TJS Help & Support

Tips

2nd Computer / Backup / Syncing

If you’re looking to use your TJS on (your own) multiple computers, the 2nd, or additional computers must have the same Excel User Name (on the Excel app) that you originally installed your TJS on. *

If using multiple computers for your TJS, please treat your Excel User Name just like any other password, or you’ll likely receive a registration error.

*  Please note, if your multiple computers are both a (Windows and a Mac), we cannot guarantee that you will be able to share your file between the two different platforms, as there are too many variables that exist that may prevent this from happening.

Some users have no issue with this, while other simultaneous (Window & Mac users) have received the registration error when accessing their TJS on the 2nd computer — the 1st being the computer the TJS was originally downloaded on.

Need help with your Excel User Name settings. Please read the following excerpt…

Using TJS on a 2nd (or New) computer>>

 

Here’s how to access your Excel User Name:

1) Go to the computer that you downloaded the original file to.

2) Open Excel.

3) Depending on your Excel version (2007, 2010, 2013, 2011mac), do the following:

  • 2007
    • Click MS Emblem (top-left of toolbar).
    • At the bottom, click Excel Options.
    • Near the bottom, you’ll see a “User name” box. This name must be the same for both computers)
  • 2010 / 2013 / 2016 / 365
    • Click the green File tab (upper-left of toolbar).
    • In the left column, click “Options”.
    • Locate the “User name” box and make sure the name is the same here as in your other computer.
  • 2011mac
    • Go to Excel > Preferences > General, then locate the “User name” box and make sure the User name is the same as in your other computer.
Excel User Name>>

 

Traditional backup methods are to store files on a 2nd drive, such as an internal or external hard-drive, or a portable USB drive. However, cloud-based storage apps are now the norm and can make it ideal to use when needing to use your TJS on a 2nd computer.

The most popular cloud-based storage solution is www.Dropbox.com. Microsoft offers their own version of cloud-based storage, called OneDrive. Both of these allow you to backup your important files, and sync those files to your multiple computers.

With cloud-based storage (and a copy of Excel on your multiple computers), you’ll be able to easily access your TJS on each computer. — (see instructions above). 

 

Backup (and/or) Sync your TJS>>

 


“Accounts” sheet

When you link a specific account, the amount will be shown in the Account Capital cell of the Analysis sheet that it was linked to. It also becomes part of the equation for the Risk Amount section in the top-header of each Trading Log sheet.

Note — linking an account does not affect the Analysis stats in the individual Performance-tracking categories. 

Please know, the Link To button in the Accounts sheet allows for only one market (or Analysis sheet) to be linked, per Broker/Account.

Alternatives:

1)  Using a Formula in one (or more) of your Analysis sheets to sum the total of multiple Broker/Account balances.

To do this, go to your Analysis sheet. Use the “Unlink” button (at the top), then enter a formula in the Account Capital cell. This will sum the total the combined Capital you have for two (or more) accounts.

Here’s the formula if a user wishes to Sum Total all (5) accounts together in one Analysis sheet:

=Brokers!H2+Brokers!h3+Brokers!h4+Brokers!h5+Brokers!h6

  • Whereas “H2” equals the 1st broker, “H3“equals the 2nd broker, and so on. 
  • So, if you only wish to Sum Total the first two accounts, then the formula would be:  =Brokers!H2+Brokers!h3

Note — when entering the formula, make sure to click the Account Capital cell, then enter the formula in the upper Formula Bar.

2) Use a formula to link one (or more) Analysis sheets to the same Broker/Account.

To do this, go to your Analysis sheet(s). Use the “Unlink” button (at the top), then enter a formula in the Account Capital cell. 

Here’s the formula:

=Brokers!H2  (Whereas “H2” equals the 1st broker, “H3” equals the 2nd broker, and so on).

3) Not using the Accounts sheet, and manually entering your own Account Balance in the Account Capital cell of  your Analysis sheet.

To do this, just click the ‘Unlink’ button, then manually enter your own Account Balance. Update it periodically as your balance changes (optional).


 

Add miscellaneous EXPENSES in the Trading Log

The Trading Log already has a column to enter costs that are directly associated with each trade, like: (Fees, Commissions, etc). However, if you’d like to keep track of “other” expenses, such as: (Data feeds, Platform costs, ECN fees, or Other monthly expenses) without it affecting your Analysis in the Tracking sheet, you can do so.

Click to show an example.

With the above method, it’s important to enter your expenses (as instructed) so that your Gross P&L shows a zero for the Row that you are entering your expense on. Without the Gross P&L showing a zero, your Equity-curve and other dynamic formulas will not be able to resume working.

