TAT 5.0.17 fixes:

Since the release of TAT 5.0.15 we identified several issues that needed to be corrected, especially one impacting market data for ES traders.

• Fixed: Market data change in 5.0.15 broke ES data loading for IBKR users.
• Fixed: Data for ExpectedMoveBreach was not loading properly for Tradier users on Broker data feed.
• Fixed: UnderlyingPrice condition was not supporting new tickers added in MAX.

TAT 5.0.15 updates and fixes:

Since the release of TAT 5.0 two weeks ago, we have made some quick fixes and updates based on your feedback. This is a recommended upgrade for everyone running 5.0.

• UI Addition: Added the ability to select which symbol you would like to display for the price ticker on the dashboard and also for the delta that is listed.
• UI Addition: Added new prompt when signing in to offer to enable integrated data and online backups for account with Max access, the first few times you start TAT.
• UI Addition: Added link from the Market Data settings tab to the TAT website to the data usage agreement, when you need to sign off on it still to enable Integrated Data.
• Improved: Issue with high CPU consumption for users with trades open in many different DTEs, which required lots of market data to be loaded. Also, optimized the data lookups for this situation when using Integrated Data.
• Improved: Resume logic for TradeStation broker data streaming when the index quote stream fails/stops
• Improved: Error handling on the Support Center page when uploading logs does not work as expected.
• Improved: Error handling of orders submitted and not returned during an outage at Schwab.
• Fixed: Clear Profit target expiration time, if trying to manually set a PT price. (otherwise, it wouldn't place the PT)
• Fixed: Problem where if you used stop adjustments to convert from a StopMarket to a StopLimit, the offset value was incorrectly added to the previous stop value, incorrectly raising the stop trigger price, in addition to being used at the offset for the limit price.
• Fixed: Custom trades now properly show ShortAsk and ShortBid values if those columns are enabled on the Dashboard.
• Fixed: Correct an issue where over 600 orders per day at TradeStation could result in false positive missing stop warnings.
• Fixed: Very rare timing issue at TradeStation that could have resulted in a scheduled entry being executed twice.
• Fixed: Issue where simultaneous selling excess long and opening new trade with long reuse enabled at Tradier could potentially try to reuse a long that was currently being sold. (Not a recommended configuration in the first place, to sell leftover longs if you're trying to reuse them)

Trade Automation Toolbox version 5.0 is now available. With this update, we're also launching our first new subscription plans ever, MAX. Subscriptions in the MAX tier will include the following new features. (MAX features are available during free trial periods and will be enabled for all current users for 30 days for free.)

TAT MAX exclusive features:

• Free Integrated market data for non-professional users. This will eliminate the need to use your broker's data feed for options pricing and any limitations they imposed on the number of strikes or DTEs that we could load. ($50/month fee for professional users)
• 12 new symbols to trade: AAPL, AMZN, GLD, GOOGL, IBIT, IWM, META, MSFT, NVDA, RUT, TSLA, XSP
• Advanced web-based reporting, that is much more powerful and easy to use than the current native reporting. Plus, for users who are or have traded at multiple brokers, you can see all of your results together in one place.
• Automatic database cloud backups, so you never need to worry about losing your trade history, templates or schedule again. Plus, it makes moving your data between computers or server happen with just a few clicks.
• Exclusive TradingView indicator: Gamma Hawk, which is used to catch quick, shape moves and take advantage of premium expansion.

New Trading features for all plans

• Exact DTE (or flexible DTE) setting for trade templates. Exact DTE is the default (and current behavior), but if you are trading longer DTEs where the available expirations are not fixed, this is for you. When you disable Exact DTE, TAT will check for your DTE during trade entry. If your DTE is not available (60 DTE for example), it will select the next later expiration. Today if you had a 60 DTE SPY trade set up, TAT would have entered with the 64 DTE/Sept 18th expiration.
• VIX9D/VIX, and VIX9D Pts/Pct movement conditions
• VIXRank and VIXPercentile conditions. Based on 1 minute bars and user defined lookback lengths. These are also now available to be used in testing on BYOB (which uses a 2000 minute lookback)
• Time Conditions - Time_MinutesFromMarketOpen, Time_MinutesToMarketClose, and Trade_MinutesInTrade
• Max Attempts - This allows you to set a scheduled or triggered entry to a certain number of max attempts to find a trade. If you only want to check once and cancel right away if your max price or S/L ratio is not met, or something else causes no matching trade, you can abort the entry with only 1 attempt. Or set to a higher number if you want a few tries. (Default is leaving it blank, which means an unlimited number of attempts until the Expirtion minutes window expires)
• Max Attempts Alternate Template. This allow you to give your trade a second chance to enter, using a different template (maybe with wider premium targets, more widths, etc.) To utilize this option, you set the number of Max Attempts you want to make with the primary template. If the trade is not filled after X attempts, then it will run the entry again using the Alternate template, up to the same number of max attempts. You do need to leave enough time in your expiration minutes to cover all entry attempts.
• EMA for all symbols: Added support at all brokers now for EMA calculations on every symbol Scale down entry quantity if hitting the max subscription contracts with a multi qty trade that would go over, instead of cancelling it completely.

