What's new in Cortex

0.9.0-beta.5 12 Nov 2026

Added

• Website: a Privacy notice (/privacy/) says what the trial form, licence checks and site analytics collect and how to unsubscribe or ask us to delete your data; short beta Terms (/terms/) are linked from every page and the trial form. A new Pricing section says Cortex is free to try during the beta, and paid subscriptions come later with prices announced before the beta ends.
• Agent API: set_chart switches the chart the EA runs on to another symbol or timeframe (for example M5 to M1), so an agent can follow M1 bars and bar_close there. No approval is needed, but the token must be allowed on that terminal and each chart can switch once every 5 seconds. A token limited to Cortex trades may change the timeframe only, not the symbol. Open trades and protection rules carry on; the reply gives the terminal's session id to use afterwards. Needs EA 2.2.0.
• list_terminals shows the last trade the broker refused on each chart (lastBrokerError: error code, text and time), including the EA's own break-even, trailing and partial-close steps (those need EA 2.2.0).
• A partial close now reports how many lots are left (remainingVolume).
• Activity tab: a Journal of your closed trades over the last 7 days, 30 days or everything Cortex knows for the selected account. It shows net profit by day, by symbol and by who opened the trade (Cortex, other EAs, manual), plus win rate, average win and loss, and profit factor. Partial closes count as one trade, swap and commission are included, and totals stay in the account's currency. A trade that closes at exactly 0.00 counts as break-even, not a win. "CSV" exports the deals behind the view (a download in the web demo). Agents can read the same figures with the new get_journal tool.
• Agent API: place_order, manage_position and place_fund_order take an optional idempotencyKey. Sending the same key again from the same token within 24 hours returns the first answer instead of trading twice, even after a Cortex restart. A retry after a dropped reply can no longer double-fill. Reusing a key for a different order is refused (HTTP 409).
• Agent API: get_activity now also lists trades Cortex did not send: manual and other EAs' trades opening, SL/TP hits and stop-outs, closes by hand or by another EA, and stops moved by a protection rule (break-even, trailing) or by hand. Each says who did it (source) and, when known, which Cortex order opened the position.
• Agent API: get_activity survives a restart (last 1,000 entries), is sorted by last change, takes limit up to 500, pages with since / before cursors, and filters by source or ticket.
• Agent API: wait_for_event returns a cursor. Pass it as since on the next wait and an event that happened between two waits (an SL hit right after a fill) is returned at once. A wait for a ticket that is already closed answers at once.
• The app log (cortex.log) records the outcome of every order and position change, including ones made in the app or by auto-copy: filled, rejected (with the broker's error code), expired or unknown.
• Agent API: get_history deals and get_positions rows name the Cortex order that opened them (commandId), even after the broker dropped the cx: comment (MT5 closing deals, the rest of a partly closed position).
• The terminal list and list_terminals show which EA version each chart runs. When a chart runs an older EA than Cortex ships, Cortex says so: "Reload chart" if the update is already installed (MetaTrader keeps the old EA until you reload the chart or restart the terminal), or "EA update" if you still need to install it from Settings. Settings shows the EA version installed in each terminal.
