tastyworks desktop version 1.5.1 2/19/2020
tastyworks desktop version 1.5.1 includes several new additions. Features include the ability to view the ex-dividend date in the center Watchlist Tab, as well as quickly see where the ex-date lies when viewing an options chain in the Table Mode, similar to the way an upcoming earnings announcement displays. The center Watchlist Tab also includes expanded IV Rank filtering, namely, the ability to filter for IVR less than 0 and greater than 100. Are you confused about how IVR can be less than 0 or higher than 100? Well, continue below to learn more. Lastly, if you like to export your Positions to a CSV, then it now includes IV Rank when you add the column to your Positions Tab.
Ex-Dividend Date Display
Similar to the way an upcoming earnings date displays in the Table mode, upcoming ex-dividend dates (when published) will display as a blue line above the options expiry the ex-dates falls in, as illustrated below. This can be especially helpful when determining dividend risk. To learn more about dividend risk, please click here.
Ex-dividends dates also display in all watchlists of the desktop trading platform. Before, the ex-date only displayed in the right-hand sidebar, but now you may add the Dividend At column to your any of your watchlists to view any upcoming ex-dividend dates. Remember, dividends are not paid out on the ex-date. Instead, it is when the stock trades without the dividend. To learn how to add or remove columns, please click here.
IV Rank Filtering in the Watchlist Tab
The Watchlist tab now includes expanded IV Rank (IVR) filtering capabilities. You may now filter for stocks or ETFs with an IV Rank less than 0 or greater than 100. To learn how to screen or filter for stocks/ETFs in the Watchlist tab, please click here.
Are you wondering how IVR can be less than 0 or higher than 100? In short, IVR can be less than zero when the low for IV gets tested intraday. Conversely, IVR can be greater than 100 when the high for IV gets tested intraday. That said, IVR will reset back to the 0-100 range since a new high or low is established as long as the high or low does not get tested again. To learn more about this, please click here.
IV Rank in Position Export (CSV)
Do you have a knack for spreadsheets, but were clamoring for the IV Rank of your positions? If this sounds like you, then clamor no more. IV Rank now exports with your Position CSV (spreadsheet) export, as long as the IV Rank column is added in your Positions tab. Please note that exported data is not live and will only include the displayed data at the time of export.
tastyworks desktop version 1.5 1/13/2020
Aside from the usual back-end improvements, version 1.5 for the desktop trading platform includes an option for customers on a managed network (corporate or public) to sign into their platform by ignoring their systems proxies. In other words, just another way to stick it to the man so that you can log in to the desktop platform! However, if you do not have any issues logging in with the network you're on, then you won't need to use this.
Expanded Advanced Options for Logging In
If you're one of the few customers who cannot log into the desktop trading platform due to permission settings by the network administrator, then you have one last resort to Ignore System Proxy Configuration to see if that gets you through. After launching your platform, click Advanced Options below the Sign In button. To learn more about this, please click here.
tastyworks Android v1.9 & iOS v1.12 1/9/2020
tastyworks Android version 1.9 and iOS version 1.12 now features the ability to view, revise, and cancel any of your working bracket orders in a neatly encapsulated window similar to the desktop trading platform. Additionally, you can now see the Trade Info of any order lined up in the order ticket during order entry.
Viewing Bracket Order Details
If you have any working bracket orders (OTOCO or OCO) then you can now view the entire order on one screen through the Activity tab to make adjustments or cancel any portion. To learn more about viewing working bracket orders on your iOS device, please click here.
Trade Details During Order Entry
Similar to the desktop and web browser trading platform, you can now quickly view the max profit (Max P), Max loss (Max L), POP, etc. position that you have lined up in your order ticket. For further instructions, please click here.
tastyworks desktop version 1.4 12/9/2019
tastyworks desktop version 1.4.X features the option to give your account a nickname! By default, your account is labeled by your account type, for example, Roth IRA. However, if you want to name it something else, then have at it by logging in to your account tastyworks.com. For instructions on how to change your account nickname, please click here.
Example of nicknamed account:
After giving your account a nickname at tastyworks.com, it will reflect on your platform after restarting it. Below is an example of an Individual account nicked named to $Maker.
Ex-Dividend Date Column in the Positions tab
Furthermore, we've also added the ability for you to view the ex-dividend date as a column in the Positions tab. If any of your stocks or ETFs pay a dividend, then an ex-dividend date will list. To learn how to add Ex-Dividend Date as well other columns to your Positions tab, please click here.
