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TJS v1 (Debut) - 2011

tjs-elite-changelog-logo

The TJS Elite continues to evolve; the following is a list of updates made to the TJS Elite since its inception.

Scroll down to find your current version, then click the shaded links to see what’s new!

You’ll find your current version # near the top-right of your Home Menu sheet.

 

* Compatibility notes (at bottom of page)

starting July 2011

TJS v2

  • Analysis sheet,   “Broker Stats” section created.
  • Workbook,   Created coding allowing TJS to ‘reset’ the file in case the user executed the protection feature.
  • Workbook,   Created coding allowing users to use file on a 2nd computer.
  • Trading Log sheet,   Modified SQN formula – prior formula overestimated the quality of the system after 100 trades.
  • Trading Log sheet,   Added “Equity Calculations” showing Open/Closed equity.
  • Candlestick – new sheet,   Plot P&L progress based on a candlestick chart.

starting February 2012

TJS v3

  • Trading Log sheet, Created “Sort by Exit Date” function/link.
  • Trading Log sheet, Created macro to Hide/Unhide MAE-MFE-BSO columns.
  • Tracking sheet, Linked each Performance-tracking category heading to the corresponding column headers in the Trading Log sheet.
  • Trading Log sheet, Created button/code to automatically insert 100 new trading log rows.
  • Home Menu, Created functionality to automatically import trade information from an older Elite file, to an updated Elite file.

starting June 2012

TJS v4

  • Calendar – new sheet,   Enter important trading events coming up for the current month.
  • Trading Log sheet,   All “Identifier” columns are now fixed. Now easy to match column data to the far-right with their corresponding trade information.
  • Workbook,   Pop-up comment revisions.

starting December 2012

TJS v5

  • Trading Log,   Created custom Filters for the Equity-curve graph. No longer just a cumulative equity-curve, but now users can view their ‘curve’ by filtering out specific Performance-tracking codes.
  • TJS Importer – new sheet,   Add-on functionality for “Ninja Traders” (does not work with most other broker export files).
  • Trading Log sheet,   Changed file-protect attributes, allowing users to modify column widths, and insert hyperlinks without having to unprotect the sheet.
  • Workbook,   Modified coding to fix “error on close” when other spreadsheets were open at the same time.
  • Accounts sheet,   Created a “Link-to” drow-down arrow, allowing users to link a specific account balance to one of the Analysis sheet headers.
  • Trading Log and Analysis sheets,   Made all pertinent cells (shrink to fit) to overcome the various screen resolution settings on users systems.

v5.2

  • Analysis sheet,   Created button/code to ‘unlink’ the Account Capital to the Accounts sheet.
  • Trading Log sheet,   Created “Return to Column A” button. Now quick & easy to return to the left side of the Trading Log.
  • Forex Trading Log sheet,   Added text link for “Trade Input” help.

v5.3

  • Home Menu,   Added product version #, which previously was only in the file name.
  • Trading Log sheet,   Created “Mentor” button. Now all users can send a copy of their Trading Log sheet to a mentor/coach/partner, etc.
  • Analysis sheet,   Created “Mentor” button. Now all users can send a copy of their Analysis sheet to a mentor/coach/partner, etc.

v5.31 – v5.33

  • Forex: Trading Log sheet,   Revised all MAE/MFE calculations to 5-decimals.

v5.4

  • Progress sheet,   Deleted images to reduce file size.
  • Trading Log sheets,   Deleted all unused Rows/Columns to reduce file size.

v5.5

  • Futures Analysis sheet,   Replaced “Trade Category” with “Time of Day”.
  • Expectancy sheet,   Revised instructional comments.
  • Scale In/Out sheet,   Changed decimal formats and made all cells ‘shrink-to-fit’.

v5.6

  • Analysis sheets,   Created button (coding) to Show/Hide all supporting data.
  • Options Trading Log sheet,   Created coding and new section, giving ability to change contract sizes for specific trades (Standard or Mini contracts, etc).
  • Futures Position Sizer,   Created functionality for Stop-loss pricing increments.
  • Workbook,   Lots of instuctional pop-up comment edits.

starting May 2013

TJS v6

v6.1

  • Futures Position Sizer sheet,   Re-coded the 2/4-decimal macro.
  • Workbook,   Made it possible to save the file as ‘binary’ with the (.xlsb) extension, which significantly lessens the file size.

v6.2

  • Trading Log sheet,   Minor aesthetic changes to the upper header section.
  • SpreadBet Trading Log,   Added input instruction for ‘Currency’ traders.

v6.3b

  • Workbook,   Changed file name extension to (.xlsb) format to significantly lessen the file size.
  • Workbook,   Revised coding for better compatibility with Excel 2013/365.
  • Analysis sheets (all),   Revised formatting in “Error Recognition” P&L column. – now displays both Positive & Negative amounts.

