Tag Archives: RooTrader

Version 6 Beta 9 Released

BETA 9 has been uploaded to DropBox. In this release are the following: 1. Added strategy name in the subtotal row in the View Trades by Strategy (as suggested by Glenn), likewise fixed grouping by strategy (original code groups 2 strategies as one if the security codes are the same). 2. Ability to select Strategy Name in Multi Leg Trade window without the need to clear all previously entered trade details (as suggested by Neil). 3. Fixed possible bugs in European formats (this is a blindfolded attempt though because we don not have enough parameters to test the bugs because there was no log in RooERROR.log). 4. Code cleanup – removed unnecessary custom methods/functions (which were used in V4) but fully supported by .Net (and used the .Net version instead to prevent unnecessary bugs. 5. Fixed function to get Unique Code, which was suspected to be caused in virtual machines, but was actually a flaw when running in Windows 7. 6. Other minor bug fixes which came along the way. EXTEND YOUR BETA TRIAL PERIOD: Download the current beta from the Dropbox folder. Install the version 6 beta over the existing beta. If you need to extend the trial period, please do the following: under Help->Activation->Extend evaluation period (this will open a window) Please email me the “Unique Code” that will be displayed, then I will give you an extension code you can use to input in that same window to extend the trial period. This may take a day depending upon our time zones. Also, based on Alfonso’s suggestion, we are changing the menu so you can extend the trail BEFORE it expires so you do not lose any functionality. We realize we are working with global users and our time zones are off. So we want to get you a code with time to spare. Please send your comments back to us and we will work them into the software! Happy Trading! Roo-Trader/ OTrader Team www.roo-trader.com www.otrader.com.au

New Release Version 6 Beta 8E

New Release Version 6 Beta 8E

We had hoped to release with a live version. Unfortunately, our testers keep making suggestions and finding issues. Great work guys! BETA 8E has been uploaded. In this release (this is a combined list of Alfonso’s and Glenn’s reported bugs, including those we found on our own): 1. Multiple Leg Trade – Fixed implicit when moving from cell to cell – Fixed saving banking details for “short” – Fixed the reset functionality (when a Strategy is loaded, it resets the grid using the pre-loaded strategy and not just clear the grid) – Fixed strategy selection (when user chooses headers, app originally asks to load it when in fact they are just headers and not actual strategies) 2. Banking – Fixed data sequence (rows are not properly arranged according to date and trade sequence, thus presenting some inconsistencies in balance column) – Fixed missing data on short calls and puts (deposits not reflected) – this is related to saving the data in Multiple Leg Trade – Enhanced date filters (included “All” but default is still the current month) 3. Strategy report – Fixed missing data (Open Qty) and invalid sign (Closing Value) 4. Profit/Loss Detail report – Fixed saving error due to presence of “/” in default filename 5. Profit/Loss Summary report – Removed details and revert back to plain “summary” 6. Trade Analysis reports (weekly, monthly, quarterly) – Fixed grouping of data 7. Dividends – Fixed saving of Dividend data (for further testing) 8. View Trades – Mark as Expired now working and renamed menu to “Close as Expired” (for further testing) – Enabled printing and exporting of grid data in Evaluation Copies (originally disabled) – Fixed bug: When selecting filters for Account and System, no data is displayed (which is a result of an incorrect query) – Enhanced date filtering mechanism 9. Create new DB – Added option for user to choose between copying settings from Default portfolio and Currently Opened portfolio (if the currently opened portfolio is not the default) 10. Reports Window – Fixed bug: when Account filter is selected, Banking and Banking Transactions reports do not display data. 11. Performance Chart – Enhanced date filters – Printing and exporting (as jpeg image) of the graphs is now supported 12. Other minor bugs and performance issues Please send us anything you can find or suggestions and we’ll keep upgrading the code base! Cheers! www.roo-trader.com www.otrader.com.au OTrader Stock and Option Portfolio Management Software View the new support forum

Version 6 Beta 8 C

To our beta users, the installer for Roo-Trader Beta 8C has been uploaded to Dropbox. This version includes: 1. Support for manual override of brokerage and OCH fees in Multiple Leg Trade (as suggested by Neil). 2. Standardized computational logic of overridden brokerage/OCH fees in Close Trade, Enter Trade and Multiple Leg Trade windows. 3. Re-adjustment of Banking Summary and Banking Transactions to show data in ascending order instead of descending (discovered by Alfonso to be incorrect and confusing). 4. Support for fractional shares/qty (as needed by Larry and others). 5. A new look and feel of the installer as suggested by Sean (simpler, more sleek and customized to have the Roo-Trader feel). 6. Some technical optimizations on the code-side which is non-visible to users (for enhanced maintainability). 7. Re-orientation of some windows (e.g Broker Details), some controls are inaccessible in low-res displays (e.g. Alfonso’s case). 8. Code-refactoring as suggested by Re-Sharper tool. 9. Other minor bug-fixes (mostly having impact on the front end side). We are testing this last release with our beta users and then going live! Thank you for all of you support and hard work. The Roo-Trader Team!

Version 6 Beta 5

We are pushing out our next beta release to our testers. So far, the releases have been coming approximately every two weeks. With this release we are testing the ability to pull price updates from Yahoo and Google. We are coming close to our final release. We will work on our import wizard to help our users transition from version 4.2 of OTrader to the new release of Roo-Trader. Your local radio station may not take requests, but we do. If you want to see additional functions, please contact us. We are working through the list we compiled from our users over the past year. However, some items are a higher priority than others. So, please let us know what you need! Thank you for your support! Sincerely, The Roo-Trader Team!

OTrader for 2011

Our goals for this year are to release version 6 of our software, along with the infrastructure to ensure you have your data where and when you need it. In addition, we reserved a new domain name called Rootrader.com. Some of our non-Aussie clients messaged us to ask if we do US or EU markets. Yes we do! To help find our software, and ensure our global users are confident in our product, we needed a COM address. So, Rootrader.com is being built. Right now, RooTrader.com directs to our current web page. In a few weeks, when we stand up our new web server the domain will point directly to the new pages. The OTrader.Com.AU page will remain, and eventually, we will link everything to the new page. We don’t want to lose any of our users while we transition. Also, in 2011, we will finish the new release to our software. We are writing the software in C# (pronounced C-Sharp) and retiring our current Visual Basic software. This will allow us to release our updates in a more timely fashion. We are going to be making some changes to the database that holds your data. That is why we have been going so very slowly. We don’t want to lose any data as we move forward. Ever. At the same time, we need to add some reports, and allow for future upgrades. These changes will allow us to add the features you have been requesting. As the year progresses, we are working to add more features to the software. As always, if you have been paying for support, you will get your updates for free. Stay tuned!   Nik