Updates & Improvements.

• Improved data subscription management for longer DTE trades
• Updated the refresh speed on the Quotes page
• Fix for ES min price increments to match updated CME rules released earlier in 2026.
• Addition of an option in settings to completely disable the automatic conversion from vertical to short stops. (No changes to default behavior. This needs to be explicitly changed by the user)
• Added count of daily contracts opened to Trade Opened email
• Added new restrictions on delta targets when opening a calendar trade to avoid incorrect strikes being picked due to missing or partially loaded data (particularly at IBKR)
• Improved missing quote detection at IBKR which was causing data to be refreshed too quickly if a trade was not found due to short/long or min/max filters
• Improved IBKR logic to monitoring open trades and mismatched stop orders for accounts with lots of trades open.
• Optimized some logging at TradeStation to limit database size
• Export TXT log files for yesterday during midnight reset process so we don't miss log data from 4:30-midnight after the EOD job writes log to disk
• Masked account number is dropdowns on dashboard and reporting pages and a warning message where they were not.
• Improved support log uploading for uploading larger files.
• Added new validation to be sure IBKR is feeding open positions as expected, prior to opening each new trade.
• Updated trailing stop logic at IBKR to keep the prior stop trigger level when the stop is canceled and replaced due to a new entry or stop adjustment.
• Added additional UI validation when saving Conditions and Triggers with invalid values.
• Improved handling for database operations to prevent "database is locked" errors under heavy load.
• Updated process for writing out individual task logs files more quickly after task completion.
• Added new restrictions on delta targets when opening a calendar trade to avoid incorrect strikes being picked due to missing or partially loaded data (particularly at IBKR)
• Improved missing quote detection at IBKR which was causing data to be refreshed too quickly if a trade was not found due to short/long or min/max filters
• Improved IBKR logic to monitoring open trades and mismatched stop orders for accounts with lots of trades open.
• Improved strike selection debug logging for custom trades.
• Show daily profit target on the dashboard, if set.
• Clean up old log files from the TAT data directory.

Fixes

• Fixed: Task list not refreshing properly if a scheduled task is deleted from the system after executing that day.
• Fixed: Issue where conditional early exit was delayed by 1 minute in some cases
• Fixed: UI bug when editing conditions where it can look like the details were lost.
• Fixed: UI bug where position count on Quotes page wasn't updated correctly after positions were closed and should have been 0.
• Fixed: Bug where it was possible for a stop adjustment that was triggered on ProfitTarget1 being filled, could trigger before the PT order was filled.
• Fixed: Error that was causing problems placing PT order manually on LongPut or LongCall trade
• Fixed: Error logging close price with a partial profit take on a custom trade
• Fixed: Issue where partial PT quantities might not be set correctly when the trade opened with only a partial fill
• Fixed: Issue where some Schwab quotes far OTM were outdated on days with large market moves.
• Fixed: Issue where importing templates from a different timezone didn't convert the profit target cancel time
• Fixed: Issue when checking SMA/RSI conditions if daily bar data hadn't loaded properly to request again as needed.
• Fixed: Improved error handling when trying to open a trade, so that tasks will not get stuck in "Working" status and block other scheduled entries until the Working task expires.
• Fixed: Issue where Schwab order fill processing simultaneously could result in false overfill warnings.
• Fixed: UI issue where trade and task logs grids in reporting could be cut off at the bottom
• Fixed: Bug where a delayed condition check could allow a second task at IBKR scheduled at the same time to run too soon.
• Fixed: Issue where total delta for a trade was calculated incorrectly for a partial profit target order that was partially closed.
• Fixed: Rare situation where Schwab manual closing orders could get the incorrect closing price logged if the closing process and the normal account update process hit at the exact same second.

Updated TWS Recommended Version

After running TWS 10.45.1g for weeks without any problems, we have updated our recommended version of TWS to 10.45.1g. If you would like to upgrade, this version is available for download on the TAT website. This is an optional upgrade. Version 10.39 will continue to work moving forward.

TAT 4.4.103 updates and fixes:

4.4.103 is a recommended update for all users. This release addresses a number of small issues since the 4.4.91 release.

• Improved: TWS/IBKR data outdated not recovering as expected and improved outdated quote detection.
• Improved: Added limits on delta targeted calendar trades to be sure a trade is not selected that is too far from target deltas due to partial data loading issues.
• Added: New option in settings to allow users to complete disable conversions from vertical to short stops. (Only use this with very narrow spreads when you are positive the long leg will always have value.)
• Fixed: Custom trades with a single long leg did not close properly in some situations.