• Cortex shows why a terminal cannot trade: not connected to the broker, AutoTrading off, the EA's "Allow Algo Trading" box unticked, an investor (read-only) login, or a broker that does not allow EAs. New orders are refused with that reason (closing and managing open trades still goes through), and list_terminals reports it. Needs EA 2.1.0.
• Agent API: Fund auto-copy alerts are now visible to agents. get_copy_alerts returns the same alerts as the Fund tab, and wait_for_event kind copy_alert reports each one as it happens.
• TradingView: an entry alert that arrives twice within 60 seconds (TradingView sometimes sends one twice) is ignored instead of opening a second trade. Closes always go through. Set the window in the Agents tab (0 turns it off), or give each alert a unique alertId.
• Positions tab: "Confirm closes" (on by default) makes Close and Close ½ need a second click. While your mouse is over the list, rows stay where they are, so a closing trade cannot slide another trade's buttons under the cursor.
• Agents tab: how to reach Cortex from TradingView through a tunnel safely.
• Website: a menu button on phones and small screens, a Contact section (support@aimscortex.com for help, hello@aimscortex.com for anything else) and an "After your trial" note: when the trial ends trading stops, but charts, analysis, the demo broker and closing your trades still work.
• Agent tokens can be limited: a new Trade or Webhook token acts only on the terminals connected when you create it, and only manages trades Cortex opened (not other EAs' or manual trades). The Agents tab shows each token's limits. A chart you close and reopen counts as a new terminal: press "Connected now" on the token to let it trade there, or "Any terminal" to lift the limit. Tokens you already have keep working as before.
• Agent Budget: give an agent token hard caps for its run in the Agents tab (Budget button): a number of trades, a maximum loss on its own trades (closed plus open), a maximum lot size per order, and an end time. Once one runs out, Cortex refuses that agent's new trades with a clear reason; it can still close and manage its trades. The Agents tab shows what is left, agents see it in get_market, and wait_for_event kind budget_exhausted tells the agent when it runs out. Swap, commission and Fund Auto-Copy copies of its trades count towards the loss; when the loss cap or end time is hit, its pending orders are cancelled. Your own orders are never limited.
• Agents tab: a red warning when agent trades are on Auto and live accounts are allowed, so agents could trade real money without asking you.
• The app log (cortex.log) now records every trade call from an agent, the AI assistant or a TradingView alert (orders, position changes, fund orders, signals) and every refused call, including alerts refused for a wrong or missing token: which token or assistant, which tool, and the result or reason. Arguments and tokens are not logged.
• Trade tab: hover over Hurst, VarRatio, Z-Score or ATR in the quant panel for a short explanation of each number.
• Agent API: get_activity takes mine: true to list only what your token sent, plus SL/TP hits and closes on the positions it opened.
• Rejections now explain the broker's error code in words, for example "frozen" becomes "price is within the broker's freeze level". Shown in get_activity (errorText), the order notification and cortex.log.

