New Features
2 years ago

Version 2.41 - Released September 28, 2023

This is the second part of the big release that we announced last week. 

Here are the new features:

  • A combined heatmap for all indices
  • More features for the asset correlation tool
  • Drill down by symbol for the trading log dashboard

As always, click on the word "Cards" below to see all of the updates.

User Experience
18 September 2023

Heatmap - ALL Indices Are Now On A Heatmap

We now included an option to show ALL indices on the heatmap, i.e. Dow, Nasdaq and S&P 500. 

This way, you can easily find stocks for the Wheel on ONE heatmap and don't need to toggle between 3 different heatmaps. 

User Experience
18 September 2023

Asset Correlation: Add Your Portfolio

You can now easily add all of the stocks in your portfolio to the Asset Correlation Tool. 

This way, you can quickly see which assets in your portfolio are correlated. 

Trading Log
17 September 2023

Trading Log Dashboard - Filter By Symbol

You can now filter your trading performance by Symbol.

This allows you to show the performance of a single symbol, e.g. AAPL, or a group of symbols, e.g. AAPL, NFLX, NVDA etc. 

This way, you can "drill down" into the performance of certain symbols or sectors. 

User Experience
27 September 2023

Heatmap - "Results As Of" Date Added

We added an "Results As Of" date field to the heatmap.


New Features
2 years ago

Version 2.40 - Released September 21, 2023

This is a major release!

The team has been working hard on a lot of cool new features:

  • A brand new trading strategy!
  • Massive Enhancements to the trading log
  • A combined heatmap
  • More features for the asset correlation tool
  • A cool new look for the earnings caledar

... and much much more!

As always, click on the word "Cards" below to see all of the updates.

Trading Log
17 September 2023

Select A Custom Date Period

You can now select a custom date period to evaluate your trades. 

This will allow you to analyze your trade by week, month, quarter, etc. 

Trading Log
17 September 2023

What Trades Yield To A KPI?

This is another feature for the Trading Log that allows you to analyze your trades even better:

You will see that most KPIs are now underlined. 

When you click on any of the underlined KPIs, you will see a popup with all the trades that were used to calculate this KPI.

Example: If you want to know what your losing trades were, simply click on "Total Loss" and you will see all trades that contributed to the "Total Loss", making is easier to find the best and worst trades. 


Trading Log
17 September 2023

Numbering For Trades Within A Group

Trades within a group are now numbered so that you can easily see how many trades you have already done to achieve the results. 

Trading Log
17 September 2023

Number of Symbols in a Group Increased to 400

The maximum number of trades within a group has been increased from 200 to 400. 

Some trades reached the limits, so we have increased the allowed number of trades in a group. 

User Experience
18 September 2023

Earnings Calendar Now With Logos

Our Earnings Calendar is now showing the logos of the companies   

User Experience
18 September 2023

WTF Strategy

The "Win-The-Fear (WTF)" Strategy is our latest trading strategy for stocks. 

We have been testing and trading this strategy for the past 12 months, and we are VERY pleased with the results. 

This scanner will show stocks that have been oversold. 

The idea is to buy them for a quick snapback. 

Usually, trades last 3-7 days with a winning percentage of ~ 70%. This strategy identifies unique situations, therefore, the trades are not as frequent as Wheel trades. 

Markus and Mark trade this strategy in addition to the Wheel Strategy.

Important: In Version 2.40, this new scanner will be available in BETA testing for Mastermind Members only, and we are planning to roll this scanner out to everybody in Version 2.41. 

User Experience
18 September 2023

Asset Correlation: Number of Symbols Increased To 20

We increased the number of symbols that you can use in the Asset Correlation Tool from 10 to 20. 

This way, you can use this tool even if you have a lot of different stocks in your portfolio. 



Wheel Scanner Feature
18 September 2023

Display How Many Other Users Flagged A Stock

After you flag a stock as "Yes", "No", "Maybe" or "Never", you will see how many other users used the same flag.

This can give you more confidence in your trading decision.

Or, if everybody else flagged is as NEVER and you flagged it as "YES", you might want to double-check since you probably missed something. 

Important:

This functionality is only available to Mastermind Members for a very simple reason:
Our Mastermind Members are trading with us on a daily basis, and therefore, they are VERY experienced in flagging symbols. 

Based on what we see in Mighty Networks, the PXO users outside of the Mastermind sometimes pick very strange symbols, and we want to avoid that the "one-eyed is leading the blind".

User Experience
19 September 2023

Symbol "Carryover" from Earnings Analysis

When you select a symbol from the Earnings Calendar and then click on any of the main navigation tabs, the symbol now "carries over". 