An alternative method is to use the (CT) column to enter additional Fees, which will also be configured in to your Closed Equity figures. It’s a ‘personal’ preference which method you decide to use.


 

Backtesting instructions

First, you’ll need to…TJS Backtesting

1)    Create a duplicate copy of your product file by simply performing a “Save-As”.

Name the copy “Backtest”, then keep the ‘original’ for live trading.

Print the following sheets to have handy while performing your back test:

2) Trading Plan

For all steps listed (below), your back-test can only be deemed reliable if it is done (according to your plan). Your trading-plan should be specific and tell you when to Enter the trade and at what points you will either Exit the trade for a loss, or Exit based on a predetermined profit-taking method.

3) TradeSheet – (found inside each product file).

Use this to write down your notes of each Trade Occurrence. You will transfer these notes directly to the trading-log when you are finished.

Alternatively, you can enter your backtest trade entries directly in the Trading-log.

When you see “Trade Occurrence” (step 4, in image below)… you’ll be writing the “codes” in the TradeSheet for each individual “Performance-tracking” category you wish to track, while using the Tracking sheet for code references.

7-step backtesting procedure

7-Step backtesting procedure

 

Prosperous Trading to You!

 

Broker Import

The TJS product is unique in that it summarizes your trade information in to multiple Performance-tracking categories, which means that getting the type of analysis that the TJS offers, manually entering your trade data may be necessary.

However, if you use Ninja Trader, they allow users to export their trading data in a nicely organized file that can be imported to the TJS TradingLog.

Also, please know that the majority of TJS users do not use Ninja, which means that (roughly 98.4%) are manually entering their trade data and using that time to reflect on their trading day, as mentioned in this user testimonial…

“… I tried subscribing to some online trade-tracking sites but there is nothing like taking the time to manually record your trades to really understand your game.” ~ Simon Smith, Canada

If you use Ninja and would like more information, please continue to the TJS Importer page.

For additional info on the TJS faq page, regarding “Broker Import”, please click here.


For the DIY (Do-It-Yourself) traders who’d like to try to Copy/Paste trade information from another Excel file: 

To make sure you don’t invalidate the formatting of the TJS, use the following function when pasting your information:

  • Paste Special > Values (only). This will ensure that you don’t compromise the TJS formatting.

 

Hyperlink (chart images) to your “Trading Log”

hyperlink charts

First, you’ll need a screen-capture utility like Snagit, or the handy TJS Chart/Image maker.

After saving the image you’d like to link to your trade, use one of the two methods (below) to link your chart image to the desired cell of your spreadsheet.

You can also have your image displayed in the TJS Trade Summary sheet.

 

 Basic (Quick) method 

This is the quick & easy method, but you’ll need to make sure you don’t (rename or change) your folder location. If you do, you’ll invalidate your hyperlinks.

  1. In the Trading Log, Right-click the text in the symbol column. Then click Hyperlink on the shortcut menu. An “Insert Hyperlink” box will pop-up.
  2. Locate your saved (image) file.
  3. Click on the file name of your image — Click OK.
  4. The (blue/underlined) text you hyperlinked is now clickable. Clicking it will instantly open up your picture viewer and the image you associated the link with.
  5. You should also see your image in the Trade Summary sheet for a full review of your trade.
 Alternate method 

If you want to make sure you don’t lose your hyperlinks, try the following, which will tell Excel to always look in the same location that your TJS file is in… so make sure you keep your TJS file and all images in the same folder! This involves using an actual formula command in the cell that you wish to hyperlink from… say, the ‘symbol’ column.

=HYPERLINK (“Link_location”,”File_name”)

  • Link_location refers to the file to link to
  • File_name is the text you’d like to display in the Excel cell

 Example: =HYPERLINK (“C:\Test\Trade1.jpg”,”Trade1″)

Your done! View your chart hyperlinks periodically to review your trades and compare the charts with the notes you recorded in the Entry Notes / Exit Notes journal section (at the end of each TradingLog row). Comparing your notes to the actual charts that you traded will allow you to more easily determine what you did right or wrong, and what you may do differently in the future.


 

Hyperlinks, viewing in the “Trade Summary” sheet

The TradeSummary sheet can automatically detect your hyperlinked (screenshot) images, but in order to do so, it needs a specific column to look for those hyperlinks. Please make sure your hyperlinks (linked images) in the Trading Log are in the Symbol column (only) – which is always column B.

Once you’ve taken (the step above), the TradeSummary sheet will detect the linked image and display it in the lower section of the sheet, making it easy to review your trades by simultaneously referencing both the image and any notes that you took of your trade.

