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Major release

v3.0.0: March 2026 Feature Release

We've been heads down rebuilding RelayDesk from the ground up. New engine, new UI, and a handful of features we've been wanting to ship for a while. If you haven't logged in recently, it's going to feel like a different app.

✨New Features

Relay AI Assistant

high impact

There's now an AI assistant, Relay, built directly into the platform that knows your trading data. Ask it things like "how did my SPY bot do this week" or "which of my bots is underperforming" and it pulls real answers from your actual trades. It scores your trades, spots patterns, suggests bot parameter changes backed by your own history, and can replay past trades with different settings so you can see what would have happened. This isn't generic AI; it knows your bots, your P&L, and your setups.

Signal-Managed Exits

high impact

TradingView signals can now close positions, not just open them. Set up an exit signal on your chart, and RelayDesk handles the rest. Same workflow you already know, now for exits too.

Research Section

high impact

We built out a full research workspace inside the platform. Live streaming quotes, options chains with real-time Greeks, market heatmap, stock screener, earnings and economic calendars, news feed, social sentiment from Reddit and StockTwits, short interest data, and payoff diagrams. You can also overlay your bot trades on the chart. No more jumping between five different tools.

Bot Builder

high impact

The bot builder has been rebuilt with two modes depending on how you like to work. Guided mode walks you through bot configuration step by step across seven stages: Bot Basics, Strategy Setup, Position Sizing, Exit Strategy, Risk Management, Trading Schedule, and Review & Launch. Each step is focused and clean β€” no scrolling through a wall of settings trying to figure out where you are. All Sections mode keeps the same seven sections but expands them all on one page, so experienced users can move freely without clicking through each step. Both modes share a persistent sidebar that updates in real time as you configure your bot. The Risk Profile panel shows your calculated risk level, max loss per trade, max gain per trade, and risk:reward ratio, so you always know where you stand before you launch. The Validation panel flags issues as you go. Things like a missing bot name, a risk:reward ratio below threshold, or a missing cooldown period, so you're not discovering problems at launch. A Smart Suggestions panel is also available with Relay AI-powered recommendations based on your configuration.

πŸš€Improvements

  • ●

    Mobile Optimization

    The full RelayDesk platform now works on mobile. Every page, dashboard, bot management, trade history, analytics, signal library, and the bot builder has been redesigned to work on a phone screen without compromising what's on it. We know a lot of you are checking in on your bots during the day, away from your desk, between meetings, or when the market moves and you need to act fast. The mobile experience was built around those moments: seeing how your bots are doing at a glance, quickly pausing or starting a bot, checking a trade that just closed, or asking Relay AI what's going on. Everything you'd do at your desk, you can now do from your phone. No app download required, just open RelayDesk in your mobile browser, and it works.

  • ●

    Performance Analytics

    Performance Analytics has been rebuilt into a full analytical suite organized across four tabs, giving you a complete picture of how your bots are actually performing. At the top, a Key Insights panel highlights the most important observations from your data: your top-performing bot, which exit strategy is generating the best average, and any flags worth paying attention to, like profit factor or signal frequency. Below that, four summary stats cover total P&L, win rate, average win, and win/loss ratio. The performance tab includes an equity curve with 7D, 30D, 90D, and all-time ranges, bot-by-bot P&L comparison, and a best/worst trading day callout so you can see your outliers at a glance. The Risk tab surfaces the metrics that actually matter for position sizing and risk management: Sharpe ratio, maximum drawdown, profit factor, trade expectancy, Kelly Criterion, and Calmar ratio. Each is labeled with a plain-English status so you know how to read them. MAE (Max Adverse Excursion) and MFE (Max Favorable Excursion) scatter plots show how far trades moved against you and how much unrealized profit you left on the table, with wins and losses color-coded. The strategy tab breaks down performance by exit type, includes a distribution chart, and shows a ranked table of exit performance with average P&L and win rate by exit reason. Calls vs. puts comparison, strike offset performance, and average time in trade for winners vs. losers are all here, too. The Optimization tab focuses on patterns that can improve your bot settings. Streak tracking (current, best, worst), signal quality score, trading frequency, signal quality metrics, and optimization recommendations based on your data. Performance after wins and after losses is broken out separately so you can see whether your bot's behavior changes based on prior trade outcomes. The full report is available for export at the top of the page.

