New Features
2 years ago

Version 2.36 - Released May 18, 2023

We have 12 (!) exciting new features in this release, e.g. 

  • Portfolio Watchlist
  • Additional Filters For The Wheel Scanner
  • Improved Chart Functionality
  • Enhancements To The Heat Map And The Economic Calendar

... and much much more!

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

Wheel Scanner Feature
14 May 2023

Additional Watchlist: Portfolio

We added a new watchlist called PORTFOLIO.

This watchlist will automatically pull the active trades from your trading account.

You will see the symbols as well as the sector and industry distribution. 

This way, you can easily see the positions you have in your portfolio, and you can use the "normal" watchlist as a true list for stocks you want to watch. 

Wheel Scanner Feature
14 May 2023

Two (2) Additional Wheel Filters

We added two more filters to the Wheel Scanner:

  1. Change in %
    This defines the change from yesterday's closing price to the current price.
    As an example, if you would like to see only stocks that dropped at least 1% from yesterday's closing price, you would enter "-1" in the TO field.

  2. Drop in %
    This defines how much the stock can drop before it hits the strike price at which you could get assigned. 

These filters will make it even easier for you to find the best stocks to trade. 


Trading Log
14 May 2023

Dashboard: Cumulative Chart Improvements

The "cumulative chart" has points and numbers now to make it even easier for you to monitor the monthly progress.

Trading Log
14 May 2023

Dashboard: Readability Improvements

We moved the legend into the section with numbers so that we have more space to display the data

Wheel Scanner Feature
14 May 2023

Display PowerX Bar Coloring Optional

By default, we are coloring the bars on the Wheel Scanner Chart according to the PowerX Strategy bar coloring. 

Several users requested that we can turn this off so that they see the "standard" bar coloring: 

  • green for an "up" day and
  • red for a "down" day. 

This is now possible. 

You're welcome 😎

User Experience
14 May 2023

Chart Enhancement: Better Dividend View

We improved the dividend view to make it easier for you to see what exactly is happening:

  • the ex-dividend date
  • the dividend amount
  • the payment date

User Experience
14 May 2023

Chart Enhancement: Earnings

When displayed the "E" for earnings, we will now display

  • a red arrow down if the company missed earnings and
  • a green arrow if the company exceeded earnings. 

In addition, we are now displaying the earnings ACTUAL, ESTIMATED and whether the SURPRISE was to the upside or downside.


User Experience
14 May 2023

Economic Calendar: All Times Are Now In Local Time

All times in the economic calendar are now displayed in your local time to make it easier for you to know when these events occur. 

No more converting time zones in your head! 😀




User Experience
14 May 2023

Heat Map: Automatically Open Symbol In Wheel Scanner

When clicking on a symbol in the heat map, it will automatically open the symbol on the Wheel Scanner. 

This way, you can easily see the available options for a symbol. 

Note: Right now, you have to"hit the box" to open a symbol. In the next versions, we will make it easier to find symbols that are in small boxes.

User Experience
14 May 2023

Trading Plan: "SAVED" Indicator

We added an indicator to show if your changes were saved successfully or not.

NOT saved:

Successfully saved:

User Experience
14 May 2023

Wheel Scanner: Better Usability

We removed the 2-min page refresh "pre-loader" and replaced it on a smaller visual spinner inside the timer.

This avoids blocking the page every 2 minutes for 1-2 seconds.


Bug Fix
14 May 2023

Miscellaneous Fixes

The team completed a bunch of smaller improvements and bug fixes:

  • A new more reliable provider is used now for getting symbols sectors and industries
  • Earnings Analysis: Clicking on Expected move switches $ and %
  • Trading Log: Dashboard: Fixes to properly calculate avg/max dates for different time zone shifts
  • Heat map: Implemented a fix to properly process symbols with classes in names
  • Heat map: Implemented a fix to be properly displayed on all resolutions
  • Trading Log Dashboard - Cumulative chart: Implemented a fix not to display lines for future months
  • Trading Log:  Implemented a fix to display a red bar for empty groups
New Features
2 years ago

Version 2.35 - Released April 21, 2023

We have some exciting new features in this release, e.g. the "S&P 500 Heatmap" and more enhancement to the trading log. 

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

User Experience
18 April 2023

S&P 500 Heatmap


With the S&P 500 Heat Map, you can get a full understanding of how different stocks are performing at any given moment and easily compare them to other stocks in the same sector or industry. Thanks to this powerful tool, you can always stay one step ahead.

The S&P 500 Heat Map gives you access to real-time data and keeps track of changes in performance with bright colors – green for gains and red for losses. Seeing this visual representation instantly makes clear which stocks are doing better and which ones are not so that you can make smarter choices about where to invest your money.

