tastyworks iOS version 2.0.0 (24) 2/16/21

tastyworks iOS version 2.0.0 debuts a brand new layout to streamline your trading experience better. Some noticeable changes to the application's overall layout include the following:

  • The menu bar is now in a fixed position
  • Switching between trading accounts
  • Switching Trade Modes in the Trade tab


Menu Bar Location

To help with navigating between different areas of the mobile platform, the menu bar at the bottom of the application is now in a fixed position and no longer pops up into the application.  As a result of the change, the Filter button has moved to the top right corner of the application.

Animated example of the menu bar location, the filter's new location, and the account/app menu


Switching Between Trading Accounts

You can now view account details, quickly switch between accounts, and reach the setting menu by tapping the account icon listed on the application's top left corner. As a result of this change, you can now view which account you are trading in at all times by referring to the account icon displayed in the top left corner. 

Animated example of how to switch between trading accounts

 

Once in the accounts menu, you can tap on any account icon to view the details of the account.

Illustrated example of account details


Also, you can get a quick overview of all of your accounts by tapping the Overview icon.

Illustrated example of account overview


Switching Trade Modes in the Trade tab

Another noticeable change to the iOS trading app is the Trade Mode button's location to switch between trading modes. 

Animated example of the changing Trade Modes in the Trade tab.


tastyworks desktop version v1.13 & web browser platform 2/2/2021

Our most recent update to the desktop and web browser platform now includes the ability to trade Cryptocurrencies! The tastyworks desktop version 1.13 includes the Crypto trading mode inside the Trade tab. Also, the tastyworks web browser platform now allows you to trade crypto using the stock trading mode. That said, during the initial rollout period for cryptocurrencies, you will only be able to view or cancel working crypto orders on the mobile platform. To learn how to place a Crypto trade on both platforms, please click here.


To trade cryptocurrencies, you must enable Cryptocurrency trading on your account. To learn how to enable cryptocurrency,  please click here.


Crypto Trading Mode on the Desktop Platform

To trade cryptocurrencies on the desktop platform, go to the Trade tab and select the Crypto trading mode. To learn how to place a Crypto trade on the desktop platform, please click here.

Crypto trading mode in the Trade tab of the desktop trading platform.


Crypto Trading (via Stock mode) on the Web Browser Platform

You may trade cryptocurrencies on the web browser platform by going to the Trade tab and utilizing the Stock trading mode. To learn how to place a Crypto trade on the web browser platform, please click here.

An example of a Bitcoin order lined up in the stock trading mode on the web browser trading platform.



tastyworks Android version 1.11.3 2/1/2021

The tastyworks Android version 1.11.3 includes some small redesigns to the Portfolio tab to align the user experience with the desktop trading platform. 


Landscape mode 

You can now view positions and more columns by rotating your phone and viewing it as a landscape. One thing to keep in mind is that the app will revert to portrait mode when lining up any closing or rolling orders.

Example of the iOS Portfolio tab in Landscape Mode


No more symbol subgroups

When you expand a symbol group, the displayed columns align with the displayed columns in the Portfolio tab, similar to when you expand a symbol group on the desktop trading platform. 

Example of symbol subgroups aligning with displayed columns in the Portfolio tab


Expanded working order details

You can now view complete working order details when viewing them through the Portfolio tab. Additionally, order action buttons (yellow box) now display at the bottom of each working order so you can quickly line up a similar or opposite order and replace or cancel the order. 

If you do not see any of your working orders displayed when you expand a symbol group, tap the FILTER icon (green box) on the bottom right corner to display working orders.


Example of a working order displayed in a symbol group.


tastyworks desktop version v1.12 12/16/20

tastyworks desktop version 1.12 features the long-awaited Order Chains feature to help you when tracking rolls or adjustments to any of your options orders. 


Order Chains

Have you been using spreadsheets to keep track of your options' progress from when you initially open it and make adjustments to when you finally close it? Well, you can kiss that habit goodbye with Order Chains, located in the right-hand sidebar. To learn more about order chains, please visit our overview by clicking here.


tastyworks desktop version v1.11 11/11/20

tastyworks desktop version 1.11 features several improvements and additions ranging from improved charting functions to a new earnings watchlist.

