Stay up-to-date with the latest features, improvements, and bug fixes in TradingGoose. All changes are documented here with detailed release notes.
Release date: 2026-10-27
This release expands market data and workflow configuration, introduces a persistent workspace Copilot, and improves trading connections, execution reliability, and billing.
feat(copilot): add a persistent workspace-wide panel with responsive layouts, page context, execution-log mentions, and widget color editsfeat(historical-data): add latest-range presets, custom dates, and all-history windows shared with chart range controlsfeat(workflows): make Loop and Parallel configuration editable through Copilot and the workflow editorfeat(robinhood): add OAuth-backed market data and trading, account selection, and a hosted connection helperfeat(blocks): support resumable human-in-the-loop approvals and nested object output schemasfeat(billing): add organization plan enrollment, private-tier access, plan switching, and tier-specific workflow time limitsimprovement(watchlists): normalize prices and daily changes across providers, preserve available quote metrics, and clarify loading, unavailable, and error statesimprovement(market-data): pace provider requests, enforce timeouts, paginate historical data, and align ranges, normalization, sessions, and timezonesimprovement(charts): recover missed candles, retain loaded charts on live errors, and refresh indicator values and markers after history correctionsimprovement(trading): expose provider-supported portfolio fields and monitor metrics, filter unavailable services, and preserve valid account selectionsimprovement(workflows): preserve typed Response values, container references, completed loop outputs, and independent collaborative field editsimprovement(execution): improve workflow recovery, scheduling, cancellation, webhook handling, and execution console status for child and paused runsimprovement(billing): secure Stripe checkout and portal flows, enforce tier ownership, and make workflow usage settlement retryableimprovement(oauth): improve callback recovery, connection confirmation, credential ownership, and serialized token refreshesimprovement(copilot): bound and redact context data, stabilize mentions and streamed messages, and refresh AI model catalogs and OpenRouter identifiersimprovement(ui): improve accessible menus, loading and retry states, responsive layouts, and folder parent validationrefactor(market): consolidate series windows, range presets, provider capabilities, and quote snapshot contracts across charts, tools, and widgetsrefactor(workflows): standardize block configuration and store collaborative field values in per-block Yjs mapsrefactor(copilot): centralize workspace context, chat state, tool lifecycles, and shared secret redactionrefactor(execution): simplify local and Trigger execution coordination, pending recovery, billing access, and portal handlingrefactor(ui): migrate shared primitives to Base UI and separate persisted listing identities from resolved display datadocs(references): generate block and tool references from runtime metadata and compile LLM documentation exports at build timedocs(i18n): add Spanish and Simplified Chinese documentation with localized routes, navigation, and searchdocs(trading): document historical range presets, supported portfolio fields, and Robinhood connection and order behaviordocs(copilot): document the persistent workspace panel, Copilot MCP, layout context, and model selectiondocs(execution): clarify webhook idempotency, response paths, paused workflow results, and durable usage accountingchore(project): update Bun, Next.js, Trigger, and UI dependencies and refresh the project READMEtest(regressions): expand coverage for market quotes, provider connections, workflow values, scheduling, billing, and Copilot interactionsRelease date: 2026-07-26
This release brings collaborative saved-entity editing, live dashboard layouts and watchlists, expanded Copilot tools, and secure connections for local coding agents.
feat(editors): add Yjs-backed entity editors and live lists for workflows, indicators, skills, custom tools, MCP servers, and knowledge basesfeat(dashboard): persist owner-scoped layouts with live widget configuration, linked color pairs, and member dashboard supportfeat(watchlists): save watchlists as documents with sections, listing identities, import/export, and Copilot create and rename toolsfeat(copilot): add dashboard and widget management, staged mutation reviews, and graph-only Mermaid workflow editingfeat(mcp): adopt the MCP SDK, expand local-agent installers, and add browser-approved device login with personal API keysfeat(workflows): let editor runs select explicit trigger blocks and preserve trigger inputs through queued executionimprovement(copilot): apply reviewed changes atomically, reject stale approvals, persist review state, and refresh entities after tool mutationsimprovement(auth): hash stored API keys, hide raw keys from lists, and strengthen device-login challenges, rate limits, and retry handlingimprovement(workspaces): bootstrap authenticated workspace and settings state, enforce reader access, and scope tools, credentials, and variables to authorized usersimprovement(realtime): buffer frames during session admission, recover shared sessions, preserve concurrent edits, and drain pending updates during shutdownimprovement(workflows): preserve variables, names, deployment metadata, and trigger identity across edits, imports, restores, and executionimprovement(widgets): validate requested