One glance at the screen can give you immense insight about what’s happening within the market, making it easier than ever before to stay up-to-date on all market movements



Trading Log
18 April 2023

New Section: Overall Performance

We added a new section to the trading log dashboard that shows you more information about your trades, e.g. 

  • Total Profits and Total Losses
  • Top 3 Symbols by performance
  • Win/Loss Ratio
  • Average and Longest Days in Trade

This will make it easier to analyze your trades and see what's working and what you can do to improve.




Trading Log
18 April 2023

New Section: Cumulative Profit And Loss

In addition to the monthly profti and loss, we added a "cumulative profit and loss" that shows you how your realized profits and losses have grown over the year. 

We think THIS is a better visualization on how your account is doing.


Trading Log
18 April 2023

New Section: Trade Evaluation

A few months ago, we added the "According to Plan (ATP)" and "Not According To Plan (NATP)" fields in the trading log. 

You will now see how well the trades did you took ATP or NATP so that you can understand your emotions better and make even smarter trading decisions - with more confidence!

Trading Log
19 April 2023

Add Scrolling Inside A Trading Group

This is a feature that was requested by many trading log users:

When you have a bunch of trades in a trading group, the header is now fixed so that you can easily see your cost basis, break even, P&L and other important information. 


User Experience
19 April 2023

Chat GPT "Rocky": Provide Feedback

We added a "Feedback Function" to make it easier for our Mastermind Members to provide feedback on the answers that Rocky provides. 

This helps us to identity gaps and train Rocky to give the most accurate answers.

Right now, this feature is in Beta Testing for our Mastermind Members.
We expect "Rocky" to be released to the public in the next version.


User Experience
19 April 2023

Economic Calendar - Show Previous Weeks

Every wondered what happened LAST week on the economic calendar?

Now you'll KNOW because we're displaying events on the economic calendar up to 4 weeks back and 4 weeks ahead - including the current week.

User Experience
19 April 2023

Expected Move Now In $$$ And In Percent

Until now, we displayed the Expected Move only in absolute dollar moves. 

Now you can also see how much that move would be in percent: 

Simply click on the numbers, and it will toggle between DOLLAR and PERCENT.

User Experience
19 April 2023

Moving the "ROI Legend"

This was a "clean up" task on our list:

We moved the legend for the ROI explanation from the top next to the ROI - where it belongs.

This will make the usability easier and gives us some more space on top of the charts for more cool things to come 😎

Bug Fix
19 April 2023

Miscellaneous Fixes

We fixed a few smaller bugs, e.g. 

  • Sometimes, "spaces" were not displayed for specific browsers/platforms. This has been fixed.
  • The Wheel: Market Cap is now showing a "thousand separator"
  • The Wheel: The blue "filter dot" wasn't displayed when a user first logs in. This has been fixed. 
  • Economic Calendar on iOS: You can now scroll the content. It won't lock the header anymore. 
  • Top section: The Community and Tutorial were not fully visible for specific smaller resolutions. This has been fixed. 
  • The whole "Dark Mode" menu item is now clickable and not only switcher

As you can see, none of these bug fixes are major things that affected the functionality. 

It's just part of our "cleanup tasks" 😀

New Features
2 years ago

Version 2.34 - Released March 22, 2023

We're super excited about this release because we are the first company in our industry to have ChatGPT integrated into our software!

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

User Experience
22 March 2023

ChatGPT Integration "Rocky"

We're super excited about this: We are the first company in our industry to implement ChatGPT from OpenAI. 

We call our AI "Rocky".

Rocky knows a lot of general trading related trading things but has limited knowledge about OUR strategies. 

That's why we decided to make it available to our Mastermind Members for a few weeks since they know our strategies VERY well and will help us train "Rocky". 

Based on how quickly "Rocky" learns, we will make this feature available to everybody in the next few weeks. 

 

Trading Log
22 March 2023

Input Validation

We will automatically show a red bar if there are some errors in your trading log entries. 

This will make it much easier for you to identify any possible errors and fix them to get accurate reporting. 

Right now, the following checks are automatically performed:

  • Empty required fields
  • Invalid date
  • Transaction date is after the current date
  • Transaction date is not in a valid range

Going forward, we will implement even more checks to ensure data integrity and make sure that you get the most accurate data and reporting out of this awesome tool.


