Custom position assignment by tags

What’s new in version 18.1

What’s new in version 18.1?

New features

  • Monthly/weekly/quarterly tracker
  • Added separate withholding tax handling
  • Added moving average option to Equity history chart
  • Split from and to can be any decimal value
  • Editable spread type column in position views
  • Added clear all and select all buttons to the Options Strategy assignment window
  • Tag based custom position assignment

Import modules

  • Tastyworks importer
  • Interactive Brokers date time handling improvement
  • Apex clearing support
  • Improved TOS importer

Bug fixes

  • Manual modification disable fix
  • Interactive Brokers CFD expiration date time handling fix

Update for version: 18.1.4144.0 Date: 03/05/2017

  • PnL by Spread Type report
  • Dividend report
  • General Bug Fixes