Changelog
Follow up on the latest improvements and updates.
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TAT v4.0.88 Update is now available with several small bug fixes. It is recommended for TradeStation users especially or anyone impacted by the issues below.
Bug Fixes and Other minor updates:
- Fix for error logged when processing some non-TAT TradeStation orders.
- Fix for errors logged when receiving TradeStation quote heartbeat updates.
- Fix for importing TAT templates from earlier v4.0 versions that caused a blank screen when trying to edit the imported template.
- Increased logging detail for Missing market data errors.
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v4.0.84 Release
TAT v4.0.84 Update is now available and is recommended for all users
Trading New Features:
- Different Widths for Puts and Calls- For IronCondor and IronFly trades, you can now specify the width or premium for the long legs separately for put and call sides. This allows you to have more narrow call spreads, for example.
- Strike Offset and PercentageOTM strike targeting- You can now target strikes using a % out of the money or a fixed points offset from the current price. These are common options in popular backtesting tools. More Information
- Trade Profit and Price Exit Conditions- Trade_ProfitPct, Trade_ProfitAmt, Trade_AskPrice, and Trade_BidPrice added as possible options to be used in trade exit criteria. More Information
- VIX Movement and Underlying Price Movement Exit Criteria- Added criteria for VIX movement and/or trade underlying movement since trade entry, that can be use to exit a trade if VIX moves a certain amount or % or if your underlying moves more than a certain amount or %. More Information
- Short/Long ratio- S/L ratio can now be used as an entry filter for calendar trades.
NEW: Simplified Trade Log Review
TAT has added a new ability to review the log details for each individual trade entry or exit task or trade previews. This will allow you to view only the log entries that are relevant to that task without it being cluttered with a bunch of unrelated data. This will show the results of each condition evaluated for a trade and also all of the steps for strike selection.
To view the log for a specific task, select it on the Schedule Tasks list and click the new Log button. More Information
Trading Logic Updates:
- Calendar trades were selecting different deltas when the desired delta did not fit the min/max premium criteria. TAT will now bypass the trade entry entirely, reporting the min/max premium was not matched.
- Added additional safety feature to ensure TAT will cancel opening entry orders submitted to TWS that are not filled in the expected time. This will help prevent orders that TWS was holding in an ApiPending state and then activating unexpectedly later in the day.
Bug Fixes and Other minor updates:
- Deltas not loaded at Tradier for open positions for DTEs not subscribed to market data for.
- Improved safety check for calendar trade entry that was incorrectly reporting outdated data if there were not enough strikes loaded for longer DTEs.
- Fix for a rare issue where at IBKR when orders were not activated as expected in TWS, TAT could activate more than one order for the same entry task, rarely resulting in an extra trade entry.
- Fix to ensure Tradier will close trades when a stop order is rejected due to margin/BP issues if that safety feature is enabled. This was not working properly previously.
- Fix exit condition LongCallOTMPts, which was not triggering correctly.
- Improvement to logging error with stops that triggered within just a few seconds of market close, resulting it trades being marked expired that actually stopped.
- Fix for issue where EMA data at TradeStation could be incorrect if multiple trades were scheduled at the same time using EMA data.
- Updated wording on trade template from Credit to Premium to be more accurate for debit trades.
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v4.0.45 Release
TAT v4.0.45 Update is now available and is recommended for all users, especially IBKR traders. Additionally, we recommend upgrading to the TWS version 10.37.1m which is also now available on the TAT website.
This update includes the following changes:
- IBKR Updates- IBKR made changes over the last month to how partially filled orders are handled by their API and also to how and when they activate orders for new trade entry and also closing orders. These changes caused some TAT trades to overfill or underfill (after our previous update) and also for entry trades to expire without starting the fill progression. This TAT update is set up to handle these new IBKR behaviors.
- Stop Limit Orders- Stop Limit only orders are now available at all brokers (without requiring a Stop market OCO order). This will allow you to place your stops with stop limit orders. This will prevent fills at unexpectedly high prices that could occur with stop market orders, but could potentially result in a situation where your stop limit is skipped over if the market moves too quickly and you may need to handle the trade manually.
- Close Trades Beyond Stop- Safety feature logic for closing trades beyond stops has been updated to allow user defined % beyond stop and also a customized waiting period in seconds before TAT will close the trade.
- Holiday Hours Support- TAT is now automatically aware of market holidays. TAT will show the market closed automatically during full day market holidays, such as Christmas, New Year's Day, etc. and will not submit any trades on those days. Additionally, TAT is aware of half days where the market closes at 1pm ET, such as the day after Thanksgiving. On these half days, TAT will automatically adjust the market close time, end of day and settlement task execution times, and ITM protection order condition times. It willnotchange any scheduled exit times, so you may need to update your templates or manually close trades with scheduled exits.
- Market Data- Update Market Data settings to allow different DTEs for each ticker.
- Stop Conversion Trigger Price- Allow stops to be converted at user defined level (if desired to happen sooner than 0 bid, such as .10 for example.)
- Entry Seconds- Added Seconds to scheduled entries to allow for more precise control over the order of trade entries.
