Changelog
Follow up on the latest improvements and updates.
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Several updates based on recent feedback:
Trading New Features / Changes
- Added a 10 second delay to the 10% beyond stop close logic to allow enough time for the stop order to trigger and be filled at the broker. This will also prevent false positives due to brief issues with quote data.
- Added option for the user to configure the amount of consecutive time (in seconds) your daily profit target needs to be met before closing trades will be submitted. Default value if not set is 15 seconds.
UI and other Updates
- Remember last used broker when signing in to TAT.
- Added leading 0 to log naming convention (i.e. 08082025).
- Reset contract warning message overnight.
IMPORTANT: This update must be installed by all users to continue trading with TAT on Monday, August 4th. See below for more information.
Multi Factor Authentication and Security Updates
This new release includes a lot of work behind the scenes on the authentication and API communications between the TAT application and the TAT server. Among other improvements, this now enables TOTP (Time-based One-Time Password) based MFA (Multi-Factor Authentication), which is a security method that adds an extra layer of protection to online accounts by requiring a unique, time-sensitive code generated by an authenticator app, in addition to a username and password. This code, a 6-digit number, changes every 30 seconds and is used as a second factor in the authentication process.
With MFA enabled, you will need to provide the rotating code when signing in to the TAT website or TAT application from a new device. For now, this is optional, but it is
highly recommended for all users
. To learn more and to enable MFA on your account, please see these instructions.Updated Passwords Required
As part of the security updates to enable MFA authentication, all existing TAT password have been marked expired. As a result, each user will need to go through the password reset process in order to sign in to TAT. https://tradeautomationtoolbox.com/reset
Once your password is reset, TradeStation (and Schwab beta) users will need to link their brokerage accounts to TAT again. Tradier users will need to enter their Tradier API key in the TAT settings again and re-save. Nothing additional is required for IBKR users beyond saving their password.
Trading New Features / Changes
- Added a new setting in TAT to configure it to automatically reconnect during market hours or Always in the event you forget to push the connect button, or the connection is lost for any reason. This can be enabled on the TAT Settings page under Broker settings and will hopefully eliminate many issues where connections are lost overnight.
- Added a new Safety Feature which can be enabled to have TAT automatically close a trade once it moves more than 10% beyond the stop trigger value. This feature is an emergency tool to allow TAT to close a trade quickly in the event the stop order doesn't not get executed by the broker as expected. It will cancel the stop order and submit a market order to close the trade. (Same process as manually selecting the Close Trade > Market Order button in TAT.) This can be enabled under Safety Features on the TAT Settings page.
- Improved logic for VIX condition data checks to be more tolerant of periods of time where VIX price doesn't move for a minute or more, which was making the price look outdated and causing triggers to fail to execute.
Bug Fixes
- Fix issue where TAT would attempt to briefly replace cancelled stops just after the market closed, while it was running end of day processes.
- Fixed issue where sometimes instant trade previews would fail with a message about not being able to enter a trade with a qty of 0.
- Corrected issue that caused stop adjustments for calendar/double calendar trades to not execute in some scenarios.
- Correct inaccurate confirmation message that indicated stop or profit target amounts were changed, even if no trades were selected.
- Increase the amount of 1 minute bar data loaded for EMA calculations, to ensure EMA's can still be calculated even after a 3 or 4 day holiday weekend.
UI and other Updates
- Added the ability to filter the Scheduled Tasks list by the Status column.
- Update webhook notification processing to deliver all "Urgent" warnings, regardless of trade notification toggle settings for webhook notifications.
- Remove the built in restriction preventing opening IronCondor and IronCondor-Full trades with inverted short legs. (The default Min OTM of 0 will still prevent this, but those can be set to a negative amount to allow an inverted entry, if desired.)
This update is required to continue trading at TradeStation starting July 14, 2025.
There were changes made to the underlying authentication logic for TradeStation users, which requires all access tokens to be regenerated and users to relink their TradeStation accounts on the TAT website. (This does not impact trading at IBKR or Tradier.)
Bug Fixes
- Improved performance in scenarios in IBKR trading for users with a LARGE number of trades open, particularly later in the day, which caused the stop checks and trade entry to overlap.
NEW - Condition Failure Template
A new approach to scheduled trades with conditional entries allows you to select a second trade template to be entered if the Entry Condition is not met. When you configure a Condition Failure Template, then your trade will always enter either the normal Trade Template or the Failure Template depending on the condition value.
This is especially helpful for things like EMA trades. For example, you might use the EMA5 > EMA40 Condition and if it is True at execution time, then you might enter a Put spread template, but if it is False then you can use the Failure Template to enter a call spread instead. (This eliminates the need to have two entries in your schedule for each EMA entry time.)
Performance Improvements
Version 3.2 includes a completely rewritten TAT Scheduler engine, built to improve UI responsiveness and performance, especially for TradeStation and Tradier users.
Trading New Features / Changes
- Added ES, SPY and QQQ prices as inputs for Trade Conditions.
- Include extended hours data for SPY and QQQ in EMA calculations.
- Update BP calculation for PctOfNetLiq entries at TradeStation to count BP required for both put and call sides if they are different widths.
UI and other Updates
- Added Short Bid and Short Ask columns to the column chooser on the Dashboard trade grid.
- Added ContractCount towards your subscription level to trade export.
- Updated logic for SPX previous close to use proper settlement value for IBKR, instead of 3:59 bar provided.