If it doesn’t appear that your image is populating, please try toggling the Up/Down arrows on the left-side of the sheet. The number listed on the left-side of the arrows is the corresponding trade (row) number for each trade.

Not sure how to use Excel’s Hyperlink function? It’s as easy as right-clicking in your Symbol column, choosing ‘Hyperlink’, and then pointing to your saved image. For more information, click here.

Note:

For Elite “v7” users who are transferring data from an older Elite version to their “v7” file, your hyperlinks will no longer work in the TradingLog (and TradeSummary) sheet, unless those hyperlinked images are stored in the same file as your newer TJS Elite “v7” file. This is due to Excel needing to see a relative path to those images, which will be lost if the new file is not stored in the same location as your images.


 

Multiple Currencies – How-to?

Since traders can be found all around the world, there is no default currency.* This way, any currency will be calculated correctly, as long as all trades are in one common currency. 

* Exception – The UK SpreadBet product displays the Pound symbol in some price fields.

If you trade with brokers using multiple currencies, you can do one of three things:

1) Manually enter your actual P&L (in one common currency) in the Gross P&L column of the Trading Log sheet, and also in the Risk Amount column (if using Stop-prices).

    • This will over-ride the formulas and avoid having to convert prices.

2) Choose a common currency (your native currency, most likely), and then convert all price data (that is not in your native currency). 

    • This is advisable if you use Stop and Target prices, which will have an effect on the yellow “Summary” section of the Trading Log sheet.

3) Duplicate your product file. Then, Record & Track your multiple currency trades in separate files. 

The (unique) Tracking sheet needs consistent P&L data, and by choosing one of these methods… all of your data will be consistent, giving you reliable tracking analysis.


 

Reporting sheet – Info

presentation board

Please knowif Pivot Tables are intimidating to you, please don’t feel you need to use them to analyze your trade data.

The TJS Tracking sheet(s) will give you far more analytical stats then the Reporting sheets; they allow you to assess your current progress, to narrow down your Strengths & Weaknesses and provide you with accurate expectancy figures, which the Reporting sheets cannot do.


A Pivot Table report gives you an interactive way to quickly summarize vast amounts of data. Easily summarize data by categories and subcategories, as well as filter, sort, group, analyze and explore useful subsets of data.

For the TJS, this means you can quickly find out how certain strategies, markets, time-frames, categories, etc., are performing each week, month or year. With Pivot Table reporting, you’ll be able to display outcomes based on filtered subsets of information.

Each TJS Pivot Table reporting sheet gives you a basic example of how to set up the sheet, but feel free to check (or uncheck) the boxes and experiment to see what possibilities you can come up with. There really is no wrong way to filter your data, but since there are many ways, you may want to learn more about them as they can be useful for some users.

Tips when using the TJS Reporting (Pivot Table) sheet :
  1. You can change the pivot table summary formulas by right-clicking on the pivot table (not the graph), then selecting “summarize data by” option.
  2. To refresh the original data, just right-click on the pivot table (not the graph) and select “Refresh Data”.
  3. To drill down on a particular summary value, double click on it. A new sheet will be created with data corresponding to that pivot report value.
  4. To make a new chart from a pivot table, simply click on the pivot chart icon from the Options toolbar ribbon, then follow the wizard instructions. 
Entire books have been written on the use of Pivot Tables, so unfortunately the TJS staff do not have the resources to teach users how to use Excel’s advanced features. Here are some helpful links if you’d like to know more:

 

Quick ‘Summary’ using Excel’s status bar

excel-status-bar For those that don’t know… Excel displays a very helpful summary in the (lower status bar) window.

Click the image (to the right) to see an example.

Just scroll & highlight any numeric data column * and you’ll see some interesting calculations come to life:

* Sum
* Average
* Minimum
* Maximum
* Count (# of items)

* Depending on which column you’re highlighting, you may need to first unprotect the sheet [ Review > Unprotect sheet ].

Unlike a formula entered into a cell, you cannot permanently keep these results in your trading spreadsheet, but when you want a quick answer to a question on your input area, it can’t be beat for its quick and instant display.

To change your choice of what the status bar displays, just right-click in the status bar (at very bottom) to see your choices, then check or uncheck the ones you want displayed.


 

Tracking and Analysis sheet – Getting Started

Click to view the, Getting Started with the Tracking sheet” image.

  • Read the two ‘Callouts’ in the image.

 Helpful TJS Links

Tracking sheet example

 


Trade Input (help)

Forex – Trade Input

Gross P&L:

1) Forex involves trading a myriad of different currencies, and some pairs will have different P&L results based on their ‘quoted’ currency. 

