July 6, 2008: FOREX, v3.2.5
Feature and Usability enhancement (Forex only):
1) Added Column "Gross PIPS P&L". 2) Changed the WINS formula in all Data-Log Trackers to formulate the "Gross PIPS P&L" earned instead of the "Net PIPS P&L" earned. 3) Modified text format in the "Read-Me" sections of the Market-Module. 4) Added Hyperlink in the Market-Toolbox for the new "Bonuses" program, which first asks user to 'register'.
August 1, 2008: STOCK, FUTURES, FOREX, v3.2.5
Usability enhancements:
1) Modified and Added Cell Protection to crucial formulas in the Drawdown & Expectancy sheets. 2) Modified the "Read-Me" page, making it easier to read and understand. 3) Added a Splash-screen to the Market-Module page, which gives basic step-by-step instructions on how to proceed.
September 10, 2008: STOCK, FUTURES, FOREX, v3.2.6
Appearance and usability enhancements:
1) Modified the "Trade-Sheet". It now better mirrors the Market-Module in how things are filled out, making it easier to read & use. Also added a printable image (link) in-case the original file does not print correctly under the default page parameters.
October 11, 2008: STOCK, FUTURES, FOREX, v3.2.7
Appearance and usability enhancements:
1) Modified the "Market-Toolbox" sheet. The graphics are smaller to reduce file size. 2) Several "links" were modified and updated.
January 9, 2009: STOCK, FUTURES, FOREX, v3.2.8
Usability enhancements:
1) Changed wording in the "Header" link to help recognize it as a (help) link. 2) Added data-validation to the first line of the Trade-Log providing redundant, concise instructions on how to fill out the first (and subsequent) trades. 3) In the Trade-Sheet Tab, I Deleted the "image" (under the actual Trade-sheet) as it proved not to be as useful as originally intended.
February 15, 2009: STOCK, FUTURES, FOREX, v3.2.9
Usability enhancement:
1) Modified the "Market-Module" to be able to access specific features without having to Unprotect the sheet (for usability) to use the following features: Auto-Filter, Copy, Paste, Insert, Edit Cells.
March 24, 2009: STOCK, FUTURES, FOREX, v3.3
Usability enhancements:
1) Highlighted all modifiable cells in the "Market-Module" for usability. 2) Added "read-me" messages thoughout the "Market-Module" for quick tips and explanations of certain cells. 3) Revised "Market-Module" instructional splash-screen.
April 24, 2009: STOCK, FUTURES, FOREX, v3.3.1
Appearance and Usability enhancements:
1) Modified "Expectancy" sheet decimal usage in two cells to avoid seeing ##### symbols when large numbers were displayed. 2). Modified the "Drawdown" sheets colored region and gave explanations of such, then gave permission to self modify that region. 3) Changed wording in "Performance-tracking" section Entry / (Setup) header to, Strategy / Entry to better reflect what it represents.
April 30, 2009: FOREX, STOCK, FUTURES v3.4
Appearance and Usability enhancements:
Forex: 1) Created Excel 2007 version. 2) Modified PIP Conversion formula to calculate true PIP Gain or Loss (which before calculated overall PIPS based on Contract and Lot sizes). 3) Changed all Currency related cells in the Market-Module from USD symbol format to non-specific (...percentage of non U.S. users is now 37%). 4) Customized the look and feel (with added Conditional Formatting) for the new version.
Stock, Futures: 1) Same as (above) with exception to #2.
May 21, 2009: STOCK, FOREX v3.4.1
Usability enhancements:
Stock: 1) Mofified Conditional-formatting in the (Strategy/Entry) performance-tracking section, Column AB, AC.
Forex: 1) Unprotected cell AI-27.
May 27, 2009: STOCK, FUTURES, FOREX v3.4.2
Usability enhancements:
1) All "Sheets" are now void of the USD $ currency symbol. All figures can now be assumed as quoted currency (not converted) without the appearance that it is in any specific currency.
June 18, 2009: STOCK, FUTURES, FOREX v3.5/6
Appearance and Usability enhancements:
1) Completed Data-Validation in all (section 1) cells of the Trade-log. 2) Revised hyperlinks in the "Toolbox" Tab. 3) Updated "Expectancy" sheet with new look and instructions. 4) Revised Market-Module Slideshow hyperlink in the "Read-Me" Tab to point to new/updated (M-M Slideshow).
Forex (only): 1) Created "Currency Conversion" sheet (for easy plug-in data retrieval). This will convert all non-USD quote currency pairs back to USD.
June 22, 2009: SPREAD BETTING, CFD and OPTIONS v3.6
Product(s) Creation:
1) Completed Spread Betting product after dozens of requests from traders residing (mainly) in the U.K. and Australia.
2) Completed the Options product, which had been in the works for months after many inquiry requests, and finally completed after collaboration with a Spread`Suite client (thank you "Bonnie" for getting me to move on this).
July 1, 2009: All Products, v3.6.1
Usability enhancements:
1) All Products received new (or modified) wording in the: Monthly Journal graph, M-M "Comments and Read-me" messages, M-M Data-Validation cells, Trade-sheet.
New Version and upgrade release to v4
July 20-29, 2009: All Products, v4
New Version - This is an upgrade for all prior users, and eligible for a 50% discount.
