Recent Release Notes

tastyworks Android version 3.3.0 - 5/25/22

tastyworks Android 3.3.0 features several UI/UX improvements, bracket order updates, watchlist filtering improvements, and bug fixes. 


New Bracket Layout and Navigation (OTOCO, OCO, and Pairs)

A new layout is available for viewing and editing One Triggers & Once Cancels the Other(OTOCO), Once Cancels the Other (OCO), and Pairs trades. Tap on a working order and then tap on View Complex to review your order or tap on Replace to change your order prices.

One Triggers & Once Cancels the Other (OTOCO)

One Cancels the Other

Pairs Trades

Images of bracket order overview pages

Edit Order Quantity in Bracket Order Window

To edit the quantity of your bracket order simply tap on the order quantity field and a keyboard will populate. Enter the desired number of contracts and then tap on the checkmark in the bottom right of the keyboard. 

Animation of changing order quantity

Custom Bracket Order Keyboard

A new custom keyboard appears when entering pricing on a bracket order. 

Image of new bracket order keyboard

Watchlist Improvements

Several UI/UX improvements to Filtering and watchlist management.

Image of new watchlist filters window


tastyworks Android version 3.2.3 - 5/5/22

tastyworks Android 3.2.3 features several bug fixes, small UI/UX improvements, and the ability to place brackets from the positions tab. Additionally ETF equivalent delta was added to the positions tab columns. 


Trade Bracket Orders from Positions Tab

Users can now submit bracket orders on existing positions through the positions tab. Tap on your position and then tap on the Bracket button. Doing so will populate the bracket order window, where you can place a take profit % and stop-loss order on the same position. 

Animation of placing a bracket order through the positions tab


Bracket Order Legs Layout Change

Bracket order legs are now listed below order pricing details.


Picture of new bracket order layout


ETQ Equivalent Delta in Settings and Positions Tab

You can now toggle show futures delta using equivalent ETF/stock symbol setting within the Android app. Column Header change from "Δ" to "ETF Δ" if ETF Equivalent Delta is enabled. The ETF equivalent delta value displays in place of the "Net Delta" column of futures positions. When enabled, your position's tab Net Delta column shows "ETF Δ." 

Picture of ETF Equivalent Delta Setting and Column location

ETF Equivalent Delta will only appear if your account(s) is enabled for futures trading. Enabling the ETF Delta Equivalent setting in a non-futures-enabled account will not affect the display on your positions page.

Animation of adding ETF Δ to 


tastyworks IOS version 3.1.0 - 5/1/22

tastyworks IOS version 3.1.0 features several bug fixes, UI/UX improvements, and significant changes to the order form window and futures trading capabilities. Below is a brief list of the changes made:

  • Order Form Redesign
  • Roll futures from the positions tab
  • Place GTC (good until canceled) futures orders
  • Added ETF equivalent delta setting


Order Form Redesign

We have made several significant UI/UX changes to the trade table's order form page. This change better organizes the large amount of information listed in the order form window. Users can now scroll through order form editing tools (left and right swipes). Additionally, you can expand the order form window to view additional trade metrics. Tap on the arrow in the top right of the order form window to expand or minimize. 

Animation displaying the new order form layout

GTC Futures Orders on mobile

Users can now place GTC (good until canceled) orders for all CME futures products on the IOS application. GTC orders allow customers to place opening and closing futures orders without needing to replace them at the start of each session. Please see the note below for additional information. 

Picture of GTC selection on the order form


Roll Futures from the Positions Tab

Quickly roll your futures positions on the mobile app through the positions tab. Tap on the futures position you wish to roll and then tap on Roll Futures. An order form will be generated to roll your position to the next applicable expiration (rolling June to September in the example below).

Animation of rolling futures on positions tab

ETQ Equivalent Delta in Settings and Positions Tab

You can now toggle show futures delta using equivalent ETF/stock symbol setting within the iPhone app. Column Header change from "Δ" to "ETF Δ" if ETF Equivalent Delta is enabled. The ETF equivalent delta value displays in place of the "Net Delta" column of futures positions. When enabled, your position's tab Net Delta column shows "ETF Δ." 

Picture of ETF Equivalent Delta Setting and Column location

ETF Equivalent Delta will only appear if your account(s) is enabled for futures trading. Enabling the ETF Delta Equivalent setting in a non-futures-enabled account will not affect the display on your positions page.


Animation of adding ETF Δ to IOS


tastyworks Desktop version 1.22.1 - 4/27/22

tastyworks desktop version 1.22.1 features the addition of GTC (good until canceled) orders for all CME futures products. GTC orders allow customers to place opening and closing futures orders without needing to replace them at the start of each session. Please see the note below for additional information. 

GTC orders for futures cannot be cancelled when the market is closed or between sessions. For example, a GTC order on an /ES future cannot be cancelled between the hours of 4:00pm-4:50pm CST. When the market is in between sessions orders cannot be cancelled from 4pm CST on Friday until 4:50pm CT on Sunday when order routing for CME futures starts back up. Additionally, GTC orders cannot be cancelled during the CME's no cancel periods which a 30 seconds before the market opens at 5pm CT.


tastyworks iPad version 3.0.0 - 4/21/22

Positions Tab and Watchlist Toggle (Landscape Mode)

You can navigate to the positions tab by clicking on the bottom leftmost icon. Here you can view all of your open, working, and closed positions. Filter your positions by-product, symbol, or ascending/descending values. Additionally, the capital requirements window can be opened by tapping on the CAP REQ button in the top right corner. 

Picture of positions tab with button and filter labels

While viewing the positions tab, or any other tab on the Ipad application you can also pull up the preset and personal watchlists. Tap on the fullscreen button in the top right corner of the application to expand or collapse the watchlist window. 

Animation of expanding and minimizing fullscreen

Trade Tab and Order Entry (Portrait Mode)

The only available layout on the trade tab is the classic table mode. Queue orders with the strategy selector tool, or individually click the bid/ask of the strikes you wish to open. You can also filter expiration types, and the number of strikes listed under each expiration. Table columns can be adjusted by tapping on the top header name and selecting a different value (bid/ask columns cannot be changed). 

Picture of trade tab with labels

Activity Tab (Portrait Mode)

The activity tab follows the same look and feel as the other tastyworks platforms. Recent trading activity can be filtered by account number, order status, symbol, and date. Orders can be modified, duplicated, or canceled through the activity tab. Tap and hold to select a specific order. 


Picture of Activity tab

Chart Tab (Landscape Mode)

The chart tab offers a large display of data on a minute or 5-minute aggregation. Activate the chart crosshair to get exact pricing data. Note that studies and different chart candle types are currently unavailable.


Picture of Chart tab with labels

History Tab

In a similar fashion to other platform history tabs, you can quickly filter previous transactions and transfers by symbol, date, and transaction type. You can find more details here

Picture of History tab



tastyworks Desktop version 1.22.0 - 4/20/22

tastyworks desktop version 1.22.0 features several new additions to the Capital Requirements tool, Risk Analysis tool and positions/watchlist columns. 

  • Implied Volatility and Historical Volatility position/watchlist columns
  • Alternative-minimum requirements added to capital requirements window
  • Alternative-vega-minimum requirement added to capital requirements window
  • Price percentage overrides in the risk analysis window
  • Ability to adjust a simulated trade’s order quantity in the risk analysis window


30-day Implied and Historical Volatility

Three new position and watchlist columns have been added in this release: 30-day Implied Volatility, 30-day Historical Volatility, and 30-day Implied minus Historical. Historical volatility is calculated using prices from the past month . The greater the HV indicates larger swings in price over the past month. The Implied Volatility column is calculated using options with an approximate 30-day outlook. You can find more details on implied volatility at this page hereThe greater the implied volatility (IV), the greater the expected future movement. The greater the Historical Volatility (HV), the larger the past movement of stock price. A higher IV minus HV difference indicates future movement is expected to be more volatile.  


