tastyworks desktop version 1.5.4 03/30/2020
The tastyworks desktop version 1.5.3 includes a couple of minor additions to the platform including:
- Small Exchange Watchlist
- individual Underlying Trading Halts and Market-wide Halts
- Viewing Implied Volatility Rank (IVR) on a chart
Small Exchange Watchlist
Although the Small Exchange has not officially released for live trading, you can see the live quotes of their current lineup in the Small Exchange Cash Indicies built-in watchlist.
To learn more about other Built-in Watchlists, including more details about the Small Exchange products, please click here.
Individual Underlying Trading Halts and Market-Wide Halts
As volatility picks up, market-wide halts can become more commonplace. The platform will indicate whenever there is a market-wide halt or a halt to a specific underlying. To learn more about trading halts, please click here.
Individual Underlying Halts
Individual stocks or ETFs that face trading halts will now be indicated with a red HALTED icon wherever the symbol displays.
Market-wide Trading Halts
In the event of a Market-wide trading halt, the platform will display a pop-up when you hover your cursor over the halted icon, as illustrated below
Viewing IVR on a Chart
You can now view the historical IVR of an underlying by going to the Chart tab in the desktop platform or when viewing an enlarged chart in the Web-based platform. To see the historical IVR chart of any stock or ETF type the symbol and add .IVR to the symbol. For example, to see the IVR of SPY on a chart type SPY.IVR into the symbol field, as illustrated below. To learn more about IVR charting, please click here.
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.