What's New

Recent bug fixes and enhancements, newest first.

Version 2 is now available

The biggest release since launch — the StrategyXL Trade Log. Record or import your real stock and option trades, follow them as campaigns, value your whole portfolio as of any date, and watch every open option live with Live Option Monitoring — all in Excel, on your own data.

v2.0.6 October 20, 2026 · 3 fixes · 5 new

Bug Fixes

A steadier engine behind the Trade Log screens. The windows that host your Trade Log reports now share a single underlying browser engine. This clears a rare error that could appear when moving between the Campaign and Ticker Summary screens, and the long-standing glitch where Excel could briefly look like it restarted after you closed it — with no stray background processes left behind.
Your Options Income cards read the right colour. A negative figure on the report's summary cards no longer shows in green — the colour now follows the sign, so a loss looks like a loss.
A fully-reconciled position no longer raises a false warning. When a covered call is called away or a long put is exercised and only part of a share lot is delivered, the shares you keep are now recorded cleanly, so an intact, statement-reconciled position stops flagging a spurious "this doesn't reconcile" note.

Enhancements

See every trade you've ever made in one symbol on a single screen. The new Ticker Summary report rolls all your activity in a ticker — across every account and campaign — into one view: realized and unrealized profit and loss, your total return, and the return on the capital you've deployed shown two ways. A running profit-and-loss curve charts how the symbol has performed over time, a stats strip pulls out the highlights, and a live header sits above it all with the current quote — price, the day's change, the 52-week range, dividend yield, the ex-dividend date, and next earnings — with the company's name right under the ticker. Jump straight from any campaign to its ticker view and back. Find it under Trade Log → Monitoring & Reporting → Ticker Summary.
Iron condors you can enter any way you like. Record a four-legged iron condor or strangle as one structure or leg by leg, and StrategyXL now models it as two linked risk units — the put side and the call side — that share a single, correct capital-at-risk number. However you entered it, that capital shows the same across the Campaign screen, My Portfolio, Live Option Monitoring, and the Options Income report; you can roll or close one side on its own; and when you import one, the two sides are recognized and linked automatically. On every screen the structure is grouped under one header so a condor reads as one position even when its legs were keyed separately — and the Campaign screen can spot a hand-legged condor and offer to group it for you.
Options Income now separates the income truly at risk. The Options Income report splits out the open-option value that's genuinely at stake — the positions currently in the money — from your full mark-to-market, and shows your return on capital two ways: on the capital actually at risk, and all-in. So you can see how your income is tracking against the risk you're really carrying, not just the headline number.
Clearer ratio-spread labels in Live Option Monitoring. Front and back ratio spreads are now named as such and grouped by type, and the quantity column shows the short and long contract counts side by side, so an unbalanced position reads at a glance.
A "Corporate Action" category in your cash register. When a corporate action moves cash into or out of an account, you can now record it under its own clearly-named category — with neutral wording that works whether the cash came in or went out.

v2.0.5 October 13, 2026 · 2 fixes · 4 new

Bug Fixes

A corporate action no longer moves cash in your past. A spin-off (or similar action) now leaves the cash recorded on the original purchase exactly as it was, so your historical balances stay put.
Your cash register reconciles to the penny on multi-leg closes. The cash from closing an option is now recorded leg by leg, and a spread that's assigned books its closing commission once rather than twice.

