Tradier Pro Release Notes

TradeHawk 11/18/2023

1. Watchlist
   1. IV Percentile
   2. IV Rank
   3. Import watch lists
   4. Export to CSV
2. Order Panel
   1. Column showing the time the order was filled.
   2. Send spread to strategy.
3. Order Ticket
   1. Save order without sending
4. Settings
   1. Non removable columns
5. Option Grid
   1. Root selection
   2. Quick pick expiration
   3. Expirations menu redone
6. Strategies
   1. Export function
7. History
   1. Send to strategy
8. What If
   1. Clock
   2. Update every 30 seconds

Fixed

1. What If
   1. Fix greek display
   2. Cost in $
2. Portfolio
   1. % P&L on group
3. Order Ticket
   1. Changing Qty changes price on single leg
4. Strategies
   1. Notes issue with small screens
   2. Notes color in B&W theme
   3. Partial fills not calculating correct P&L

TradeHawk 10/13/23

New

• Default to market order setting

• Add EST to the clock

• Copy/paste for room chat

• Remember orders on trade ticket (Spreads and options)

• Intro and help videos

• Help video settings

• Interest rate setting

Bugs

• Not getting prices after closing a position (Tree view collapsed mode)

• Groups including equity don't display totals.

• Volatility data for charts

• Single expiration not working

• Custom groups don’t calculate summary with stock

• Change and %change on trade ticket

• Strategy trades scrolling

• Unable to rename a strategy

• Strategy cash limit increased

• Account data updates

• Price feed disconnect when bad symbols are included

• Order replace bid/ask for covered calls

• Order panel unselect row

• Can't send to strategy from custom portfolio view

• Spreads with stock don’t show correct bid/ask in the replace panel

• Order select/unselect

• Collar leg marking

• Custom spreads don’t set a price automatically

TradeHawk 8/26/2023 Release:

New

• Trailing Stop

• Import/Export custom spreads

• Hide account number when an account name has been created

Bug fixes

• Portfolio view remembers collapsed state

• Value not updating after P&L mode change

• P&L wrong when collapsing rows

• Trade again a market order did not work

• When a second leg is sent, the limit price of the spread does not update

• Mouse gestures for chart zooming on a Mac

• Strategy screen resize

• Added scroll bars to the strategy list

• Replaced option order now clears in tower

• Force size update when losing focus in tower

• Send to ticket from watch list does not clear grid option selection marker

TradeHawk 6/30/23 Release:

New Items

• Spread editor

• Support for BRK/B

Bugs

• Days to expiration on options grid displays the correct number on the day of expiration

• Tower allows for BRK/B

• ITM options highlight on options grid

TradeHawk 6/16/23 Release:

TradeHawk 4/28/23 Release

New:

• Charts
  • Single expiration option selector
  • Close to close, intra day and overnight volatility display
  • Notify user if indicators are not available on a minute chart
  • Ability to only display only volatility charts
  • Cross Hair for volatility display
• Portfolio
  • Added P&L % for spreads
• Command Center
  • New and enhanced color themes
  • Created a Simple layout. New users will default to it. Existing users can select it from the layout menu.
  • Added the ability to export and import layouts to and from files
  • Added the ability for user to create and save multiple layouts
  • Spanish language setting
• Options Grid
  • Removed trike gaps from vertical view

Bugs:

• Order Panel
  • Fixed filters for current date
  • Fixed columns resetting after clearing a filter
  • Fixed replacing a GTC order. The screen was defaulted to DAY
• Options Grid
  • Fixed multiple clicks on a contract not updating the quantity on the order ticket
  • Fixed sending equity order after a spread order, fails with symbol required
• WhatIf
  • Loading a strategy in the WhatIf will now use the current implied volatility instead of the one stored with the strategy.

Release: 3/19/23

Bug Fixes:

• Ability to add averages charts
• Dividend expressed as a percentage on the chart
• Moving spreads by dragging and dropping in the Grid
• Ability to update Account name

New

• Standard spread menu on grid
• Added warning when user tries to use SPX and all other single listed indexes in paper trading

Release: 2/16/23

Bug Fixes: 

• Orders: Sending the correct quantities to the strategies when a partial fill is sent. 
• What-If: Fix withdeleting trades with the same strike and expiration
• What-If: Send to ticket crashes the system when equity is included on the spread legs.
• What-If: Cash from strategies not coming to what if.
• Accounts: Account screen now updates after every new order or trade.
• History: Transfers empty symbol bug fixed.
• Portfolio: Portfolio send to ticket with positions that have 0 cost        
• Watch list: Wrong action taken (lightning menu) after sorting the list.
• Stock tape: Speed setting did not save.
• Chart: The relative to chart mode now displays the symbols used.

New: 

• Strategies:  Net cost basis calculation.  Both total and per share are visible next to the position cost calculation.  An input box for the shares has been created for the user to provide the number of shares to use in the calculation.  A refresh button is also provided if the user decides to allow the system to calculate the shares. 
• Strategies: The strategy list is now sorted alphabetically.
• Command center: new setting to allow for native windows (MS Windows only).
• Command center: Font selection.  This is global and requires a restart of the system.
• Charts: Allow for sizing of the indicator panels.  A global setting (Weight) was added to the Plot settings.  The setting was also added to every indicator settings list.
• Roll functionality on lightning menus.

Login: 

• A new login process using the native system browser was implemented. 
• New login flow and windows.