entities, handle missing or stale selections, and keep list and editor state synchronizedimprovement(i18n): localize Copilot mentions and search, preserve preferred locales, and align authentication callbacks and navigation with locale routingimprovement(billing): base Copilot accounting on completion-usage reports and coordinate reservation commitsimprovement(ui): simplify watchlist dropdown actions and table columns, stabilize entity icon colors, and improve workflow editor layeringimprovement(folders): move contained workflows and direct subfolders up one level when deleting a folderrefactor(entities): normalize workflow persistence and reseed live entity lists from database snapshotsrefactor(dashboard): separate layout structure, widget, and linked-color document ownership and route topology changes through authenticated APIsrefactor(tools): standardize workspace and entity contracts, canonical runtime identifiers, and explicit external MCP tool exposurerefactor(stores): remove the template subsystem, marketplace publishing paths, redundant entity stores, and stale workflow cachesrefactor(copilot): consolidate tool-call content blocks, completion billing helpers, and workflow document validationdocs(mcp): clarify device-login retry windows and API-key setup requirementsdocs(yjs): document live-list freshness, shared-session retries, and saved-entity selection behaviordocs(dashboard): document independent layout, widget, and linked-color document ownershipdocs(development): refresh testing guidance and branch changelogs for Copilot, localization tooling, and entity persistencechore(i18n): add catalog scanning for translation coverage, missing keys, hardcoded copy, and locale gapsbuild(helm): require a single realtime instance and strong internal API secretstest(regressions): expand coverage for dashboard mutations, saved entities, authentication, workflow triggers, and Copilot toolsRelease date: 2026-06-05
This release adds multilingual app support, portfolio monitors, and workflow watchlist tools, with shared listing identities, OAuth-backed broker access, and more reliable execution streams.
feat(i18n): add English, Spanish, and Chinese app localization, localized transactional emails, and persisted language preferencesfeat(monitors): add portfolio conditions, source-aware monitor configuration, live subscriptions, workflow dispatch, and portfolio trigger blocksfeat(watchlists): add a workflow block and tools to read watchlists and add or remove listings by structured identityfeat(listings): make listingIdentity a first-class workflow value type across tools, blocks, triggers, variables, and executionfeat(execution): stream queued workflow results directly from the queue route and reconstruct terminal events from durable logsfeat(copilot): read workflows and saved-entity documents through shared Yjs snapshots and workflow sessionsfeat(trading): resolve broker accounts through user OAuth connections and add portfolio detail contracts for account dataimprovement(execution): simplify pending work into a lease queue and keep durable results, errors, timing, and costs in execution logsimprovement(runtime): strengthen queued drains, cancellation, and capacity handling and require Trigger.dev for queued drainsimprovement(console): unify execution event ingestion, stream buffering, cancellation, CSV export, and JSON output displayimprovement(ai): centralize provider execution, OpenAI-compatible stream conversion, token usage, and model cost calculationimprovement(trading): share OAuth account resolution across broker discovery, orders, portfolio selection, and live portfolio streamsimprovement(market): reuse provider-aware listing selectors across widgets, monitors, workflow fields, and watchlist controlsimprovement(records): retain log and order controls during loading and unavailable states and enforce workspace access on execution metricsimprovement(auth): preserve locale through redirects, callbacks, invitations, password reset, and verificationimprovement(knowledge): preserve document storage keys and streamline queued document processingrefactor(routes): place visible pages under locale-prefixed routes while keeping APIs, callbacks, assets, and machine-readable endpoints canonicalrefactor(monitors): replace indicator-only management with shared source-aware routes, reconciliation, locks, logging, and dispatchrefactor(trading): rename holdings surfaces to portfolio detail across blocks, tools, APIs, and provider contractsrefactor(execution): centralize execution events, SSE formatting, stream replay, state reconstruction, and console store responsibilitiesrefactor(components): consolidate selectors, localized email rendering, workflow value types, and editor copy into shared modulesdocs(changelog): document portfolio monitors, listing identities, execution streams, broker connections, watchlist tools, and localizationdocs(readme): refresh screenshots and visual referencesdocs(tools): update Hugging Face tool documentation and copydocs(project): standardize changelog template conventionschore(deps): add next-intl, update Better Auth and Turborepo, and pin Vite and Vitestchore(config): add localization tooling, a root Trigger.dev development command, and updated build and Helm configurationchore(db): add preferred-locale fields and simplify the pending execution queue schemaRelease date: 2026-05-15
Adds trading widgets, dedicated monitoring and records workspaces, queued workflow execution, and workspace-scoped credentials, alongside broader AI provider support and subscription improvements.
