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Changelog

11/14/2024

  • Support three FRED series of BAMLH0A0HYM2, T10Y3M, and T10Y2Y with ’@’ prefix

09/29/2024

09/21/2024

  • Add undo / redo shortcuts
  • Grimoire now enables you to conveniently wrap any condition with All Of or Any Of.

09/16/2024

  • Support a new index, ^BDIY (BDI Baltic Exchange Dry Index)

09/09/2024

  • Mark PTP (Publicly Traded Partnership) tickers, which may not be tradable for non-US users

09/06/2024

  • Support two new indices: ^DXY (dollar index) and ^BCOMGC (gold index)

08/15/2024

08/12/2024

  • Provide users an option to liquidate all unmanaged positions in their brokerage accounts

08/04/2024

  • Enable the spell open dialog to show each spell’s size in KB

07/30/2024

  • Show unmanaged positions in Cast Spells for an easier identification of potential stray assets
  • Automate portfolio weighting by Inverse Volatility or Inverse Volatility + Low Correlation Boost when rebalancing

07/18/2024

  • Landing page renewal

07/08/2024

  • Enable trading users to rebalance with new spells and contribution / withdrawal

07/01/2024

  • Retire the existing trading tiers and introduce a new premium tier

06/26/2024

06/24/2024

  • Enable 2FA by email

06/18/2024

  • Enable users to collapse or expand all Ticker incantations en bloc with a shift-click

06/16/2024

  • Support a benchmark ticker in Cast Spells

06/15/2024

  • Declutter editing UIs by simplifying and compacting the display of each incantation type’s key configs when not hovered

06/12/2024

  • Add two shortcuts: Ctrl+R to run a backtest and Ctrl+H to hide backtest outcomes

06/04/2024

  • Enable users to toggle dividend reinvestment per spell

05/25/2024

  • Remember custom periods up to 3 for the convenient comparisons of sub-period performances after backtests

05/20/2024

05/08/2024

05/01/2024

  • Enable adjustable periods for correlation matrix in Cast Spells

04/22/2024

  • Provide return contribution per asset in Allocation History | Distribution Stats and Asset To Highlight

04/20/2024

  • Add name-based filtering to spell open popup
  • Add a table for trailing dollar amount changes to Cast Spells
  • Add a pie chart for tickers to Cast Spells

04/13/2024

  • Enable visible period zoom-in for backtest live preview with Ctrl key down
  • Add Asset Allocation, a free tool for static asset allocations

04/11/2024

  • Support highlighting an asset instead of a branch in the main plot with Shift key

04/05/2024

04/01/2024

  • Increase the height of Cast Spells plot
  • Enable Live Preview toggling in Grimoire with Ctrl+P

03/20/2024

03/15/2024

  • Show an opened spell’s last modified date in the backtest plot

03/01/2024

  • You can now have an empty branch in selector incantations for a cash-out and it can be ignored for distribution when it’s under a distributor incantation with equal weighting.

02/20/2024

  • Grimoire now enables you to easily wrap an incantation with Weighted or Filtered.

02/07/2024

  • Implement Portfolio Visualizer CSV export for allocation history
  • Add beta info to ticker correlation entries

02/05/2024

  • A new condition can be inserted in the middle for All Of / Any Of / Switch.
  • A new incantation can be inserted in the middle for Weighted and Filtered
  • Add the zoom option of 1D to Cast Spells plot

01/20/2024

  • Add Drawdown indicator
  • Support more volatility indices: VIX1D, VIX9D, VIX3M, VIX6M, VIX1Y, VVIX, VXD, and VXN

01/14/2024

01/07/2024

12/29/2023

12/21/2023

  • Introduce a right-click pop-up with a slider for an easier custom weight adjusting in Weighted & Filtered
  • Implement a right-click pop-up for All Of / Any Of switch

11/21/2023

  • Improve the robustness of trading logic
  • Implement “Liquidate On Failure”
  • Implement symbol change warning, inactive symbol warning, and trade warm-up failure warning
  • Add some more useful columns to the spell table in the spell open dialog

11/13/2023

  • Support subspells with If/Else and Enter/Exit incantations
  • Add performance stats and correlation matrix to Cast Spells page when its percentage plot mode is on

11/04/2023

  • Make “Branch To Highlight” combo show branch percentages for the plot’s visible portion
  • Tally net contributions per user for the correct tracking of all time performance even with spell liquidations

11/01/2023

  • Support a limited set of indices: VIX, MOVE, S5TW, S5FI, S5TH, NDTW, NDFI, and NDTH

10/30/2023

  • Add K50, K25, UPI (Ulcer Performance Index), GPR (Gain to Pain Ratio), Win Rate, Correlation, and Monthly Return Averages to the backtest stats
  • Make the main backtest plot show CAGR, MD, and other relevant stats for the visible domain (instead of the full domain) with the date range at the center