Enhancements

See your whole options-income year on one screen. The new Options Income report rolls your entire Trade Log into a single income view: the premium you've written versus what you've earned, how both track against written and income goals you set month by month, and the full income picture — premium, dividends, realized stock, and the cash from closing options — adding up to what you've actually earned. It shows the return that income represents on the capital you've put at risk, flags the stock you were assigned into alongside (never mixed into your income), and — connected to your Schwab account during market hours — values your open positions live, falling back to the last close after hours. Filter by account, account type, or a single ticker, and set your monthly targets under Trade Log → Manage → Options Income Goals. Find it under Trade Log → Monitoring & Reporting → Options Income.
A visual read on your open options. Live Option Monitoring now has a Table / Visual toggle. The visual board lays your open positions out four ways at once: how close each is to being assigned — by probability, not just days to expiration — each position's and campaign's gains and losses side by side, how well your cash covers potential assignments, and a timeline of what expires when. It's the whole board at a glance, and it updates live right alongside the table.
Fixed income and money-market funds are now first-class. StrategyXL values CDs, Treasuries, and bonds at their price — or at cost until you price them — lets you enter a CD or bond price as a percent of par in Capture Marks, and shows them as face value rather than a share count. Money-market funds import as money-market positions and are broken out from your cash, a bond or CD's interest shows in its campaign, and a position settling on an expiration your broker hasn't posted yet still values correctly.
More of your broker history imports faithfully. Several more real-world patterns import cleanly: a position you scaled into and scratched the same day, a roll of a position already open in your book, a Schwab capital-gain reinvestment (recorded as a distribution), and sub-penny and amount-based fill prices. An already-recorded trade from a position you've since closed now reads as already imported rather than un-importable.

v2.0.4 September 24, 2026 · 0 fixes · 3 new

Enhancements

See what you've locked in versus what's still at stake on a partly-closed position. When you've bought back or let one leg of a spread expire and left another leg open, the Campaign screen, My Portfolio, and Live Option Monitoring now split each position's profit and loss into what you've already realized and what's still unrealized on the legs you're holding — right down to each individual leg on the campaign timeline. The percent of the credit you've captured and the percent you've earned are now measured against the credit still working in the open legs, so the figures reflect the trade as it stands rather than the whole original spread — and a position with no credit to earn simply shows a dash instead of a misleading percentage.
My Portfolio values live, and your numbers stay put after hours. Connected to your Schwab account, My Portfolio now streams its open positions in real time, alongside the Campaign and Live Option Monitoring screens. And when the market is closed — overnight, on weekends, or on a holiday — every screen keeps valuing your book at the most recent close instead of going blank, so your totals are always there when you open Excel.
Smarter option-close imports. When your broker file includes the trade that closed an option but not the one that opened it — common when the opening trade predates the history you're importing — StrategyXL now matches the close to the open position already in your book instead of setting it aside. Re-importing a file leaves the lots you've already brought in untouched, and a closed position is now described by exactly how it ended — bought back, expired, assigned, or transferred — rather than always reading as a sale.

v2.0.3 September 22, 2026 · 0 fixes · 5 new

Enhancements

Import share transfers between your accounts. When you move shares from one of your brokerage accounts to another, your broker file records it as a transfer rather than a sale and a purchase. StrategyXL now recognizes these on import — from both Schwab and Fidelity — and carries the shares across with their original cost basis and purchase date, closing them out of the account they left and opening them in the account they arrived in, so each account's history stays right. It tracks the move from either side, whether the file you import is the sending account's or the receiving account's.
A clearer import picker. When you import a broker file, the symbols are now grouped into clear sections — what's ready to import, what needs a quick decision from you, and what can't be imported yet — instead of one long list, so it's obvious at a glance what will happen before you commit anything.
More real-world broker files import cleanly. Dividend reinvestments now pair up with their dividend even when your broker lists them a few days apart or mixes them in with sales, and re-importing a file you've brought in before continues your buys, sales, and closes from exactly where your records leave off — so bringing your history up to date stays clean.
Every open position now shows a value. Where a position without a fresh price used to read as a dash, StrategyXL now values it at its last known price — a mark you captured, or, failing that, its own opening price so no gain is invented — across the Campaign screen, My Portfolio, and Live Option Monitoring. Each screen still tells you how many positions are priced from real marks versus valued at cost, so you always know what's behind the number.
Live, consistent valuation while the market is open. Connected to your Schwab account, the Campaign screen now streams live alongside Live Option Monitoring — the shares, the period return, the cost basis, and the campaign totals all update on every price move — and the same position now reads the same across all three screens instead of drifting between them.