v6.3.1b

  • TJS Importer,   (Add-on sheet). Added default entry text when Forex Trading Log is chosen. Modified the Futures Trading Log default entry (Exit Date was displayed as Entry Date).

v6.4b

  • Workbook,   Modified vba coding for Mac users. The “Save-As” function, as well as TJS‘s “Sort by Exit Date” functionality should work now.
  • Futures Analysis sheet,   Linked the “Futures Symbols” header text to the TJS website Contract Size page.
  • Workbook,   Pop-up (instructional) comment changes and additions.

v6.4.1b

  • Trading Log(s),   Added formula to auto-calculate the “Day of Week” column in the Tracking Codes section.

v6.4.2b

  • Forex Trading Log,   Modified “Net P&L” calculation to include the Rollover Expense column.

v6.4.3b

  • Workbook,   Minor vba coding updates.

v6.4.4b

  • Forex Position Sizer,   Fixed (micro unit) calculation in the bottom-left ‘Cross-pair’ section.

v6.4.5b

  • Accounts sheet,  Reformatted columns resulting in a quicker import when using the TJS Data-transfer function.

v6.4.6b

  • Trading Log,   Fixed the “Sort by Exit Date” link, as all links were pointing to the Stocks Trading Log, regardless of which Trading Log was being used.

> Please feel free to contact us for a quick instructional fix or a manual work-a-round for v6.4.6b.

May 2013, through June 2017

TJS v7

The “v7” is a significant update taking more than 5-months to complete and nearly $4k in developer coding costs. Thus, all “v7” update requests will incur a nominal $39.99 charge to help cover our time and expense to make this update a reality.

There are too many modifications to list, as a fine-toothed comb and many days were spent refining the small details (comments, formatting, formulas, coding, etc,.). Here’s a list of the major changes along with the more visual modifications:

Trading Log(s):

  • Modified the top-header section to incorporate linked buttons instead of text links.
  • Formulated the “Day of Week” Tracking column to auto-populate after an Entry Date is entered. If “Day of Week” is not listed as a ‘Tracking’ category, the formula will not display anything.
  • Changed P&L bar color (now a neutral ‘blue’), and other aesthetic modifications.
  • Made all “Date” columns Shrink-to-fit.
  • Options Trading Log,   New Risk Amount formula to better work in conjunction with the new Contract Size formulas.

Analysis sheets:

  • Month / Year filters. Now, all performance-tracking analysis can be filtered to display specific Months (and/or) Years or All cumulative trades.
  • Changed P&L bar color. Now is a neutral blue instead of green, which was confusing when looking at negative analysis figures.
  • Show/Hide buttons for displaying hidden reference cells.
  • Modified the top-header section to incorporate linked buttons instead of text links.
  • New identification area to show which Analysis sheet the user is on.

Trade Summary (New sheet)!!!:

  • Summarizes all pertinent trade info on one sheet, automatically.
  • Print parameters are preset to print each trade outcome on one organized sheet.
  • Also displays any hyperlinked image (from the Symbol column in the Trading Log).

Home Menu:

  • Added buttons to Expand/Collapse the center of the menu (making the menu easier to view).
  • Reconfigured the order of a couple of sections.
  • Deleted the Toolbox link in favor of the TJS Support page.

Forex PosSizer sheet:

  • Modified “Micro Lot” formulas.
  • Added “Units” calculations.

v7.1 – v7.4

Feb, 2014

  • CFD Trading Log,   Cells (B19 – B20) were mistakenly ‘protected’ preventing users from clicking them without ‘unprotecting’ the sheet.
  • Home Menu,   Code change for the Data-transfer function. The code will now detect when a user has deleted a sheet.
  • Options Trading Log,   Resized the data table for “Sort” button functionality when user manually changed the Contract Size multiplier. 

v7.5.x

June – Sep, 2014

  • Progress Chart,   Modified code for Mac users who got error message (Mac vba issue).
  • Futures Trading Log,   Added “Total # Points” calculation at the bottom of the table.
  • Forex Trading Log,   Added “Total # PIPs” calculation at the bottom of the table.
  • Trading Logs (all),   Added five additional columns for ‘user’ to customize their own columns.
  • Trading Logs (all),   Revised “Risk Amount” formula in header to be dynamic (always current based on Closed Equity).
  • Progress Chart,   Modified vba code to be compatible with expanded data table.

v7.6

Oct. 2014

  • Analysis sheets (all),   Created a custom filter enabling users to view analysis by either Gross or Net P&L (was only Gross before).

v7.7

May, 2015

  • Progress Chart,   Enlarged chart area.
  • Scale In/Out,   Modified aesthetics (colors and formats, etc.).  Revised instructions.
  • Options Trading Log,   Modified “Expiry” column formula – will no longer read “Expired” on the same day of Expiry (it will read “0”).
  • Options Analysis sheet,   Deleted ‘numbers’ in the Codes column in the “Trading Indicator” section, which affected the display of the Ultimate Trade Analyzer in some situations.

v7.8 – v7.8.4

Sep. 2015

  • Analysis sheets (all),   Modified aesthetics in top Header. Created new buttons for “Hide/Unhide” of hidden reference cells.
  • Trading Logs,   Added capability to adjust “Closed Equity” to coincide with Accounts sheet ledger (when adding Deposits or Withdrawals) – view the CT column.