- Improved outdated quotes detection and recovery for TradeStation
- Added broker logo to top of TAT Dashboard page
Bug Fixes
- Corrected issue where ShortStrangle trade type commissions were sometimes not saved properly for IBKR trades.
- TAT for Tradier will no longer automatically connect during the midnight reset process, if you had disconnected on purposes during the day.
- Corrected issue that resulted in Tradier SPX price estimation being off on days with a large gap at the open.
This update includes several small changes and bug fixes. It is a recommend upgrade for everyone.
Important Change - Premium & % of Net Liq Allocations
- Added Min Qty to Scheduled and Triggered trades set to use PremiunAllocation or PctOfNetLiq Qty calculation. This is a change in current behavior and could result in trades not being entered if you previously allowed TAT to open a minimum of 1 contract even if your allocation was too low. More Info
Trading New Features / Changes
- Update Slippage calculation for trades with stop set to Short only and excess longs being resold to only count the difference between the stop trigger price and the fill price for the short leg stop order only, ignoring the resold long.
- Require daily profit target amount to be met for 15 seconds consecutively before trade closes trigger. This will prevent closing trades early, due to a quick spike or erroneous pricing information on a given trade resulting in a temporarily inaccurate profit calculation.
- Added the ability to select trade strikes based on a specified distance from the open price (SPX only) More Info
- Automatically cancel trade entries at IBKR in the event the order is rejected due to low buying power. This will prevent repeated attempts all resulting in rejected orders while stop orders from existing trades may have been cancelled while working the new trade.
Bug Fixes
- Automatically recovery if VIX data stream is outdated for TradeStation
- Correct order entry issues at TradeStation for users in regions with comma decimal separators using PctOfNetLiq allocation.
- Better handle the unexpected situation where TWS returns a duplicate orderID error, but allows the order to activate anyway.
- Fix to correctly handle SPY and QQQ strikes at .50 increments for TradeStation
- Additional logic to refresh outdated market data at TradeStation in the event a close order doesn't fill properly due to incorrect price for the long option.
- Update SPX estimation logic for Tradier which was sometimes slightly off later in the afternoon.
- Added Max width to the Trade Template dropdown in the system to keep a long template name from causing the dropdown to grow and push other items off of the screen.
- Correct logic to saving closing price which was incorrect in a specific scenario involving long call and puts trades close with partial profit target and then stopped out the remaining qty.
This update includes several small changes and bug fixes. It is a recommend upgrade for everyone.
Trading New Features / Changes
- Improve wide bid/ask trade abort checks to allow for wider bid/ask spread for higher priced trades.
- Added additional safety check to ensure that live stop orders are correctly on either vertical or short legs only.
Bug Fixes
- Improvements to recovering IBKR lost data feeds.
- Correct SPX ticker used for TradeStation 1 minute bar data, which had resulted in incorrect opening price in some cases.
- Fix for VIX opening price for IBKR when it wasn't printing as quickly after the open as expected.
- Prevent TAT from erroneously trying to convert debit trade to short only stops at the schedule time.
- Corrected for an issue with Tradier not activating entry orders as expected, which resulted on one occasion with extra entries opened for several users.
- Corrected an issue at IBKR which rarely resulted in an extra entry, if a trade entry was cancelled by TAT prior to a fill notification being received, but was then subsequentially partially filled at IBKR.
new
improved
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v3.1.52 Maintenance Release
This update includes several small bug fixes. It is a recommend upgrade if any of the changes below are relevant to your trading.
Trading New Features / Changes
- Adds support for ExpectedMoveBreach triggers (R1) for TradeStation trading.
- Adds logic for IBKR REL orders for TAT to automatically adjust the REL limit price to be $2 above the limit trigger price, if the user's configuration of the REL order resulted in a REL limit below the stop trigger price. This should prevent the situation where REL stops do not fill because of the limit price accidentally being set too low.
Bug Fixes
- This release includes updates for ES contract selection from v3.0.19 that were left out of release 3.1.50.
- Fix for Tradestation installations not resetting the trade list overnight in some situations
- Bugfix for partial profit target fill at Tradier, which in some cases resulted in re-submitting stop order for the original, full trade qty, not the reduced amount after the partial fill.
This update is recommended for all users. It adds several new features and corrects several minor bugs and it is required for trading with TradeStation or Tradier.
TradeStation & Tradier
Trading at TradeStation and Tradier are now available for all TAT users.
Trading New Features / Changes
- Added % of Net Liquidity as an option for determining the quantity for trade entries. More Information
- Ability to change Min OTM settings to target IronFly trades not centered at the money (ATM)
- Added SPXChangePts and SPXChangePct (current price compared to prior day close) as options for Trade Conditions.
Other Updates
- Updated underlying IBKR API version to hopefully support more stable connections to TWS
- Ensure webhook trades are not entered if webhooks have been disabled on the Settings page.
Bug Fixes
- New safety features to avoid ensure live data is available and stop monitoring is functioning properly.
v3.0.19 maintenance release is available now.
IMPORTANT: If you trade ES options, this update is required.
Bug Fixes:
- ES options trades not executed with non-weekly expirations
- Stop Limit offset setting lowered to .40 for high value stops (10.00 or more)
- Daily profit target not firing as expected if you have calendar trades open.
v3.0.15 maintenance release is available now.
This release corrects an issue with contract selection on dates with quarterly and weekly expirations, such as is coming up this Friday March 20th.
IMPORTANT: If you trade ES options, this update is required.
If you do not trade ES, this upgrade is is optional.
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