v2.0.2 September 19, 2026 · 0 fixes · 4 new

Enhancements

Transfer shares between your accounts. Moved a holding from one brokerage account to another? Record the transfer and StrategyXL carries the shares — with their original cost basis and purchase date — into the destination account and closes them out of the source, so each account's history stays intact.
Record a dividend on a closed position. Collected a dividend after you'd already closed out of a name? You can now add it to that closed campaign, so your income and total-return figures stay complete instead of missing a late payment.
Fidelity money-market sweeps import as cash. Fidelity transaction files often include automatic sweeps in and out of a money-market fund (like SPAXX). StrategyXL now records these as cash movements in your register instead of importing them as a stock you bought and sold — so your cash reconciles and your positions stay clean.
Cash-settled index options. Index options — SPX, SPXW, NDX, RUT, VIX and the like — settle in cash rather than shares. StrategyXL now recognizes them automatically whether you record one by hand or import it from Fidelity, marks them cash-settled so no phantom share lot is ever created, and pulls the index level for valuation from your Schwab connection in Capture Marks.

v2.0.1 September 16, 2026 · 0 fixes · 2 new

Enhancements

Smarter re-imports — bringing in a broker file you've imported before now recognizes the positions already in your book and imports only what's new. Import the same account day after day, or re-run a file after adding a few trades, and it reconciles cleanly instead of holding a symbol back because part of it was already recorded.
Incremental option rolls — a rolled position that's only partly in your book now continues correctly from where your records leave off. Whether you hand-keyed the earlier legs of the roll or imported them in an earlier file, StrategyXL links the new roll onto the existing chain rather than treating it as something it can't place.

v2.0.0 September 14, 2026 · 0 fixes · 8 new

Enhancements

The Trade Log — a full journal for your real trades. Record stock and option positions in a guided form (covered calls, cash-secured puts, vertical spreads, iron condors, and more), or import your history straight from a Charles Schwab or Fidelity transactions CSV. The importer merges the legs of a spread, recognizes rolls and assignments, files dividends and reinvestments, and skips anything you've already logged — and nothing is written to your book until you've reviewed a preview.
Campaigns — the story of a position, not just a list of trades. Positions in the same symbol and account that overlap in time link into a campaign automatically — a wheel, a rolled put, a covered call that gets called away — and StrategyXL nets the realized and still-open premium, the dividends collected, and a campaign-adjusted breakeven that shows what the whole effort really cost.
My Portfolio — value your entire book as of any date. Equity holdings with cost basis and unrealized P&L, option positions marked to market and grouped by strategy, cash walked forward from your reconciled register, and grand totals with position weights.
Live Option Monitoring — every open option position on one board: days to expiration, distance to the money, delta, net credit and net risk, option mark-to-market and % earned, and the campaign-adjusted breakeven each row is measured against. Positions at real assignment risk are flagged, a per-account coverage panel shows your cash against the capital reserved, and — connected to your Schwab account — the whole board streams live and recomputes on every tick.
Capture Marks — bring real prices into your book: stock and ETF prices from your own Tiingo key, option marks from your Schwab connection, or a CSV of historical marks, so every valuation reflects real data.
Backup & Restore — built-in, verified backups of your Trade Log. Moving your book between your own machines is a deliberate copy you control, not a cloud sync you have to trust.
Your Trade Log is always yours. It's your system of record, kept in a local database on your own PC — the power of a real database with the flexibility of Excel. Even if a subscription lapses, you can always open, view, back up, and restore it; you're never locked out of your own records.
Your existing StrategyXL is untouched by the update — your research, backtests, charts, saved runs, keys, and settings all carry forward exactly as they were.

v1.1.1 July 20, 2026 · 4 fixes · 1 new

Bug Fixes

Further reduced a rare Excel crash on close. When Live Data was streaming, quitting Excel could still occasionally make it briefly vanish and reopen — Excel crashing during shutdown and Office restarting it, not a genuine reopen. This release cuts that down substantially; the rare remaining case traces to a bug inside Excel's own shutdown (which we've reported), only ever affects a live-streaming session, and never touches your data.
Honest Live Data connection status. The Schwab Connection window used to show "Connected" whenever your credentials were saved — even if the live connection had actually been dropped. It now checks the real connection and tells you plainly whether you're connected, need to reconnect, or are simply offline.
Connecting on a second PC now reads correctly. Schwab allows one live stream per account, so connecting the same Schwab app on another PC signs the first one out. The first PC now says so clearly and offers a one-click reconnect, instead of continuing to look connected. Your StrategyXL license still covers both of your PCs exactly as before — only the live Schwab connection moves.
Your Schwab App Key and Secret now display masked (dots plus the last four characters), so they stay off-screen during a screen-share or screenshot. They're still saved — click a field to enter a new value, or leave it blank to keep the existing one.