Viewing the Beta-Weighted Delta of an Order
Lastly, you may now view the beta-weighted delta of a trade lined up on the order ticket. To view, just click Delta and it will interchange from the raw delta to its beta-weighted delta. To learn more, please click here.
tastyworks desktop version 1.3 12/2/2019
tastyworks desktop version 1.3.X features the long-awaited bracket orders–namely One Triggers a One Cancels Other (OTOCO) order and One Cancel Other (OCO) order. OTOCO's are utilized when establishing a new position, while OCO's are used on existing open positions. You may use bracket orders on stocks/ETFs, single-leg equity/ETF options, and outright futures (including micros). For an instructional video and detailed write-up on how to set up a bracket order, please visit our "How to Set Up a Bracket Order" help article by clicking here.
Example of OTOCO Order Setup
Example of OCO Order Setup
tastyworks desktop version 1.2 11/6/2019
tastyworks desktop version 1.2 features the ability to save and export your chart settings to a tastyworks chart file (.twchart file). This feature allows you to save your chart settings, indicators, and drawings without needing to set it up each time if you prefer to view different chart styles. Additionally, you can share your chart settings with any other tastyworks user by sharing your tastyworks chart file and importing it into your chart tab. To learn more about saving, exporting, and importing charts, please click here.
tastyworks desktop version 1.1 & v0.44.14 10/30/2019
tastyworks version 1.1 and 0.44.14 now feature the ability to chart individual options. You can quickly view the chart of an option by going to the Trade tab and viewing Table mode. Once you expand an expiration, you can see the chart of an individual option by going right-clicking the bid or ask area of an option's strike. For further instructions, please click here.
Below is an example of a SPY Nov15 303 Call chart:
tastyworks mobile platform (IOS) version 1.10 9/11/2019
iOS version 1.10
tastyworks mobile version 1.10 for iOS includes the following additions:
- Landscape mode for Watchlist tab
- Days to Expiration (DTE) column in Positions tab
- Connection Status Indicator
Landscape mode for Watchlist tab
tastyworks mobile version 1.10 most notable feature addition is landscape mode for the Watchlist tab. Give it a try after you update your app by turning your phone horizontally. If you're turning your phone horizontally, and don't see the app rotate, then make sure you updated your app to version 1.10. Additionally, you'll want to turn off the orientation lock.
Connection Status Indicator
Now, you can quickly see if your platform is connected. The status indicator will either be green or yellow. The connection status indicator is in the bottom right-hand corner of the mobile platform:
Green = Connected
Yellow = No connection/Attempting to connect
tastyworks desktop version 0.44 8/26/2019
Version 0.44 features several enhancements. This recent update includes the following:
- AM-Expiration and Expired Option designations
- Portfolio ePoP in the account header details
- 52-Week High and 52-Week Low watchlists
- Viewing the BP effect during order entry
- The ability to change the Overview chart time intervals in the right-hand sidebar
- Help Center loads on your computer's default web browser
AM-Expiration and Expired Option Designations
Not all options expire at the market close, namely cash-settled index options and some futures options. Now, options that have an AM expiration denote with an orange AM icon on the option leg within your Positions tab.
However, options that have expired indicate with an Exp in the days-to-expiration (DTE) area of the option leg.
Equity Probability of Profit (ePoP)
The Probability of Profit, which refers to the chance that your position(s) make at least $0.01, is now extended to a portfolio level: Equity Probability of Profit (ePoP). To view this metric, just add the ePoP column to your account header details. The ePOP displayed in the Account Header Details is beta-weighted. To learn how to customize your account header details, please click here. To learn more about PoP, please visit our friends at tastytrade by clicking here.
52-Week High & 52-Week Low Watchlists
We've expanded our built-in watchlists offerings by adding two new watchlists. Underlyings that hit a fresh yearly new high or low now populate in their respective watchlists. To learn more about our built-in watchlists, please click here.
BP Effect During Order Entry
Now, you can view the estimated buying power effect of a trade during order entry in the Trade Info bar, located above the order ticket.
Expanded time intervals the right-hand sidebar Overview tab chart
The chart that displays in the Overview tab of the right-hand sidebar now has three different time intervals: 1-Day (1D), 1-Month (1M), and 1-year (1Y). To learn how to access the right-hand sidebar in the desktop platform, please click here.
Help Center loads on your computer's default web browser
When you click the tastyworks Help Center icon in the desktop platform, it will now load on your computer's default web browser. We suggest using Google Chrome when viewing our Help Center, as well as initiating any chats with our support team.