  • Continuous futures charting
  • Chart note annotations and Icon
  • Hiding controls on tastycharts
  • A new red ITM Indicator for 0 Days-to-Expiration (DTE) 
  • Updated earnings and market indicators watchlists


Continuous Futures Charting

You can now view a continuous chart of a futures contract by typing a dollar sign ($) in front of the futures root symbol. For example, if you wish to view a continuous futures chart of /ES, then you can enter $/ES into the symbol field, as illustrated below.

Example of a continuous /ES chart after entering $/ES


Chart Note Annotations and Icon

You can now take on-chart note-taking to the next level by annotating a note by adding an arrow. Furthermore, to prevent clutter on a chart, you can also hide a note on a chart by turning it into a 'T' icon. To add an arrow or turn a note into an icon, double-click the text after adding a note with the Text Note tool. These expanded note-taking features also extend to the Charts tab as well. The screenshot below illustrates (clockwise from the top-left quadrant) where you can find the Text Note tool, the note customization menu, a note shown as an icon, and an example of a note with an arrow added to it.

Example of the expanded note-taking features


Hiding controls on tastycharts

To optimize space and reduce clutter, you can hide the toolbar on the y-axis and scrollbar on the x-axis displayed in each chart within tastycharts. You can quickly hide the controls by unchecking the Show Controls box located at the top right corner of the tastycharts window.

Location of the Show Controls box and example of the toolbar and scrollbar hidden.


Red ITM Indicator for 0 Days-to-Expiration (DTE) 

Now, any in-the-money (ITM) option options with zero days-to-expiration (0 DTE) will display a red ITM indicator instead of a yellow ITM indicator. Furthermore, any cash-settled index with an AM-expiration will display a red ITM indicator on the last trade date. You can now quickly pick apart any symbol group and options leg(s) with 0 DTE.

Example of a red ITM indicator on a 0 DTE options leg


Updated Earnings and Market Indicators Watchlists

We have tweaked our preset watchlists to now include tasty Earnings and All Earnings. The tasty Earnings watchlist lists in tasty and All Earnings lists in Presets. While both watchlists display stocks with an upcoming earnings date, the Tasty Earnings watchlist adds a level of "tastytrade-inspired" scrutiny. We also included the Market Indicators watchlist to provide you with insight into the market's overall cadence such as advancers/decliners. To learn about our watchlists and other preset watchlists, please click here.


tastyworks iOS version 1.16.0 (5) 10/22/20

The tastyworks iOS version 1.16.0 includes some small redesigns to the Portfolio tab to align the user experience with the desktop trading platform.


Landscape mode 

You can now view positions and more columns by rotating your phone and viewing it as a landscape. One thing to keep in mind is that the app will revert to portrait mode when lining up any closing or rolling orders.

Example of the iOS Portfolio tab in Landscape Mode


No more symbol subgroups

When you expand a symbol group, the displayed columns align with the displayed columns in the Portfolio tab, similar to when you expand a symbol group on the desktop trading platform. 

Example of symbol subgroups aligning with displayed columns in the Portfolio tab


Expanded working order details

You can now view complete working order details when viewing them through the Portfolio tab. Additionally, order action buttons (yellow box) now display at the bottom of each working order so you can quickly line up a similar or opposite order and replace or cancel the order. 

If you do not see any of your working orders displayed when you expand a symbol group, tap the FILTER icon (green box) on the bottom right corner to display working orders.


Example of a working order displayed in a symbol group.


tastyworks desktop version v1.10 10/13/20

tastyworks version v1.10 features two new features. If you love charts or are a frequent user of alerts, you'll find the update to v1.10 as a welcome addition.


tastycharts

Are you a frequent user of charts? Well, you can now view multiple charts in a 2x2 grid in a separate window. To access tastycharts, click the tastycharts tab icon from the tab menu. It is the fourth icon below the Activity tab, as illustrated below.


You can view up to a 2x2 grid of charts, add indicators and drawings to each chart, as well as other similar features already available in the Chart tab.

Please Note: The ability to view a 2x2 grid of charts in tastycharts depends on various factors such as your monitor's size, resolution, scaling, etc. When you reach the display limit, the number in the column and row will no longer advance.


To learn more about the tastycharts and the Chart tab, please click here.