This eliminates another step. 👍


Bug Fix
18 September 2023

Various Fixes And Improvements

The team squashed a few more bugs and added some minor improvements, e.g. 

  • Trading Log - Dashboard: On some resolutions, the "Overall Performance" numbers stack on each other. FIXED
  • Earnings Analysis - Calendar: In Weeks drop-down: stock numbers were not visible on small resolutions. FIXED
  • Earnings Analysis- Symbol: On small resolutions some numbers were truncated from the right side - FIXED
  • Heatmap: No automatic update if the user left the browser open and checked heatmap the next day. FIXED
  • General: Some icons were loaded with delays and user may see strange symbols. Now these icons were replaced on images to avoid such effects
  • General: New release banner was not automatically displayed on all pages once activated. FIXED
New Features
2 years ago

Version 2.39 - Released August 2, 2023

We have some more cool features for you, e.g. 

  • A new earnings calendar
  • Enhancements to the trading log
  • More heatmaps

... and much much more!

As always, click on the word "Cards" below to see all of the updates.

User Experience
02 August 2023

Earnings Calendar

We like to take something that many traders are using and make it even better. 

This time, we built an amazing "Earnings Calendar". 

But this is not you usual Earnings Calendar:

  1. You can cut through the clutter by selecting only "most anticipated earnings"
  2. You can also toggle between a table view and a list view
  3. You can easily scroll to previous or next weeks
  4. You can display only "confirmed" earnings and
  5. With a single click, you can open the stock symbol in the earnings analysis. 

As I said: The others are good, but we are better 😀


Heatmap
02 August 2023

Heatmap for DOW and NASDAQ

Our heatmap is super popular and many traders are using it to find more trades. 

That's why we added heatmaps for the DOW and the NASDAQ in addition to the S&P 500.

The functionality is the same as you already know from the "normal" heatmap.


Trading Log
02 August 2023

Show Additional Columns

You can now display additional columns in the trading log for each row, e.g. 

  • Fees and Commissions
  • Profit and Loss
  • Average and Maximum Days In Trade
  • Average and Maximum Days In Trade After Being Assigned

This will help you to better analyze the performance of each trade.


Trading Log
02 August 2023

Improved "ROLL" Functionality

When you perform a ROLL, it now works similar to the CLOSE function, i.e. we're adding a new child close transaction and a new open independent transaction.

Trading Log
02 August 2023

New Setting: FIFO, LIFO or AVERAGE

In the past, all of the calculations in the Trading Log were done as "AVERAGE". 

Now you can choose whether you want to use FIFO, LIFO or AVERAGE for the calculation of the cost basis.

This will give you greater flexibility and improves the accuracy of your data. 

Hint: When in doubt, leave the setting as "AVG"


Bug Fix
02 August 2023

Miscellaneous Bug Fixes and Improvements

The amazing dev team fixed some more bugs and added a few minor improvements:

  • Wheel Portfolio: There was a delay when displaying the portfolio. This has been fixed. 
  • Heatmap: Overlap symbols and % in some cases. This has been fixed.
  • Heatmap: Save/restore breadcrumb status.  This has been fixed.
  • Earnings Analysis: Show a vertical scrolling for some blocks for mobile devices. This has been fixed.
  • "New release" banner was not shown on some pages. This has been fixed.
  • The Wheel Calculator: a duplicated link for 90% Profit was removed
New Features
2 years ago

Version 2.38 - Released July 4, 2023

Surprise!

The team was ready to release a few more features, so we decided to do a "4th July Release"

  • Enhancements to the Wheel Scanner
  • Enhancements to the trading log
  • Improved Chart Functionality
  • Enhancements To The Heat Map

... and much much more!

As always, click on the word "Cards" below to see all of the updates.

Wheel Scanner Feature
03 July 2023

New Filter: Exclude My Portfolio Sectors

We added a new filter: Exclude My Portfolio Sectors

Here's why this is important:

Let's say you already have some "Energy Stocks" in your portfolio.
And now you want to make sure that you're not accidentally picking up another energy stock. 

When you select this filter, all stocks that are in sectors that you already have in your portfolio will be excluded from the scanner. 

This will help you to diversify your Wheel portfolio.


Trading Log
03 July 2023

New Statistic: Put & Call Performance

Have you ever wondered how many of your calls or puts expired worthless?

Or how many of them you bought back?
And how many of them got assigned?

With this new statistic on the Trading Log Dashboard, you will get these answers and can see at a glance what happened to the calls and puts you sold. 

User Experience
03 July 2023

Heat Map: Zoom In And Out

You can now zoom in and out of the heat map to make it even easier to find stocks to wheel.