• Fixed: Fill progression would not progress as expected below the Min target price when using matching Min/Max values
• Fixed: UI issue where bottom of trades list was pushed off screen when the daily contract warning message was visible and you were unable to close it.
• Fixed: Situation where TradeStation OCO orders with profit target and stop loss would accept one order but error out on the other order and TAT wasn't properly logging the status on the successful order.
• Fixed: Problem with partial fill entry not resetting the quantity as expected with split profit target orders.
• Fixed: Stop adjustment linked to Profit Target level could trigger too soon, before the PT order was filled.
• Fixed: ES pricing increment rules were updated by CME recently and TAT needed updated to match.

4.4.91 is a recommended update for all users. This release addresses a number of small issues since the 4.4.81 and 4.4.86 releases.

• IBKR trades blocked due to outdated data warnings. Improved logging of these occurrences and tweaked logic to prevent false positive warnings.

• Fixed: ExpectedMoveBreach (R1) triggers would not fire in some situations.

• Fixed: Schwab opening order logged at $0 in some rare situations.
• Fixed: Partial profit target orders use quantity to close the full trade at TradeStation and Schwab in some cases, not the intended partial quantity .
• Fixed: Trades with exits set to minutes in trade, were causing problems in 4.4.81/86 releases.

4.4.86 is a recommended update for all users. This release addresses a number of small issues since the 4.4.81 release.

• Tradier delta not properly loaded for longer DTE trades opened on prior days.

• ES data not loading as expected at IBKR.

• Next OrderID error at IBKR if the next orderID is really 1, because you've never traded at IBKR at all.
• Schwab fill progression going slower than expected.
• R1 breach trigger fired twice at Tradestation. Added code that should prevent that.
• Fixed scenario where fill progression logic could continue to adjust price beyond the min entry price targeted.
• Loaded market data 1 minute earlier for upcoming scheduled trades since TWS is slow to feed all contract data over.
• Switched EMA calculations at Tradier to use SPX since they added live SPX data. Up until now it was using SPY, even for SPX trades because that was all we used to have.

TAT v4.4.81 is now available with a number of fixes and improvements. This is a recommended upgrade for all users.

Dynamic Data DTE Subscriptions

This version include a new approach to managing options data subscriptions for longer DTE trades. Instead of requesting longer DTE data all day via TAT Settings, TAT will now automatically subscribe to the needed DTEs just before scheduled trade entries that need the data. This will significantly lower the number of "lines" of data that TAT needs from IBKR to support longer term trade like calendars.

More Information about this new configuration can be found here.

New Features

• Added the ability to review scheduled tasks logs for up to 7 days. See the new Task Log option on the Reporting page.
• Safety Feature - Detailed monitoring of market data for both price and delta for all open trades. If price or delta are not updated as frequently as expected, a warning will be sent to the user.

Bug Fixes and Other minor updates:

• Improved profit target order monitoring at IBKR.
• Improved handling of TradeStation market data stream disconnects.
• Fixed issue with certain custom trades showing inverted Delta calculation.
• Fixed issue with incorrect fill progression with naked short 1 leg custom trades.
• Improved handling of margin errors when opening trades at Schwab.
• Confirm deltas are current during trade entry that targets delta.
• Fix existing templates to disable strike conflicts if stop or profit targets are enabled.
• Validate and Enforce a stop limit is provided when creating a trade template with StopLimit stop type and better handle defaulting missing stop limit offset.
• Fix trade selection issue for LongPut and LongCall trades that would not select the same strike as an existing long trade.
• Fix issue where stop limit orders at IBKR were not using user selected trigger.
• Added trade template option to always close long legs when closing trade. Only enable this feature on templates where you are positive the longs will always be marketable (not 0 bid).

TAT v4.3.63 is now available with a number of fixes and improvements. This is a recommended upgrade for all users.

Bug Fixes and Other minor updates:

• Added user confirmation prompt when exiting TAT.
• Fixed calculation where PercentageOTM for puts was working backwards.

• Updated logic to prevent opening debit trades for a price higher than the max trade price, if the price started below the max, but the fill progression moved above it.

• Fixed issue where profit target order may not be properly place on LongCall or LongPut trade in some situations.

• Added in failover to switch scheduled exits to market orders if the scheduled limit order exit attempt fails too many times due to invalid or missing pricing.

• Fixed issue that resulted in duplicate email notifications sometimes during quick moves with multiple simultaneous fills.

• Improved logging for wide bid/ask protection when entering calendar trades.

• Corrected issue where limit orders may not have progressed in price as expected in some limited scenarios.