Cross Pairs (non USD quoted trades)

Since USD quoted trades are the most commonly traded, and the majority of users’ accounts are in USD, this is the default calculation. The TJS does not have the ability to convert the price of a given currency at the moment the trade was exited, so…

If Broker account is not in USD.

  • Your Gross P&L will need a “manual” entry for every trade.  
  • Please write down your Gross P&L after every trade is exited to have it available when entering your trades.

If Broker account is in USD.

  • Your Gross P&L will be automatically calculated for all (xxx/USD) trades, but a “manual” entry is needed for each (cross-pair) trade.
  • Please write down your Gross P&L for each (cross-pair) trade so it’s readily available when entering your trades.

See example #1

Click to learn more about GROSS P&L>>

Account size:

2) Not all Forex accounts are the same. 

Some brokers allow you to trade an exact quantity and others have a base ‘lot’ size that is used to trade with. Basically, there may be many variances between the myriad of brokers out there, so we tried to make it as simple as possible for users to input their data regardless of what type of account they have.

  • If you click in cell F10 of the TradingLog, you’ll see a drop-down arrow that will allow you to choose a specific Lot-size. Please choose accordingly, then enter your contract (QTY) in column H. Once done, these two figures will become part of the Gross P&L equation (but only for USD quoted trades, as explained above).
  • If you’d rather not set a specific Lot size, then choose “1” in the drop-down arrow of cell F10, then enter your contract (QTY) accordingly — in column H.

See example #2

Click to learn more about ACCOUNT SIZE>>

Currency Pair (list):

3) The logic behind the Currency Pair list.

The Currency Pair (list) is just one of the many Performance-tracking categories available in the TJS Forex Tracking sheet. It’s also part of a few equations in the TJS TradingLog, so it’s not as customizable as the other tracking categories. 

Click the example link below to gain more perspective, and be sure to read the notations at the right-side of the image.

See example #3

Click to learn more about CURRENCY PAIR (LIST)>>

Risk Amount (column AJ):

4) Why are some (or all) “Risk Amount” calculations incorrect (and color coded)?

For the same reasons in #1 (above), the Risk Amount column may need a manual entry for all trades that are not quoted in USD (xxx/usd). The color-coded cell is just a warning that a non-usd currency pair was entered, and that you should verify that the figure is accurate. 

If Broker account is not in USD.

The Risk Amount cell will be maroon in color for all trades not quoted in USD (xxx/usd), and will have an amount shown that will need one of the following actions:

  • “Manually” enter your own adjusted Risk Amount – your trading platform may have this information, or
  • Click the link in cell AJ13 (directly above the Risk Amount column) for help with converting the amount shown to your native currency.

If Broker account is in USD.

  • The Risk Amount cell will automatically display your results for all USD (xxx/usd) quoted trades. 
  • The Risk Amount cell will be maroon in color for any cross-pair trades not quoted in USD (any/xxx), and those trades will need to be converted to USD.

Click for image example

Click to learn more about RISK AMOUNT>>

 

Futures – Contract Sizes

The Futures Tracking sheet allows you to Track & Analyze specific instruments, however, most will have varying contract sizes. Since the TJS will attempt to calculate your P&L for you, the sheet needs to know the size of each instrument that you list.

For a list of common Futures and Commodities (contract sizes), please visit the TJS Futures Contract Size page.


 

Options – Trade Input

After having viewed the Getting Started Slideshow, you’re now ready to choose a method of recording your trades. First, the Analysis sheet, and its various “Performance-tracking” categories need to see “consistency” to produce meaningful data to track and analyze your results. Due to the complexities of Options trading, there are two different methods of trade input to choose from.

Choose the one that makes most sense to you and your trading regimen, then stick to that one method for each successive trade input. 


Method 1

Each trade (regardless of the number of ‘legs’) are summed together on one row in the Trading Log

Pros:

This is the simplest method, and recommended if you don’t wish to enter Quantity or Price information in the Trading Log sheet.

    • Each (multi-leg) trade is entered on only one row, regardless of how many ‘legs’ were executed.
    • Skip the (Entry – Stop – Target – Exit) columns.
    • After ALL ‘legs’ of the trade are closed, sum the Profit/Loss, then manually enter your Gross P&L.
    • The trade (as a whole) gets classified as one single strategy in the Tracking Codes section of the Trading Log.
Cons:

Without Entry and Exit price information, the Open and Closed Equity calculations in the top header won’t populate, and the following information in the Trading Log “Trade Summary” section will not populate:

    • Risk Amount  —  R-Multiple  —  Reward-to-Risk  —  % Gain
    • This is offset by getting some very detailed analysis in the Analysis sheet.

