What's New
Category | Feature | Date Available |
|---|---|---|
Bots | Send closing orders for abandoned legs even if a bot is set to Disable on Close | 2024-11-13 |
Backtests | Added bot $ and % gains to backtest calendar view when there are bots linked to the backtest | 2024-10-11 |
Bots | Added customizable bot logs by log level and also email/SMS/Pushover.net notification | 2024-10-09 |
Bots | Added optional "Closed Positions Only" checkbox to bot reports that, when checked, will exclude unrealized gains on open positions | 2024-08-23 |
Bots | Changed position timeline chart to show both P/L and Δ simultaneously on the chart | 2024-08-23 |
Backtests | Changed trade timeline chart to show both P/L and Δ simultaneously on the chart | 2024-08-23 |
Backtests | Added month return and drawdown % to the table of yearly results when comparing multiple backtests | 2024-08-13 |
Backtests | Increased precision on underlying % move filters from 1 decimal place to 2 decimal places | 2024-08-12 |
Bots | Added ability to manually mark a position closed with a specific exit price | 2024-07-31 |
Bots | Added "Target Dollar Amount" as a configuration option for automatic collateral rebalancing | 2024-07-24 |
Bots | Added a "Rebalance Now" button to manually rebalance collateral at any point in time | 2024-07-24 |
Bots | Added Tradier integration | 2024-07-16 |
Bots | Added Trailing Stop Sensitivity to control how quickly a bot confirms a trailing stop | 2024-07-12 |
Backtests | Added Premium Collected & Retained to "Performance by Position" table | 2024-06-25 |
Bots | Added Min/Max IV, Min/Max VIX, and Min/Max Underlying % Move from Open to bot entry conditions | 2024-06-06 |
Bots | Added Min/Max IV, Min/Max VIX, and Min/Max Underlying % Move from Open to bot adjustment filters | 2024-06-06 |
Backtests | Added new, optional "Assignment Fee" to positions | 2024-05-17 |
Bots | Added SPX Beta Weight to Dashboard metric dropdowns and also bot position list | 2024-05-10 |
Bots | Added underlying price to notifications | 2024-05-09 |
Bots | Added new variable conditions for earliest & latest time of day that the last position closed | 2024-05-06 |
Bots | Increased maximum target DTE to 400 days and also increased the maximium min/max DTE range to 180 days | 2024-04-25 |
Bots | Added Schwab integration | 2024-04-24 |
Bots | Added new "collateral management" per broker connection for Whispertrades to automatically buy and sell shares of your preferred ETF at your target allocation | 2024-04-10 |
Bots | Added legs and strike prices to SMS and Pushover notifications | 2024-03-04 |
Backtests | Added a calendar view that shows backtest P/L $ and % each day in a calendar format, along with the underlying return % each day | 2024-03-02 |
Bots | Added new "Frequency" setting for bot entries, with Sequential, Daily, and Weekly as available choices | 2024-02-27 |
Bots | Added new notification options for SMS, Website, Pushover.net, and Discord | 2024-02-21 |
Bots | Created new screen that provides an overview of all notifications across all bots | 2024-02-21 |
Bots | Allowed notifications to be configured for all bots or all bots in a brokerage account | 2024-02-21 |
Bots | Added new weekly chart to bot report that will show $ and % return each week | 2024-02-14 |
Backtests | Added button at the top of a backtest that will export backtest daily performance to CSV | 2024-02-14 |
Backtests | Added new weekly chart to results that will show $ and % return each week | 2024-02-14 |
Bots | Extend dashed "after" line on the bot position timeline chart to expiration instead of just to the end of the current session | 2024-02-06 |
Backtests | Added optional Earliest and Latest Stop Times | 2024-01-24 |
Backtests | Added drawdown dollars chart | 2024-01-24 |
Bots | Added new Third-party Resources page which includes a new Mac app that diplays current bot position info in a Mac menu bar | 2024-01-22 |
Bots | Added new "Change Profit Target" adjustment | 2024-01-19 |
Bots | Added % OTM / % ITM at entry and exit to position list | 2024-01-19 |
Backtests | Added a new "Compare" button to the backtest list that will allow you to select multiple backtests and compare them on one screen | 2024-01-12 |
Backtests | Added a new floating navigation menu that provides a quick jump between different backtest sections | 2024-01-12 |
Bots | Added % OTM / % ITM to position list for currently open positions | 2024-01-09 |