feat(widgets): add Portfolio Snapshot, Quick Order, and Heatmap widgets with shared portfolio streaming, performance windows, and market quote snapshotsfeat(monitor): add dedicated execution and configuration workspaces with saved views, kanban boards, timeline monitoring, and indicator input overridesfeat(records): add a Records workspace for order history, workflow logs, and statistics with search, filters, detail panels, and exportsfeat(workflows): queue API, chat, builder, and child-workflow executions with shared streaming for results and selected outputsfeat(access): add workspace credential controls, account-level OAuth connection management, and workspace-shared broker credentialsfeat(knowledge): scope knowledge bases to workspaces and add context-aware uploads, queued document processing, and embedding-model-aware searchfeat(ai): add Azure Anthropic, Vertex AI, AWS Bedrock, Fireworks, and vLLM provider support with expanded model discoveryfeat(billing): add personal pay-as-you-go activation and management, separating personal usage from organization-owned subscription controlsfeat(markdown): add public Markdown rendering and discovery, HEAD responses, catalog links, and refreshed public metadataimprovement(copilot): unify entity context, workflow references, mention rendering, review targets, and streamed turn state while preserving reasoning and review contentimprovement(trading): resolve holdings and orders through canonical portfolio identities, improve account selection, and make order submissions idempotentimprovement(workflows): preserve queued outputs and falsy final results, improve cancellation handling, and validate explicit Mermaid container handlesimprovement(access): enforce workspace and workflow permissions across trading tools, credentials, logs, review sessions, and saved monitor viewsimprovement(logs): refine structured filters, full-day date ranges, pagination, trace handling, exports, and active execution log updatesimprovement(monitor): improve searchable controls, saved-view behavior, configuration editing, toolbar layout, and public execution data sanitizationimprovement(billing): clarify catalog pricing and plan visibility, refresh allowance state, and reconcile subscription activation safelyimprovement(knowledge): report structured tag-filter errors, retry eligible upload failures, and prevent vector searches across incompatible embedding modelsrefactor(trading): centralize provider credentials, portfolio identity, order capabilities, submission, and history servicesrefactor(workflows): consolidate execution streams, canonical parameter serialization, subflow configuration, trigger deployment, and editor row renderingrefactor(runtime): resolve skills and trading credentials server-side and remove deprecated execution, import, webhook, and variable-type pathsrefactor(widgets): share header controls and listing selectors, run chart indicators in the browser, and centralize market requestsdocs(workflows): update loop, parallel, and trading order history guidancedocs(project): document monitoring, portfolio widgets, subscription behavior, and the design systemdocs(navigation): add a sidebar documentation link and refresh README artworkbuild(deps): upgrade Next.js to 16.2.6 and Trigger.dev dependencies, and replace PDF parsing with unpdfbuild(docker): modernize app, database, and realtime images with pinned builds, explicit Compose configuration, browser-accessible sockets, and multi-platform publishingtest(project): expand workflow, trading, billing, runtime, monitoring, and provider regression coverageRelease date: 2026-04-21
This release adds platform administration, controlled registration, configurable billing, and broader Copilot authoring tools, while improving workflow execution, authentication, and storage integrations.
feat(registration): add waitlist signup, approval emails, live registration modes, and bootstrap administrator accessfeat(admin): add system integration and service configuration, system-managed OAuth credentials, and organization-scoped SSO administrationfeat(billing): add configurable billing tiers, workspace billing ownership, runtime enablement, and tier execution limit controlsfeat(copilot): add document-based entity tools, an indicator catalog, workflow block editing, and explicit mutation targetsfeat(chat): persist reasoning blocks and workspace-scoped chat history with structured streaming and tool statefeat(execution): queue background work through pending executions with shared workflow dispatch and execution limitsfeat(uploads): add Azure and Vercel storage providersfeat(import-export): add unified TradingGoose resource import/exportimprovement(auth): add actionable authentication recovery, preserve protected-route callbacks, and move Trello OAuth callbacks into API routesimprovement(copilot): stabilize chat history, tool approvals, continuation state, usage reservations, and billing-disabled operationimprovement(workflows): preserve Mermaid direction, validate canonical block fields, and improve trigger editing and preview behaviorimprovement(editor): serve Monaco workers locally, map diagnostics, and keep graph themes stable during hydrationimprovement(billing): count pending invitations toward seat limits, protect subscribed tier settings, and isolate personal billing contextimprovement(access): preserve organization SSO when billing is disabled and require workflow access before Function executionimprovement(widgets): preserve chart search while syncing selections, prevent dropdown update loops, and ignore stale layout-switch responsesimprovement(security): tighten content security policy, rate-limit failure handling, and explicit provider authentication for quote snapshotsimprovement(storage): validate Vercel uploads, align token expiry, and normalize deletion keysrefactor(workflow): migrate graph rendering to @xyflow/react and share trigger layouts, execution runners, and persisted-state normalizationrefactor(copilot): centralize server tool contracts and split streaming, message rendering, and persistence responsibilitiesrefactor(platform): separate runtime services from system settings and centralize AI provider metadata, public navigation, and brandingrefactor(workflows): replace retired checkpoint and workflow-diff paths with Yjs snapshot handlingrefactor(trading): remove Robinhood brokerage support, retaining Alpaca and Tradier providersdocs(configuration): expand the environment example and document deployment configurationdocs(project): refresh upstream license attribution and add a reusable changelog templatechore(ci): generate categorized release notes from merged pull-request commits, include contributors, and add image publishingbuild(project): refresh workspace dependencies, simplify development startup, and move Stripe configuration into deployment environment variablestest(regressions): expand coverage for authentication, storage deletion, workflow previews, live state, Copilot reservations, and organization accessRelease date: 2026-04-08
This release adds collaborative workflow editing and a public blog, while improving Copilot persistence, workflow state, and the landing experience.
