TAT v4.0 is now available with a number of new features, improvements and bug fixes. We recommend everyone upgrade to it soon. In addition to software updates, we're excited to launch new support and training resources as well!
TAT Academy Training Library
Access a growing collection of step-by-step video tutorials
New Support Center
  • View unified ticket history across all support channels
  • Submit tickets by email or directly through the TAT platform (including one click log file upload) More info here
  • Explore our all-new hub here
UI Updates
  • Cleaner, more modern design for effortless navigation.
  • Integrated help articles and training videos throughout the app.
  • One-click support ticket submission and automatic log file upload, via the new Support Center button on the left menu.
  • Color coded broker banner on the left menu, to easily identify broker if trading at multiple brokerages.
  • Added new Live Data page (which is now the home for R1/EM breach levels, along with all open, previous close, gap, and intraday movement data.)
Integrated OAuth Sign-In for TradeStation and Schwab
  • Seamless broker authentication with Schwab and TradeStation via OAuth completely inside the TAT application making it quicker and easier to renew your authorization.
  • It also has the benefit of no longer needing the refresh token linked to your TradeStation/Schwab account to be encrypted and stored on the TAT servers. It is now passed directly down to your local TAT install, and encrypted and stored on your TAT computer only.
  • NOTE: You will need to update your Schwab and TradeStation broker links after upgrading.
Template & Schedule Portability
  • Easily import and export trade templates or schedules with just a few clicks.
  • Move setups from test to live, between brokers, or share with fellow TAT traders.
Trading New Features / Changes
  • Added SMA Daily and RSI conditions to your strategies.
  • Customize EMA lengths with full user control.
  • Reworked trade trigger processing to check the "Condition" on the trade execution, so the trigger gets logged immediately, before checking the "Condition" that may be assigned to the trigger. This does not change how the Start and End time on a trigger work, where triggers are dropped immediately if received outside of their active time window. This change will prevent triggers getting missed due to outdated VIX or other condition data. Max executions now refers to triggers received during the entry time window that made it to the task schedule.
  • Resumed automatic exporting of trade .CSV file after the close every day.
  • Speed up entry processing to enter scheduled trades as close to :00 seconds as possible.
  • Updated logic for closing trades to include longer DTE or valuable long legs, even if stop is on short only.
  • Updated after hours SPX price estimates to calculate using 1 DTE SPX options pricing, instead of ES.
  • Updated logic for Delta conditions and account level delta display to be specific to a single ticker.
  • Added an option on trade templates to allow the trade to select strikes that conflict with a previous trade (i.e. short strike that is a long strike in an open trade). This is only allowed if the new trade does not have a stop or profit target order and is only supported at IBKR. This can be useful when trading very narrow spreads that are likely to overlap. More information
Bug Fixes / Other Changes
  • New logic to ensure previous day's expired contracts are not put in the list of contracts to request data for (even though they are returned by IBKR in the positions list) because the could cause TAT to incorrectly think data is outdated and refresh all quotes.
  • Fix Issue at TradeStation not properly placing partial qty profit target OCO order.
  • Corrected rare issue where trade might use incorrect failover trade template if multiple trades are opening simultaneously (TradeStation, Tradier, Schwab).
  • Corrected order confirmation popup that may have shown incorrect type of order.
  • Corrected possible error when trying to convert to trailing stop at IBKR with an invalid offset price (i.e. .01 for SPX)
  • Fixed bug where stop adjustments for long trades that were tied to partial profit targets being hit, were triggered immediately in some situations.
  • Updated logic to ensure the 10% beyond stop safety feature doesn't fire unless the trade stays beyond the stop for 10 consecutive seconds. This was not working as intended if price was flickering above and then below, for longer dated calendar trades.
  • Improved logic to prevent debit trades from entering if quotes for any legs are possibly outdated.
  • Fixed issue with IBKR version, where SPY/QQQ was loading more strike quotes than necessary.
  • Fixed UI issue where triggers list wasn't properly displaying the Qty when using PctAllocation.
  • Fix where stop adjustments on trades using Short price only as stop basis, were using the spread price when making adjustments.
  • Removed some unnecessary logging for non TAT trades from log file