Alert Sorting

If you have a long list of alerts that you keep track of, you can now sort your alerts by selecting Created At, A-Z, Z-A, Triggered Price Asc (Ascending), or Triggered Price Desc (descending) from the dropdown menu. To learn more about setting alerts, please click here.


tastyworks Android v1.10.4 (201) 9/30/2020

tastyworks Android version 1.10.4 features two new additions to help you distinguish AM-expiration options and watchlist organization.

  • AM-Expiration options tags
  • Nested watchlists


AM-Expiration Options Tags

AM expiry options now display an AM tag, similar to the desktop and web browser trading platform. AM expiration options tend to affect cash-settled index options such as SPX, NDX, VIX, etc. To view a list of cash-settled index options, including last trade dates and expiration times, please click here.


Nested Watchlists

Again, similar to the desktop trading platform, the Android platform nests built-in watchlists for better organization. Any custom-built watchlists will list beneath the Positions watchlist. To learn more about our preset watchlist, please click here.


tastyworks desktop version 1.9 9/14/2020

tastyworks desktop version 1.9 debuts two new notable additions for users who like tracking changes in the IV index or have multiple trading accounts.


IV Index 5 Day Change

You can now view the five day IV index change by adding the IV Idx 5 Day Change column to any watchlist. The IV index, in short, is the 30-day implied volatility. The IV Idx 5 Day Change column can quickly inform you whether there has been a recent expansion or decrease in IV over the past five trading days. To learn how to add or remove columns, please click here

IV Idx 5 Day Change column illustrated in the left-hand gutter watchlist


Account Symbols

Do you have multiple tastyworks trading accounts? Well, aside from differentiating them by color, they are now distinguished by a symbol based on the account type. To learn more about account labeling, please click here.

Example of Account Symbols illustrated in the desktop platform


tastyworks desktop version 1.8 7/15/2020

tastyworks desktop version 1.8 debuts a new trading mode in the Trade tab: Grid mode! You can now place orders for stocks, ETFs, outright Smalls contracts, and outright futures using the Grid mode. 


Grid Mode

Do you base your trading decisions on a chart? Well, you can now take that one step further with the Grid mode in the Trade Tab. You can display multiple charts and underlyings when using Grid mode. To take that one step further, you can also line up trades within the chart when using Grid mode.

To access the Grid mode in the desktop trading platform, proceed to the Trade tab, then select click the Grid button or select Grid from the Trade Mode dropdown menu. To learn more about the Grid mode, please visit the How do I place a trade in Grid mode article.


tastyworks desktop version 1.7 5/27/2020

tastyworks desktop version 1.7 features several new additions and improvements. Some notable additions include platform font size customization, setting default profit and loss percentages for bracket orders, and a number of Pairs Trade mode improvements. Also, portfolio margin (PM) account holders now have expanded Cap Req reporting.


Platform font size adjustments

You can now adjust the platform's zoom factor to increase or decrease the size of any displayed text on the desktop trading platform. To learn more about changing your platform's display zoom settings, please click here.


Default Profit/Loss % Setting for Bracket Orders

Do you regularly use bracket orders and have a set profit and loss percentage that you often use? You can now set default Profit % and Stop Loss % for stocks/ETFs, single-leg options, and outright futures. To learn more about setting a default percentage for bracket orders, please click here.

location of default profit target % and stop loss %


Pairs Trading Improvements

Futures Notional Value

Do you regularly perform outright futures pairs trades? If so, and you wanted to view the notional value instead of the contract's spot price, you now have the option to view the notional multiplier for futures in Pairs Trade mode. To learn how to enable the notional multiplier for futures, please click here.


List of Preset Pairs

This update includes a list of preset futures, Smalls, and stocks pairs trades (orange arrow). Pairs trades listed in the Presets list are approximately equal in notional value and serve as a reference. Smalls trading will be available on June 1, 2020.


Expandable Pairs Chart Viewing Options

Pairs Trading mode now includes expanded chart viewing options. You may enlarge the chart by clicking the expand icon (orange box) and choose between a one-day, one-month, or one-year chart (yellow box).

example of expanded pairs trading mode chart and location of various chart intervals


Expanded Capital Requirement (CAP REQ) Reporting for PM accounts

PM accounts can see the Regulation T (standard margin) or PM capital requirements for open positions. A Reg T column will only appear to the right of the Maintenance column for PM-enabled accounts. The numbers listed in this column serve as a reference to the capital requirement if the account did not have PM. To learn more about Cap Req, please click here.