feat(yjs): add collaborative workflow editing and review sessionsfeat(blog): add blog pages and navigation with improved post rendering and image deliveryfeat(workflows): filter unavailable tool blocks from the workflow editorimprovement(workflows): preserve shared text updates, workflow names, and variable values through Yjs sessionsimprovement(copilot): unify runtime and review keys, read active workflow snapshots, and persist non-streaming tool callsimprovement(editor): use measured layout dimensions and strengthen workflow session persistenceimprovement(site): improve responsive layouts, preview hydration, SEO metadata, branding, and legal-page footersimprovement(blog): improve image URL resolution and alternative textrefactor(db): split schema exports into focused modulesdocs(audits): add GEO audit reportsdocs(project): refresh contribution, setup, README, and project guidancechore(quality): address type-check regressions and code-scanning findingsbuild(project): update blog dependencies, route configuration, development and image settings, and remove obsolete public assetsci(releases): replace older GitHub workflows with a manual release flowRelease date: 2026-04-04
First public release of TradingGoose Studio, built on top of Sim Studio v0.4.25.
feat(branding): launch TradingGoose Studio as a trading-focused fork of Sim Studio v0.4.25feat(indicators): add PineTS execution, verification, monitor dispatch, and 87 built-in technical indicatorsfeat(trading): add Alpaca, Robinhood, and Tradier providers for orders, holdings, and order detailsfeat(market): add market search/get/update APIs, listing helpers, watchlists, and chart-driven workflowsfeat(widgets): add dashboard widgets for data chart, watchlist, workflow variables, workflow console, MCP, skills, and custom toolsfeat(api): add indicator monitor, custom indicator execute/verify, watchlist, workspace layout, and trading order APIsfeat(blocks): add human-in-the-loop, note, webhook request, historical data, trading action, trading holdings, and trading order history/detail blocksfeat(tools): expand the tool catalog from 71 to 126 integrations across trading, analytics, support, sales, storage, and communicationsfeat(triggers): expand the trigger catalog from 12 to 24 families with indicator, RSS, IMAP, Calendly, Circleback, Fireflies, Grain, HubSpot, and Twilio Voice supportimprovement(providers): consolidate model providers under providers/ai and add dedicated market and trading provider layersimprovement(runtime): upgrade the monorepo runtime to Bun 1.3 and Next.js 16improvement(dev): split root development workflows into dedicated app, docs, and sockets entry pointsimprovement(socket-server): add live market handlers and indicator monitor runtime supportimprovement(docs): expand reference coverage to 127 tool pages, 28 trigger pages, 20 block pages, 11 indicator pages, and 13 widget pagesimprovement(site): rework the public landing and docs experience around TradingGoose workflows, charting, and market analysisrefactor(app): rename apps/sim to apps/tradinggoose and rename deployment surfaces and Helm chart names from sim to tradinggooserefactor(stores): replace the older panel/sidebar-oriented layout with dedicated chat, console, dashboard, indicators, market, skills, and variables storesrefactor(scripts): replace generate-docs.ts with a modular doc-gen pipeline, docs audit tooling, and PineTS helper scriptsrefactor(api): reorganize provider routing into providers/ai and add separate provider and market handlersrefactor(routes): add workspace layout bootstrap flows and a new auth OAuth and Stripe webhook route structuredocs(indicators): add guides for syntax, inputs, plotting, data series, math, technical analysis, and trigger usagedocs(utilities): add custom tools, MCP, and skills documentationdocs(widgets): add widget reference pages for chart, watchlist, editor, chat, console, and variable panelsdocs(navigation): replace the Sim getting-started and top-level MCP sections with TradingGoose-first docs navigationchore(project): rename package, README, compose, devcontainer, and workflow assets from sim to tradinggoosechore(ci): add auto-release and reset-staging GitHub workflows for the TradingGoose project