tastyworks desktop version 0.43 7/24/2019

Aside from the usual back-end improvements and front end enhancements, version 0.43 expands on the Cap Req feature built into the Positions tab. 


Capital Requirement Report Improvements

The Capital Requirement Report now includes the Buying Power Effect, Initial (Margin) Requirement, as well as the Maintenance Requirement of all your open positions.  To learn how to access the Cap Req Report, please click here.

Buying Power Effect

Buying power returned after closing the position or strategy.


Initial Requirement

Margin requirement used in the buying power calculation.


Maintenance (Requirement)

Buying power needed to maintain the position without generating a maintenance margin call.



tastyworks desktop version 0.41 6/26/2019

Version 0.41 features the addition of an expanded and customizable Account Header Detail view. The first five columns: Net Liq, P/L Day, P/L YTD, Options BP, and Stock BP are fixed. However, users now can add up to eight additional account level metrics, including:

  • Today's Trade (count)
  • Day Trade Counter
  • P/L Open
  • Extrinsic
  • Net Delta
  • Net Theta
  • Net Vega
  • Net Gamma


To learn how to customize your Account Header Detail view, please click here.



tastyworks desktop version 0.40 6/17/2019

Apart from the usual back-end improvements, the latest version 0.40 includes two new features.


Rolling Up or Roll Down in Same Expiration

The rolling feature built in the positions tab includes an option to roll up or down in the same expiration. This feature can help when rolling the untested side of an iron condor or strangle. 


Additionally, "Roll Expirations" displays the next four available expirations. 


Most Liquid ETFs Watchlist

The "Most Liquid ETFs" watchlist now joins the platform's arsenal of built-in watchlist. The list includes the 21 most active ETFs in terms of options volume and liquidity.


tastyworks desktop version 0.39 release 5/23/2019

Just like prior version releases, the bulk of the updates are back-end system improvements. However, v0.39 most noticeable addition is the creation of submenus when accessing the watchlists drop-down menu in the left-hand sidebar and the Watchlist tab.


Watchlist Submenus

When navigating to the watchlist drop-down menu, built-in watchlists are inside the Presets submenu. Your portfolios positions are inside the Positions watchlist, and any of your custom watchlists will list beneath it which is separated by a line.


Aside from back-end system improvements, v0.38 includes an expanded upcoming earnings watchlist.


Upcoming Earnings Watchlist

Stocks in the next 7-days with an upcoming earnings announcement and have a 3-star liquidity rating on the S&P 500, Russell 1000, and tastytrade stocks watchlist. This list updates weekly (on Saturday). You can access this watchlist in the Watchlist tab or the watchlist drop-down menu in the left-hand sidebar. To learn about our other built-in watchlists, click here.


tastyworks desktop version 0.36 release 3/28/19

The main changes to v0.36 are back-end improvements and bug fixes. Aside from the improvements, we have three new features debuting in this release. Below, you can find a list of our new features.


Features Added

#1: Quote Alerts now include an audible alert on the platform.


#2: Customized Beta-Weighting in the Positions tab. To edit beta-weighted symbol, click the gear located in the top right-hand corner of the Positions tab, as illustrated below.

Once inside the Settings menu, enter a symbol inside the Beta-Weighting Symbol text field, and press enter.



#3: Order Status window in the right-hand sidebar now includes 120 days in the Day Filter dropdown menu.