Changelog

Free Users: Know Where Your Upgrade Request Stands

• Displays waiting-for-terms banner when your org's plan upgrade is pending, instead of leaving you guessing

• Upgrade buttons stay visibly disabled until subscription terms are signed,

Other updates

• Filter Transcripts with new "My Contributions" filter to see the published transcripts of your calls

• Requested tickers on your coverage screen are now ranked by overlap with your existing sector coverage.

• Improvements to Trata's printed transcripts PDFs: alignment of font and design, wider margins, and cleaner page breaks.

• Confirmed calls now stand out in a distinct color on your availability calendar.

• See your own scheduled Trata calls in the call scheduling calendar

• You'll now be prompted to refresh your availability if it's gone stale.

Manage Coverage and Request Calls from MCP

• List, add, update, and close your own ticker coverage with the Trata MCP

• Request a call on a ticker straight from MCP. It reuses your existing stance and conviction instead of asking again.

Instructions to connect to the MCP here.

A Bigger Free Tier

• Free accounts are no longer capped at 7 transcripts. Unlimited access to a unlocked transcripts.

• Free-trial tier adds access to the Trata MCP

See Biggest Movers in the Transcript Library

• Trata's transcript library now highlights the biggest 5-day price movers, filtered to tickers where an analyst's stance actually matched the move.

See Everyone's Availability When Scheduling a Call

• Call scheduling page now shows the availability of other confirmed participants next to your own, so you can see where you overlap at a glance.

• Busy blocks from externally linked calendars are never shared — only free/busy status.

Other updates

• Subscribed users can now download and print up to 5 transcripts per week,

• Tightened privacy messaging and layout on the call scheduling page.

• Each account is now limited to 3 concurrent active sessions; signing in on a 4th device signs out the oldest.

• Added a new support page.

Price Moves in the Transcript Library

• The transcripts page now shows the biggest 5-day price movers across Trata's library

• Movers are filtered to tickers where an analyst's stance actually matched the price move, cutting the noise of coincidental swings.

• Click any ticker to jump straight into its latest transcript and read the debate behind the move.

Clearer Next Steps on Call Scheduling

• Call scheduling table now explicitly indicates next actions

• If nobody's availability overlaps yet, the table now says so directly rather than staying silent.

Other updates

• Added privacy messaging on the call scheduling page, on both desktop and mobile.

• The request-call bar on mobile transcript pages no longer covers the audio player while a track is loaded.

• Call reschedule emails to Trata users now include a button linking straight to your availability.

• The compliance check before confirming availability, and the request-a-call option on transcripts, now show consistently for everyone eligible.

• Fewer repeat coverage emails — Trata now waits 14 days before re-sending one.

• Fixed a date-filtering bug in Trata's MCP tools so 'calls from today' queries return the right results.