Changelog
09/29/2024
- Compute all time gains as cash-flow weighted returns instead of the returns based on the pro-rata withdrawal rule
09/21/2024
- Add undo / redo shortcuts
- Grimoire now enables you to conveniently wrap any condition with
All Of
orAny 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
- Add a new indicator, Ultimate Smoother
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
orInverse 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 andCtrl+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
- Extend Wrap With to all incantation types
05/08/2024
- Add a new indicator, Trend Clarity
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
andAsset 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
- Add
Correlated Tickers
tool
04/01/2024
- Increase the height of
Cast Spells
plot - Enable
Live Preview
toggling in Grimoire withCtrl+P
03/20/2024
- A new incantation type
Mixed
is introduced! - Add Moving Average of Returns indicator
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
orFiltered
.
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
andFiltered
- Add the zoom option of
1D
toCast Spells
plot
01/20/2024
- Add Drawdown indicator
- Support more volatility indices: VIX1D, VIX9D, VIX3M, VIX6M, VIX1Y, VVIX, VXD, and VXN
01/14/2024
- Support weight & bias when comparing two indicators
01/07/2024
- Add Aroon-Up / Aroon-Down indicators
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