Bots | Added ability to partially close currently open positions via manual action | 2024-01-04 |
Bots | Added Min/Max % OTM to bot adjustment conditions | 2024-01-04 |
Bots | Added % OTM to monitored stops | 2024-01-04 |
Bots | Added TradingView webhook capability to enable bots, open & close positions, and set bot variable values | 2023-12-20 |
Bots | Search box on the bot order list will now search strike prices | 2023-12-19 |
Bots | Added configurable "End Time" to Close Position Early and Enter Second Position adjustments | 2023-12-14 |
Backtests | Added "Close Short Strike Only" checkbox to backtest positions | 2023-12-12 |
Backtests | Added grand total row to "Performance by Position" table that shows the sum of all backtest (and bot, if applicable) positions in the backtest | 2023-12-12 |
Bots | Added API endpoints to open and close positions | 2023-12-08 |
Backtests | Backtest ratio quantities for any existing backtest position type | 2023-11-27 |
Bots | Bot ratio quantities for any existing bot position type | 2023-11-22 |
Bots | Added % OTM for strike selection (to compliment existing Delta and Premium targets) | 2023-11-17 |
Bots | Added dashed line to position timeline chart that shows what happened to the position after closing, for the remainder of the day | 2023-11-09 |
Backtests | Added dashed line to backtest trade timeline chart that shows what happened to the trade after closing, for the remainder of the day | 2023-11-09 |
Bots | Added Super Patient and Super Aggressive bot entry speeds | 2023-11-07 |
Bots | Added % ITM to bot variables | 2023-11-07 |
Bots | Added underlying return to the calendar view in bot reports | 2023-10-31 |
Bots | Added current bid, ask, and value next to each leg in the position list | 2023-10-30 |
Backtests | Trailing stops | 2023-10-24 |
Bots | New calendar table on bot reports that will show profit and loss each day of one calendar month at a time | 2023-10-24 |
Bots | Added a checkbox to the bot position list filters that will only show positions that were open at some point today | 2023-10-24 |
Bots | The search box on the bot position list will now search strike prices | 2023-10-24 |
Backtests | New result layout, including new charts for Drawdown, Quarterly, Monthly, and Daily performance | 2023-10-17 |
Bots | Official API to access and manage bots from external applications | 2023-10-16 |
Bots | Added new table to bot reports that shows statistics for each included bot | 2023-09-28 |
Bots | Added Average Win/Loss and Premium Captured/Retained stats to bot reports | 2023-09-28 |
Bots | Added optional "Avoid FOMC" filters to prevent entry before, during, or after FOMC rate announcements | 2023-09-18 |
Backtests | Added the ability to select multiple existing backtests and merge them together into a new, combined backtest | 2023-09-07 |
Backtests | Filter Sequential and Position Trigger backtests by Day of Week | 2023-09-07 |
Bots | Added "Close ALL Positions" button to the top of the position list | 2023-09-06 |
Bots | Added individual "Close Position" buttons next to positions in the position list | 2023-09-06 |
Bots | Allowed changing working bot order price directly from the bot order list | 2023-09-06 |
Bots | Improved usability of bot order list on mobile devices | 2023-09-06 |
Bots | Sortable bot position list by open P/L | 2023-09-01 |
Backtests | Ability to trigger entry on one backtest position when another one exits | 2023-08-29 |
Bots | New, optional "Smart Spread Widths" to use narrower or wider spreads when available, without impacting trade price | 2023-08-28 |
Bots | New bot variables: Current MID Price, Minutes in Trade, Days in Trade, and Minutes to Expiration | 2023-08-25 |
Bots | Paper trading | 2023-08-23 |
Bots | Allow changes to monitored stop levels by time of day (via Bot Adjustments) | 2023-08-18 |
Bots | Added optional Minimum and Maximum Starting Premium to bot entry filters | 2023-08-15 |
Backtests | Added table that compares backtest performance metrics against the benchmark, including new Correlation and Beta metrics | 2023-08-01 |
Backtests | Added new Total Return % chart that includes compound growth | 2023-08-01 |
Bots | Added correlation and beta vs underlying benchmark to bot reports | 2023-08-01 |
Backtests | Added backtest vs bot performance table and chart for backtests with an associated bot | 2023-07-29 |
