RelayDesk adds Stock and ETF bots, merged bot logic, expanded risk controls, redesigned share cards, and new broker support for Tradier and Public.com, plus higher bot limits across every plan.
NewStock and ETF bots. Build automated Stock and ETF bots with whole-share, fractional-share, and dollar-based sizing. Extended-hours and 24/5 trading are available where your broker supports them.
NewMerged bot logic. Combine signal-managed and RelayDesk-managed exits through a single shared take-profit ladder.
NewExpanded risk controls. Set stop losses and trailing stops using percentages or fixed dollar amounts per contract or share, with new dollar-based take-profit targets and more precise share allocations.
NewNew broker support. Tradier and Public are now supported, bringing index-options trading to RelayDesk.
ImprovedRedesigned share cards. Create and share better-looking results directly from RelayDesk.
ImprovedIncreased bot limits. Basic: 5 Live and 10 Paper bots. Advanced: 15 Live and 30 Paper bots. Pro: 25 Live and 50 Paper bots. Enterprise: 50 Live and 100 Paper bots.
RelayDesk's interface has been rebuilt for speed and simplicity. This release also adds strike or premium contract selection, an IV ceiling filter, flexible take-profit scaling, paper index options on Alpaca, and a bot scheduler.
NewA cleaner workspace. The whole interface has been rebuilt. It's faster, simpler, and has less clutter, so everything you need is right where you expect it.
NewIndex options on Alpaca. Paper trading for index options is here. Contracts are cash settled and held to settlement, and because it's paper trading, you can test the whole workflow risk free before committing real capital.
NewChoose your contracts your way. Pick options contracts by strike or by premium, whichever way you think about your trades. Set your preference once and your bot handles contract selection from there.
NewIV filtering. Set a maximum IV ceiling and your bot skips entries when options get too expensive. No more overpaying for premium in an inflated market.
NewSmarter take profits. Scale out of a position by number of contracts or by a dollar amount per contract, not just by percentage. These are real, concrete exits instead of a single blunt percentage rule.
NewBot scheduler. Tell your bots when to work. Set a schedule and they show up on time, every time, without you needing to start or stop them manually.
RelayDesk now offers curated signals built and managed by the RelayDesk team, a redesigned Signals page, a new status bar, expanded top nav, a smarter dashboard empty state, and a native research chart with live prices.
NewRelayDesk Provided Signals. Trade curated signals built and managed by the RelayDesk team, right alongside your own. Provided signals appear in your Signal Library with a detail page covering the strategy, its risk controls, and its track record. Select signals include a ready-to-run bot added to your account so you can watch it work in paper trading from day one. Every provided signal includes built-in guardrails, including per-trade size caps. Live trading access is matched to your plan.
DISLAIMER: RelayDesk is trading automation software. We are not a financial advisor or broker, and nothing here should be interpreted as investment advice.
ImprovedNew Status Bar. Market indices and the market clock have moved out of the header into a slim status bar along the bottom of the screen, consistent with how trading terminals handle them. The header is cleaner and the workspace has more room.
ImprovedMore navigation, fewer clicks. On larger screens, Live Monitor, Analytics, News, and Research now appear directly in the top nav instead of behind a "More" menu. Each takes one click to reach.
ImprovedUpdated Signals Page. The Signals page has been redesigned to support RelayDesk Provided Signals. Separate sections distinguish RelayDesk signals from your own. New search and filtering make it easier to manage everything in one place.
ImprovedImproved Dashboard Empty State. If you have bots but no trades in the selected time range, the performance chart now says so directly instead of prompting you to create a bot you already have.
ImprovedImproved Research Experience. The research chart is now built natively into RelayDesk, making it faster and consistent with the rest of the app. Watchlist prices now stream live.
Redesigned animated share cards with LIVE/PAPER badges, Paper vs Live separation in the Live Trade Monitor, removal of PDT trade limits following the rule's retirement, and several reliability fixes.
NewRedesigned, animated share cards. Your trades and daily results now share as polished cards, each with a clear LIVE or PAPER badge so a paper run is never mistaken for a live one. Export them as short animated videos (MP4 or GIF) for Discord, X, or iMessage, complete with a clean branded thumbnail. Sharing all your bots at once now follows your Paper or Live toggle, so a live card never mixes in paper results.
NewLive Trade Monitor now respects Paper vs Live. The monitor follows your Paper or Live toggle. Open positions, stats, and total P&L reflect one book at a time, with no more mixing the two.
ImprovedThe end of day-trading limits. Following the retirement of the Pattern Day Trader rule, RelayDesk no longer blocks trades based on day-trade counts. Accounts that were quietly being held back can now trade freely, and the old PDT badges, day-trade counters, and low-balance alerts are gone from the dashboard.
FixedRelay AI paper bot startup. Relay AI now starts paper bots correctly, instead of refusing and telling you to upgrade.