Mar 28. 2016

  • Trading Logs,   Data-validated and Pop-up comment revisions. Minor formula revision in “Closed Equity” column.
  • Analysis sheets (all),   Comment revisions to: (Expectancy, Entry Strategy, Reversal Times).

May 19. 2016

  • Workbook,   Minor aesthetic, comments and data-validated message modifications. All Pricing cells are now “shrink-to-fit”.

June 2017 debut

TJS v8

June 2017

The “v8” update coincided with the new TJS website, which was created to give a better and more intuitive user experience. 

We went way over budget on this update with a masterful coder who demands a hefty premium, so if it sounds like we’re begging you to check it out – we’re not… (yea, we are!). Anyhow, we are truly excited about the new TJS Elite “v8”, and hope you will be too. 

The “v8” deserves its own page, so… we created one.

 >>  View the new v8 Updates! <<


New to v8? Click here! >>


v8.8

  • Analysis sheets, >> Deleted “Pie Graph” numbers. Aesthetically, they were cluttering the graph, not always readable, and redundant.
  • Futures Analysis sheet,  >> Modified analysis filter. Old filter was, (Gross P&L and Net P&L). New filter is, (POINTS and Net P&L).
  • Forex Analysis sheet,  >> Modified filter. Old filter was, (Gross P&L and Net P&L). New filter is, (PIPS and Net P&L).
  • Trading Logs.  >> Instructional pop-up comments were revised in row 18, and for the Scale In/Out section.
  • Fix – Forex Trading Log,  >> Modified Gross P&L formula so that the calculation would remain blank until an Exit Price was entered. An email was sent out to all affected users. Apologies for this oversight. 

v8.9

  • Forex Trading Log  >> Column B (Currency Code #) is no longer used – it’s gone! So is the JPY column. This process is much more intuitive.  Just pick from the new Currency Pair drop-down list and the new formulas and validation will take care of the rest. Click to view an image of the changes.

Thank you to fellow TJS user (and Excel wizard) Trevor Norman for his feedback and assistance with this new functionality!

v8.9.22

  • Home Menu > Data-transfer function >> has been added, which will import the trade data from a prior “v8” version to a newer “v8” version.

v8.9.23

  • New sheet! > “Symbols Stats”  >> this new sheet will show stats for all: Stocks, SpreadBet, and CFD‘s Symbols/Instruments that you trade, and in combination with the type of Strategy that was tagged for each.

v8.9.24

  • Milestones sheet  >> Added stats: Average # Days and Average # Hours:Minutes in each trade (for Trading Logs that keep track of Hours:Mins).

v8.9.25

  • Data-transfer function > Home Menu sheet  >> minor revision to the vba coding (non essential to most users).

v8.9.26

  • New sheet >> Password Manager  >> Keep all of your trading account Passwords, Logins, 2FA, Secret Seeds, etc. all in one place.
  • Revised sheet >> Journal  >> Deleted the old (hard to use) text box in favor of formatted rows. The sheet now looks and feels like a sheet of lined paper.
  • Trading Log(s) sheet  >> all Gray and Blue Arrow/Buttons (used to scroll right/left) in the upper header section are now hard-coded. Now, the trade-data rows will no longer automatically move back to the top of the list after clicking them. They will remain frozen, avoiding the user from having to scroll back down to the trade row they were originally on. 

v8.9.27.2

  • Trading Logs, Analysis Sheets, Progress Charts  >> Minor formatting changes.

v8.9.3Cryptocurrency product

  • Trading Log >> Settings section  >> added decimal buttons to easily change the decimal formatting for all QUANTITY columns. As well, all PRICING columns can easily be changed to 8-decimals.

v8.9.4“All-markets” product

  • New functionality >> Futures Analysis sheet  >> added new functionality for user to choose a “Cryptocurrency” template. Users can now choose to either use the Futures Analysis sheet for: “Futures” or “Crypto”, or combine the two markets together. At the top of the Analysis sheet, there is a drop-down button to choose which template to use. Choosing one (or the other) will also change all header titles used in all of the linked Analysis and Trading Log sheets
  • New functionality >> Futures Trading Log >> Settings section >> added new Decimal buttons to change all QTY columns/cells to change the decimal format for up to 8-decimals. This allows the user to record Cryptocurrency trades, which Qty and Prices are commonly listed in up to 8-decimals.