Enhancements

New Error Log under the ribbon's Help menu — a plain-text log of any genuine errors StrategyXL has run into (data fetches, licensing, Live Data, backtests), gathered in one place so you can send it to support if you ever need to. If nothing has gone wrong, there's nothing to send. It's capped in size, stays on your own PC, and never contains your keys or account details.

v1.1.0 July 19, 2026 · 2 fixes · 9 new

The biggest StrategyXL release yet. Live Data brings options and stock data from your own Charles Schwab account straight into Excel — options chains, income setups, a live Setups Monitor, and Roll Analysis — while Advanced Charting opens any Price History in a full-screen, TradingView-style interactive chart with a fund-style returns table.

Bug Fixes

Fixed an Excel crash on close. With StrategyXL loaded, quitting Excel could make it briefly vanish and reopen — that was Excel crashing during add-in shutdown and Office automatically restarting it, not a genuine reopen. Shutdown is now clean, including when Advanced Charting windows or a Live Data connection are open.
Price History now shows a clear "ticker not found" message when a symbol isn't recognized (matching the Options Chain), instead of a confusing "data format may have changed" error.

Enhancements

New Live Data ribbon group — options and stock data brought straight into Excel from Charles Schwab's cloud API, with no ThinkOrSwim or other desktop app running. You connect your own Schwab account through a free Schwab developer app (bring-your-own credentials, the same idea as your Tiingo key), and StrategyXL is strictly read-only: it can only read market data — never place an order or move money — and your credentials stay encrypted on your own PC. Live Data is entirely optional (everything else in StrategyXL works without it), and the in-app Live Data guide walks you through the one-time setup.
Which Schwab APIs you subscribe your app to makes a real difference in what Live Data can do, so it's worth knowing up front. The Market Data API on its own gives you snapshots — the Options Chain and the =sXL_* formulas — but nothing updates on its own. Adding the Accounts & Trading API unlocks Schwab's real-time stream, which is what powers the live Setups Monitor, the =sXL_Live_* streaming formulas, and a Watchlist that updates on every quote. StrategyXL never trades either way — that second API is used only to open the market-data stream — so to get the full Live Data experience you'll want both enabled.
Live Data › Options Chain — pull a full options chain for any underlying and read it as insight rather than a data dump. The panel surfaces covered-call and cash-secured-put income setups (premium, yield, annualized, distance to strike), Buy-Write / called-away math, a price-range panel, and a next / last earnings overlay with the most recent beat or miss. (Available with just the Market Data API.)
Live Data › Setups Monitor — take the setups you find on the chain and watch them update in real time. Drill straight from an Options Chain setup, or from a Research idea's new Options Setup column, into a monitor that keeps ticking — snapshot to find, stream to watch. (Uses the live stream, so it needs the Accounts & Trading API.)
Live Data › Roll Analysis — a decision board for an open options position that lines up every roll, adjustment, assignment, or close side by side against the honest baseline of closing it right now. It handles single legs and spreads (including unbalanced and ratio), frames each choice across the whole position's prior credits, break-even, and cushion, and lets you save positions to revisit later.
Live Data formulas — =sXL_Live_* streams equity and option data (including greeks) into any cell in real time (real-time streaming, so it needs the Accounts & Trading API), while =sXL_* pulls point-in-time snapshots such as quotes and fundamentals from the Market Data API. Your Research Watchlist automatically goes live when streaming is available: the last price and every change column update on each tick.
New Advanced Charting button above the Price History chart — opens a full-screen, TradingView-style interactive chart of that sheet's data. Choose Line, Candlestick, OHLC bars, or Heikin-Ashi; switch between a dollar-price view (with your moving-average and Bollinger overlays, dividend markers, and Total Return) and a total-return-percent view (rebased to the visible window, with benchmark compare); and navigate with calendar-span presets (30 days through 10 years, and All), mouse-wheel zoom, a dashed baseline / 0% line, and per-series last-value labels.
Advanced Charting also shows a fund-fact-sheet returns table beneath the chart — each instrument's annual total return by year, plus its CAGR and the growth of $10,000 since inception, shaded with the familiar green / red heatmap for quick reading.
Price History charts are dramatically faster — even a heavy symbol now fetches and charts in about a second and a half, and a new status-bar readout reports the elapsed time and bar count after each fetch. (The in-sheet timeframe selector now tops out at 3 Years; Advanced Charting still renders the full history instantly.)