Example images of both Trading Log and Analysis sheet, for Method 1:

– Maximize the browser window for an enlarged full-screen image

 


Method 2

Each trade ‘leg’ is entered on separate rows in the Trading Log.

Pros:

Since both Quantity and EntryExit price information is required, TJS will automatically sum your Gross P&L, along with additional fields in the “Trade Summary” section (if Stop and Target prices are entered).

Cons:

Since each leg of the trade is entered as its own trade, your Win % analysis in the Analysis sheet will likely reflect both winning and losing percentages for a single trade regardless of the outcome of the trade (as a whole).

Example images of both Trading Log and Analysis sheet, for Method 2.

– Maximize the browser window for an enlarged full-screen image

CLICK for - Trade Input methods >>
 

Other related Options topics:


 

SpreadBetting – Trade Input

When trading the usual Pound per Point trades, the input is all standard and self-explanatory. However, if trading SpreadBetting currencies, please read on…

Enter the following in the Entry QtyColumn F, depending on what type of trade it is:

  • SpreadBet (no currencies) – 1, for each pound, per point.
  • SpreadBet (JPY quoted Currencies) – 100, for each pound, per pip.
  • SpreadBet (all other Currencies) – 10,000, for each pound, per pip.

Click for example.

Another alternative, just manually enter the correct P&L in the Gross P&L column (over-righting the formula).


Troubleshoot

Blank Screen Help

blank-excel-screen You open a workbook in Microsoft Excel, and cannot see the file. There appears only a gray screen, even if (sometimes) you can see a formula in the formula bar!

1) Your Excel page is maximized and for some reason your file is set to be minimized; try to locate the “minimized” screen, then maximize it. 

2) You have multiple monitors and the window of your Excel app is spanning across more than 1-monitor; drag the right-side border of your Excel app across your other screens to view the inside window. 

3) If you still cannot see the workbook, close down the program; Excel should ask if you want to Save the file. If it does, (your file is there… hidden)… please read on.

For some reason…

1) Excel is not really opening the file at all, or
2) The worksheet has gotten hidden within the application window.

Please use the fixes below, depending on your specific Excel version:

 

Excel 2007

1) The worksheet has gotten hidden within the application window.
Go to:

  • View –> Arrange All, and then choose Tiled (leave all else blank), click OK.
Excel 2010 / 2013

1) The worksheet has gotten hidden within the application window.
Go to:

  • View –> Arrange All, and then choose Tiled (leave all else blank), click OK.

Click for more 'Blank Screen' help >>


 

Error Messages

##### Signs in Specific Columns

This is not an error or malfunction… just an Excel warning sign that the column is not wide enough to display the figures in the cell. This happens because of the difference in screen resolutions between computers.

All you’ll need to do is widen the upper column (letter) header.

If your sheet does not show the upper (letter) header, Go to the upper toolbar and click on View > Headings (check the box to view the column headings).

Now, just grab the right-side of the header with your mouse and drag slightly to the right until your data is displayed.

##### signs in specific columns>>

Restrictions on this Computer

Also applies to, “Your organization’s policies are preventing us from completing this action for you.”

First, be aware…

  • If you have just started using the TJS product file on a work computer, it may have security restrictions. If so, please try it at home (where your system most likely does not have added restrictions).

To fix…

Is your Microsoft Office Suite updated? Security updates happen often to keep you safe, and certain files will not open without these updates. If you know that you already have the latest windows updates, then please read below. If you do not use ‘automatic updating’ on your computer, especially if using Excel (Office) 2007, here is info on Windows Update.

Are you using Internet Explorer as your default browser? If so, and #1 (above) is true, then please go to the Microsoft fix it support center which handles the hyperlink issue. This should cure the problem – it has for everyone else with this issue.

Do you have a default browser set? Sometimes browser apps are uninstalled, leaving no browser default that the link can associate with. If this is the case, simply go to your existing browser settings, and set it as your default browser. 

Restrictions on this computer>>

The File is Corrupt and Cannot be Opened

This happens very infrequently, and (so far) only with the newer Excel 2013 software. Please view the two possible culprits below…

1) This may be due to your Excel settings. Office 2010 and 2013 introduced a feature called Protected View, preventing documents from opening if they are deemed to be from an unknown source. This setting can be easily changed to help avoid this message, and open the file.

  • Open Excel
  • Go to: File (top-left of Excel) > Options> Trust Center > Trust Center Settings (in middle section) > Protected View
  • Uncheck all three options
  • Restart Excel

The file should now open.