Alternative Minimum/Vega-Minimum Requirement

Alternative Minimum Requirement for Naked Options

An alternative minimum requirement will be calculated for each underlying by multiplying the number of uncovered short options by a variable percentage of the underlying deliverable value. While this variable percentage can change at any time and may be different depending on the underlying, the default percentage is 0.5%. For example, if you were to sell-to-open 1 ABC call while ABC is trading at $500 and the variable percentage for ABC is 0.5%, the alternative minimum requirement for this ABC position would be $250 ($500 x 100 multiplier x 0.5%). Additionally, naked equity index options will have a  default variable percentage of 0.25%. 


Alternative Minimum Requirement Vega Test

An alternative minimum requirement will be calculated for each underlying by finding the worst-case net vega scenario and multiplying it by a variable factor. This variable factor can change at any time and may differ depending on the underlying; the default factor is 10.

Alternative Minimum and Alternative Vega-minimum values will only populate in portfolio margin enabled accounts. Regulation-T margin accounts will list a blank value of “--".


More details on this can be found in our help center here.


Price Percentage Overrides

Override - None

With no overrides active, the risk arrays will list arrays based on their default house price move percentages. The house price move percentage can vary between symbols (generally, this percentage sharply increases near earnings and other significant events). 


Override - β-weighted

You can now Beta-weight your risk arrays to a particular symbol. First, click on the override dropdown in the top right corner and then select β-weighted. By default, your arrays will be beta-weight to SPY (at this time, you can only beta-weight to SPY). Next, select the percentage up and down move in SPY you wish to view. Arrays will update in real-time based on the percentage move selected. For example, if you want to analyze your positions after a 20% move in SPY, simply select an override percentage of 20%. The equivalent move percent for viewed symbols will reflect in the top row of each symbol. Symbols with a beta of 1.0 will show a max up and max down move of 20%, whereas symbols with differing beta values, such as V (0.91β), will show maximum up and down moves of 20%*0.91 = 18.1%.


Note: At this time, the risk analysis tool cannot beta-weight symbols with a negative Beta (VIX is an example). Risk arrays for symbols with a negative Beta will maintain the default house price move percentages for the symbol, which in the example below is 20% for VIX. 



Override - Uncorrelated

Selecting the Uncorrelated override will adjust all risk arrays to the price move percentage selected in the override tool. Price move percentage across all symbols will equal the override percentage chosen. In the example below, all risk arrays list a 20% down and 20% up, based on the override percentage selected being 20%.  



Refresh New Positions

To update recently opened positions on your risk array, click on the positions refresh button in the top center of the window, and newly open positions will populate an array. 



Adjust Simulated Order Quantity

You can now edit the order quantity field next to each leg of a simulated trade. Click up or down on the arrows or type in a number with your keyboard to adjust the order quantity. 




tastyworks Android version 3.2.0 - 3/31/22

tastyworks Android version 3.2.0 features several bug fixes, UI/UX improvements, and features that catch Android up to speed with IOS. Here's a brief list of the changes made:

  • Roll futures from the positions tab
  • Replace futures rolls in the activity/positions tab
  • Bracket order entry
  • Picture in Picture (PiP) for tastytrade live stream
  • UI/UX improvements to the watchlist and positions tab


Roll Futures from the Positions Tab

Quickly roll futures positions by tapping on the contract in the positions tab. Once a position is selected, tap on the ROLL button to generate a rolling order ticket. Change the expiration, price, or quantity and review before routing!

Animation of rolling via positions tab

Replace Futures Roll (Activity/Positions Tab)

Adjust your rolling orders by tapping on a working order in the activity or positions tab. Once an order has been selected, tap on the ‘REPLACE FUTURES ROLL’ button, and a replacement order window will generate. 

Animation of replacing rolling order

Bracket Orders

The Android application now supports the placement and management of bracket orders. A bracket order is a conditional order type that allows you to place a defined profit and stop-loss point to a new or existing position. Bracket orders can be placed in the trade tab and then can be edited or canceled in the positions tab.

Animation of live bracket order entry

Picture in Picture (PiP)

PiP consists of a video stream playing within an inset window, freeing the rest of the screen for other tasks. You can now place trades or view your positions while watching the tastytrade steam on your smartphone. 

Animation of live stream PiP implementation


tastyworks IOS version 2.9.0 - 3/27/22

This release debuts new features, designs, and layouts to the following sections of the app: 

  • Bracket order entry
  • Picture in Picture (PiP) for tastytrade Livestream
  • New history tab transaction filters
  • UX improvements to the watchlist and positions tab
  • Landscape mode for account menu, bracket orders, and symbol search. 


Please refer to the rest of this email for details, screenshots, and animations on the new design elements. The Recent Release Notes on the Help Center are up to date, and you can find them here


Bracket Orders

The mobile application now supports the placement and management of bracket orders. A bracket order is a conditional order type that allows you to place a defined profit and stop-loss point to a new or existing position. Bracket orders can be placed in the trade tab and then can be edited or canceled in the positions tab. You can find a full tutorial for placing bracket orders on the mobile app in this link here.


Picture in Picture (PiP)

PiP consists of a video stream playing within an inset window, freeing the rest of the screen for other tasks. You can now place trades or view your positions while watching the tastytrade steam on your smartphone. 

Animation of tastytrade live stream PiP

New History Tab Transaction Filters

Several filters have been added to the history tab on mobile for better trading reconciliation. With this tool, you can quickly filter between trades, deposits, withdrawals, corporate actions, and other transactional events. Below is each new selection and the data included in the filter.  

Landscape Mode

Landscape mode added for account menu, bracket orders, and symbol search. Rotate your device 90 degrees to change the platform to landscape mode. 


Buying Power Usage Percent

Image of buying power usage percent on the accounts page


tastyworks Android version 3.1.0 - 3/11/22

tastyworks Android version 3.1.0 features several bug fixes, UI/UX improvements, and features that catch Android up to speed with IOS. Here's a brief list of the changes made: 

  • New history tab transaction filters
  • Invalid symbol search messaging
  • Landscape mode on accounts and trade tab
  • Default order type added to settings


History Tab Transaction Filters

To better reconcile account transaction history, several filters have been added to the history tab on mobile. With this tool, you can quickly filter between trades, deposits, withdrawal, corporate actions, and other transactional events. Below is each new selection and the data included in the filter.  

Animation and image of new history tab filters


Invalid Symbol Search Messaging

If you search for an invalid symbol you will see the message "Failed to find results for SYMBOL". 


Image of invalid symbol search messaging

Landscape Mode on the Trade Page

When searching for a symbol or setting up a trade, rotate your device 90 degrees and tap the small button in the bottom right corner to flip to landscape mode. 

Animation of landscape mode on trade tab

Landscape Mode on the Accounts Page

When analyzing your accounts page, rotate your device 90 degrees and tap the small button in the bottom right corner to flip to landscape mode. 

Animation of landscape mode on account tab

Default order type added to settings

This new setting allows you to change your default order type (market vs. limit). Additionally, the default order type on mobile will align with the default order type selected on the desktop platform settings. 

Animation of landscape mode on account tab


tastyworks Desktop version 1.21.0 - 3/1/22

tastyworks desktop version 1.21.0 features upgrades to the positions tab, history tab, platform settings, and a few bug fixes. 

  • Ability to choose a default platform symbol. 
  • Extrinsic rate of return and IVx 5 day change columns on the positions tab
  • New history tab transaction filters


Select a Default Platform Symbol

Change the default platform symbol in the general platform settings tab. The default symbol for all accounts will initially be SPY. 