Changed

• Windows builds are now signed by iTradeAIMS Ltd (self-signed): Cortex.exe, the installer and the uninstaller carry a timestamped signature, so you can check the publisher and that the files were not changed. Windows still shows its SmartScreen warning, because the certificate is not from a public authority. To make Windows trust it, install the public certificate from docs/certs/iTradeAIMS-Ltd-code-signing.cer (see docs/CODE_SIGNING.md).
• Installing the EA is now your choice per terminal. Settings and the setup wizard list every MetaTrader terminal found on this PC with the EA version it holds ("Not installed", "EA 2.1.0", or an update notice). Tick the ones you want and press "Install into ticked", or use the button on one row. Only terminals that already have the AIMSCortex EA start ticked, and Cortex says exactly which folder it writes to. "Install to all" and "Deploy EA to All Terminals" are gone.
• Agents tab: every copy button says what it copies, for screen readers.
• EA 2.1.0: Cortex now checks that the EA on a chart was installed by this copy of Cortex. Live accounts: after updating Cortex, open Settings > MetaTrader terminals, press Install EA (or Update EA / Reinstall) for each terminal, then reload your charts or restart MetaTrader. Until then a live chart does not connect: the chart and the top of the Cortex window show "Refused" with these steps. Demo accounts still connect with an older or hand-copied EA, marked "Unverified EA". An account you marked as demo in Risk settings counts as demo.
• After installing the EA, Cortex reminds you to reload charts that already run it.
• Website: the live demo works on phones. It loads faster, no longer jumps while it starts, the tab row scrolls sideways instead of being cut off, and every button and box has a name screen readers can announce.
• Website: the free trial page says what we record when Cortex checks your key: when it was first activated, when it was last checked, the app version and how many computers use it. The 2-computer limit per key now holds every time.
• Website: faster pages (owl and screenshot images are a fraction of their old size), proper browser and phone icons, link previews with a Cortex card when you share the site, and a friendly page for broken links.
• TradingView alerts need a Webhook token; trade tokens are no longer accepted in alerts. Before you update, create a Webhook token in Agents → Tokens and put it in each existing alert's URL or secret: an alert still using a trade token is refused, and neither TradingView nor Cortex's signal list shows it. A Webhook token can only send signals, so a copy seen by someone else cannot place or close trades through the rest of the API.
• Trading needs a licence key: get a free 30-day trial key at cortex.itradeaims.net and enter it in Settings → Licence. This replaces the keyless beta window that ran until 31 December. Without a key, charts, analysis and the built-in demo broker still work, and you can always close or manage trades you already have.
• Cortex checks your licence online once a day while it runs, as well as at start and when you enter a key. If it cannot reach the licence server, it keeps working offline for up to 14 days after the last successful check, as before.
• Close all, Close winners/losers, Flatten All Terminals (Fund tab and tray), the close_all agent action and TradingView close_all / flatten alerts now close only trades Cortex opened. Other EAs' and manual trades stay open and are tagged "Other EA" or "Manual" in the Positions tab. To close everything on the account, use "Close whole account" in the Positions tab (it asks you to confirm) or scope: "account" in the agent API. If you changed the EA's magic number, update the EA to 2.0.1 so Cortex recognises its own trades.
• Settings says the daily loss limit counts the whole account, including other EAs' and manual trades.
• Website and docs: safety wording now says only what Cortex checks (risk % per trade, max lots, stop loss, margin, pending-order distance, daily loss, live-account gate) and that orders placed straight in MetaTrader don't go through Cortex. They also say Close all and flatten close only Cortex's own trades unless you choose Close whole account, and that Cortex is in beta, so test on a demo account first.
• Website: analytics no longer set cookies, and fonts load from our own site instead of Google.
• Cortex opens larger the first time (960×900, or your screen size if smaller) so all tabs, totals and the quote fit, and it can no longer be shrunk so small that the tabs are cut off.
• Trade notifications: while Cortex is on screen, successful trades no longer pop up a notification, even when another window has focus. In the background you get at most one "trades done" notification a minute, which sums up everything that filled since. Failures still notify, at most one every 10 seconds, with every failure listed.
• Distances are in the unit traders use: pips on forex, points on indices, gold, silver, crypto and other CFDs. The order ticket, the assistant and agent replies label them that way, so an index stop no longer reads "2326 pips". On non-forex symbols a "pip" is now exactly one point (it was ten points on 3- and 5-digit gold, silver, oil, crypto and other CFD quotes). What that means for you on those symbols:
  • Stops you saved in the order ticket keep the same price distance: a 200 pip stop on 3-digit gold ($2.00) now shows as 2000 points, still $2.00.
  • Break-even, trailing, partial-close and anchor-buffer distances in the ticket are one setting for every symbol, so they now count points there: 15 means 15 points, not 150. Check them before trading those symbols.
  • Orders sent in pips (Fund Desk SL/TP and break-even, stops.mode: "pips", breakEvenPips) are refused on those symbols with a message, instead of placing a stop ten times tighter. Use points or price there. Forex and 2-digit gold are unchanged.
• The order ticket's first stop on a symbol you have not traded before suits the symbol: 20/40 pips on forex, and on gold, indices and crypto a distance scaled to the price (for example about $12 on gold at $4000) instead of 20 points.
• Macro news is clearly labelled an illustrative schedule, not a live calendar. It never says "clear to trade", and setup verdicts and trade plans do not use it. A real calendar feed will come later.
• Agent API: orders accept stops in pips (stops.mode: "pips") as well as price and points. A setup's ticket draft includes an orderIntent that preview_order and place_order take unchanged. inspect_chart and the other analysis tools say which unit their pip fields are in and give ATR in price and points.
• Agent API: get_history says who closed each EA deal (closedBy: Cortex or another EA), and refuses a symbol it has never seen on the account instead of returning empty totals.