Bots | Delta targets are now supported for spread strikes (long strike for a credit spread and short strike for a debit spread) | 2023-07-28 |
Bots | Added "Minutes Between Positions" setting to bots to allow a forced delay between same-day sequential entries | 2023-07-27 |
Bots | Convert Dashboard return % and Performance page year/month return % to total return instead of sum of daily returns | 2023-07-22 |
Bots | Added Premium $ for monitored stops | 2023-07-18 |
Bots | Monitored and trailing stops checked every 12 seconds instead of 15 | 2023-07-10 |
Bots | New reporting tools | 2023-07-08 |
Bots | Trailing stops | 2023-06-23 |
Bots | Add "Same Day Re-entry" setting to control whether or not to allow position entry based on the profit/loss result of the last position closed that day | 2023-06-01 |
Backtests | Add "Same Day Re-entry" setting to control whether or not to allow Sequential entry based on the profit/loss result of the last trade closed that day | 2023-05-31 |
Bots | Bot position tagging | 2023-05-30 |
Bots | tastytrade integration | 2023-05-29 |
Bots | New bot variable and condition for Bot Realized Profit Today | 2023-05-24 |
Bots | New bot variable and condition for Bot Last Position Closed Today Profit | 2023-05-24 |
Bots | Add Delta to position timeline chart | 2023-05-16 |
Backtests | Add Delta to trade timeline chart | 2023-05-16 |
Bots | Add P/L % to position timeline chart | 2023-05-15 |
Backtests | Add P/L % to trade timeline chart | 2023-05-15 |
Bots | Bot position count entered/exited today available for bot variables and variable conditions | 2023-05-15 |
Bots | New "timeline" icon which will pop up a chart that shows a position's profit/loss over time | 2023-05-10 |
Backtests | New "timeline" icon which will pop up a chart that shows a trade's profit/loss over time | 2023-05-10 |
Bots | Manually enter a new position via a new "Enter New Position" button on each bot | 2023-05-03 |
Bots | Add 1m/3m/6m/YTD/1y toggles to the bot dashboard chart | 2023-04-28 |
Bots | Add Bot, Brokerage Account, Tag, and Status filters to the top of the bot performance page | 2023-04-27 |
Bots | Group bots in Monthly/Weekly/Daily Bot Recap emails by brokerage account | 2023-04-27 |
Bots | Long Straddles and Long Iron Butterflies available for bot types | 2023-04-18 |
Bots | Day of Week, Earliest Time of Day, and Latest Time of Day available for bot variable conditions | 2023-04-18 |
Bots | New "Super Patient" and "Super Aggressive" bot exit speeds | 2023-04-14 |
Bots | Long Strangles and Long Iron Condors available for bot types | 2023-04-14 |
Bots | Run monitored stops every 15 seconds instead of every 20 seconds | 2023-04-13 |
Bots | Add new "Monitored Stop Sensitivity" field to bot exit conditions which will determine how quickly a bot confirms a stop before closing the position | 2023-04-13 |
Bots | Short Straddles and Short Iron Butterflies available for bot types | 2023-04-10 |
Bots | Added new line to Return % chart on the Dashboard which shows how bots over or underperform the underlying | 2023-04-06 |
Bots | Bot variables available to allow communication between bots | 2023-04-05 |
Bots | Add new "Move Strike with Conflict" field to bot entry conditions that will select a neighboring strike if the desired strike conflicts with an existing position in the brokerage account | 2023-03-14 |
Backtests | Add optional "Bot for Comparison" field to backtest positions that will match backtest trades with live bot trades | 2023-03-13 |
Bots | Add CSV export to bot list | 2023-03-13 |
Bots | Added table to balance screen that shows total spend over last 30 days per bot | 2023-03-07 |
Bots | Improved layout of the edit bot screens | 2023-03-04 |
Bots | 50% discount for bots that are running but do not currently have an open position | 2023-02-22 |
Bots | Actual broker fees included with bot position history, profit, and performance | 2023-02-21 |
Backtests | Allow up to 500% entry and exit slippage for backtest positions | 2023-02-20 |
Bots | Added Position Delta and Position Profit % filters to bot adjustments | 2023-02-14 |
Bots | Added setting for credit spread and short iron condor bots to optionally send a separate sell to close order for abandoned long strikes that are left open without a bid when the position is closed | 2023-02-10 |
Bots | Added Days of Week and Minimum/Maximum Underlying % Move from Close filters for bot adjustments | 2023-02-10 |
