July 2026: Backtest Analysis, Replay, and broker foundations

Major update

July added a much deeper way to inspect strategy results, rebuilt major broker-data paths, and gave Terminal a more resilient desktop workspace shell.

Backtest Analysis workspace

  • Added a comprehensive Analysis view for moving beyond headline return.
  • Introduced metric groups for return, risk, downside behavior, trades, and benchmark-relative context where available.
  • Added interactive analysis charts and a detailed trade log for inspecting entries, exits, holding periods, and contribution.
  • Standardized canonical performance metrics so saved, detail, and analysis surfaces are less likely to disagree about the same backtest.
  • Improved mobile entry points into analysis from strategy and backtest results.

Historical Bar Replay

  • Added Bar Replay for walking through a backtest chronologically.
  • Added order markers and replay-specific price history so users can inspect what the strategy knew and did at each point.
  • Connected Replay to Terminal and saved-strategy detail flows.
  • Refined replay controls, settings, loading behavior, and chart synchronization after the initial release.

Replay is an inspection tool for a historical simulation. It does not turn the result into a live or paper deployment.

Broker and account data

  • Migrated web brokerage surfaces toward a normalized broker API, reducing provider-specific assumptions in account, position, order, and balance presentation.
  • Expanded account detail data for summaries, positions, activity, orders, and balance history.
  • Added clearer handling for read-only broker accounts so view access is not confused with trading authorization.
  • Added broker authorization diagnostics and hardened connect, reconnect, renewal, verification, and settlement flows.
  • Improved direct-order account verification and manual-order preview gating.
  • Expanded the broker catalog’s representation of multi-asset support without implying that every asset or operation is available on every account.

Terminal desktop workspace

  • Layered the desktop Terminal shell so chat, chart/code/backtest content, side panels, and rails retain more predictable sizing and separation.
  • Refined panel layout, icons, pop-out behavior, and settings/modal interactions.
  • Added performance guardrails and route optimizations for heavy product surfaces.
  • Improved WebSocket reconnect recovery and telemetry after network interruptions.

Strategy and deployment state

  • Refined deployed-strategy status and controls, including clearer paused and active behavior.
  • Improved preservation of metrics when saving strategies from Explore.
  • Updated strategy detail and performance surfaces to use the canonical metric model.
  • Hardened deployment and account checks informed by broker authorization state.

Chat, reports, and reasoning UI

  • Refined streamed reasoning presentation and tool-step labels so long-running research and build work is easier to follow.
  • Hardened report access and user scoping.
  • Improved chat history, interleaved components, and secure user bug-report retrieval.

What users should know

Analysis and Replay make a backtest easier to audit; they do not eliminate data, simulation, or overfitting risk. Broker-connected values remain subject to provider timing and the broker remains authoritative for live balances, positions, orders, fills, fees, and restrictions.