Fixed

• Windows: the taskbar shows the Cortex owl and groups Cortex under its own button instead of a generic Electron entry, and Windows notifications come from Cortex.
• Website: the navigation bar on every page shows the Cortex owl icon instead of a placeholder symbol.
• Windows: Cortex no longer slowly uses up system resources while it sits minimised or in the tray during trading. Each Windows notification held on to a few system handles for good, and with one "Done" notification a minute these added up over a long session. While Cortex is out of sight, finished orders now give one notification until you open the window again (the rest are in Activity). Failed orders still always notify, but a run of failures spaces its notifications out from 10 seconds to at most every 15 minutes. While a failure waits for its notification, the Cortex taskbar button flashes and the tray tooltip says how many failed, so you see it at once.
• Screen readers: the first option of a choice row (for example "%" under Size by, or "Manual" under Stop anchor mode) is read by its own name instead of the whole row's label, and clicking a row's caption no longer selects its first option.
• EA 2.2.0: a market order with stops in points or pips now measures its stop loss and take profit from the price it actually filled at, not the quote it was sent at. A slipped fill used to leave the stop closer on one side and the target closer on the other. The order result reports the stops in force, so they match get_positions. If the broker refuses the move, the position keeps the stops it was sent with (never none), and lastBrokerError says so. Stops given as prices are unchanged.
• EA 2.2.0: chart bar times (inspect_chart bars and the bar_close event) are now in UTC like positions and history, instead of broker server time, which was 2 to 3 hours off on most brokers. inspect_chart says which one a chart sends (barTimes).
• EA 2.2.0: several charts on one account no longer overwrite each other's protection rules and order records. Each chart runs its own rules; rules from a chart you close or remove are taken over by another chart within seconds. Rules saved by an older EA are moved over on the first start.
• EA 2.2.0: when more than 16 chart queries are waiting, a new one is refused with a clear message instead of being dropped while reporting success.
• MT4: closing, modifying or protecting a position by its old ticket after a partial close (MT4 gives the rest a new ticket) now acts on the rest of the position, and the reply says "#old is now #new", instead of "Position not found".
• Agent API: an order for a symbol's bare name (for example EURUSD when the broker's symbol is EURUSD-) is refused and the reply names the broker's symbol, instead of trading it silently. Any letter case of the exact name still works. TradingView alerts still map a ticker such as XAUUSD to the session's XAUUSD.m, and a Fund Auto-Copy symbol override may still name the bare symbol.
• Agent API: MCP requests with a bad id, an empty batch, duplicate ids or a missing method now get the JSON-RPC "Invalid Request" error (-32600), and bad tool-call parameters get "Invalid params" (-32602) with a readable message instead of an internal error with a raw dump. Unreadable JSON gets "Parse error" (-32700).
• Agent API: a request sent as a form (application/x-www-form-urlencoded) or in UTF-16 is refused at once (HTTP 415, or 400 for unlabelled UTF-16) instead of hanging for about 6 seconds. A UTF-8 byte-order mark before JSON is accepted.
• MT5: after a partial close, the rest of the position lost its cx: comment and Cortex no longer knew which order opened it. Cortex now remembers it by ticket (also for MT4's re-ticketed remainder), so agents still see the order in get_positions.
• wait_for_event on a disconnected terminal now fails at once with "not connected" (and fails if the terminal drops mid-wait), instead of waiting out the timeout.
• The EA's own version number in MetaTrader (Navigator, Properties) now matches the version it reports to Cortex.
• MetaTrader's own trade-history arrows and lines ("autotrade #...") no longer fill the chart objects that analysis reads, and no longer pass the chart objects check in setup evaluations. The EA also skips them, so your own drawings are not crowded out (EA update needed for that part).
• Macro news maps index CFDs to their own currency: DE30/GER40/FRA40 to EUR, UK100 to GBP, JP225 to JPY, US30/NAS100/SPX to USD. A symbol it cannot map is refused instead of being treated as USD.
• Cortex remembers its window size and position (and whether it was maximised) between runs. If that screen is gone, the window opens on your main screen instead of off screen.
• Screen readers and UI automation tools can now see Cortex's buttons, tabs and text, not just one blank pane.
• Windows handles no longer climb during long trading sessions when the Cortex window is not in focus (each trade notification used to cost a few that were not given back).
• Fund auto-copy: when the master partly closes, a follower that trades a symbol override is now reduced by the same share, rounded to that symbol's lot step. Before, it stayed at full size with "Open the chart to partially close". A manual Close ½ on a position in another symbol works too, once Cortex knows that symbol.
• Fund auto-copy: a master trade opened in the last 60 seconds before Cortex restarts is now copied when Cortex comes back, once per follower account. An older master trade with no copy is not copied; the Fund tab says so. This needs the master on EA 2.0.1 or later: older EAs can report trade times in broker time, so their trades are never copied this way. A copy whose fill was not confirmed before a restart or a dropped connection stays linked to the master, so it is not copied twice and still closes with the master.