Extrinsic Rate of Return Column

The extrinsic rate of return metric allows you to analyze how efficiently your buying power is being used. Add this figure to the desktop platform’s positions tab to compare RoR across all your active positions. The figure’s value is based on the formula below:


(Extrinsic value) x (365/DTE) / (Capital Requirements) x 100 = Extrinsic Rate of Return %


When days until expiration (DTE) is zero (0), the value 0.5 is used instead, as you cant divide a value by 0. 


IV Index 5 Day Change

The IV Index 5 Day Change column displays the five-day change of the IV Index for that position. The IV index, in short, is the 30-day implied volatility. The IV Idx 5 Day Change column can quickly inform you whether there has been a recent expansion or decrease in IV over the past five trading days.


History Tab Transaction Filters

To better reconcile account transaction history, several filters have been added to the history tab. Below is each new selection and the data included in the filter.  


tastyworks Dough iOS/Android version 1.13.3 2/25/22

Dough by tastyworks version 1.13.3 includes a redesign to the Order History tab, the addition of crypto descriptions, and several bug fixes. These changes are identical for both the IOS and Android Dough platform.


Order History Redesign

This redesign incorporates the 'Year to Date' data currently offered on the desktop and mobile platforms. This will allow you to filter between your transactions and year-to-date data on the history tab. The year-to-date (YTD) tab includes an account's, P/L Realized YTD, P/L Unrealized YTD, P/L YTD, Commissions, and Fees.



Filtering by Transactions


Filtering by Year-to-Date


Crypto Descriptions

Find a brief description of your favorite coins by clicking on the ticker/symbol. Descriptions provided from the tastytrade crypto bible coin descriptions 




tastyworks Desktop version 1.20.1 - 2/16/22

tastyworks desktop version 1.20.1 features two new additions to the charting package (which includes the main chat, tastycharts, and grid mode):

  • Added Heikin Ashi and HLC Bar chart types


The Heikin-Ashi chart type uses the open and close data from the previous time period and the open-high-low-close data from the current time period to generate a candlestick. The Heikin-Ashi candlestick is green when the close is above the open, inversely, it will be red when the close is below the open.


The HLC Bar chart type presents data as a sequence of vertical lines showing the High, Low, and Close (does not include the open price). Each bar is either green or red, depending on the current time interval's close price relative to the previous close. If the close price is greater than the previous close price then the bar is green. On the flip side, if the close price is less than the previous close, the bar is red. A short horizontal bar lies perpendicular to the vertical line and shows where the underlying closed for that time period.


Main Chart Tab





TastyCharts and Grid Mode




tastyworks Android version 2.7.0 - 2/10/22

tastyworks Adnroid version 2.870 features several bug fixes as well as a couple of additions. 

  • Watchlist ribbon (positions & working) indicators

  • Buying power usage percent figure


Watchlist Ribbon (Position & Working) Indicators

Blue and yellow ribbons added to the watchlist tab for both List and Grid mode

  • Displays a yellow ribbon if the account has a working order for the given quote

  • Displays a blue ribbon if the account has an open position for the given quote

Blue ribbon indicates open position on the symbol, yellow ribbon indicates working order on the symbol.


Buying power usage percent figure

Percentage of buying power being held up in open positions added to account summary tab.




tastyworks iOS version 2.8.0 - 2/8/22

tastyworks IOS version 2.8.0 features several new additions across the mobile platform:

  • Addition of AM expiration tags (for options with morning settlement)

  • Setting to adjust default order type

  • Quote overview button in symbol search

  • Toggle Table vs. Curve mode

  • Landscape mode in watchlist tab


Added red AM flags to options that have morning settlement

Specifications for cash settled index options (SPX, NDX, etc..) can be found here.

Image pointing to AM expiration tag on working order


Added default order type setting to the trade settings window

This new setting allows you to change your default order type (market vs. limit). Additionally, the default order type on mobile will align with the default order type selected on the desktop platform settings. 


Animated steps to change default order type


Quote overview button added to the symbol search window

Tap on the quote overview button when searching for a symbol or reviewing recent symbols. Tap, hold, and scroll to expand and reduce quote overview details. 

Animated steps to view quote overview window on symbol search window


Watchlist Ribbon (Position & Working) Indicators

Blue and yellow ribbons added to the watchlist tab for both List and Grid mode

  1. Displays a yellow ribbon if the account has a working order for the given quote

  2. Displays a blue ribbon if the account has an open position for the given quote


Blue ribbon indicates open position on the symbol, yellow ribbon indicates working order on the symbol. 


Trade Tab header additions

Tap on the top right corner of the trade tab to toggle between Table and Curve modes for options

Animated steps to switch between curve and table mode on trade tab


Tap on the binoculars icon to add the current symbol to one of your watchlists. If the symbol is already in the watchlist an error will appear. Once the symbol is added, a green success message will populate on the top of the screen. 

Animated steps to add a symbol from trade tab to watchlist


Clear order confirmation dialog

When clearing an order on the trade tab (clicking on the eraser icon), a clear order confirmation message will appear. Click ‘NO’ to keep the current queued order or click ‘YES’ to clear the currently queued order. 

Picture of clear order dialog box, and arrow pointing to clear order button (eraser)


Landscape mode for watchlist tab

While in the watchlist tab, rotate your phone 90 degrees to transition to landscape mode. Click on individual symbols to pull up chart and quote overview. 


Animation of switching to landscape mode on watchlist tab


tastyworks DOUGH iOS/Android version 1.13.2 1/27/22

tastyworks Dough version 1/13/2 includes updates to the account opening process (specifically for IRAs) and order activity filtering. These changes are identical for both the IOS and Android Dough platform.

Open retirement accounts within the dough by tastyworks application


Edit beneficiaries in-app settings (the 'beneficiaries' clickable row in settings will only be presented when customers are looking at their retirement account)

Time and search filters added to notifications order page



tastyworks Desktop version 1.20.0 1/18/22

tastyworks desktop version 1.20 features two new additions for your trading pleasure:

  • Order Chain Average Price and P/L Open in the Positions tab when grouping by Order Chains.
  • Expanded functionality for the Risk Analysis tool.


Average Price and P/L Open When Grouping by Order Chains

Now that you've thrown that spreadsheet away to help you track your rolling price, there's no need to flip back and forth between the Order Chains to determine your average price and the P/L Open of your rolled position. 


Now, when you group your Positions tab by Options Chain, the average price and p/l of any of your rolled positions calculated in Order Chains will appear in place of Trade Price and P/L Open. Average Trade Price and P/L in the Order Chains displays in place of Trade Price and P/L Open in the Options Chain grouping mode on the Positions tab

Risk Analysis in Cap Req

The Risk Analysis tool includes 

ITM indicator added to the Pill View

Yellow ITM text added next to the strike price.



Automatically turn off rows on expired entries

When evaluating at a date after an option’s expiration, the options will show an expired tag and not be included in the calculation.




Display theoretical option price for each risk array

Hover over each risk array field to view the option's theoretical price at each interval.



Adjust IV for Individual Legs

Adjust Implied volatility individually with the smaller vertical arrows. 



Group options positions by expiration

Group options positions by expiration to adjust IV for an entire expiration cycle..


Toggle included positions by expiration group

 


Toggle to universally change all checked symbols




Update to refresh data buttons on Risk Analysis tool

Refresh button broken up by price data and reset all. Reset all will reset all manually adjusted prices and Implied volatilities, reset price data will only refresh underlying prices. 


All Button - Refreshes Prices and IV data



Price Data Button - Refresh Price and IV data



Added days until dividend date

Feature previously displayed for upcoming earnings, the platform now displays days until dividend date for Underlying Indicators columns. 

Select a range of rows by using the shift + mouse function (For YTD Tab)

This feature was previously added to the history tab, but is now available for  YTD tab as well.



tastyworks iOS version 2.7.0 1/10/22

Time to bid farewell to 2021, but say hello to the new redesigned Stock Trade mode. Aside from a newly designed stock trade mode, now, when you look up a symbol to trade in the Trade tab, you'll see different buttons appear based on the type of trade you want to place. In this build, one thing worth noting is that the landscape view for the stock trade mode is not supported yet, but will be pushed out soon.