Bug Fix
22 March 2023

Miscellaneous Small Bug Fixes

The team fixed a bunch of small bugs that were on our "let's-fix-this-when-we-have-a-few-minutes" list

  • Wheel Filter: Updated punctuation when the filter is collapsed
  • Trading Log Dashboard: Updated hints
  • My Settings: Fixed a visibility of ROI slider colors for smaller resolutions
  • Information / confirmation popups. Fixed icon size when a popup is displayed first time
  • ... and a few others
New Features
06 March 2023

Version 2.33.1 - Released March 6, 2023

We're working on the next "big release" 2.34, and in the meantime, the team finished a bunch of smaller tasks that we had on our list. 

So we decided to release a "small" version and make all of these improvements available to you early!


User Experience
04 March 2023

Session Expiration Is Now 24h

For security reasons, we implemented an "auto-logoff" feature that logged you out after 1h. 

After careful considering the pros (security) and cons (annoying), we decided to increase this setting to 24h. 

This means that you now stay logged in for the whole day and only need to log in once a day. 

We believe this will make your life much easier, and still provide a layer of protection. 

Hope you like it.   

Wheel Scanner Feature
04 March 2023

Simplified and Compacted Wheel Filter

We simplified and compacted the "Wheel Filter" so that it takes up less space. 

This will be super helpful for users with smaller screen resolutions as well as users working on tablets. 

Wheel Scanner Feature
04 March 2023

Better Strike Price Selection for PUTS

We are limiting the strike prices in the PUT section of the Wheel Calculator to "2 strikes in the money" since it doesn't make sense to sell deep "in the money puts". There's simply no time value in them that would make it worth your while to sell them. 

Limiting the strike prices reducing scrolling (YAY), and the color coding will make it easy for you to see what strikes are ITM (white) and OTM (green).

Trading Log
04 March 2023

User Defined Date Formats

We added several other date formats for the trading log to make it easy for you to enter your trades no matter where in the world you live.

You can now choose between 4 different date formats.

Simply go to My Settings - Display and select the format you like best. 


Trading Log
04 March 2023

Remember Filter Settings When Entering A New Trade

Before this release, the "Account" and "Strategy" filters were reset when you clicked on OPEN trade, and you had to select the account and strategy you want to see again. 

This has been fixed, and the software now keeps the account and strategy filters.

Trading Log
04 March 2023

4 Digits For Fees and Commissions

We heard from you that some brokers charge fees and commissions that are fractions of 0.01. 

So the team enhanced the "Fees" and "Commissions" fields so that you can enter up to 4 digits after the decimal. 

Trading Log
04 March 2023

Add Hint For Open/Closed Bar

It seems that some users were a little bit confused what the GREEN and GREY bars on the left hand side of the trades meant. 

So we added a brief explanation that you will see when you hover over the bars.

 

Trading Log
04 March 2023

Better Search By Symbol Name

In the past, when you entered "BA" in the search bar for the trading log, it showed you all trades that started with "BA", e.g. Boeing (BA), Bank of America (BAC), etc. 

We changed this behavior so that you will only see Boeing (BA) trades when you enter "BA". 

And it you want to see Bank of America (BAC), you would simply enter BAC. 

We think this makes sorting and filtering much easier. 

Trading Log
04 March 2023

Use Red Color for Mandatory Fields

We change the color for mandatory fields in the trading log from "orange" to "red" to (hopefully) make it more obvious that this is not just a warning but an error. 


Bug Fix
04 March 2023

Small Bug Fixes

The dev team found a bunch of bugs that they squashed.

I won't go in much details but here's the list of bugs that have been fixed:

  • Smiles for mobile
  • Trading Log responsive layout
  • Trading Dashboard: charts scrolling, legend, and spaces
  • Wheel calculator hints
  • Trading Hub icons
  • Editions content
  • Popups for mobile
  • Play sound for early close days
New Features
21 February 2023

Version 2.33 - Released February 21, 2023

This release has a major update to the "Trading Log" and also a nifty feature for the Wheel Calculator. 

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

Trading Log
20 February 2023

New Feature: Reason for Trade

This is huge: You can not select a reason for entering a trade. 

And in one of the next versions, we will provide you with meaningful statistics about these reasons so that you can see exactly how trades "according to plan" or "not according to plan" is affecting your profitability.

User Experience
20 February 2023

Display the "min premium" for the next few days

When you click on "MIN" in the Wheel calculator, you will now see the "minimum premium" you need to get at least 30% annualized for the next few days. 

This will make it even easier for you to decide whether to take a trade today or wait another day before entering since you will see how much less money you would get if you waited a day or two. 

User Experience
20 February 2023

"Magic 8 Ball" Now In Top Menu

Our "Magic 8 Ball" for traders is so popular that we moved it into the top menu to make it even easier to access it.