• Fund auto-copy: pro_rata_equity sizing now converts equities into one currency (for example GBP to USD) using the follower terminal's own quote for that pair (also with a broker suffix such as GBPUSD.r; a quote over 15 minutes old is fetched again). If the follower has no quote for it, the copy is refused with a Fund alert instead of being sized off by the exchange rate.
• Fund auto-copy: a follower on a different instrument (for example a GER40 follower for a US30 master, by chart or by symbol override) now gets a Fund alert instead of being skipped silently. Cortex does not map between differently named instruments.
• One wrong value in settings.json (for example a follower multiplier above 100) no longer resets all your settings, tokens and licence. Cortex resets only that value, keeps everything else, and logs which value it changed.
• The settings.json.corrupt-* copy Cortex keeps of a rejected settings file no longer contains your API token hashes, sealed licence and provider keys, or licence receipt.
• Break-even, trailing and partial-close rules set on a limit or stop order were dropped, so they never ran after the order filled. They now wait on the order, start when it fills, and show on the pending order in the Positions tab. Needs the updated EA (2.0.1): Settings → MetaTrader terminals → Reinstall, then reload the chart.
• Order ticket: clicking Buy or Sell several times quickly no longer sends extra orders. The buttons lock for 2 seconds after a send and show "Order sent".
• Order ticket: the stop and target are remembered per symbol, so a 20 pip EURUSD stop no longer follows you to gold or crypto. A warning shows when the stop looks far too small or large for the symbol's ATR.
• Order ticket and agent previews say when the lots were rounded to the lot step or cut to the broker maximum (for example "Lots reduced to 10: broker maximum"), instead of changing the size silently.
• A stop that is too close now says the spread and the nearest stop the broker accepts, instead of only "the stops level (0 points)". Risk % comes back rounded to 2 decimals.
• Agent API: an empty sessionId is refused instead of using the first terminal; unknown arguments are refused instead of ignored; a missing orderType says it is required; a protection rule with no break-even, trailing or partial-close part is refused; fields with defaults are no longer listed as required in the REST tool list.
• Agent API: TradingView alerts could keep adding approval requests past the limit of 20 per token, because each strategy name counted as a new requester. The limit now counts every request a token sends.
• Agent API: a trade call over the 5-per-second limit answers HTTP 429 like the other limits, instead of 200. An unknown sessionId on preview_order, place_order or manage_position is a 400, like the read tools. The status codes are listed in the harness setup guide.
• In-app and manual API examples use the real endpoints and field names (POST /v1/tools/<name>, orderType, sizing.percent, stops).
• Agent API: inspect_chart with barCount 120 on the chart's own symbol returns 120 bars instead of 60, and says when fewer bars came back than asked. A symbol with an exchange prefix (OANDA:DE30) is refused with a plain reason.
• Agent API: a stop or target in points so far away that the price would be zero or negative is refused; an empty symbol is refused instead of trading the chart symbol; get_history since takes only real ISO dates (no more 11/11/2026, and 2026-02-30 is refused instead of becoming 2 March).
• TradingView: actions are accepted in any letter case (LONG, Buy). An alert refused before the Quant Guard ran shows "not evaluated" instead of "passed", and an alert with no valid action no longer shows as BUY.
• The local API health check no longer tells anyone the exact app version.
• Portfolio totals no longer add balances in different currencies together: with GBP and USD accounts you see totals per currency. Index CFDs (GER40, US30) no longer show up as currencies, and terminals are counted per account, not per chart.
• Open positions and pending orders show their open time in UTC, like trade history (needs the updated EA).
• On MT4, a partial close now reports the new ticket of the remaining position, and auto-copy follows it (needs the updated EA).
• Agent API: get_activity really filters by terminal and names the terminal on each entry; get_history says how far back its history goes; timeframes work in any letter case and unknown ones (or an unknown symbol) get a clear error instead of a misleading one.
• AI tab and owl chat: replies show bold text, lists, tables and formulas properly instead of raw ** and $ symbols.
• Setup analysis: when the playbook and the quant panel point opposite ways (for example playbook SELL, quant BUY 86%), the reply says so plainly and the confluence score is capped at 60%.
• Quant Guard: in a range it now says an alert was blocked "against the quant bias" instead of calling it counter-trend.
• Setup wizard: an account with a zero balance or a refused login (such as an expired MetaQuotes demo) is shown as "account not usable" instead of "Live Link Established", a working account is shown (and selected in the workspace) in preference to it, and the wizard says whether the account is demo or LIVE.
• Small windows: the tab bar scrolls sideways instead of cutting off tabs, the header, balance cards and quote row wrap, and the last fields can scroll clear of the owl. Screen readers and UI automation get names for the tabs, switches, icon buttons and number fields.
• The app no longer creates thousands of short-lived event listeners while prices tick.

