What's New
category feature date available bots added optional moving average and fomc filters to bot adjustments 2025 05 21 backtests added button next to bot total row in the performance table that will display a chart to compare all backtest position profit vs bot positions 2025 05 20 bots added button to hide dollar amounts on the dashboard 2025 05 01 bots increased stop frequency to every 10 seconds 2025 03 31 bots changed monitored and trailing stops to confirm a stop after consecutive hits instead of partial hits over rolling intervals 2025 03 31 bots added super patient and super aggressive monitored and trailing stop sensitivities 2025 03 31 backtests increased stop frequency to every 10 seconds for spx 2025 03 28 backtests added monitored stop sensitivity and trailing stop sensitivity fields to spx backtests to mimic bots 2025 03 28 backtests increased quality of historical quotes for spx 2025 03 28 backtests added bot position info to backtest trade csv export when a bot is linked to the backtest 2025 02 26 backtests added new "has open trade" and "has no open trade" dropdown choices for "position trigger" entry frequency 2025 02 19 backtests added optional days of week filter to daily entry frequency 2025 02 19 backtests added optional earliest and latest entry time of day for "daily" entry frequency this replaces a single, fixed entry time of day 2025 02 19 bots new dashboard with intraday chart, new bot/position listing, and automatic refresh 2025 02 05 bots added daily profit dollars to position listing 2025 01 28 bots added "profit factor" to bot reports 2024 12 19 bots added atm iv at entry and exit to position listing 2024 12 19 bots increased atm iv at entry and exit decimal precision on new positions 2024 12 19 bots added export to top of bot reports list, which will export all bot report results to csv 2024 12 19 bots added "export days" button to top of bot reports which will generate a csv file with daily return info 2024 12 19 backtests added "profit factor" to backtests 2024 12 19 backtests added bot $ and % gain to "export days" file when there are linked bots present 2024 12 19 bots added ema & sma entry and exit criteria 2024 12 17 backtests added ema & sma entry and exit criteria 2024 12 03 backtests added optional "maximum entries per day" for sequential backtests 2024 12 03 backtests increased iv and ivr readings from every 30 minutes to every 1 minute 2024 11 29 backtests added additional iv and ivr readings at more days to expiration 2024 11 29 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 backtests added 0 dte iv to backtest database to use for iv filters on 0 dte positions (instead of 1 dte iv) 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