2) If #1 does not help, there have been online reports of this exact issue from other Excel users (non TJS related). The solution mentioned is as follows:

  • It may be due to your browser. Unfortunately, this happens more frequently with the Chrome browser, but is usually fine with IE and Firefox. Try downloading the file again using IE or Firefox, and if you need a new download link to try again, please let us know.
The File is Corrupt and Cannot be Opened>>

Unreadable Content

This is usually due to an older Excel version not being automatically updated, or an Excel app that was not installed with “vba” (macros enabled). 

If you click yes to the error message, then Excel will likely repair the file while deleting the macros… which is not what you want.

So, what to do:

Make sure your Excel (or Office) has been updated with the latest Service Pack. Here are direct links to Microsoft updates.

Updating your Excel (or Office) application should cure the problem (if you were running an outdated version). If not, please:

1) Make sure you did a Full Installation of Office, including VBA which should be the default install setting. 

2) If you use “trusted folders”, make sure the file is not in a “protected” folder – it should be “trusted”  [ Excel Options > Trust Center > Trust Center Settings > Trusted Locations > Add new location ].

If after performing the above, and you’d like another download to start over, please let me know.

Unreadable Content>>

If using Mac Excel 2011 and do not reside in the US, and are receiving a RUN TIME / VISUAL BASIC error

The cause is likely one of the following (in this order):

  1. Language and Text Region should be set for “United States”. To change, go to…
    • System Preference > Language & Text > Format > United States
  2. Make sure your Excel for Mac 2011 is updated…
    • Click for the update link, and then install the latest update.
  3. Did you install the “Solver” add-in? If so, please change the setting so that it does not open when Excel is started.

Everything should be working now, but after verifying the first three points and the file still won’t open, please try the following:

  1. Reinstall Excel for Mac 2011, making sure to do a (full) install, including VBA/macros.
  2. Re-download the TJS by using a different browser, in the thought that your browser settings may be preventing the document from opening if it deems the TJS to be from an unknown source. I may need to reactivate your download link.

If receiving a RUN-TIME / VISUAL BASIC error after entering data in the Trading Log or Tracking sheets, please do the following:

  1. In the upper toolbar, go to File > Options > Advanced
  2. In the Editing Options section, clear the checkbox for “Automatically Flash Fill”. Go to the next step…
  3. Click on the General tab.
  4. Clear the checkbox that says “Show Quick Analysis Options on Selection”
Run Time / Visual Basic errors>>

Excel for Mac Error: “The application Microsoft Excel quit unexpectedly”

Microsoft has a direct support/fix page for this type of error. Please visit Support.Microsoft.com/Excel_Quit.

Excel for Mac Error: Microsoft Excel quit unexpectedly>>

 

TJS crashes after entering data in the Trading Log or Tracking sheet

The cause is most likely a recent upgrade to Windows 10. Although it’s not understood why it happens with this particular O/S upgrade, we’ve identified an Excel setting change that will cure the issue.

If your TJS crashes (or your receive a RUN-TIME / VISUAL BASIC error) after entering data in the Trading Log or Tracking sheets, please do the following:

  1. In the upper toolbar, go to File > Options > Advanced
  2. In the Editing Options section, clear the checkbox for “Automatically Flash Fill”. Go to the next step…
  3. Click on the General tab.
  4. Clear the checkbox that says “Show Quick Analysis Options on Selection”

 

File does not open!

Please click one of the following links:

I get a Run-time error when  opening the file

This is not a normal occurrence, and usually only happens with Mac users who’s Excel settings are not set to read U.S. based language calculations. Most likely you just need to make a quick change to your Excel ‘System Preferences’.

Mac user:

  • Click the Apple logo (top-left)
  • Go to System Preferences > Language & Text > Formats (tab)
  • Change the Region to U.S. or U.K.
  • Close and Restart Excel to test.

I get a Run-time error>>


The file just won’t open!

There is probably an application error happening behind the scenes. Let’s try the following:

Excel 2007

  • Click the Microsoft Office Button , and then click Excel Options.
  • Click Advanced, and then click to clear the (Ignore other applications) check box in the General group.
  • Click OK.