Bots | Free text "notes" field added for bots | 2023-02-09 |
Bots | Improved bot logging to include the ability to acknowledge errors, delete logs, and filter/search logs | 2023-02-07 |
Bots | Optional Minimum and Maximum Underlying % Move from Close entry conditions | 2023-02-01 |
Bots | Short Strangles available for bot type | 2023-02-01 |
Bots | New lower-priced bot tier for high volume (13+) bot users | 2023-01-30 |
Bots | Exit Speed setting to control how aggressive limit prices are for manual closes or monitored stops | 2023-01-20 |
Bots | Call Debit Spreads and Put Debit Spreads available for bot types | 2023-01-19 |
Bots | Added optional Minimum and Maximum Spread Width Percent for variable with credit spreads, debit spreads, and condors | 2023-01-19 |
Bots | "Days of Week" setting for bots to restrict the days of the week a bot is eligible to enter a new position | 2023-01-18 |
Backtests | Added a toggle to the backtest Return $ chart that shows position returns in a stacked chart rather than a line chart | 2023-01-17 |
Bots | "Maximum Entries Per Day" setting for bots to restrict the number of new positions a bot can open each day | 2023-01-17 |
Bots | Bot tagging | 2023-01-13 |
Bots | Added optional Daily, Weekly, and Monthly bot recap emails under a new account "Communication" page | 2023-01-11 |
Backtests | Added optional % Move from Close and % Move from Open entry filters | 2022-12-30 |
Backtests | Changed the style of the backtest position return chart to better display how each position moves over time | 2022-12-22 |
Bots | Added Premium Value as optional bot profit exit condition, to accept a specific closing price | 2022-12-21 |
Bots | Added Enter Second Position and Close Position Early adjustments to bot lists | 2022-12-20 |
Bots | Select strike prices based on target premium at entry | 2022-12-15 |
Bots | Positions at risk of Stop Loss % or Delta Stop are highlighted in red on the bot position list | 2022-12-09 |
Bots | Bot position export expanded from 30 to 130 columns to match backtest exports | 2022-12-09 |
Bots | Short Iron Condors available for bot position types | 2022-12-06 |
Bots | Improve algorithm used for bot stop orders and manual closes to encourage better fill prices | 2022-12-01 |
Bots | Added "Short Premium Open" and "Long Premium Open" Dashboard metric dropdowns | 2022-12-01 |
Bots | Added on/off toggles for Bot Adjustments | 2022-11-14 |
Backtests | CPI, GDP, and NFP event filters | 2022-11-14 |
Backtests | New metrics: Annualized Volatility, Avg Gain/Win/Loss, Premium Collected, & Premium Retained | 2022-11-11 |
Backtests | Target premium for strike selection | 2022-11-11 |
Bots | Search, sort, and filter Bot, Order, and Position lists | 2022-10-22 |
Website | Collapsible left menu sidebar | 2022-10-22 |
Bots | Long Calls and Long Puts available for bot position types | 2022-10-18 |
Backtests | Backtest name max length increased from 35 to 55 characters | 2022-09-27 |
Backtests | "ALL" checkbox added next to date range | 2022-09-27 |
Backtests | FOMC event filters | 2022-09-19 |
Bots | Include overnight/unrealized gains on Dashboard account balance chart | 2022-09-09 |
Bots | Ability to manually submit a new closing order at a specific price from the WT position screen | 2022-09-07 |
Bots | Profit MTD and Profit WTD added to Dashboard metric dropdowns | 2022-09-05 |
Bots | Percent Width added for bot spreads | 2022-09-05 |
Bots | Leverage Amount added for Allocation Type | 2022-09-01 |
Bots | Current Bid/Ask and Current Delta added to open bot positions on bot position list | 2022-08-18 |
Bots | Entry Delta and Exit Delta visible on bot position list | 2022-08-18 |
Backtests | New symbols: ADBE, AMD, BA, BAC, DIS, F, HD, JPM, NVDA, V, WMT | 2022-08-31 |
Backtests | New symbols: GLD, TLT, USO, XBI, XLF, XLP | 2022-08-25 |
Backtests | Bulk delete backtests | 2022-08-23 |
Backtests | New symbols: META, MSFT, NFLX | 2022-08-22 |
Backtests | New symbols: AAPL, AMZN, GOOG, TSLA | 2022-08-19 |
Backtests | New symbols: VIX, VXX | 2022-08-15 |
Bots | Add "Target Delta Stop" to bot position history when a bot stops out based on delta value | 2022-08-12 |
Backtests | New symbols: IWM, QQQ, SPY | 2022-08-11 |
Backtests | Delta profit target | 2022-08-05 |
Backtests | Tagging | 2022-08-04 |
Backtests | Search box on backtest list | 2022-08-03 |
Payments | Optional recurring payments | 2022-08-01 |