v1.0.7 July 6, 2026 · 7 fixes · 5 new

Bug Fixes

Re-opening (or re-pulling) a saved run now rebuilds every parameter exactly — including the new Pullback fields — and restores the run's Batch Name, so a Copy Template of a re-opened run no longer diverges from the original. (A backtest saved before v1.0.6 re-runs slightly higher the first time you re-open it, because the newer engine credits the dividends paid while each position was held; the trades and dates are identical, and it reproduces exactly after that first re-run.)
Copy Template now preserves deliberately-cleared fields — a blanked-out setting no longer silently reverts to its default.
The Trade Log now labels Pullback exits clearly — "MA reclaim" (the mean-reversion target) versus "Time Exit."
Short-position backtests now mark equity and report returns correctly. A mark-to-market error could previously produce inflated equity spikes and an overstated maximum drawdown on trades held short; both are fixed.
Price History indicator charts no longer collide when two charts of the same type are open on different sheets — each renders its own data.
Research and Index Holdings data no longer needlessly re-downloads (or briefly shows stale figures) around market holidays.
More robust licensing — a transient network error during a license check now falls back to the offline grace period instead of reading as an invalid license.

Enhancements

New Pullback / Dip Entry signal, in a new Mean Reversion ribbon group — an eighth signal type that enters on the magnitude of a decline rather than a recovery. Buy when price drops at least your chosen percentage either over N trading days (a short, sharp dip) or below its highest close of the last N bars (set N = 252 for the classic "X% off the 52-week high"). It ships tuned Connors-style — exit when price reclaims its 5-day average (taking profit at the mean), with a 30-bar time-exit backstop and Exit on Signal Reversal off — and it gives the Research dip Ideas a one-click backtest that reproduces the published figure.
New Watchlist in the Research group — your own curated list of stocks and ETFs, saved on your PC and remembered across workbooks (unlike the nightly Ideas / Seasonal / Explore feeds the engine builds for you). Two switchable views: Performance shows last close, the day's change, and 1-week through 1-year plus YTD returns; Levels & signals shows the 52-week high/low with the % move to reach each, price vs. its 200-day average, RSI(14), dividend yield, the date you added it, and your own editable Notes. Every row carries a live count of Ideas firing for that name (click through to Ideas), and its ticker opens a price chart. Multi-period returns are dividend-included total return; the quote and 52-week range are split-adjusted price.
New Tag Run button on a finished single-ticker Stock Backtest sheet (next to Copy Template) — set or replace the run's Batch Name after it runs, so you can promote a Research drill-down to "Favorites," group one-off runs under a shared label, and filter on it in Results History.
Every Research row — Ideas, Seasonal, and Explore — now shows the instrument's real company name instead of repeating the ticker.
The backtest signals are regrouped for clarity: MACD Signal Crossover now sits under Momentum, the breakout signals under Breakout / Volatility, and the new Mean Reversion group holds Pullback / Dip Entry.

v1.0.6 July 2, 2026 · 3 fixes · 9 new

Bug Fixes

Install order no longer matters next to other Excel add-ins. Installing, upgrading, or uninstalling StrategyXL previously could overwrite or remove another add-in's auto-load registration, leaving its functions broken until that add-in was reinstalled. The installer now registers StrategyXL in the first free slot, never touches other add-ins' entries, and closes the gap it leaves on uninstall — in any install order.
The MACD chart's histogram could render as flat lines instead of green/red columns, on both the Price History MACD chart and the Stock Backtest signal chart. Both now draw correctly.
Re-opening a saved run from Results History now fills the template with that run's ticker — it could previously show your saved default ticker instead, making it look like the wrong run had opened.