Excel 2010 / 2013

  • Click the green File tab, and then click Options.
  • Click Advanced, and then click to clear the (Ignore other applications) check box in the General area.
  • Click OK.
The file just won't open>>

 

Mac – Excel for Mac 2011 (limitations)

The following are a few known limitations when using Excel for “Mac” 2011:

A few of the cells don’t look formatted correctly

The TJS incorporates merged cells in some locations of the file (when necessary), but the Mac Excel software app does not display all of them properly, presenting the following limitations:

  • Gives an awkward appearance to some formatted cells (mostly in column headers). If you notice colors that don’t quite match the surrounding cells – this is the reason – but nothing to be alarmed about.
  • Some Mac users cannot type their name in the Welcome sheet. Please use the TAB key to get the cursor in the ‘name’ box. However it is not necessary that your name exist to use the product, and no limitations will exist if no name is typed in the box.
Formatting looks incorrect >>

 

“Save-as” function does not work when using the TJS.  (not an issue in v6.4+) 

Instead of performing a “Save-as”, please do the following:

  • Go to the saved file (or icon),
  • Hold down the Option key on your keyboard,
  • Drag the file to another location on your desktop (or folder location),
  • Rename the file accordingly.
  • This will make a 2nd duplicate file (same as using the “Save-as” command).
SaveAs does not work >>

 

Sort by Exit Date” link does not work.  (not an issue in v7+) 

Please follow the directions in the pop-up message in that cell – just hover your cursor over the red triangle.

Sort by Exit Date >>

 

Comment section may not expand (or will truncate) the text.”

Unfortunately, this is not an issue we have much control over. The TJS has gone through extensive re-coding to be as “Mac” compatible as possible. This is one of those issues that Mac Excel 2011 is not able to interpret the coding as its Windows counterpart does.

Trade Summary sheet >>

 

Changing Performance-tracking (Category) names in the Tracking sheet does not automatically change the corresponding name in the Trading Log.

Works perfectly for Windows Excel users!

  • Go to your Trading Log, unprotect the sheet and manually enter your new category header name  in row 15, under the “Tracking Codes” section (which is under the Equity-curve).
Category names in Trading Log header >>

 

Accounts sheet “Link-to” button. Not all Mac users will be able to utilize this function.

An easy workaround is to simply enter a formula in the Account Capital cell of your Tracking sheet. For example, to reference “Broker1” in the Accounts sheet, you’d go to your Tracking sheet and enter the following formula in the Account Capital cell (very top):

  • =brokers!h2

To combine the total of more than one broker, just add to the formula, like so:

  • =brokers!h2+brokers!h3
Accounts sheet (Link-to) button >>

 


 

Mac – Excel for Mac 2016 (limitations)

April 29, 2016: There is an issue with Mac O/S “El Capitan” and Mac Excel 2016, and possibly older versions of the Mac O/S. They are not completely compatible yet, and only time will tell if ongoing Mac O/S and Excel 2016 updates will fix the issues.

The following are the known limitations when using Excel for “Mac” 2016:

Some Images cannot be displayed (or appear as a Red X).

Currently, we cannot find a reason or a fix for this issue – see below to receive a new modified file.

Some “Pop-up” messages (from the small Red triangles) remain hidden under objects.

Instead of a formal “manual”, the TJS incorporates pop-up messages in key locations on each sheet. Some of these locations have ‘objects’ located in these areas. 

If your Mac Excel 2016 has this issue, please contact TJS. We will reply via email with a separate file that includes all affected pop-up messages – or see below to receive a new modified file.

Can't view some of the Pop-up messages >>


 

Since 2016 came out for Mac, some users are experiencing issues with Run-Time errors.

These issues were not present in Mac Excel 2011, or in any Windows Excel versions. Hopefully with ongoing Microsoft updates, these issues will be fixed. For now, there are work-a-rounds that enable you to still use the TJS as originally intended.

Work-a-rounds

Deleting market sheets (Home Menu):

  • Click “Abort” to close out of the error message.
  • Close the file and then Reopen the file.
  • Most users have reported that the function will now work.

Options Trading Log:

If you receive an error message when clicking in a Gross P&L cell, or when clicking the Filter buttons under the blue graph, then…

  • Click on the upper Review tab, and then Unprotect sheetThe error message should no longer appear. 

Data-transfer function:

  • So far, there is no work-a-round for this function, other than to use the Copy > Paste Special (Values only) to copy your data to/from your files. This is not recommended because of the potential to compromise the new file. The only other option is to start ‘anew’.

'Run-Time' error messages >>


 

If you prefer to have a modified “Mac” product file, which has addressed the following issues:

  • Images cannot be displayed (or appearing with a Red X). 
  • Pop-up messages hidden under buttons.

All imported images have been deleted and reformatting has taken place, and all Pop-up messages (that were affected) have been revised.

Please contact TJS and a new modified file will be sent to you.

 

Macro Enable Your TJS

Macros are sets of instruction that work behind the scenes, and used by TJS to give you a better user experience. It will be necessary to allow them to run when using the product, however – Excel gives you choices on how to enable them.