• Fixed issue where REL stop order was not placed properly on "Custom" trade with just 1 short leg.
• Fixed issue calculating P/L for LongCall and LongPut trades that were for long reuse only.
• Fixed logic error that was preventing available longs from being used for reentry when they could have been.
• Fix for issue where duplicate execution logs simultaneously might have resulted in TAT logging the opening price for a trade as $0 and closing it immediately.
• Extend 1 min bar count to ensure enough data is loaded for EMA 750 calculation
• Fix error logged when trying to split IF or ICFull trade near EOD when there was no stop enabled.
• Improve logging for TradeStation orders that are margin rejected during the fill progression after the opening trade succeeded.
• Fix issue where UnderlyingMovementPts condition not working properly for Custom trades.
• Fix issue where PercentageOTM not allowing negative value to select ITM strike for puts.
• Correct logic to allow long reuse at IBKR in situations where a prior had been rejected due to a duplicate orderID from another automation tool.

TAT v4.3.24 is now available with several fixes and improvements. This is a recommended upgrade, especially for IBKR users and those making use of the new Custom trade type.

IBKR API Version Update

• This build upgraded the internal IBKR API code to version 10.42. This version provides some performance improvements over previous versions.
• We also improved the TAT code that interacts with the TWS API to improve performance and eliminate issues that were seen occasionally where the TAT UI would freeze briefly during periods of lots of orders filling at the same time.

Bug Fixes and Other minor updates:

• Improved BP calculation for certain double calendar custom trades.

• Improved logic to check for delta exits on custom trades.

• Fixed bug that sometimes prevented saving trade template when switch from a different trade type to Custom.

• Improved logic to handle IBKR orders that are rejected when attempting to modify order price.

• Fixed situation where the trade open price was being shown as the stop price in emails for trades that did not have stop orders.

• Fixed issue with REL stop orders triggering immediately when used with some Custom trades.
• Improved monitoring for 0 bid stop conversion logic on custom trades.
• Trade template imports now adjust the early exit time, based on the time zone of the exported template compared to the time zone of the imported TAT computer.
• Sort strategies in alpha order on the Reports page.
• Enforce requirement that profit targets may not be used when having the Allow Conflicting Stops option enabled on a trade template.

TAT v4.2.16 Update is now available and is recommended for all users.

Custom Trades (Butterfly, BWB, Diagonals and more)

This release adds the ability to build custom trades with up to 4 legs, for trade setups that don't fit any of the standard trade types already available. This will allow you to trade butterflies, broken wing butterflies, diagonals, double diagonals and more.

Linked Schedule Entries

You can now link one scheduled entry so that it will only execute if a previously scheduled trade has filled. For example, you can have a call spread entry that is linked to a put spread entry, so that the call will only enter after the put trade is opened.

Important: Updated Trade Re-Entry Logic

Reentries are now linked to the scheduled task where the parent trade was opened, not the trade itself. This impacts IronCondor trade entries where the put and call spreads are managed separately. Previously a max reentry count of 1 would have allowed a reentry when the call trade was closed/stopped and also when the put trade was stopped, because they were treated as independent. Now, with a max reentry count of 1, only the side (put or call) that stopped first would trigger a reentry.

Tradier: SPX and VIX real time data now available in TAT

Previously, VIX data in TAT from Tradier was delayed and more recently as a derived value that didn't match the live cash price. SPX pricing was estimated by TAT during the day. Starting Feb 4th, VIX data is the real time cash price for all TAT users, and starting with TAT v4.2.15, SPX is now live instead of estimated.

Trading Logic Updates

• When an opening trade is rejected with a margin/buying power error when a long is being reused, TAT will attempt the trade a second time without reusing the long leg.
• Added Trade_PositionTotalDelta condition, which matches the Total Delta column reported for an open trade. This field is the trade delta multipled by the quantity.
• Allow Stop Limit orders during extended hours trading.
• When using EMA conditions at TradeStation, enforce that the newest 1 minute bar data is available before triggering a trade.

Other Updates

• Improved details in trade level logging.
• Added UnderlyingSymbol to CSV trade export.
• Improved outdated quote detection logic at TradeStation.
• Added a clear error message if trying to trigger a trade for a symbol that does not have market data enabled.
• Added warning message if TAT detects the market close time is set incorrectly, based on the computer's time zone.
• Mask sensitive information (such as account numbers and webhook information) when displayed on screen and in TAT logs.
• Added strategy and template name to log files during trade entry.
• Log the Long/Short ratio TAT calculated during trade entry.
• Improved outdated quote detection for calendar trade entries.

Fixes

• Corrected a situation where a newly opened long strike might be classified as available for reuse, during nearly simultaneous trade entries at TradeStation.
• Fixed issue where commissions/fees were not shown on the Reports page for debit trades.
• Corrected an issue where Trade Closed notifications could be sent too soon when a large closing order was only partially filled.