Enhancements

New Research ribbon group — a nightly study over the S&P 500, Nasdaq 100, and major ETFs that measures how well-known technical events (golden cross, 200-day reclaim, RSI recovery, breakouts, big drawdowns, and more) have historically played out in each instrument, surfaced three ways. Everything is raw material for your own testing — not advice.
Research › Ideas — the vetted shortlist: instruments where an event recently fired and that event has historically shown a forward edge in that instrument strong enough to clear an evidence bar. Filter by recency and strength score.
Research › Seasonal — calendar-month tendencies: for any month, each instrument's up-year frequency, average and median return, and its current streak of consecutive up (or down) years. The chart link opens Price History anchored to the start of the streak so you can see the whole run.
Research › Explore — the full instrument × event landscape with the vetted rows flagged, for open-ended digging. Filter by ticker, signal, strength, or vetted-only.
Every Research row drills down in one click: Backtest links (5-year and full-history) that run immediately with the study's exact assumptions and land on the results sheet, and a Price History link with the triggering bars shaded on the chart. Drill-down runs are logged under the batch name "Research" so they're easy to filter in Results History, and each Research tab remembers your filter choices via Save Defaults.
Exit on Signal Reversal is now a real switch (previously always on). Turn it off to hold positions until a stop, target, or time exit fires — the classic asymmetric playbook, e.g. enter when RSI recovers through 30 and take profit at 70 without the re-cross below 30 closing the trade early. Signals with a built-in exit level keep it either way, and StrategyXL warns you if a run is left with no exit at all.
Backtests now earn dividends. When a stock goes ex-dividend while a position is held, the dividend is credited to the account as cash (shorts pay it), shown in a new Dividends$ trade-log column and included in every P&L figure. This makes the strategy-vs-Buy-&-Hold comparison fair — the benchmark always earned dividends; now your strategy does too. New runs on dividend payers will score modestly better than the same run in earlier versions; saved runs still re-open exactly as recorded.
Returns now consistently include dividends across the product. Price History's % change, CAGR, period returns, monthly heatmap, and seasonality are computed on dividend-included total return (charts, indicators, and signals stay split-adjusted, matching popular online charting tools), CAGR uses one calendar-day formula everywhere, and seasonality averages compound the way real money does. These figures will shift slightly versus earlier versions — they're now the more accurate "what you actually earned" numbers.
Default slippage lowered from 0.10% to 0.05% per side on new templates — more realistic for liquid large-caps filling at the next open. Your saved defaults are untouched.

v1.0.5 June 19, 2026 · 1 fix · 0 new

Bug Fixes

Compatibility with other Excel add-ins — in some setups, installing StrategyXL could cause another installed add-in's custom functions to stop working (showing #NAME?), because the two add-ins shared a common software component at different versions. StrategyXL now matches the widely-used version of that component, so it loads cleanly alongside other installed add-ins. None of StrategyXL's features changed, and your saved backtests, settings, and templates are untouched.

v1.0.4 June 10, 2026 · 2 fixes · 6 new

Bug Fixes

Excel could take 10+ seconds to start when the local price cache had grown large — add-in housekeeping ran during Excel startup. All housekeeping now waits for your first StrategyXL click, so the add-in adds nothing to Excel's start time. If the cache ever genuinely needs compacting, you're asked first, with a time estimate.
Compare to Run # silently did nothing when the chosen baseline run came from a batch backtest. Batch runs are now valid baselines, and if a run number can't be used you get a clear message instead of silence.