Feature, Usability & Appearance enhancements:
All Products: 1) Added a "Troubleshoot" icon/text link in the Toolbox Tab. Link has support to download client product file. 2) Created a new (AvgPriceCalc.) worksheet that supports up to (10) Multiple (Entry / Exit Calculations), instead of the default (3) allowed in the Market-Module. 3) Added description Messages for each of the "Performance-Trackers". 4) Added a "Positive" Row in the Mistake/Error section to track all trades that were traded "According to plan". 5) Added additional Conditional Formatting for the Mistakes section (both upper & lower) for visual recognition. 6) Re-configured the "Totals" bar at the top of the Market-Module. 7) Added support-link in "Welcome" Tab for new users who cannot see the sheet Tabs.
Plus...
Futures Product: In addition to the above, 1) Modified the "Performance-trackers" giving more space for the various Futures Markets to be tracked; added (21) default markets - - This change deleted (1) Performance-tracker in lieu of the added quantity of possible symbols & markets to be tracked.
Options Product: 1) Added the following Columns to the Trading-log: Strike price, Exit date, # Days in trade. 2) Modified two individual "Performance-tracker's" to track the "Greeks" and "Time in Trade".
August 14, 2009: All Products, New product name
All products now officially named - ... Trading Journal SpreadsheetTM
August 19, 2009: PAIRS v4
Product Creation:
1) Completed "Pairs" product after requests from other traders.
August 19, 2009: All Products, v4.1
Usability enhancements:
All Products: 1) Modified instructional messages in the Market-Module sheet. 2) Modified wording on "Read-Me" page.
August 29, 2009: All Products v4.2 (Except where noted)
Usability fix, Appearance Enhancement:
All Products: 1) Modified Data-validation text in 1st Row of trade input. 2) Added product license disclaimer to "Welcome" page. 3) Gave Banner in Market-Module a "new" look. *
*does not apply to Excel version 2003
Spread Betting Product: 1) Abandoned the currency sign. 2) Modified %Gain formula
CFD Product: 1) Modified %Gain formula
Options : 1) Modified %Gain formula
Pairs Product: 1) Modified (Pairs) [AvgPriceCalc] sheet.
October 1, 2009: All Products v4.3
Usability enhancement:
1) Added a "Registration" link to the Toolbox tab.
Forex Product:
1) Added a Forex Resource Widget to the "Toolbox" Tab. The widget comprises (12) separate links - all very useful to any Forex trader. 2) Modified instructional data-validation text in the first row, for the "Lot Size" column.
October 20, 2009: Futures v4.4
Feature enhancement:
1) Added (2) additional "Performance-tracking" sections by deleting a portion of the Futures (Market) rows. This product version now has (5) customizable performance trackers!
November 21, 2009: All Products v4.5
Feature enhancement:
1) Modified "Protect Sheet" configuration for all products to make it easier to edit objects without having to "Unprotect Sheet". 2) Modified [AvgPriceCalc] sheet instructions (now easier to use).
January 31, 2010: Futures v4.6
Appearance enhancement:
1) Updated the Header Banner. 2) Added a date formula that displays current date near the header. 3) Widened the Price columns.
February 4, 2010: Futures v4.6.3
1) Added VLOOKUP formula to trading-log, which "auto-fills" the contract size amount.
New Version and upgrade release to v5
April 3, 2010: All Products, v5
New Version - This is an upgrade for all prior users, and eligible for a 50% discount.
Feature, Usability & Appearance enhancements:
All Products: 1) Updated design - Hid supporting cells to avoid clutter and confusion 2) Additional Stat's for "Performance Categories" - Total # trades, Profit Factor, Expectancy, Frequency 3) New 'Header' design 4) Added Profit Factor stat to 'header' 5) Up to two additional Performance-tracking categories 6) Additional columns in trading-log: Target Price, Reward to Risk Ratio, Exit Date, # Days in Trade 7) Grouping feature for Upper section of the Market-Module 8) P&L Graph 9) Revised embedded messages 10) Revised Data-validation 11) Revised and updated the TradeSheet 12) Slight alterations to the AvgPriceCalc 13) Revised ToolBox 14) Revised Welcome screen 15) Revised "Read Me" instructions 16) Added Date display to M-M 17) Revised TradeSheet.
June 22, 2010: All Products, v6
New Version - This is an upgrade for all prior users, and eligible for a 50% discount.
Upper Performance-tracking section: 1) Added "R" and Average "R" stats to the Header. 2) Revised P&L Graph location. 3) Revised "Error Recognition" - Row #'s increased. 4) New "Fluke/Chance" occurrence recognition. 5) Cumulative frequency calculation in all Error/Fluke/Positive trade recognition sections. 6) Added "Getting Started Guide" link to Market-Module.
Lower Trading-log section: 1) Newly configured trading-log layout creating enhanced usability and structure, and no more Long/Short trade distinction - Now just "Entry/Exit". 2) New "Entry and Exit Time" columns. 3) Exit quantity is now auto-populated. 4) Win/Loss column is now auto-populated. 5) Current "Date" now displayed right above the Trading-log for quick viewability.
Formulas: 1) No more rogue cells populating in the "Performance-trackers". 2) Messages are now displayed in specific (formulated) cells that would previously remain blank. 3) "Profit Factor" formula is now factored by "Gross" Profit and Loss (instead of "Avg").
Entire Sheet: 1) Revised embedded messages for more clearly defined instructions. 2) Additional "Conditional Formatting", enhancing usability and viewing of specific cells.
Toolbox Tab: 1) New design and now void of any sponsored educational links> Quick access to all things "TJS" with less clutter and a clearly defined area for users to add their own trading "links".