v8.9.5All product versions

  • Code modification >> Trading Log sheets  >> Due to a Mac software update that would no longer read specific vba language, code had to be modified to fix a Run-time error message. This does not affect any Windows-based users. If you are using a Mac and are experiencing an error message after clicking in a cell in (any) of the Trading Logs, then please notify TJS support.
  • All Trading Logs > “Identifiers” section  >> The ‘frozen panes’ section on the left-side of each Trading Log has been modified, making for a more functional, aesthetic and better experience when scrolling to the right-side of the sheet.

v8.9.6All-markets, and Forex (only)

  • Fix >> Forex Position Sizer sheet  >> Modified/fixed formula in cell E45, which had an incorrect cell reference. This affects (only) the “Cross Pair (no USD)” section. If you are using this section and would like a fix, please notify TJS support.

v8.9.6.1All-markets, and Forex (only)

  • Minor vba coding edits to the “Data-transfer” function, and instructional/comment edit in the Accounts sheet.

v8.9.6.2All-markets, Stocks & Options, and Options products (only)

  • New functionality >> Options Trading Log >> Added formula in the Exit Date cell/column which will now ‘auto-fill’ the Date as soon as the countdown clock deems the trade as “expired”. Modified the formula in the “Days to Expiry” column to coincide with the new Exit Date formula.

v8.9.6.3 – All product versions (minor changes)

  • Forex Trading Log > “Scale In/Out” section  >> Formatted all QTY columns to display 3-decimals. This does not impact any calculations (compared to prior file versions) – just a preference on how to view those cells, based on user feedback.
  • Stock and Options Trading Log >> Some cells became Unprotected (during a prior revision). These cells are now Protected again, avoiding any mistaken deletion of formulas.
  • Accounts sheet >> Revised instructional pop-up comment next to the “Account Balance (Values)” section. 

v8.9.6.4 – All product versions (minor changes)

  • In the Crypto Trading Log, a new Settings section has been added to modify the Gross P&L formula. It can be changed based on user preference depending on what type of account they are trading on (Spot or Futures/CME).
  • For: All-markets, Stocks and Stocks/Options products, a formula was missing in the following section: Analysis sheet > Miscellaneous (viewable by scrolling down underneath the Mistakes section). This has been fixed.
  • Comment revisions in the Futures Trading Log (cell E1), explaining how to enter positions with unique Tick pricing.

v8.9.6.5 – Stocks product versions  

  • Fix >> In the Stocks Trading Log, the “Click to Add 100 Rows” function/code has been modified to fix an issue with cells auto-protecting themselves after the new rows were added to the Trading Log table. If you are experiencing this issue in your Stocks Trading Log and need a fix, please contact TJS support.

v8.9.6.6 – All-markets, and Options products (only)  

  • In the Options Trading Log, the formulas for Columns M and N were revised to prevent the Expiry column from displaying “Expired” when the trade was officially closed. 

v8.9.7 – All-markets, Futures, and Options products (only)  

  • In the StatsDash sheet, new “Totals” calculations have been added to (sum the totals of) all individual market types.
  • In the Options Trading Log, the “Expiry Date” column formula has been revised to display a “0” on the last day of expiry. Previously it would state “Closed”.
  • In the Futures Trading Log, the Decimal formatting has been modified in the Scale In/Out sheet, providing for more decimals. Also increased the decimal format for Row 15 in the Trading Log (Entry and Exit Price columns) which display when entries reside in the Scale In/Out section.
  • Reporting sheets, minor comment revision.

v8.9.8 – 

  • Crypto Analysis sheet: 1) Updated Symbol list.  2) Updated decimal format in Contract Size column (2-decimals).
  • Crypto Trading Log: 1) In Row 14, cells (G14, H14, J14, K14) are now linked to the Decimal button functionality – in the Settings section (column AW).
  • In the All-markets product file, the Crypto market sheets are no longer integrated with the Futures Analysis and Trading Log sheets. Feedback was not positive for this functionality, thus the Crypto product will remain a “stand-a-lone” file.
  • Stocks, SpreadBet and CFD Trading Logs, cell F14 is not linked to the Scale In/Out sheet — cells G14, J14 and K14 were already linked. These cells will display figures when using the Scale In/Out sheet (accessed by clicking the button in column DM).

Current v8 user? Click here to view the Changelog >>

Ready to update to "v8"?

* Compatibility:

If you are a Windows user with any Excel version 2007 (or greater), please purchase  

If you are a Mac HighSierra (or newer) user, using Excel 2016 (or newer), please purchase  

All (older) Mac OS users, please do not purchase the “v8” update 

TJS Elite – Changelog

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