Enhancements

RSI Cross — new Exit Threshold setting (default 70). The strategy now follows the classic asymmetric playbook: enter when RSI recovers up through 30, take profit when it reaches 70, with the re-cross below 30 as the failure stop. Set it to 0 for the previous symmetric behavior.
Bollinger Breakout — new Exit Band setting (default Middle). Breakout trades now exit when price crosses back through the middle band, the most-used Bollinger exit, instead of riding all the way to the opposite band. Opposite remains available.
Channel Breakout — new Exit Channel Period setting (default 10). The classic Turtle asymmetry: enter on the 20-period breakout, exit on the 10-period reverse break. Set it to 0 for the previous same-period exit.
Stochastic — new Entry Zone setting (default 20). Entries now require the %K/%D cross to start in oversold (or overbought for shorts), the classic qualification that filters out mid-range whipsaw crosses. Set it to 0 to take every cross.
Signal charts draw the new exit and zone guidelines (RSI exit level, Bollinger middle band, Channel exit band, Stochastic zone), color-matched to the exit markers.
Saved runs from earlier versions re-run exactly as recorded — the new settings only apply where you set them, so Results History reproduces historical results faithfully.

v1.0.3 June 5, 2026 · 1 fix · 6 new

Bug Fixes

Charting a stock with limited price history (recent IPOs or newer tickers) could throw a type-mismatch error, and switching the timeframe selector sometimes collapsed the visible range. Price History overlays and the timeframe scrollbar are now robust for any length of history.

Enhancements

New Results Dashboard button — turns your backtest history into a one-page visual summary: stat cards, a return-vs-risk scatter with an efficient-frontier line (click any point to open that run), an aggregate metrics table, and best-run-per-signal leaderboards. Reads the same filters as Results History.
New Compare Runs button — put up to six saved runs side by side: a winner strip naming the best run for each headline metric, a KPI matrix, overlaid growth-of-$10,000 equity curves, and a parameter diff that highlights exactly what changed between them. Launch it from the ribbon, by selecting rows in Results History, or from the Dashboard.
Results History — signal filtering is now a multi-select: include or exclude each of the seven signal types independently, plus new upper-and-lower bounds on every performance metric to surface winners or prune under-performers.
Results History — saved filter presets: save a filter set you reuse often and re-apply it (and re-fetch) in one click.
Results History — delete runs: remove specific runs or everything matching your filters as a recoverable soft-delete, with a permanent Purge when you're sure.
Results History — KPI heatmap: each metric column shades its top quartile green and bottom quartile red, so the best and worst runs jump out of the table at a glance.

v1.0.2 May 26, 2026 · 2 fixes · 6 new

Bug Fixes

The Copy Template button was sometimes invisible on Stock Backtest and Price History output sheets after re-rendering. Fixed.
Annual seasonality returns now compound correctly across the entire monthly heatmap — Annual column, monthly-average row, and overall-average cell all reconcile to Total Return %.

Enhancements

New Drawdown & Profit Cushion chart in Stock Backtest. Pairs your strategy's cumulative return from start (above zero) with drawdown from peak (below zero) on dual axes, so a steep-looking drawdown is read in context of how much profit cushion you'd built up.
Newest First sort toggle in Price History — optionally sort the OHLCV table by newest dates at the top.
Moving-average, Price/MA, and Bollinger Band overlays on the Price History OHLC chart. Toggle them on/off via new template checkboxes.
Seasonality bar chart added below the monthly heatmap for at-a-glance month-by-month performance.
Index Holdings — added Above-SMA columns for 5, 10, 20, 50, and 100-day windows (alongside the existing 200-day) and a six-donut sector breakdown grid.
Chart axis titles added across Stock Backtest charts (Equity Curve, Drawdown, Trade P&L), with clarifying subtitles on the Signal Chart and Drawdown chart.

v1.0.1 May 16, 2026 · 3 fixes · 2 new

Bug Fixes

Annual seasonality now compounds correctly and reconciles to Total Return %.
Bollinger Bands signal now respects a Direction setting (Above or Below) for momentum vs. mean-reversion strategies.
Signal Chart no longer shows identical entry/exit markers across multiple runs on the same ticker.

Enhancements

In-product update check — when a new version ships, every install detects it on the next ribbon click and prompts to download.
New About dialog showing full version info, license status, and a one-click "Check for updates" button.

Bugs or feature requests? — every message gets read.