  • ●

    Trade History

    Trade History has been completely rebuilt and is now one of the most information-dense pages in the platform. At the top, a P&L summary bar covers today, this week, this month, all-time, and open trades, each showing dollar P&L, trade count, and win rate at a glance. Below that, AI Pattern Insights surfaces automatically generated observations from your trade history. Things like your win rate by time of day, performance by symbol, and how long your winners stay open versus your losers. Generated from your actual data, not generic tips. The trade table itself is fully configurable with 16 columns, grouping, saved views, presets, filters, and export. Each row includes a mini trend sparkline, entry and exit prices, contract count, duration as a percentage of the session, P&L with percentage, and exit reason. Tabs let you filter between all trades, options, and stocks. Clicking into any individual trade opens a full trade detail view with: Exit Strategy Timeline showing entry, each take profit level, and stop loss β€” with executed vs. reached vs. pending status for each Price Movement chart showing the option price from entry to exit with entry and exit lines marked Trade Details with full contract info (symbol, strike, type, expiration, entry/exit price, contracts, total cost) Execution History showing every fill in sequence with timestamp and size Trade Analytics, including bot strategy settings, performance metrics like exit efficiency, and how much of the max potential gain was captured Trade Notes so you can log your own observations on any trade

  • ●

    Signals

    The Signal Library has been cleaned up and is now easier to manage at a glance. Each signal shows its ticker, direction (calls, puts, or both), total signal count, number of bots attached, and when the last signal fired. List and card views are both available, and archived signals can be toggled into view without cluttering the main list. Per-signal actions are accessible inline: edit, view the webhook URL, view signal history, duplicate, archive, or delete, no need to drill into a separate settings page.

  • ●

    Bot Management

    The bot management page has been rebuilt into a proper command center for your full bot portfolio. A summary bar at the top gives you an instant snapshot across all bots: total bot count, active bots, average win rate, and total P&L. The bot list now has two view options: table for a data-dense view of all your bots, and Cards for a more visual layout. The table is fully configurable with column selection (13 columns available), grouping, saved views, and keyboard shortcuts for power users (navigate with arrows, space to play/pause, enter for settings). Each bot row surfaces the metrics that actually matter: symbol, broker, signal source, 7-day trend sparkline, health score, win rate, current streak, status, today's P&L, and total P&L, all sortable. Quick actions to pause or configure are inline without leaving the page. Filtering is flexible: filter by status, by broker, or toggle archived bots into view. Two smart shortcuts at the top right let you jump straight to Needs Attention bots or Top Performers without manually scanning the list. Bulk actions are also available: share all bots, export all, or import a bot config from another account.

  • ●

    Dashboard

    The dashboard has been completely redesigned around what actually matters when you log in. Your P&L, your bots, and what's happening in the market right now. At the top, a new stats bar surfaces your most important numbers at a glance: today's performance, account value with buying power and cash breakdown, active bot count and status, 7-day win rate, and open positions. A time range selector (24H, 7D, 30D, 90D, 1Y, ALL) lets you quickly shift the performance chart to whatever window you're looking at. The dashboard is now tabbed, keeping everything you need in one place without the clutter: Active Bots / Alerts β€” see all your bots, their live P&L (today and total), status, and controls to pause or start without leaving the page. Recent alerts surface inline so you know immediately if something needs attention. Open Positions / Recent Activity β€” open positions and a full recent trade log with action type, symbol, quantity, price, P&L, and which bot executed the trade. Market News β€” filterable news feed with symbol-level filtering. Quickly scan headlines relevant to the tickers your bots are trading. Economic Calendar β€” a full monthly calendar with economic events color-coded by impact level (high, medium, low) so you can see what's coming before it hits your positions. The "Ask Relay" AI button is also accessible directly from the dashboard if you want to ask questions about what you're looking at.

We've been heads down rebuilding RelayDesk from the ground up. New engine, new UI, and a handful of features we've been wanting to ship for a while. If you haven't logged in recently, it's going to feel like a different app.

Relay AI

There's now an AI assistant built directly into the platform that knows your trading data. Ask it things like "how did my SPY bot do this week" or "which of my bots is underperforming," and it pulls real answers from your actual trades. It scores your trades, spots patterns, suggests bot parameter changes backed by your own history, and can replay past trades with different settings so you can see what would have happened. This isn't generic AI. It knows your bots, your P&L, and your setups.

Signal-Managed Exits

TradingView signals can now close positions, not just open them. Set up an exit signal on your chart, and RelayDesk handles the rest. Same workflow you already know, now for exits too.

Research Section

We built out a full research workspace inside the platform. Live streaming quotes, options chains with real-time Greeks, market heatmap, stock screener, earnings and economic calendars, news feed, social sentiment from Reddit and StockTwits, short interest data, and payoff diagrams. You can also overlay your bot trades on the chart. No more jumping between five different tools.

Dashboard

The dashboard has been completely redesigned around what actually matters when you log in: your P&L, your bots, and what's happening in the market right now.

At the top, a new stats bar surfaces your most important numbers at a glance: today's performance, account value with buying power and cash breakdown, active bot count and status, 7-day win rate, and open positions. A time range selector (24H, 7D, 30D, 90D, 1Y, ALL) lets you quickly shift the performance chart to whatever window you're looking at.

