Release notes for January 28, 2017


 The more things change, the more they stay the same. While some people say that the new year is a time for new ideas and resolutions, it is also a time to realize that some things don’t ever seem to change. Our developers’ resolutions certainly don’t seem to pan out very often: This year’s resolution was to start writing the entire code base in iambic pentameter as an “intellectual exercise.” This seemed to fall off within a few days, possibly due to the need for so many semicolons, and perhaps that’s for the best. Sending our QA team to Shakespeare camp for code reviews was definitely going to be expensive.


On January 28, 2017, we released thinkorswim version 1896. Features include:


Fundamental Watchlists

We have brought ALL of the fundamental data available in the Fundamentals tab of the platform into all of our watchlists as available columns. This adds more than 40 types of new data points, such as growth rates, valuations, and profitability metrics, to our watchlist interface with full historical data support.

  • To add these new columns to the watchlist, navigate to the watchlist column customization menu and select the “Stock Fundamentals” category in the drop-down menu.

  • All of the data points from the Fundamentals tab are listed here, along with a few other fundamental metrics. Add them as columns on your watchlist by double-clicking on the desired metric.
  • Many of these data points are customizable when it comes to their time frame and display aggregation (e.g., yearly, quarterly, or 5-year trend data). Once a column has been added to your list of displayed columns, click to the right of the column name to select the period and aggregation of the data point that you want.

Fundamental Scanning

In addition to adding our fundamental data set to our watchlists, we have also enabled scanning on all of our fundamental data into the Stock and Options hackers as scannable metrics. You can now search the universe of equity symbols for all of the companies that fit a unique profile of fundamental metrics.

  • The Stock Hacker and Options Hacker interfaces both have a new button named “Add fundamental filter.” Click this to add one of the new fundamental filters.

  • Much like all of our existing filters, clicking this will add a new filter level to the Stock Hacker. Click the first drop-down to select the particular fundamental filter you would like, then click the second drop-down to select the time frame and aggregation you are looking for. The range of minimum and maximum values accepted by your filter can be edited on the right-hand side.

  • Once you’ve set all your filters, just click the “Scan” button to search for and display your results. All of the new fundamental data points are listed in the Stock Fundamentals category if you wish to sort by or display these metrics on the search results.

Auto-expiration in paperMoney

Auto-expiration in paperMoney
As part of our never-ending quest to make thinkorswim paperMoney the most realistic simulation of the market possible, we have implemented automatic expiration of expiring securities (options, futures, and futures options) to our demo accounts.

  • For this change, you as a user do not have to do anything. As expiration of securities occurs in your demo account, securities that are expiring will automatically be removed from your account and their deliverable assigned to you (if applicable).
  • Worthless or out-of-the-money securities are removed with no deliverable at expiration.
  • Expired securities will be removed from your demo account the day after the expiration date.
  • For equity options, this means the underlying securities will be added or removed from your demo account along with their cost. Index options are cash assigned/exercised based on the index settlement price the day of expiration. Futures contracts are expired with a cash value based on the contract settlement price.
  • The exercise or assignment fee is also charged for each transaction to be as authentic as possible.
  • To be clear, this is a change for demo accounts in paperMoney ONLY. This changes nothing about how expiration works in your live trading accounts.*

Small Additions

  • ***COMING SOON*** We have updated the YTD commissions fields in the Account Statement page to make calculating your total commissions paid more straightforward. Equity-related commissions and fees are now totaled separately from futures-related commissions and fees, each in their own Commissions & Fees YTD field. These two values are then added together in a Total Commissions & Fees YTD field. As always, this does not include forex-related commissions, which are totaled in their own field.
  • Year switching has been added back to all of our calendar controls. Use the double arrows on each side to jump forward and backward by a year in each of our calendar controls.


The Support Team
thinkorswim by TD Ameritrade



*This software application (Paper Money) is for educational purposes only. Successful virtual trading during one time period does not guarantee successful investing of actual funds during a later time period as market conditions change continuously.