CharlesWhat's new in Charles v1.7.1
Charles v1.7.1 brings clearer Terms and plainer documents on Self-Tune, updates and the license. How it trades on paper stays the same.
New Terms, in clearer words
Charles has a new Terms of Service and License Agreement, version 2.1. The rules are written more plainly. Paper trading isn't affected, so you don't need to do anything to keep your bot running.
To read the new version on your server:
charles-terms
To see where you stand, run charles-terms --status.
What the documents now say plainly
The Terms, the Privacy Policy and the Risk Disclosure now describe how Charles works today:
- Self-Tune. They explain what it does. It's off by default. When it's on, a monthly check tests small changes to the plan's numbers on past prices. It can apply at most one passing change a quarter, and you can undo that change.
- Updates. Software updates never install by themselves.
charles-updateshows what changed and asks first when a change affects trading. You can go back with Restore, in the dashboard's Settings or withcharles-restore. - Commercial use. The license allows it.
- The dashboard's chat. It was removed in an earlier release, and the documents no longer mention it. To ask about your bot or change it, use Claude Code on your server. It reads the code and answers questions like "Why did Charles pick these stocks this month?" It can also make a change you describe in plain words and run the tests. The setup guide shows how to install it.
What stays the same
Charles trades on paper exactly as it did before this release. The plan, the safety switch, the AI check on new picks and Pause all work the same way. Self-Tune works as before. Most days Charles still places no orders.