The dashboard is now tabbed, keeping everything you need in one place without the clutter. Active Bots / Alerts shows all your bots, their live P&L, status, and inline controls to pause or start without leaving the page. Recent alerts surface here too so you know immediately if something needs attention. Open Positions / Recent Activity provides a full trade log with action type, symbol, quantity, price, P&L, and the bot that executed the trade. Market News is a filterable news feed with symbol-level filtering so you can scan headlines relevant to the tickers your bots are trading. The Economic Calendar shows a full monthly view with events color-coded by impact level so you can see what's coming before it hits your positions.

Bot Builder

The bot builder has been rebuilt with two modes depending on how you like to work.

Guided mode walks you through bot configuration step by step across seven stages: Bot Basics, Strategy Setup, Position Sizing, Exit Strategy, Risk Management, Trading Schedule, and Review & Launch. Each step is focused and clean, with no scrolling through a wall of settings trying to figure out where you are.

All Sections mode keeps the same seven sections but expands them all on one page, so experienced users can move freely without clicking through each step.

Both modes share a persistent sidebar that updates in real time as you configure your bot. The Risk Profile panel shows your calculated risk level, maximum loss per trade, maximum gain per trade, and risk-to-reward ratio, so you always know where you stand before you launch. The Validation panel flags issues as you go: a missing bot name, a risk:reward ratio below threshold, and a missing cooldown period. Nothing surprises you at launch. A Smart Suggestions panel is also available with Relay AI-powered recommendations based on your configuration.

Bot Management

The bot management page has been rebuilt into a proper command center for your full bot portfolio.

A summary bar at the top gives you an instant snapshot across all bots: total count, active bots, average win rate, and total P&L. The bot list now offers two view options. The table provides a data-dense layout, and the cards provide a more visual one. The table is fully configurable with 13 available columns, grouping, saved views, and keyboard shortcuts for power users. Each bot row displays the symbol, broker, signal source, 7-day trend sparkline, health score, win rate, current streak, status, today’s P&L, and total P&L. All columns are sortable, with inline pause and configure actions.

Filtering by status or broker is available at the top, along with a toggle for archived bots. Two quick shortcuts let you jump directly to Needs Attention bots or Top Performers without scanning the full list. Bulk actions cover share all, export all, and import.

Signal Library

The Signal Library has been cleaned up and is now easier to manage at a glance. Each signal shows its ticker, direction, total signal count, number of bots attached, and when the last signal fired. List and card views are both available, and archived signals can be toggled in without cluttering the main list. Per-signal actions are accessible inline: edit, view the webhook URL, view signal history, duplicate, archive, or delete.

Trade History

Trade History has been completely rebuilt and is now one of the most information-dense pages in the platform.

A P&L summary bar at the top covers today, this week, this month, all-time, and open trades. Each period shows dollar P&L, trade count, and win rate at a glance. Below that, AI Pattern Insights surfaces automatically generated observations from your trade history: win rate by time of day, performance by symbol, and how long your winners stay open versus your losers, all pulled from your actual data.

The trade table is fully configurable with 16 columns, grouping, saved views, presets, filters, and export. Each row includes a mini trend sparkline, entry and exit prices, contract count, duration as a percentage of the session, P&L with percentage, and exit reason.

Clicking into any trade opens a full detail view with an Exit Strategy Timeline showing entry, each take profit level, and stop loss with executed vs. reached vs. pending status; a Price Movement chart from entry to exit; full contract details; a timestamped Execution History showing every fill; Trade Analytics including bot strategy settings and exit efficiency; and a Trade Notes field for logging your own observations on any trade.

Performance Analytics

Performance Analytics has been rebuilt into a full analytical suite organized across four tabs.

A Key Insights panel at the top leads with the most important observations from your data: top-performing bot, best-performing exit strategy, and any flags worth attention. Four summary stats cover total P&L, win rate, average win, and win/loss ratio.

The Performance tab includes an equity curve with selectable time ranges, a bot-by-bot P&L comparison, and best/worst trading-day callouts. The Risk tab shows the Sharpe ratio, maximum drawdown, profit factor, trade expectancy, Kelly Criterion, and Calmar ratio, each with a plain-English status label, plus MAE and MFE scatter plots with wins and losses color-coded. The Strategy tab breaks down performance by exit type, compares calls vs. puts, shows strike offset performance, and shows average time in trade for winners vs. losers. The Optimization tab covers streak tracking, signal quality score, trading frequency analysis, optimization recommendations, and performance after wins vs. losses, broken out separately. The full report is exportable.

Mobile

The full RelayDesk platform now works on mobile. Every page, including the dashboard, bot management, trade history, analytics, signal library, and bot builder, has been redesigned to work on a phone screen without compromising its content.

We know a lot of you are checking in on your bots during the day, away from your desk, between meetings, or when the market moves and you need to act fast. The mobile experience was built around those moments: seeing how your bots are doing at a glance, quickly pausing or starting a bot, checking a trade that just closed, or asking Relay AI what's going on. Everything you'd do at your desk, you can now do from your phone.

No app download required. Just open RelayDesk in your mobile browser and it works.