Products, Version changes, Revisions

Scroll down to see product Creations, Revisions and Versions

My own personally created Stock trading and tracking sheet went up for sale as a "Buy Now" product on Ebay.

June 18, 2007: Forex Spread`Suite, v1

Forex version created at the request of a buyer.

New Version and upgrade release to v2

August 13, 2007: Stock Spread`Suite, v2

New product consisting of updated Trading-log and detailed Monthly Performance sheet.

May 24, 2008: Stocks, Forex & Futures "Trading Management Spread`Suite, v3"

Feature, Appearance and Usability enhancements:

All products from March 2007 to May 23rd 2008 are phased out and no longer supported. Please contact for upgrade.

1) Modified the Risk Amount formula to allow Long & Short codes to accept letters, instead of numerals, which were previously required to have the Risk Amount cells populate - "Trade Log". 2) Added more Conditional Formatting in "Market Module" to hide all zero's, error codes and un-populated cells. 3) Added Exit Notes Column to the "Trade Log", 4) Added a Max Risk to % of Equity calculation to the "Market-Module". 5) Added instructional messages to "Expectancy sheet", 6) Changed "Monthly Journal" Graph from Line to Bar graph and made it a simple visual graph (no longer based on cumulative equity), 7) Made all cells in the "Trade Log" and "Monthly Journal" protected to increase functionality and safety of compromising formulas, 8) Modified text in "'Welcome" sheet.

1) Modified the Risk Amount formula to allow Long & Short codes to accept letters, instead of numerals, which were previously required to have the Risk Amount cells populate - "Trade Log". 2) Added more Conditional Formatting in "Market Module" to hide all zero's, error codes and un-populated cells. 3) Added Exit Notes Column to the "Trade Log", 4) Added instructional messages to "Expectancy" sheet, 5) Changed "Monthly Journal" Graph from Line to Bar graph and made it a simple visual graph (no longer based on cumulative equity), 6) Made all cells in the "Trade Log" and "Monthly Journal" protected to increase functionality and safety of compromising formulas, 7) Modified text in "'Welcome" sheet.

1) Added Swap Column (for longer-term users) to the "Trade Log". 2) Added Commissions Column for those traders using a fee-based Broker to the "Trade Log".

June 13, 2008: FOREX, v3.2.2, STOCKS and FUTURES, v3.2.1
Usability enhancement :

1) Modified text on the "Pre-Trade" sheet.

June 25, 2008: FOREX, v3.2.3, STOCKS and FUTURES, v3.2.2
Usability enhancements:

1) Deleted instructions page (in favor of the updated 'read-me' messages within the Tab-sheets). 2) Modified sheet in the "Pre-Trade" worksheet (for better usability). 3) Added "CODE" instructions to the "Market-Module" sheet. 4) Changed Hyperlink in the "Market-Module" header to point to the 'TIPS' url page at the TradingSpreadsheets website.

July 1, 2008: STOCKS, v3.2.3
Feature and Usability enhancements (Stock only):

1) Modified "Max risk at % of Equity" (Cell) to include (2) decimal points, and changed its formula to calculate "Current Value of Account" instead "Starting Equity". 2) Modified Hyperlinks in the Spread`Suite to point directly to the "Tips & Help Videos" section of the website.

July 1, 2008: FUTURES, v3.2.3, FOREX, v3.2.4

Usability enhancements:

1) Modified Hyperlinks in the Market-Toolbox to point directly to the "Tips & Help Videos" section of the website.

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 Spreadsheet^TM

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.