0.9.0-beta.4 12 Nov 2026

Added

• Risk settings: mark an account as demo when your broker reports a demo account as live (some MT4 demo servers do), so it can trade without allowing live accounts.
• Agent API: a "Webhook" token type that can only send TradingView signals, so it is safe to paste into an alert (existing trade tokens still work in alerts).

Changed

• Website: new standalone Cortex landing page with a live in-browser demo of the real app (simulated broker), and on-site docs at /docs/. Trial keys now show a clear error if the licence server is down, instead of a key that would not work.
• Website: free trial sign-up now confirms your email. Enter your first name and email, type the 6-digit code we email you, and get your 30-day key. Signing up again with the same email gives you your key again with the same end date. Product news emails are opt-in.
• Website: Cortex downloads now come from our own download server (downloads.aimscortex.com), which is faster worldwide. A checksum file is linked next to them so you can check the files you downloaded.
• Auto-copy and fund orders only use terminals you have switched on as followers. A terminal that connects later (including a live account) is no longer a follower by default.
• Agent API: each token is limited to 5 trades and 20 TradingView signals a second, and 50 requests a second.
• Terminals disconnected for more than 15 minutes drop off the terminal list.

Fixed

• Website: download buttons start the download straight away instead of opening a Google Drive page.
• TradingView alerts no longer trade or close the wrong instrument or account: every alert must include sessionId (shown in the alert template for the selected terminal), and an alert whose symbol differs from that terminal's chart is rejected.
• Upgrading from beta.2 keeps your settings, tokens and trade history (they are copied from the old iTradeAIMS Cortex folder on first start).
• A settings file saved by Notepad or PowerShell (with a byte-order mark) loads normally instead of being reset to defaults.
• With "require stop loss" on, an existing stop loss can no longer be removed by a modify. Modifying only the take profit (or only the stop) keeps the other value.
• MCP clients now see a refused trade as a tool error.
• Harness setup docs use the right agent API port (47821).
• Risk Guard refuses pending orders priced far from the market (default 10%, set "Max pending distance %" in Risk settings; 0 turns it off).
• Risk Guard refuses orders that cannot fit in free margin, and order previews show the estimated margin and free margin.
• "Max open positions" now counts orders still being placed, so a burst of orders cannot go past the limit.
• Several partial closes sent at once are worked out from the volume that is left, so they can no longer close more than the position. A second full close of the same ticket is refused.
• Fund orders from agents must list the terminals to trade. Unknown or disconnected terminals and a second chart of the same account are shown as skipped instead of being dropped silently or trading the account twice. A pending fund order needs every terminal on the same instrument.
• TradingView alerts are capped at "Max lots per alert" (default 1 lot) whatever the sizing. A close alert with no symbol closes only the chart's symbol; send flatten to close the whole account.
• Auto-copy places one copy per follower account and never copies back onto the master's own account.
• A stop loss or take profit too small to be a real price (it rounds to 0) is refused, instead of the order opening with no stop.
• At most 50 requests can wait for approval at once, and a request nobody approves expires after 15 minutes, so a flood of agent requests can no longer freeze the app.
• Terminals can no longer be locked out of Cortex by stuck connections that never finish connecting (they are dropped after 5 seconds).
• "Close all" now says when orders are still being placed and were not closed, instead of reporting the account as flat; run it again once they fill.
• The EA reports close-only symbols and closed markets correctly (MT4 used the wrong trade-mode values), and orders on them are refused. Market orders on a symbol with no quote for 15 minutes are refused. get_market shows closeOnly and quoteAgeSeconds, and refuses a symbol argument it used to ignore.
• Auto-copy: a follower's symbol override is the symbol the follower trades, not just a filter; if the follower cannot trade it, nothing is sent and the Fund tab says why.
• Auto-copy: follower stops keep the master's stop distance in price, so a copy between brokers with different point sizes no longer gets stops several times too tight.
• Auto-copy: partial closes on the master (MT4 and MT5) reduce the follower by the same share instead of being ignored or opening a new trade, and SL/TP edits on the master are copied.
• Auto-copy: if a copied close does not go through, it is retried once and then shown as a problem in the Fund tab, instead of leaving the follower on the wrong side silently.
• Auto-copy: copy links survive a restart, so closing the master later (even while Cortex was closed) still closes the follower. New copies wait for your approval when agent approvals are on; closes, partial closes and SL/TP edits of an existing copy follow the master without asking.
• Auto-copy: on a reversal the follower closes before it opens the other side, a stop the master moves into profit stays on the profit side for the follower, and copies no longer carry their own break-even/trailing rule (they follow the master's stop moves instead).
• Cortex no longer slowly uses up Windows resources while trading: trade notifications are grouped (at most one a second), and successful trades only notify when the window is not in front.
• A mistyped or odd symbol name (quotes, spaces, accented letters) is refused straight away instead of disconnecting the terminal, and the EA no longer sends broken data for a symbol with no prices.
• An order whose result was lost when a terminal disconnected is matched to its real position once the terminal is back, instead of staying "unknown" and tempting a second order. The EA keeps its results when Cortex refuses its data, so they arrive after it reconnects. Orders on a symbol with no live price are refused.
• A busy MT4 terminal is no longer shown as disconnected after 3 seconds (now 8), so its queued orders are not dropped as "expired" while it catches up. When a terminal's data is refused, the reason and field are logged and shown on the chart.
• Agent reads (positions, market, charts) say whether the terminal is connected and when it was last seen, so cached data from a disconnected terminal is not mistaken for the live book.
• Another program can no longer take over a connected terminal by announcing itself with the same chart, or send data on its behalf.