Please refer to the Android release notes below to see the new stock trade mode in action. 


tastyworks Android version 2.6.0 12/14/21

tastyworks Android version 2.6.0 includes the new design and layout of the Grid Mode on the Watchlist tab. Please refer to the iOS version 2.6.0 release notes below to read more about Grid Mode redesign. However, this Android release includes a redesigned stock trading mode (also used for any futures and cryptocurrency order).


Redesigned Stock Trading Mode

The newly redesigned Stock Trading mode offers a cleaner layout when setting up any stock, outright future, or cryptocurrency order. Now, when you select a symbol when lining up a trade in the trade mode, you'll be served the option on the type of trade you wish to place, such as an outright stock/future/crypto or options order (if applicable). 

Animated example of the trade mode selection and the new stock trade mode.


A newly designed order ticket will appear when setting up a stock, outright future, or cryptocurrency order. As animated below, you can view symbol details and a chart by minimizing the order ticket.

Animated example of viewing additional quote information in the new stock trade mode.


Additionally, you can line up an order and view quote details in landscape mode by rotating your device. 

Animated example of viewing the stock/future trade mode in landscape and viewing quote information.


tastyworks iOS version 2.6.0 11/15/21

tastyworks iOS version 2.6.0 debuts a new design and layout to the Grid Mode on the Watchlist Tab.

Grid Mode Redesign

The grid mode redesign provides a new view for analyzing symbols in a watchlist. Each box will list the symbol at the top, the current IV rank below, the net percentage change in price for the day on the right, and the current market price below that. A small arrow will point up and the box is green when the symbol has increased in price for the day. The arrow will point down and the box will be red when a symbol has decreased in price for the day. Gray boxes indicate symbols with zero change in price for the day (0.00% change in price).  The purple tag with an ‘E’ indicates upcoming earnings for the symbol, with the estimated number of days until next to it. For example, E3 stands for exempted earnings in 3 days. The same applies for the Blue ‘D’, but instead D stands for upcoming ex-dividend dates.

Grid Mode Filter

Clicking on the eye icon in the bottom right corner will bring up earnings, dividends, and IV rank filters. 


tastyworks Desktop version 1.19.0 10/20/21

tastyworks Desktop version 1.19.0 provides updates across several areas of the desktop platform. A Market Cap Metric figure was added to the bottom of the overview tab on the right side pane, ability expand and collapse strikes in the Risk Analysis view Positions tab is available, as well as the ability to toggle between symbols using the up/down arrows on the keyboard. Additionally, some visual changes were made to the ‘Underlying Indicator’ column in the positions tab. 

Market Cap Metric figure

On the right side pane of the platform under the OVERVIEW tab, the market capitalization of the symbol is found at the bottom of QUOTE DETAILS’.


Picture of overview tab with arrow pointing to Market Cap figure


Ability to toggle between symbols using the up/down arrows on the keyboard

Click on a symbol within your watchlist and then press on the up and or down arrows on your keyboard to switch between viewed symbols.

Animated example of scrolling through watchlist with keyboard arrows


Positions tab - Changes to the Underlying Indicators UI/UX

The Earnings indicator column now displays white text on the purple indicator, as well as other small visual buffs. 

Picture of positions tab with new Underlying Indicator UI changes

Expansion and collapse of strikes in Risk Analysis view

Click on the arrow next to each symbol in the risk array to collapse strikes or expand. 

Animation of expanding and collapsing strikes


tastyworks Android version 2.5.0 10/12/21

tastyworks Android version 2.5.0 debuts new designs and layouts to the Activity and History tab, as well as the login screen.

Login Screen Redesign

The Login Screen has a new look to the biometric scan login button as well as a link at the bottom to open an account. By clicking on the Biometrics button the screen will prompt you to first enter your login credentials. After logging in, a prompt will appear to enable TouchID for logging into the platform.

Snapshot of Login Screen


Activity Filter Adjustments

To filter trades in the activity tab click on the “FILTER” button in the top right corner of the app. Select “Working” to view current working orders, “Filled” to view previously filled orders, “Cancelled” to view canceled orders, and “Other” to view rejected or expired orders.


Animation of Activity tab filtering


New Look to Custom Date Filter

Filter through a custom set of dates by scrolling to “custom” in the Range filter, then click on “Start Date”. Scroll through the date selector and click “Done”.


Animation of custom date filter


Filter Order Activity By Symbol

Click on the “Filter by symbol” field at the top of the activity tab and type in a symbol to search for activity under only that specific symbol.


Animation of filtering by symbol


Filter Transactions by Symbol, Type, and Date

Click on the “History” button in the top right corner of the application in the activity tab. Then click on Filter in the top right corner to filter transactions and transfer by a specific symbol, type, or date.


Animation of filtering history of transactions


Filter Year-To-Date History by Symbol

Click on the Year-To-Date button in the top right corner of the application to see P/L data for specific symbols since the beginning of the year.


Animation of filtering Year-To-Date transactions by symbol



tastyworks Dekstop Version 1.18.1 10/6/21

tastyworks desktop version 1.18.1 has added the following new features/improvements to the tastycharts tab (features delivered on tastycharts will also be available on our standard charting package). Additionally, the list of indicators below will be added to the available chart indicators.

 

Tastycharts Tab Crosshair and Data Box Settings

On the top row of the tastycharts tab under crosshair settings, users will now be able to select two different crosshair/databox options. The 2nd selection in the list is to display no crosshair and no data box, and the bottom-most selection added displays a crosshair and no data box.

 

Animated example of changing crosshair/databox settings 


Indicators List

BalanceOfMarketPower

BollingerBandwidth

ChaikinMoneyFlow

DisparityIndex

DoubleSmoothedStochastic

HullMovingAverage

IFT_StochOsc

Impulse

RSquared

StochRSI

SuperPassbandFilter

TriangularMovingAverage

VolumeZoneOscilator

ATRTrailingStop

DonchianChannel


tastyworks IOS Version 2.5.0 10/1/21

tastyworks iOS version 2.5.0 debuts new designs and layouts to the Activity and History tab, as well as the login screen.

Login Screen Redesign

The Login Screen has a new look to the biometric scan login button as well as a link at the bottom to open an account. By clicking on the Biometrics button the screen will prompt you to first enter your login credentials. After logging in, a prompt will appear to enable TouchID for logging into the platform.

Snapshot of Login Screen


Activity Filter Adjustments

To filter trades in the activity tab click on the “FILTER” button in the top right corner of the app. Select “Working” to view current working orders, “Filled” to view previously filled orders, “Cancelled” to view canceled orders, and “Other” to view rejected or expired orders.


Animation of Activity tab filtering


New Look to Custom Date Filter

Filter through a custom set of dates by scrolling to “custom” in the Range filter, then click on “Start Date”. Scroll through the date selector and click “Done”.


Animation of custom date filter


Filter Order Activity By Symbol

Click on the “Filter by symbol” field at the top of the activity tab and type in a symbol to search for activity under only that specific symbol.


Animation of filtering by symbol


Filter Transactions by Symbol, Type, and Date

Click on the “History” button in the top right corner of the application in the activity tab. Then click on Filter in the top right corner to filter transactions and transfer by a specific symbol, type, or date.


Animation of filtering history of transactions


Filter Year-To-Date History by Symbol

Click on the Year-To-Date button in the top right corner of the application to see P/L data for specific symbols since the beginning of the year.


