TAT MAX (version 5.0) is here!

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.