Simply click on a sector or an industry to zoom in:

And then you can click on the "breadcrumb" to zoom out again:

Bug Fix
03 July 2023

Miscellaneous Features and Fixes

  • Chart (FIX): Indicator styles are saved and restored
  • Trading Log (FIX): Popup with an error to to reload page will be shown only if system cannot automatically resolve the connection issue.
  • Link Organizer.
    CHANGE: 1) ENTER and SHIFT ENTER are allowed for links textbox now.
    CHANGE: 2) Underline will not be displayed for empty links, which should allow to create visual hierarchy structure with sections and sub-sections
  • Wheel Data Window (FIX): Long sectors and industries are now displayed better
  • Trading Log Trades (FIX): For some devices, the table layout with vertical scrolling was broken. This has been fixed.
  • Refresh page (CHANGE): We added and animation when the page loads slowly




 


 


New Features
2 years ago

Version 2.37 - Released June 19, 2023

This is a BIG RELEASE!

We released a lot of new features, e.g. 

  • Rocky - your personal Rockwell AI Assistant
  • Enhancements to the trading log
  • Improved Chart Functionality
  • Enhancements To The Heat Map

... and much much more!

As always, click on the word "Cards" below to see all of the updates.

User Experience
18 June 2023

Rocky - Your Rockwell AI Assistant (BETA)

We're making "Rocky" - your Rockwell AI Assistant - available for everybody!

Rocky has been trained on books and videos that Markus and Mark did and *should* be able to answer most of your questions around trading, specifically "The Wheel Strategy" and "The PowerX Strategy"

Please note that this feature is still in BETA!

You can help us making Rocky awesome by providing feedback when you receive the answers:

You will see a "thumbs up" and "thumbs down" next to each answer. 

Please use this as much as possible. 

The more feedback you provide, the better Rocky will become over the next few weeks!


Wheel Scanner Feature
18 June 2023

Income Statement

We added the "Income Statement" into the Wheel Scanner so that you don't need to go to Google Finance anymore. 

All the information you need to analyze a stock is now available in PowerX Optimizer 😎

User Experience
18 June 2023

Bookmark / Link Organizer

You can now add your favorite links directly in PowerX Optimizer!

This way, you have all links you need available right here, no matter what browser or device you use. 

User Experience
18 June 2023

Earnings AND Revenue

In the previous version, we introduced the display of the "earnings". 

Now we added the display of the revenue, too, so that you have all the information you need. 

Trading Log
18 June 2023

Trading Log: Average and Longest Trade Length

We added more statistics to the Trading Log so that you can easily analyze what's going on with your trading. 

You will now see the average and longest trade length, separated by "Assigned Trades" and "Expired Trades".

This will help you to better understand your trading performance.

Trading Log
18 June 2023

Trading Log - Display Bars

We are now displaying bars for Win/Loss trades to make it easier to visualize your performance.

Trading Log
18 June 2023

Trading Log - Put and Call Performance by Week Day

We added more statistics to the Trading Log so that you can easily analyze what's going on with your trading. 

You can now see on which week day you opened trades.
And you can choose whether you want to see this information in a table or in a graphical representation.

This will help you better understand your trading performance.

Trading Log
18 June 2023

Trading Log - Sort By Columns

You can now sort the columns for the performance of stocks and options in the Trading Log Dashboard.

This will help you to easily see your best and worst trades. 


Trading Log
18 June 2023

Trading Log - Sorting Feature

You can now sort the trades in your trading log by a variety of sort columns. 

This will make it easier to display all of your trades the way YOU want it. 

User Experience
18 June 2023

Heatmap - Show Stock Price Instead of "Change In $"

We are now displaying the price of a stock on the heatmap instead of the "change in $".

We believe that this is more helpful, since you probably already know that what prices you might be interested in a stock.

As an example, you might want to buy NVDA when it dips below $400 again. 

And you can now easily see the price on the heatmap, making it even easier for you to find stocks and options to trade. 


Bug Fix
18 June 2023

Miscellaneous Fixes and Improvements

In addition to all these great features, the Dev Team also fixed a few issues and made some minor enhancements:

  • Chart: Fix situations when indicators are duplicated
  • Trading Log: Won't Scroll down to bottom for trades with many entries using on a Android Tablet via Chrome - FIXED
  • Wheel: Extend Wheel timer to automatically update data for scanner symbols when market is closed
  • Trading Log: Set MIN limit to 2000 year instead of 2010 for DATE  and EXPIRED
  • Wheel: Portfolio. Add a hover for sections
  • Trading Plan: Automatically update hint for ‘status’ icon
  • Trading Log: Some transactions were not visible for 125-150% resolutions - Fixed
  • Editions. Show a restricted page for Lowest/Highest Close line indicator
  • Wheel. New hint for Default button