FixedLive Trade Monitor contract count. The Live Trade Monitor shows the correct remaining contract count after a close, for example 0 of 5 rather than snapping back to 5 of 5.
FixedAnimated card label overlap and thumbnail. Animated cards no longer overlap labels on trades with multiple take-profit levels, and the video thumbnail no longer starts on a blank frame.
FixedBilling system upgrade handling. Billing system upgrades for better subscription upgrade handling.
The RelayDesk Spring 2026 release is our most significant update to date. A completely rebuilt Analytics module gives you five tabs and fourteen charts of institutional-grade performance reporting. The Live Monitor gains real-time options payoff diagrams so you can see exactly where your trade stands as the underlying moves. We’ve also added sign-in with Apple and TOTP two-factor authentication to keep your account secure. Refreshed Research, Dashboard, and Signals interfaces round out a release where every screen has been touched, polished, or rebuilt.
NewNew Analytics suite with 5 tabs and 14 charts. The Analytics module has been rebuilt from scratch into a five-tab performance suite. The Overview tab shows a KPI grid (P&L, win rate, profit factor, expectancy), an equity curve, and a P&L calendar. The Bots tab lets you compare bots side by side with an equity-curve overlay and a per-bot detail panel. The Risk tab tracks drawdown history and max-adverse-excursion. The Strategy tab surfaces a P&L distribution histogram, hold-time scatter plot, day-of-week and time-of-day heatmaps, and a symbol performance breakdown. The Optimization tab is new: it analyzes your historical results and surfaces specific parameter changes that would have improved performance.
NewLive Monitor: real-time options payoff diagrams. The Live Monitor now offers an Advanced view for any open trade card. It shows a real-time options payoff diagram with your break-even point, take-profit levels, and stop-loss level marked on the curve. A live dot tracks the current spot price and moves as the underlying moves, so you can see your position's P&L profile update in real time.
NewSign in with Apple and optional TOTP two-factor authentication. You can now sign in with Apple, joining Google and email/password as sign-in options. You can also enroll an authenticator app (Google Authenticator, 1Password, Authy, or any TOTP-compatible app) via QR code in Settings. Once enrolled, you are prompted for a six-digit code at sign-in. Enrolled factors can be viewed and removed in your Security settings at any time.
ImprovedResearch: Market Movers, sector heatmap, and Symbol Bar. Three new widgets now appear in the Research module. Market Movers shows gainers, losers, and most-active tickers in a sidebar. The sector heatmap gives a market-cap-weighted view of sector performance and loads faster and works better on mobile than the chart it replaced. The Symbol Bar is a strip of recently-viewed ticker chips for quick navigation between research targets. The Upcoming Events list has also been refreshed to show earnings, dividends, and economic events in one unified view.
ImprovedSignal creation: real-time broker compatibility feedback. When you create a new signal, the dialog now shows which of your connected brokers can fill that signal's asset class. You see broker compatibility before you save, not at execution time.
ImprovedDashboard: new bot cards, position card, and activity timeline. The Dashboard has three new tiles. Bot cards have been redesigned for faster scanning and optimized for mobile. The new Position card shows a live P&L summary of your open positions and can be expanded into a detailed view. The Activity timeline is a chronological feed of significant events on your account.
ImprovedTrade History: contract column and cleaner layout. A Contract column now appears in Trade History showing the exact OCC option contract identifier for each trade. This is useful for tax reporting and trade journaling. The summary stats bar at the top of the page has moved into the Analytics suite, so Trade History now focuses on what it does best: showing your trades.
ImprovedPlatform-wide visual overhaul across 12+ pages. Every major page has been redesigned and refreshed. Mobile responsiveness has been improved across all surfaces and breakpoints. Pages updated include the Dashboard, Live Monitor, Trade Detail, Trade History, Settings, Login, Signup, Reset Password, Onboarding, Analytics, Relay AI, Research, Bot Builder, and Signals.
A few issues surfaced after the 3.0 launch that we wanted to get in front of quickly. This hotfix addresses live trades not appearing in the monitor in real time, stale take-profit orders being left at the broker after a manual close, and a TP coverage gap that could occur when entry orders filled in multiple chunks. Your trades were executing and recording correctly throughout. All fixes are live now with no action needed on your end.
FixedLive Trades Not Appearing in Real Time. Some trades weren't showing up in the Live Monitor right away, particularly fast trades that hit take-profit within seconds of entry. Your trades were being executed and recorded P&L correctly the whole time; they just weren't appearing in the UI. This is now fixed, and all trades show up in real time as they happen.
FixedStale Take-Profit Orders on Manual Close. When manually closing a trade, outstanding take-profit orders at the broker weren't always being cancelled, leaving stale TP orders sitting open. We now cancel all related TP orders before executing a manual close. We also fixed a separate issue in which auto-closed trades displayed a $0 exit price instead of the actual fill price.