Animation of filtering Year-To-Date transactions by symbol


tastyworks Desktop version 1.18.0 9/20/21


tastyworks Desktop version 1.18.0 debuts a new risk analysis tool in the capital requirements window. The new tool generates risk arrays for all positions and orders calculated by using an industry-standard theoretical option pricing model to determine potential real-time gains and losses at various price points, levels of volatility, and future dates. The risk analysis window displays ‘Risk Arrays‘ to allow clients to better estimate the risk of their positions.


Risk Analysis Tool Added in Capital Requirements Window

To access the Risk Analysis tool click on the capital requirements button in the top right of the platform (CAP REQ). In the capital requirements window click on the check box next to each symbol and or position you wish to analyze or to view all positions click on the check box on the top row next to "Total". After selecting which positions to view with the checkbox, click on the "Risk Analysis" button. Risk arrays are calculated for each position using an industry-standard theoretical option pricing model to determine potential real-time gains and losses at various price points, levels of volatilities, and future dates. The maximum expected single-day loss from these price moves are then aggregated to determine the overall gains and losses for the portfolio displayed on the top row. 

Animated example of opening Risk Analysis tool


Select Positions from the Cap Req Window

To add positions to the risk analysis window click on the gray checkbox next to each symbol and or position you wish to view. Click on the topmost check box if you wish to view all positions. 

Animated example of selecting positions to view on risk analysis tool


Add and Remove Order Legs

On top of your existing positions, you can also view the risk profile of opening simulated trades. Open an order ticket for the trade you would like to analyze. Click on the "Positions" tab, and then on the "CAP REQ" button in the top right corner of the platform. Once in the risk analysis window, click on "Add Order Legs" to populate your orders risk array. To clear the simulated trade from your risk analysis window click on "Remove All Order Legs". 

Animated example of adding an opening trade to the risk analysis window


Adjust Underlying Price, Evaluation Date, and Per Contract IV

Each column calculates the price of options and theoretical gains and losses based on the amount of percentage move in the underlying. The risk array will default to a 20% up and 20% down move at each extreme. The far left column and far-right column of the risk array will be the theoretical gain and or loss from a 20% up move and or 20% down move in the underlying. These percentages can be changed up to an 100% move in the underlying (split into 20% per column on each side) and or a minimum of 5% (split into 1% per column on each side). Additionally, the evaluated price of the underlying and the day of evaluation can be adjusted. Allows the client to place “what if scenario’s scenarios “ to see how changing of price movement and implied volatility will affect position exposure, in turn, you become your best Risk Manager!

Animated example of changing underlying price, move percent, and evaluation date


Export Risk Analysis to CSV

Click on the "CSV" button at the top of the risk analysis window and you will download a CSV file of the risk array. 

Location of CSV file download button 


tastyworks Android version 2.4.0 (384) 8/30/21


tastyworks Android version 2.4.0 (384) debuts new designs and layouts to the Positions tab, Symbol details window, Settings tab and the customization menu for adding columns to the Positions, Watchlist and Trade table. This version also introduces the ability to quickly set up a closing order at percentage of max profit from the Positions tab. 

 

Positions Tab Redesign 

You can group or ungroup your positions by symbol using the slider at the top of the Positions tab. Then you can tap on the Filter button in the top right corner to filter your positions by asset class or toggle the visibility of working or closed orders. Please see animated guide below: 

Animated guide to Grouping and filter tab on redesigned Positions Tab

 

Closing a position 

To close a position while you have the Group filter enabled first tap on the symbol to expand the view and show the individual options or shares. Then tap each order leg you want to close and it will be selected with a white border. Also a menu will slide up from the bottom of the app. Tap Close Position and you will be taken to the trade tab with a closing order populated. Please see animated guide below: 

Animated guide to closing positions with Group filter enabled on redesigned Positions Tab

 

To close a position while you have the Ungroup filter enabled the process is the same. Tap on each order leg you want to close and they will be highlighted with a white border. A menu will slide up from the bottom of the app. Tap Close Position and you will be taken to the trade tab with a closing order populated. Please see animated guide below: 

Animated guide to closing positions with Ungroup filter enabled on redesigned Positions Tab


Closing a position at percentage of max profit

First tap on the symbol to expand the view and show the individual options. Then tap each order leg you want to close and it will be selected with a white border. Also a menu will slide up from the bottom of the app. Tap the Close At % Profit button in the Manage Positions menu. Choose the percentage by using the arrows or number pad. Tap the Set up Closing Order button and you will be taken to the Trade tab with the closing order populated at the percentage you entered. Please see the animated guide below: 

To learn more about the Close at % Profit feature on our trading platforms please click here.

Animated guide to closing positions at percentage of max profit.

 

Managing working orders from the Positions Tab

To cancel or replace a working order while your positions are Grouped, tap on the symbol to expand your position and show the order legs and the working order heading. Tap on the View working order tab to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Tap on the working order to replace or cancel the working order. If you choose to replace you will be taken to the trade page and can make adjustments to the price and resubmit the order. Please see the animated guide below: 

Animated guide to managing working orders with Group filter enabled on redesigned Positions Tab

 

To cancel or replace a working order while your positions are Ungrouped, tap on the View working order tab to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Tap on the working order to replace or cancel the working order. Please see the animated guide below: 

Animated guide to managing working orders with Ungroup filter enabled on redesigned Positions Tab

 

Symbol Details Overview menu redesign

On the Watchlist tab tap on any symbol to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Then tap on each heading to see a chart, quote details, upcoming events (if there are events such as earnings announcements or dividends) and recent orders if you have traded this symbol. Swipe down on the menu to minimize and collapse or tap the green trade button to open the trade page for that symbol. Please see the animated guide below: 

Animated guide to Symbol Details menu on the Watchlist tab

 

On the Positions tab tap on the order to bring up the close position menu. Then tap on the Details button to open the Symbol Details menu from the bottom of the app. 

Animated guide to Symbol Details menu on the Positions tab


Customization Menu Redesign

To add or remove columns to the Positions Tab, Watchlist Tab or Trade table, first tap on the gear icon to enter the Configure Columns screen. Tap the Edit Table Columns button at the bottom of the screen to open the Table Options menu. Scroll through the list to select the columns you want to add or remove by tapping on the item. When you are finished making your selections, tap on the Save & Reorganize button to save the changes. Tap Back in the top left corner to exit the customization menu. Please see the animated guide below. 

Note: If you add or remove columns from the Table Options menu, you must tap the green Save & Reorganize button to save changes. 

Animated guide to adding columns on the Watchlist tab

 

To rearrange the columns into your desired order, first tap on the gear icon. From the Configure Columns menu, tap and hold then drag the item to rearrange the order. When you are finished tap Back in the top left corner to exit the menu. Please see the animated guide below. 

Animated guide to rearranging columns on the Watchlist tab

 

You can reset the table options to their default settings by tapping the button Reset to Default. Tap the gear icon to enter the customization menu. Tap the Edit Table Columns button at the bottom of the screen. Now tap Reset to Default. Then you must then tap Save & Reorganize to save the changes. 

Animated guide to resetting the default columns on the Watchlist tab

 

Default columns for the following tabs are: 

Watchlist tab

  • Net Change
  • Bid
  • Ask
  • Last

Screenshot of default columns for Watchlist tab

 

Positions tab

  • Last
  • Mid
  • Cost
  • Extrinsic
  • Theta
  • Net Liq
  • P/L Open
  • P/L Day

Screenshot of default columns for Positions tab

 

Trade Table

  • Bid
  • Ask
Note: Bid and Ask columns are locked and cannot be removed or repositioned.


Screenshot of default columns for Trade tab 

 

Settings tab

The Settings tab also features a new design. To open the app settings first open the Account Overview screen by tapping on the account in the top left corner of the app. Then tap on the Settings gear icon in the bottom left of the Account Overview screen.

Animated guide to opening the Settings tab.

 

Trade menu

Once the Settings opens from the Trade menu you can tap on each header to adjust the default settings for Orders, Stock, Option and Future trades. 

