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.

TAT v4.0.91 is now available with several small bug fixes. It is recommended for anyone who is using the Template/Schedule import functionality.

Bug Fixes and Other minor updates:

• Exported/Imported schedules are now time zone aware. For any newly exported schedules they are timed to your market close time. If you share with someone else running TAT in a different time zone, the entry times will be automatically adjusted when they are imported.
• Fix possible issues importing trade templates created in an older version of TAT and imported into v4.0.88.
• Added some more explicit logging to EMA calculations for TradeStation.
• Fix that better handles an error from TradeStation when placing an order.

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.

TAT v4.0.84 Update is now available and is recommended for all users

Trading New Features:

• Different Widths for Puts and Calls
• Strike Offset and PercentageOTM strike targeting
• Trade Profit and Price Exit Conditions
• **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 %.
• Short/Long ratio

NEW: Simplified Trade Log ReviewTAT 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.

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
• Stop Limit Orders
• Close Trades Beyond Stop
• Holiday Hours Support
• Market Data
• Stop Conversion Trigger Price
• Entry Seconds

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.