FixedTake-Profit Gap on Partial Fills. In cases where an entry order is filled in multiple chunks, a take-profit could fire before all chunks arrive, leaving part of the position without TP coverage. We now detect these gaps automatically and place supplementary TP orders to keep the full position protected.
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.
NewRelay AI Assistant. 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.
NewSignal-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.
NewResearch 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.
NewBot 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 — 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.
ImprovedMobile 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.
ImprovedPerformance 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.
ImprovedTrade 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 — 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
ImprovedSignals. 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.
ImprovedBot 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.
ImprovedDashboard. 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 — 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 — open positions and a full recent trade log with action type, symbol, quantity, price, P&L, and which bot executed the trade.
Market News — filterable news feed with symbol-level filtering. Quickly scan headlines relevant to the tickers your bots are trading.
Economic Calendar — 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.
Mass Bot Editor, Trailing Stop from Entry, Draft Bots, and Research Module overhaul
NewMass Bot Editor. Edit multiple bots at once. Select bots from your list and update shared settings like stop-loss, take-profit levels, or entry windows in bulk - saving you time when managing multiple strategies.
NewTrailing Stop from Entry. New trailing stop mode that activates based on profit from your entry price, independent of take-profit levels. Perfect for traders who want pure trailing stop strategies without needing to set arbitrary TPs first.
NewDraft Bots. Save bot configurations as drafts before activating. Test your settings, make adjustments, and only go live when you're ready.
NewSignal Column on Bots Table. See which signal each bot is connected to directly in your bots list - no more clicking into each bot to check.
NewSignal Library Views. Toggle between list and grid views in the Signal Library to browse signals the way you prefer.
ImprovedResearch Module Overhaul. Completely rebuilt data integration for more reliable stock fundamentals, earnings data, and company profiles. Missing data issues have been resolved.
ImprovedTrade History Enhancements. Cleaner actions menu, added Manual Close for easier position management, better real-time status updates
FixedBot Editing Permissions. Fixed issue where active/paused bots couldn't be edited
FixedTrade State Visibility. Improved trade state visibility with faster UI updates
FixedPerformance & Stability. Various performance and stability improvements
Complete overhaul of signal and strategy management system with Trading Calendar controls
NewSignal Library & Strategy System. Create Strategies that power multiple bots instead of each bot having its own webhook. Single TradingView alert triggers multiple bots. Configure once, connect as many bots as you want.
NewTrading Calendar Skip Controls. Protect your capital during high-risk periods: Holiday Weeks, FOMC Days (~8/year), Major Economic Events (~24/year), Day-of-Week skipping. Find these in Bot Builder under Trading Schedule.
Implemented waitlist for new RelayDesk signups to manage beta rollout
NewSignup Waitlist. New users sign up through waitlist at relaydesk.trade, receive Discord invites to join community, and beta access is granted as we approach launch.
Multi-bot entries are now up to 80% faster through batched broker requests
ImprovedBatched Broker Requests. When multiple bots trigger on the same signal, RelayDesk now batches their broker requests together instead of making them one at a time. Entries are now up to 80% faster in multi-bot scenarios.
Time Stop becomes optional and new trailing functionality after final take-profit
NewOptional Time Stop. Time Stop no longer forces an exit on every trade. Toggle it on for automatic exits after set duration, or leave off to let TP/SL levels handle everything. Existing bots with Time Stop configured continue working as before.
NewTrail After Final TP. Maximize your runners by trailing price after all take-profit levels fill. Once final TP fills, trailing mode activates and stop follows price up, locking in gains. Example: With 10% trail, if price reaches $5.00 after final TP, stop moves to $4.50. Price hits $6.00? Stop moves to $5.40.
Major updates to settings, webhooks, billing, and EOD protection
NewWebhook Organization. View all webhooks in an organized list in the Settings section
NewStripe Billing Integration. Subscription management system powered by Stripe. Beta users retain full feature access.
NewEOD Close Protection. Options positions automatically close before market cutoff times to prevent unwanted assignment. Customizable close time per bot. Only affects options expiring that day.
Pattern Day Trader tracking with real-time data from Alpaca
NewPDT Protection. Track day trades remaining with real-time data from Alpaca. Single account view in top Performance bar, multiple accounts in account breakdown. Alpaca API rejects orders that would cause PDT restriction.
Choose how your daily loss limit works with two different calculation modes
NewNet P&L Mode (Traditional). Bot stops trading when overall daily profit/loss reaches your limit. This is the existing behavior.
NewAccumulated Losses Mode (Preserve Gains). Bot stops trading when total losing trades hit your limit, regardless of wins. Example: If you're up $500 and then have $300 in losses, you keep that $200 gain instead of risking it.