Animated guide for the Settings tab Trade menu

 

App menu

Tap on App in the top right corner to open the App settings. From here you can enable Privacy Mode to hide account details, Quick Login for using a PIN, Touch or Face ID, and adjust the Logout Timeout setting for the app. You can also see what version of the app you have installed on your device. Tap Back arrow at the bottom of your phone to exit the Settings and return to the Account Overview screen. 

Animated guide for the Settings tab App menu


tastyworks iOS version 2.4.2 (0) 8/27/21

tastyworks iOS version 2.4.2 (0) introduces the ability to quickly set up a closing order at percentage of max profit from the Positions tab. 

Closing a position at a percentage (%) of max profit

First tap on the symbol to expand the view and show the individual options. Then tap each order leg you want to close and it will be selected with a white border. Also a menu will slide up from the bottom of the app. Tap the Close At % Profit button in the Manage Positions menu. Choose the percentage by using the arrows or number pad. Tap the Set up Closing Order button and you will be taken to the Trade tab with the closing order populated at the percentage you entered. Please see the animated guide below: 

To learn more about the Close at % Profit feature please click here.


Animated guide to closing positions at percentage of max profit.



tastyworks iOS version 2.4.0(21) 8/17/21

tastyworks iOS version 2.4.0 (21) debuts new designs and layouts to the Positions tab, Symbol details window, Settings tab and the customization menu for adding columns to the Positions, Watchlist and Trade table. 

 

Positions Tab Redesign

You can group or ungroup your positions by symbol using the slider at the top of the Positions tab. Then you can tap on the Filter button in the top right corner to filter your positions by asset class or toggle the visibility of working or closed orders. Please see animated guide below: 

Animated guide to Grouping and filter tab on redesigned Positions Tab

 

Closing a position

To close a position while you have the Group filter enabled first tap on the symbol to expand the view and show the individual options or shares. Then tap each order leg you want to close and it will be selected with a white border. Also a menu will slide up from the bottom of the app. Tap Close Position and you will be taken to the trade page with a closing order populated. Please see animated guide below: 

Animated guide to closing positions with Group filter enabled on redesigned Positions Tab

 

To close a position while you have the Ungroup filter enabled the process is the same. Tap on each order leg you want to close and they will be highlighted with a white border. A menu will slide up from the bottom of the app. Tap Close Position and you will be taken to the trade page with a closing order populated. Please see animated guide below: 

Animated guide to closing positions with Ungroup filter enabled on redesigned Positions Tab

 

Managing working orders from the Positions Tab

To cancel or replace a working order while your positions are Grouped, tap on the symbol to expand your position and show the order legs and the working order heading. Tap on the View working order tab to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Tap on the working order to replace or cancel the working order. If you choose to replace you will be taken to the trade page and can make adjustments to the price and resubmit the order. Please see the animated guide below: 

Animated guide to managing working orders with Group filter enabled on redesigned Positions Tab

 

To cancel or replace a working order while your positions are Ungrouped, tap on the View working order tab to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Tap on the working order to replace or cancel the working order. Please see the animated guide below: 

Animated guide to managing working orders with Ungroup filter enabled on redesigned Positions Tab

 

Symbol Details Overview menu redesign

 On the Watchlist tab tap on any symbol to open the Symbol Details Overview menu from the bottom of the app. Swipe up on the menu to expand the window. Then tap on each heading to see a chart, quote details, upcoming events (if there are events such as earnings announcements or dividends) and recent orders if you have traded this symbol. Swipe down on the menu to minimize and collapse or tap the green trade button to open the trade tab for that symbol. Please see the animated guide below: 

Animated guide to Symbol Details menu on the Watchlist tab

 

On the Positions tab, tap on the area to the right of the Symbol column to open the Symbol Details menu from the bottom of the app. 

Animated guide to Symbol Details menu on the Positions tab

 

Customization Menu Redesign

To add or remove columns to the Positions Tab, Watchlist Tab or Trade table, first tap on the gear icon to enter the Configure Columns screen. Tap the Edit Table Columns button at the bottom of the screen to open the Table Options menu. Scroll through the list to select the columns you want to add or remove by tapping on the item. When you are finished making your selections, tap on the Save & Reorganize button to save the changes. Tap Back in the top left corner to exit the customization menu. Please see the animated guide below. 


Note: If you add or remove columns from the Table Options menu, you must tap the green Save & Reorganize button to save changes. 

 

Animated guide to adding columns on the Watchlist tab

 

To rearrange the columns into your desired order, first tap on the gear icon. From the Configure Columns menu, tap and hold then drag the item to rearrange the order. When you are finished tap Back in the top left corner to exit the menu. Please see the animated guide below. 

Animated guide to rearranging columns on the Watchlist tab

 

You can reset the table options to their default settings by tapping the button Reset to Default. Tap the gear icon to enter the customization menu. Tap the Edit Table Columns button at the bottom of the screen. Now tap Reset to Default. Then you must then tap Save & Reorganize to save the changes. 

Animated guide to resetting the default columns on the Watchlist tab

 

 

Default columns for the following tabs are: 

Watchlist tab

  • Net Change
  • Bid
  • Ask
  • Last

Screenshot of default columns for Watchlist tab

 

Positions tab

  • Last
  • Mid
  • Cost
  • Extrinsic
  • Theta
  • Net Liq
  • P/L Open
  • P/L Day

Screenshot of default columns for Positions tab

 

Trade Table

  • Bid
  • Ask
Note: Bid and Ask columns are locked and cannot be removed or repositioned.


Screenshot of default columns for Trade tab 

 

Settings tab

The Settings tab also features a new design. To open the app settings first open the Account Overview screen by tapping on the account in the top left corner of the app. Then tap on the Settings gear icon in the bottom left of the Account Overview screen.

 Animated guide to opening the Settings tab.

 

Trade menu

Once the Settings opens from the Trade menu you can tap on each header to adjust the default settings for Orders, Stock, Option and Future trades. 

Animated guide for the Settings tab Trade menu

 

App menu

Tap on App in the top right corner to open the App settings. From here you can enable Privacy Mode to hide account details, Quick Login for using a PIN, Touch or Face ID, and adjust the Logout Timeout setting for the app. You can also see what version of the app you have installed on your device. Tap Back to exit the Settings and return to the Account Overview screen. 

 Animated guide for the Settings tab App menu



tastyworks desktop version v1.17 8/4/21

tastyworks desktop version 1.17 has added the following new features and improvements: 

  • Close at profit % added to Order Chains tab
  • Customizable trade ticket with additional Greek metrics
  • Remove all drawings and indicators by right-clicking on the chart 
  • Year to Date added to the Date Filter on History transactions and Activity tabs


Close At Profit % added to Order Chains tab

Now you can set up a closing order at percentage of max profit on a position you have rolled. Click on the Order Chains tab in the right-hand sidebar. Right-click on the open position and select the percentage you want for the closing order. Then click the blue circle to populate the Trade tab with the closing order.


To learn more about closing an order at percentage of max profit please click here. 


Screenshot showing the Close At Profit % in the Order Chains tab


Customizable trade ticket with additional Greek metrics

Now you can customize the trade ticket and add additional columns for Gamma, Vega and Beta-weighted Delta. Open the platform settings by clicking the settings wheel. From the platform settings menu, click on Trade under Modules, then choose the Display tab and move the items from displayed or not displayed to customize the trade ticket. Click OK when you are done to return to the Trade tab. 


Note: Max profit, max loss and BP effect are always visible. If you do not see all the items you have chosen to display you need to adjust your platform zoom settings. Please click here to learn how. 


