update and FX resilience improvements (worker fallback + KV cache).

Fixed

  • P&L and fee propagation fixes across list, detail, and metrics.
  • Restored double-click maximize/restore behavior on macOS.
  • Top inset/layout overlap fix with titlebar overlay.
  • Removed phantom scrolling in views like Settings.
  • Lot sale fixes, hidden closed lots in sell modal, and card refresh updates.
v0.2.0public
Desktop

Introducing: Trading Journal

Version 0.2.0 introduces the Trading Journal and expands TradingNote beyond portfolio tracking.

You can now record your trades, note decisions, context, and outcomes, and review them immediately or over time to understand not just what happened, but why.

Portfolios and Trading Journal can be used independently or together, depending on how you work.

This version also includes improvements to portfolio views and filters for clearer allocation and exposure analysis, along with general performance and reliability optimizations.

v0.1.0public
Desktop

Initial public release

The first public version of Trading Note is now available.

This release introduces a solid and usable desktop foundation, focused on reliability, clarity, and correct portfolio tracking for early users.

Notable highlights: Portfolio tracking with local, private storage. Clear separation between Free and Pro limits. Verified performance and P&L calculations. Initial performance and stability optimizations.

This version marks the beginning of the public 0.x release series. Future updates will build incrementally on this foundation with new features and insights.