0.9.0-beta.3 11 Nov 2026

Added

• Signed licence check with offline grace, and a 2-minute setup wizard.
• Background update alerts: checks on start, every 4 hours and on restore; dismiss snoozes 24h.
• Close to system tray (X keeps Cortex running), with a settings toggle.
• On-chart draggable order lines with live execution, a minimum broker-stop guard badge and live lot recalculation while dragging.
• Stop and entry anchoring from candle range and swing fractals.
• get_history MCP tool: closed-deal history from MT4/MT5.
• Ready-made setup packs and bootstrap prompts for agent harnesses (OpenClaw, Hermes/Muse, Grok Bot and others).
• Wise Quant Owl Co-Pilot: chat drawer, multi-pose animation, idle sleep and attention cue.

Changed

• App, installer, taskbar and tray icon is now Hoot the Cortex Owl (was the default Electron icon).
• Co-pilot chat shows clean setup cards and de-duplicated tool badges.
• Website: responsive layout for 320-1280px screens, owl mascot, Matomo analytics.

Fixed

• Activating a free trial token no longer fails with a "too big" error.
• Chart labels visible in MT4/MT5; fractal anchoring uses closed bars only.
• inspect_chart honours barCount, returns bars, and never relabels the timeframe.
• Partial settings saves no longer wipe existing values.
• History: one bad deal no longer drops the whole result; limit is clamped.
• Website: download button text contrast.

0.9.0-beta.1 10 Nov 2026

First public beta under the iTradeAIMS Cortex name. Windows x64, unsigned (NSIS installer + ZIP).

Added

• Netlify licensing and download distribution; beta tester kit.
• Multi-terminal Fund Manager, on-device Quant AI engine, EA bar stream.
• Conversational co-pilot: chart, indicator, macro news and iTradeAIMS setup questions.
• TradingView webhook intake with AI/Quant signal filter.
• In-app searchable manual (Docs) and product website.

Changed

• Renamed TM Pro to iTradeAIMS Cortex.
• All trade paths (orders, previews, signals, position protection) run through TradingHub and Risk Guard.

Fixed

• Co-pilot ticket hand-off sync, cross-symbol execution guard, MT4 protection-rule continuity.
• App launch from IDE terminals (stray ELECTRON_RUN_AS_NODE).

Validated

• Zero-DLL pipe and live demo trades on Errante crypto.