Screenshot of the platform settings menu with customization options for the trade ticket


Remove all drawings and indicators by right-clicking on the chart

Right-click anywhere on the chart to bring up a menu to: 

  • Hide orders, drawings or indicators
  • Remove drawings or indicators

Screenshot of chart menu to hide or remove drawings or indicators


Year To Date setting added to Date Filter on History transactions and Activity tabs

Now you can quickly load all orders or transactions for the year to date by choosing the Year To Date selection from the Date Filter in the drop-down menu at the top right of the History transactions and Activity tabs.


Screenshot of date filter on History Transactions tab with the Year to Date selection



tastyworks desktop version v1.16 7/13/21

tastyworks desktop version 1.16 has added the following new features and improvements: 

  • Ability to change the strike order on the Trade Table
  • Ratio Spread trade strategy added to the Strategy Menu
  • New column for the Positions tab shows the Expiration Implied Volatility (IVx) 


Ability to change the strike order on the Trade Table

If you want to sort the strikes on the table from highest to lowest, click on the word strike at the top of the Trade Table. You will see the arrow to the left of the word strike change direction and the strike order in the table will also change. 



Note: In-the-money (ITM) options now have a slightly darker shade on the table


Animated example of the strike order being changed on the Trade Table. 


Ratio Spread trade strategy added to the Strategy Menu

There’s a new quick strategy added to the Strategy Menu on the trade page for Ratio Spreads. Just click the drop down arrow at the top of the Strategy Menu, and select the appropriate type of Ratio Spread (Short/Long, Call/Put) and click GO to populate the trade. 

Screenshot of the Strategy Menu highlighting the new Ratio Spread strategy. 


Expiration Implied Volatility (IVx) column added to the Positions Tab 

If you want to see the Implied Volatility (IVx) for an options position, add the IV Per Expiration column to your Positions tab. Open up the platform settings by clicking on the settings wheel icon in the top right corner of the Positions Tab. Then find the column for IV Per Expiration and add it to the Displayed column. Then click OK in the bottom left corner. 

Screenshot of the Settings Menu, Positions Tab settings


Once you return to your Positions you will see the IV/Expiration column.


Note: Because IVx is different from one expiration to the next, you will not see this data on the summary line. If you expand each symbol you will see the IVx value for each expiration cycle for your open positions.


Screenshot of the Positions tab highlighting the Expiration Implied Volatility (IVx) column


tastyworks desktop version v1.15 6/30/21

tastyworks desktop version 1.15 has added the following new features and improvements: 

  • Display historical earnings and dividends on the chart
  • View the Market State Snapshot for Order Chains
  • Per Contract IV Selection in the Analysis Mode Controls
  • Theoretical Change added to the column metrics in the Analysis Mode Controls
  • Market Indices Watchlist group

Display Historical Dividends on the chart

You can enable historical dividends to display on the chart from the chart settings. Once you are on the charts, click on the gear wheel and then the Events tab and check the boxes to show or hide the dividends icons. On the chart, click on the icons to see more information about the event. 


Screenshot of chart showing historical dividends icons 


Viewing the Market State Snapshot for Order Chains

In the Order Chain tab, right-click on a segment and select View Market State Snapshot. In the new window you can see how the market conditions have changed throughout the history of your order chain.


Screenshot showing the Market State Snapshot popup in the Order Chains tab of the right-hand sidebar

Animated example of the Market State Snapshot window

To learn more about Order Chains, please click here. 



Per Contract IV Selection in the Analysis Mode Controls

While analyzing your position or trade, check the Use Per Contract IVs box to view the actual volatility of each strike instead of the volatility of the entire expiration. 

Animated example of using Per Contract IVs to analyze a trade


Theoretical Change added to the Column Metrics in the Analysis Mode Controls

This new column, Theo Chg, is added to the Column Metrics at the top of the Analysis Mode Controls in the right-hand sidebar. This column represents the difference from the “baseline” Liq Theo (current last price and current implied volatilities) and the “adjusted” Liq Theo (modified Theo Spot Price, Effective DTE and/or Implied Volatilities).


Animated example of the Theo Chg column while analyzing a trade


To learn more about the Analysis Mode please click here.


Market Indices Watchlist group added

With this new watchlist group, Market Indices, you can view popular market indices such as the S&P 500, NASDAQ 100 and many more.

 

Screenshot of the new Market Indices watchlist group on the desktop platform



tastyworks Android version 2.3.0(367) 6/23/21

tastyworks Android version 2.3.0 (367) debuts a brand new layout to the Watchlist tab and Quote Details Screen. 

 

Toggle between List and Grid view at the top of the Watchlist tab: 

Animated example of how to switch between Grid and List mode

 

Load a new curated or personal watchlist by tapping on the Watchlist title at the top of the Watchlist tab:

Animated example of how to load a watchlist

 

Access the watchlist filter to select symbols with earnings or within an IV Rank range:

Animated example of how to open the watchlist filter

 

Add symbols to a personal watchlist by tapping on the magnifying glass at the top of the Watchlist Tab: 

Only personal watchlists can be edited. 


Animated example of how to add symbols

 

Remove symbols from a personal watchlist by tapping on the Edit button at the top of the Watchlist Tab: 

Animated example of how to remove symbols

 

To create, rename, clone or delete a personal watchlist, tap on the Manage Your Lists button: 

Animated example of how to edit watchlists

 

To add or remove columns from the Watchlist Tab, tap the gear icon: 

Animated example of how to add or remove Watchlist columns

 

To view a chart, quote details and start a trade, tap on a symbol in a watchlist: 

Animated example of how to view charts, quote details and start a trade.


tastyworks iOS version 2.3.2 (1) 6/16/21

tastyworks iOS version 2.3.2 (1) adds the ability to rearrange the order of symbols in a personal watchlist. 


First, make sure you have a personal watchlist loaded. Then tap Edit to enter the edit mode. Now tap and hold on the gray symbol icons and move them to the desired location. When you are finished, tap on Done in the top right corner to exit the edit mode.


Note: You will only see this custom order for symbols if you are not using any sort settings in the watchlist filter or the watchlist columns. 


Animated example of rearranging symbols in a personal watchlist


tastyworks iOS version 2.3.0 (7) 6/1/21

tastyworks iOS version 2.3.0 (7) debuts a brand new layout to the Watchlist tab and Quote Details Screen. 


Toggle between List and Grid view at the top of the Watchlist tab: 

Animated example of how to switch between Grid and List mode


Load a new curated or personal watchlist by tapping on the Watchlist title at the top of the Watchlist tab:

Animated example of how to load a watchlist


Access the watchlist filter to select symbols with earnings or within an IV Rank range:

Animated example of how to open the watchlist filter


Add symbols to a personal watchlist by tapping on the magnifying glass at the top of the Watchlist Tab: 

Only personal watchlists can be edited.


Animated example of how to add symbols


Remove symbols from a personal watchlist by tapping on the Edit button at the top of the Watchlist Tab: 

Animated example of how to remove symbols


To create, rename, clone or delete a personal watchlist, tap on the Manage Your Lists button: 

Animated example of how to edit watchlists


To add or remove columns from the Watchlist Tab, tap the gear icon: 

Animated example of how to add or remove Watchlist columns


To view a chart, quote details and start a trade, tap on a symbol in a watchlist: 

Animated example of how to view charts, quote details and start a trade. 


tastyworks desktop version v1.14.4 5/10/21

tastyworks desktop version 1.14.4 launches 9 more cryptocurrency products you can trade! 

The new products are:

  • BAT/USD Basic Attention Token 
  • DOT/USD Polkadot 
  • ENJ/USD Enjin Coin 
  • EOS/USD EOS.IO 
  • LINK/USD ChainLink 
  • OMG/USD OMG Network 
  • PAXG/USD Paxos Gold 
  • XLM/USD Stellar 
  • ZRX/USD Ox

Crypto trading mode in the Trade tab of the desktop trading platform


For a full list of available cryptocurrencies, please click here

To trade cryptocurrencies, you must enable Cryptocurrency trading on your account. To learn how to enable cryptocurrency, please click here.