You can choose to enable macros by clicking the Excel “warning” message near the top of your sheet, or better yet… have Excel automatically enable macros (recommended)*. To do this, please spend a moment by following these instructions:

Excel 2007

  1. Click MS Office Button (top-left).
  2. Click “Excel Options” (bottom).
  3. Click “Trust Center” button (left-side).
    • In same window, click “Trust Center  Settings (right-side).
  4. Select “Macro Settings” (left-side).
  5. Choose to “Enable all Macros…”
  6. Click “OK”…
  7. Save and Close Excel program.
  8. Reopen Excel.

Click for Excel 2007 >>


Excel 2010 / 2013 / 2016 

  1. Click green File button (top-left).
  2. Click “Options” button (bottom-left).
  3. Click “Trust Center” (left-side). 
    • In same window, click “Trust Center Settings (right-side).
  4. Click “Macro Settings” button (left).
  5.  Choose to “Enable all Macros…”
  6. Click “OK”…
  7. Save and Close the Excel program.
  8. Reopen Excel.

Click for Excel 2010 / 2013 / 2016 >>


Excel 2011

  1. On the Excel menu, click Preferences.
  2. Under Sharing and Privacy, click Security.
  3. Select the “Warn before opening a file that contains Macros” check box.

Click for Excel 2011 >>


 

*While performing the above instructions, Excel will say this is not recommended. Please disregard this Excel warning, unless you commonly download unknown Excel files from the internet (that contain macros). If you prefer not to change this setting, you’ll just need to confirm Excel’s ‘warning’ message (to enable macros) each time you open the file.

 


 

Microsoft – Update Links & Support info, for Excel

 Microsoft Update Links

Windows Update is the recommended way to update, for all MS applications.

Individual Excel Updates, prior to Office 365 (which update automatically):

 

 Microsoft Technical Support

Windows Excel

  • for Windows 2007 and 2010 Solution Center
  • In the US, call (800-642-7676).

Mac Excel

  • Visit Office for Mac 2011 Solution Center
  • In the US, call (866) 474-4882. In Canada, call (800) 936-8479.

 

Microsoft (Office 365) Troubleshoot Links

  • Repair a corrupted workbook for Office 2013/2016.
    • This may be necessary if one of the internal files needed to function a specific aspect of Excel becomes damaged, deleted or corrupted during a brutal shutdown, for example.
  • Recover a corrupted workbook
    • If Microsoft Excel detects a corrupted workbook when opening, it initiates File Recovery mode and then attempts to repair the file. If File Recovery mode doesn’t start, try using this manual process to recover your file.
  • Automatically Save a backup of your workbook
    • With a backup copy of your TJS file, you’ll always have access to your TJS even if your workbook is deleted mistakenly, or if it becomes corrupted.
  • Automatically create a recovery file at set intervals
    • A recovery file also helps to ensure you have access to your data if your TJS is deleted mistakenly, or if it becomes corrupted.
  • Microsoft Office 365 Fix It
    • If your Office 365 or Excel (2013, 2016) is not working correctly, try restarting it to see if the problem is fixed. If not, try repairing it with Microsoft’s “Fix it” tool.
  • Uninstall Office 2013 / 2016 or Office 365 from a Windows computer.
    • When all other solutions have been exhausted, or none exist, it’s best to fully uninstall Office/Excel 2013 from your computer, wiping it clean of all potentially corrupted files that may be left on your Windows set-up. – Click the link to have Microsoft do this for you.

 

Microsoft (Excel 2010) Troubleshoot Links

  • Excel 2010 Fix It
    • If your Excel (2010) is not working correctly, try restarting it to see if the problem is fixed. If not, try repairing it with Microsoft’s “Fix it” tool.

 

Microsoft “Defender” Anti-virus

 


 

Tabs – Sheet tabs (where are they)?

This is by design. Older versions had both sheet Tabs and the TJS HomeMenu, but we found that having both together made it confusing for many users.

The HomeMenu is definitely recommended for the “All-in-One” version, where the sheet tabs scroll to the right and only a fraction of them are in view. Remember, the TJS HomeMenu was created to make navigating all of the various sheets easy, as all sheets are neatly categorized in sections along with an image to tell you what resides in each (sheet/tab) link. 

However, if you follow these instructions, you can make them magically reappear:

Excel for Windows

  1. Click the Green File button (or the colored Microsoft button in Excel 2007)
  2. Click “Options” (or “Excel Options” in Excel 2007)
  3. Click “Advanced” from the left sidebar
  4. Scroll down about half-way until you see “Display options for this workbook”
  5. Put a ‘check’ in the “Show sheet tabs” box

Excel for Mac

  1. Go to “Excel” (from menubar)
  2. click “Preferences’
  3. Click “View”
  4. In the “Windows options” section, put a check in the “Show sheet tabs” box