Bug Fixes and Other minor updates:
- Sort dates in Quotes dropdown
- Fix bug with .50 strikes at TradeStation
- Fix bug where reports page doesn't update to today's date, even if Today is selected in the dropdown
- Fix issue where having a previously exported CSV file open would cause an error when exporting it again
- Improved data handling to avoid issues where incomplete list of strikes were loaded sometimes.
- Make min/max entry filter apply to the full trade when entering an IronCondor, not each side.
- Fixed rare issue where a stopped trade was not properly logged as stopped and still showed as open.
- Fixed issues where TradeStation trade entry rejected for margin issues didn't cancel the trade
This update is recommended for all users.
Logic Improvements
- Further improved logic when handling partial fills on trade entries and closing orders at IBKR.
- Improved Schedule import logic to not create duplicate templates or conditions if they already exist when importing a schedule.
- Save intraday results to DailyLog table again. This was lost in v4.0 upgrade.
- Only apply profit target expiration on 0 DTE days. (Don't cancel PT orders prior to actual expiration for longer term trades)
- Show the $ allocation in schedule tasks for Triggered trades.
Bug Fixes
- Correct an issue where closing tasks were not always cancelled immediately when a trade was closed.
- Fixed issue that resulted in incorrect high slippage warnings for some debit trades and corrected slippage calculation for some debit trades.
- Correct issue where an overfill warning was sent when stops were logged seconds after the market close.
This update is required for all IBKR traders who had upgraded to 4.0.11 and trade multiple lot quantity trades.
Bug Fix
- The upgrade to TWS API 10.37 had a side effect that was not mentioned in their release notes, which could cause trades that fill partially to overfill, opening both the partial fill and the original quantity combined.
This could cause a larger than expected trade to be opened. A fix has been implemented in version 4.0.15
UPDATE: 4.0.16 is now available with an additional change to ensure the same fix is applied to manual and scheduled closing trades at IBKR.
This update is recommended for all users, with several important fixes and a new urgent notification for high slippage stops.
High Slippage Notification
- A new safety feature has been added, allowing you to configure TAT to send an urgent notification in the event of a stop filling with higher than expected slippage. You can configure the % slippage that would trigger the notification. Since there is only a 30 minute window to submit a trade bust/adjustment request, this will help notify you as soon as the stop occurs.
Updates / Bug Fixes:
- Removed toggles to enable SPX EMA and VIX data for IBKR. Will be on by default when SPX is enabled now. Too many people were missing this.
- Updated internal Windows App component that I believe was causing some TAT crashes, due to a Microsoft bug.
- Correction for broker reconnection logic, where it might not resume connection as expected.
- Fixed condition where error message was not showing when setting up invalid market close time.
- Updates the version of the IBKR API we're targeting to 10.37 which they sent email warnings about switching to by Nov 3rd. (It's not clear that this impacts options orders via the API, but we wanted to be ready.)
- Fixes an issue where IBKR might not activate the closing order for a DC that TAT submitted if the short legs had 0 bid (which caused TAT to miscalculate the mid price).
- Improved handling of IBKR order modifications being rejected due to TWS precautions.
- Improved handling and logging of margin order rejections at Tradier and TradeStation.
Several minor updates based on recent feedback.
Updates / Bug Fixes:
- Improved logic to ensure SMA daily data is available when trading at IBKR, even if SPX EMA data setting is not enabled.
- Lowered the threshold for TradeStation to detect and abort trades due to outdated quotes.
- Fixed an issue where a trade starting to execute as soon as TAT is opened (if restarting during the trading day) could cause that trade to get stuck in Working mode, but not fill.
- Guide button causing the CLOSE ALL TRADES button to not be clickable at some resolutions
- Left menu icons not showing up on brand new installs
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TAT v4.0 is now available!
TAT v4.0 is now available with a number of new features, improvements and bug fixes. We recommend everyone upgrade to it soon. In addition to software updates, we're excited to launch new support and training resources as well!
TAT Academy Training Library
Access a growing collection of step-by-step video tutorials
New Support Center
- View unified ticket history across all support channels
- Submit tickets by email or directly through the TAT platform (including one click log file upload) More info here
- Explore our all-new hub here
UI Updates
- Cleaner, more modern design for effortless navigation.
- Integrated help articles and training videos throughout the app.
- One-click support ticket submission and automatic log file upload, via the new Support Center button on the left menu.
- Color coded broker banner on the left menu, to easily identify broker if trading at multiple brokerages.
- Added new Live Data page (which is now the home for R1/EM breach levels, along with all open, previous close, gap, and intraday movement data.)
Integrated OAuth Sign-In for TradeStation and Schwab
- Seamless broker authentication with Schwab and TradeStation via OAuth completely inside the TAT application making it quicker and easier to renew your authorization.
- It also has the benefit of no longer needing the refresh token linked to your TradeStation/Schwab account to be encrypted and stored on the TAT servers. It is now passed directly down to your local TAT install, and encrypted and stored on your TAT computer only.
- NOTE: You will need to update your Schwab and TradeStation broker links after upgrading.