Also Micro Bitcoin future trading is now available under the symbol /MBT. 

Micro Bitcoin future contract on the desktop trading platform


To learn more about the futures contracts available and their overnight requirements, please click here



tastyworks Android version 2.0.0 (344) 4/23/21

tastyworks Android version 2.0.0 features the same mobile layout as our iOS app. Some of the noticeable changes to the application’s overall layout and appearance include the following: 

  • The menu bar is now in a fixed position
  • Switching between trading accounts
  • Switching Trade Modes in the Trade tab

To help with navigating between different areas of the mobile platform, the menu bar at the bottom of the application is now in a fixed position and no longer pops up into the application.  As a result of the change, the Filter button has moved to the top right corner of the application.

Animated example of the menu bar location, the filter's new location, and the account/app menu


Switching Between Trading Accounts

You can now view account details, quickly switch between accounts, and reach the setting menu by tapping the account icon listed on the application's top left corner. As a result of this change, you can now view which account you are trading in at all times by referring to the account icon displayed in the top left corner.



Animated example of how to switch between trading accounts

Once in the accounts menu, you can tap on any account icon to view the details of the account.

Illustrated example of account details

Also, you can get a quick overview of all of your accounts by tapping the Overview icon.

Illustrated example of account overview

 

Switching Trade Modes in the Trade tab

Another noticeable navigation change to the Android trading app is the Trade Mode button's location to switch between trading modes.


Animated example of the changing Trade Modes in the Trade tab.


tastyworks desktop version v1.14 4/14/21

tastyworks desktop version 1.14 is loaded with several new features including the much-anticipated light color theme!

  • Platform - Light theme for platform interface
  • Trade table - Additional columns available on the Trade table
  • Watchlist - Import a watchlist using a CSV file
  • Watchlist - Send a symbol from the watchlist directly to the chart
  • Positions - Additional border added to separate your positions 
  • History - Ability to use the shift key select multiple rows on the History tab. 
  • tastycharts - folders added to group indicators
  • tastycharts - volume indicator improvements 


Light theme for platform interface

You can now change the look and feel of the desktop platform to use a lighter background. You can make this change from the platform settings menu. 

tastyworks desktop platform settings menu


tastyworks desktop platform trade table in light color theme. 


Additional columns available for the Trade table

Depending on your resolution settings two additional columns are available on the trade table that can be customized. 


tastyworks desktop platform Trade table with four customizable columns


If you do not see the additional columns you can adjust your zoom level from the platform settings. Please click here

Importing a watchlist using a CSV file

You can now import a watchlist of symbols using a CSV file through the platform settings. 


Desktop platform settings menu with watchlist import


To learn more about this process and the requirements for the CSV file please click here. 


Send a symbol from the watchlist directly to the chart

You can now right-click on a symbol in the watchlist and directly send it to the chart. 

Additional border added to separate your positions

When “grouping by symbol” a new border line is added separating your positions by symbol. 


tastyworks desktop platform Positions tab


Use the shift key to select rows on the History tab

If you want to select multiple rows in a range select the first desired row and hold down the shift key. While holding down the shift key now select the last row in the range you want to include. 


tastyworks desktop platform History tab

Folders added to tastycharts indicators window

For better organization you can now quickly group indicators. 


tastycharts indicator menu


Volume indicator improvements

You can now separate volume from the main chart window by adding the Volume (Subgraph) indicator. 



You can customize the uptick, downtick and opacity of the volume bars in the indicators menu. 


tastycharts Volume (Subgraph) indicator settings

 



tastyworks Android version 1.12.0 (336) 3/29/21

Our most recent Android update provides full support for trading Cryptocurrencies! 


Crypto Trading (via Stock mode) on the Android app

Setting up a cryptocurrency order on the mobile platform is similar to setting up a stock or futures order. To trade cryptocurrencies on mobile, go to the Trade tab, enter the crypto symbol (BTC/USD, BCH/USD, LTC/USD, ETH/USD) into the symbol field, and you'll be sent to the stock trading mode, where you can line up an order.

An example of a Bitcoin order lined up in the stock trading mode on the Android app.


To trade cryptocurrencies, you must enable Cryptocurrency trading on your account. To learn how to enable cryptocurrency,  please click here.

tastyworks iOS version 2.0.0 (24) 2/16/21

tastyworks iOS version 2.0.0 debuts a brand new layout to streamline your trading experience better. Some noticeable changes to the application's overall layout include the following:

  • The menu bar is now in a fixed position
  • Switching between trading accounts
  • Switching Trade Modes in the Trade tab


To help with navigating between different areas of the mobile platform, the menu bar at the bottom of the application is now in a fixed position and no longer pops up into the application.  As a result of the change, the Filter button has moved to the top right corner of the application.

Animated example of the menu bar location, the filter's new location, and the account/app menu


Switching Between Trading Accounts

You can now view account details, quickly switch between accounts, and reach the setting menu by tapping the account icon listed on the application's top left corner. As a result of this change, you can now view which account you are trading in at all times by referring to the account icon displayed in the top left corner. 

Animated example of how to switch between trading accounts

 

Once in the accounts menu, you can tap on any account icon to view the details of the account.

Illustrated example of account details


Also, you can get a quick overview of all of your accounts by tapping the Overview icon.

Illustrated example of account overview


Switching Trade Modes in the Trade tab

Another noticeable change to the iOS trading app is the Trade Mode button's location to switch between trading modes. 

Animated example of the changing Trade Modes in the Trade tab.


tastyworks desktop version v1.13 & web browser platform 2/2/2021

Our most recent update to the desktop and web browser platform now includes the ability to trade Cryptocurrencies! The tastyworks desktop version 1.13 includes the Crypto trading mode inside the Trade tab. Also, the tastyworks web browser platform now allows you to trade crypto using the stock trading mode. That said, during the initial rollout period for cryptocurrencies, you will only be able to view or cancel working crypto orders on the mobile platform. To learn how to place a Crypto trade on both platforms, please click here.


To trade cryptocurrencies, you must enable Cryptocurrency trading on your account. To learn how to enable cryptocurrency,  please click here.


Crypto Trading Mode on the Desktop Platform

To trade cryptocurrencies on the desktop platform, go to the Trade tab and select the Crypto trading mode. To learn how to place a Crypto trade on the desktop platform, please click here.

Crypto trading mode in the Trade tab of the desktop trading platform.


Crypto Trading (via Stock mode) on the Web Browser Platform

You may trade cryptocurrencies on the web browser platform by going to the Trade tab and utilizing the Stock trading mode. To learn how to place a Crypto trade on the web browser platform, please click here.

An example of a Bitcoin order lined up in the stock trading mode on the web browser trading platform.



tastyworks Android version 1.11.3 2/1/2021

The tastyworks Android version 1.11.3 includes some small redesigns to the Portfolio tab to align the user experience with the desktop trading platform. 


Landscape mode 

You can now view positions and more columns by rotating your phone and viewing it as a landscape. One thing to keep in mind is that the app will revert to portrait mode when lining up any closing or rolling orders.

Example of the iOS Portfolio tab in Landscape Mode


No more symbol subgroups

When you expand a symbol group, the displayed columns align with the displayed columns in the Portfolio tab, similar to when you expand a symbol group on the desktop trading platform. 

Example of symbol subgroups aligning with displayed columns in the Portfolio tab


Expanded working order details

You can now view complete working order details when viewing them through the Portfolio tab. Additionally, order action buttons (yellow box) now display at the bottom of each working order so you can quickly line up a similar or opposite order and replace or cancel the order. 

If you do not see any of your working orders displayed when you expand a symbol group, tap the FILTER icon (green box) on the bottom right corner to display working orders.


Example of a working order displayed in a symbol group.


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