Product

Release notes

What actually shipped, month by month. New brokers, product changes and improvements to how the AI decides, written in plain terms rather than release jargon.

16 updates since May 2026

August 2026

8 updates

Product

Multiple trading profiles

One login can now run more than one brokerage account at the same time. Each profile keeps its own broker connection, its own risk settings and its own trade history, so a long term account and an active one never share rules. Switching between them takes a click from the header. The auto trader runs each profile independently rather than treating them as one pot.

Product

Disconnect without losing anything

Disconnecting a broker no longer wipes your record. Your trade history, positions and settings are hidden rather than deleted, and reconnecting the same brokerage account brings all of it back exactly as it was. This matters most for Schwab, which requires reauthorising on a weekly cycle. You pick up where you left off instead of starting over.

Product

Guided setup for the auto trader

New accounts get a step by step wizard for the settings that actually matter: risk limits, confidence threshold and how the AI should behave. Each step explains what the setting changes in plain terms before you commit to it. You can revisit any of it later from Settings. The aim is to get you from empty account to running without reading documentation.

AI

Steadier pacing through the trading day

The auto trader now spreads its scanning across the whole session instead of front loading it. Previously a busy morning could use up the day's capacity before lunch, leaving the afternoon quiet. Work is now budgeted across market hours so activity is more even. You see decisions arriving through the day rather than in one early burst.

AI

Sharper confidence scoring

Confidence scores were clustering too tightly, which made the difference between a marginal setup and a strong one harder to see. The scoring rubric was rewritten and agreement between the AI analysts now counts for more. Scores spread across a wider, more meaningful range as a result. If your minimum confidence threshold was tuned before this change, it is worth a second look.

Product

Manage positions you opened yourself

You can now opt in to have the auto trader watch positions you bought manually at your broker. It applies your standard profit target and stop loss to them so they are not left unmanaged. This works across every supported broker. It stays off unless you turn it on, and you can switch it off at any time.

Product

Broker rejections in plain English

When a broker refuses an order, the reason now appears in language you can act on rather than a raw error code. Insufficient buying power, a restricted symbol and a day trade limit all read differently and clearly. The message appears in your activity feed alongside the attempt. Knowing which of those happened tells you whether anything needs fixing.

Product

Portfolio history for every broker

The performance chart used to depend on data only one broker provided. It now builds from daily snapshots taken on our side, so it works the same whichever broker you connect. History accumulates from the day you connect. Trade history entries also link straight through to that symbol's market page.

July 2026

3 updates

Brokers

Charles Schwab

Schwab accounts can now be connected directly, joining Alpaca and Tradier. The connection uses Schwab's official authorisation flow, so your credentials are never handled by us. Schwab requires reauthorising roughly weekly, which is their policy rather than ours, and reconnecting restores everything. For most people coming from a mainstream brokerage this is the most familiar option.

Brokers

Tradier

Tradier is supported as a connected brokerage. It sits alongside Alpaca as a straightforward option for stock trading. Broker specific limits, such as how whole share orders and day trade counters work, are reflected in the interface so the settings you see match what your broker will actually accept. You can connect it from Settings in a couple of minutes.

Product

Help Center and guided tour

A Help Center now sits in the main menu, alongside the option to replay the walkthrough at any time. Articles cover connecting a broker, reading the activity feed and tuning risk settings. It is written for people who want an answer quickly rather than a manual. The tour can be restarted whenever you want a refresher.

June 2026

1 update

Product

Every skipped trade, and why

The activity feed now records the trades the AI decided not to take, not only the ones it took. Each entry names the reason it passed, whether that was confidence under your threshold, a risk to reward ratio that did not clear your floor, or a move that had already run. Quiet days stop being a mystery. This is the clearest window into how your settings are actually behaving.

May 2026

4 updates

Product

Activity feed on the dashboard

The dashboard now opens with a live view of what the auto trader is doing and a snapshot of your open positions. You no longer have to go looking for it. Decisions appear as they happen through the session. It is the first thing most people check, so it became the first thing you see.

Product

Guided walkthrough for new accounts

A ten step walkthrough introduces the parts of the product that matter, highlighting the actual element on each page rather than describing it. It moves at your pace and can be dismissed or replayed. New accounts see it once on first sign in. It exists because the fastest way to understand an auto trader is to watch it point at itself.

Product

Exit targets on the buy form

Profit target and stop loss are now set directly on the buy form when you place a trade yourself. Previously these lived only in your defaults. Your standard settings still apply if you leave the fields alone. It means a one off trade can have its own exits without changing anything global.

Product

Instant symbol search

Symbol search now returns results as you type, without waiting on a round trip. It works across stocks and crypto. Selecting a result takes you to that symbol's market page. Small thing, used constantly.

Still the same idea, built out further

If you had an account before, your history is still there. Reconnecting the same brokerage account restores it.

Trading involves risk of loss. Past performance does not guarantee future results. JorgAI is software, not investment advice.