CharlesWhat's new in Charles v1.9.0
Charles v1.9.0 reads stock prices from Alpaca first, shows your week on Home, and makes Self-Tune's monthly check stricter.
Prices come from Alpaca first
Charles now reads stock prices from Alpaca's official closing prices first. It uses the Alpaca keys it already has, so you don't add a key or change a setting. Yahoo is now the backup, used when Alpaca's data doesn't arrive.
Before the switch, we ran the plan on two years of past prices with each source. It made the same decisions with both. How Charles trades doesn't change in this release.
Home shows your week
Home now opens on the week. Each bot gets a bar and a number, and the top line shows the total. Below that is what happened since your last visit, so you can see what each bot did without opening every tab.
When Stocks or Crypto can't get their data, the page now says so. Before, it showed a zero balance, which looked the same as an empty account. Now a missing feed and an empty account look different.
Self-Tune, sharing and challenges
Self-Tune is off by default. When it's on, it now shows how your plan did in four kinds of market: calm rises, falls, rebounds and chop.
The monthly check is also stricter:
- It no longer proposes a change that makes the plan's weakest kind of market worse, even if the change helps elsewhere.
- On the crypto add-on, the check averages all seven weekdays, so one lucky day can't pass a change on its own.
As before, Self-Tune applies at most one passing change a quarter, and you can undo it.
Sharing your settings to the leaderboard and entering a monthly challenge now need the dashboard login. If your login was never turned on, open your server over SSH and run:
charles-login
It prints a one-time link. Open it within 10 minutes and you're logged in.
The leaderboard now labels its house bots, so you can tell them apart from settings people chose to share.
The crypto add-on's files also include a new rule that is still being tested. It stays off unless you start it yourself.