Template & Schedule Portability
- Easily import and export trade templates or schedules with just a few clicks.
- Move setups from test to live, between brokers, or share with fellow TAT traders.
Trading New Features / Changes
- Added SMA Daily and RSI conditions to your strategies.
- Customize EMA lengths with full user control.
- Reworked trade trigger processing to check the "Condition" on the trade execution, so the trigger gets logged immediately, before checking the "Condition" that may be assigned to the trigger. This does not change how the Start and End time on a trigger work, where triggers are dropped immediately if received outside of their active time window. This change will prevent triggers getting missed due to outdated VIX or other condition data. Max executions now refers to triggers received during the entry time window that made it to the task schedule.
- Resumed automatic exporting of trade .CSV file after the close every day.
- Speed up entry processing to enter scheduled trades as close to :00 seconds as possible.
- Updated logic for closing trades to include longer DTE or valuable long legs, even if stop is on short only.
- Updated after hours SPX price estimates to calculate using 1 DTE SPX options pricing, instead of ES.
- Updated logic for Delta conditions and account level delta display to be specific to a single ticker.
- Added an option on trade templates to allow the trade to select strikes that conflict with a previous trade (i.e. short strike that is a long strike in an open trade). This is only allowed if the new trade does not have a stop or profit target order and is only supported at IBKR. This can be useful when trading very narrow spreads that are likely to overlap. More information
Bug Fixes / Other Changes
- New logic to ensure previous day's expired contracts are not put in the list of contracts to request data for (even though they are returned by IBKR in the positions list) because the could cause TAT to incorrectly think data is outdated and refresh all quotes.
- Fix Issue at TradeStation not properly placing partial qty profit target OCO order.
- Corrected rare issue where trade might use incorrect failover trade template if multiple trades are opening simultaneously (TradeStation, Tradier, Schwab).
- Corrected order confirmation popup that may have shown incorrect type of order.
- Corrected possible error when trying to convert to trailing stop at IBKR with an invalid offset price (i.e. .01 for SPX)
- Fixed bug where stop adjustments for long trades that were tied to partial profit targets being hit, were triggered immediately in some situations.
- Updated logic to ensure the 10% beyond stop safety feature doesn't fire unless the trade stays beyond the stop for 10 consecutive seconds. This was not working as intended if price was flickering above and then below, for longer dated calendar trades.
- Improved logic to prevent debit trades from entering if quotes for any legs are possibly outdated.
- Fixed issue with IBKR version, where SPY/QQQ was loading more strike quotes than necessary.
- Fixed UI issue where triggers list wasn't properly displaying the Qty when using PctAllocation.
- Fix where stop adjustments on trades using Short price only as stop basis, were using the spread price when making adjustments.
- Removed some unnecessary logging for non TAT trades from log file
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v3.4.26 Maintenance Release
Several updates based on recent feedback:
Trading New Features / Changes
- Added the ability to set a time to have TAT cancel your profit target orders. This can be used if you want to hold positions that had a profit target into the close and let them expire worthless to save on commissions and the $ spent to close the trade.
- Added the option to set up a LongPut or LongCall trade to be treated as an excess long immediately. This will mark the trade closed for 0.00 immediately and make the purchased calls and puts available to be reused as part of other trade entries.
- Improved logic to support leftover long reuse when using $ or % allocations, by checking to ensure enough longs are available to open the max qty for that entry.
Bug Fixes
- Corrected an issue where stop adjustments were not executing as expected for some Double Calendar trades.
- Improved monitoring that was sending false positive warnings about TAT not running as expected.
- Fixed bug that was resulting in delayed delivery of trade expiration notification emails.
- Corrected issue that caused Tradier DoubleCalendar trades to not execute as limit orders and switch to market orders.
- Correct issue where BP was not properly calculated for PctOfNetLiq allocations for ratio trades.
- Fixed UI but when old condition might be shown on the Triggers list page.
- Fixed issue where rarely long options were logged as closing for a negative price resulting in incorrect P/L numbers.
Discord Verification - Action Required
As the TAT community has grown, we have unfortunately seen more and more spammers and spoofers in our Discord server. They repeatedly set up new accounts pretending to be Kyle then post in the TAT server or send direct messages to our users in an attempt to sell them something. We have decided that it will serve our community better if we limit access to most elements our Discord server to verified TAT users only.
To facilitate that, we need everyone to link their Discord profile to their TAT account this week. This is a quick and easy, one time process that you can complete by visiting: https://tradeautomationtoolbox.com/discord. This weekend, after most of our users have verified their accounts, we will update the channel permissions to limit access to Verified users.
Notification Email Verification
TAT is now enforcing email verification for all account and notification email addresses. This means that your email address will need to be verified by clicking on a link received at that address in order to receive any emails from TAT at that address moving forward.
All email addresses that have reset their password already this month have been automatically verified. Also, any other email addresses that those account are sending trade confirmations to have been marked verified as well. To add a new notification email address or manage the addresses currently linked to your account please visit: https://tradeautomationtoolbox.com/user/security.aspx.
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