January 20th, 2024
Last updated
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Today we are excited to release some improvements to the layout and user experience of the TradersPost application. Some of the changes are purely aesthetic and others are changes to the user experience. The goal of these changes are to make TradersPost more enjoyable and efficient to use. Below are some of the most notable changes.
The header and left menu have been redesigned and the order of the menu items have been reordered based on their importance.
The strategy subscription defaults have been moved from the Edit strategy page form to a dedicated page. You can edit the strategy subscription defaults by clicking View next to a strategy and then clicking Edit Subscription Defaults.
If you want new strategy subscription settings to copy your strategy defaults, make sure to check the "Do you want to apply these defaults settings to all new strategy subscriptions?" otherwise the default settings won't be used.
The strategy associated webhooks have been moved from the Edit strategy page form to a dedicated page. You can edit the strategy associated webhooks by clicking View next to a strategy and then clicking Edit Associated Webhooks.
Prior to this release, to create a strategy, you would have to first create a webhook, then create a strategy and select the webhook you previously created to associate it with the strategy you are creating. The process was a little cumbersome.
This has been simplified so that when you create a new strategy, it creates both the strategy and a webhook at the same time. If you want to change the webhook that powers a strategy in the future, you can create a new webhook and then migrate your strategy from one webhook to another by editing your strategy associated webhooks.
You will notice now on pages that have long forms, there is a sticky bottom bar with a save button always visible so you can quickly make changes to your strategy subscription settings and click save.
The official TradersPost documentation has been more directly integrated with the application. Now you can easily find answers to your questions without leaving the application. Search the documentation or ask it questions and AI will analyze your question and try to find the answer for you.
You can now access the user menu items by clicking your user avatar at the top right of the header menu.
Please note that the Change Account functionality for users that have access to multiple accounts is no longer visible in the main top header menu and is only available in the user menu dropdown.
You now have the ability to search your strategies, subscriptions and webhooks with the search form in the left column.
Getting setup with TradersPost can be challenging, there are a lot of moving pieces. In this release we added a simple setup wizard that can help guide you through setting up a strategy and getting it connected to your broker.
You can access the setup wizard from the header menu by clicking the Setup 1/6 button at the top right. By default the setup wizard will only show for new users and existing users will have the setup wizard hidden. You can show the setup wizard again by going to your Settings and unchecking the Hide setup wizard checkbox.
A small but important detail, we've spent some time going through labels, help texts and error messages throughout the application and we rewrote them to try and make them more clear.
Additionally, if a form has an error further down on the page and isn't visible, the form error is clearly showed at the top of the page for you to see so you can scroll down on the page to fix it before saving again.
