Latest Build 10.28: Multi-Stock Tax Loss Harvesting; Exchange Name Change; Allocate Bonds in Allocation Order Tool

Multi-Stock Tax Loss Harvesting

Active traders can now use the Multi-Stock version of the Tax Loss Harvesting tool. The original version allowed users to harvest capital gains losses against a single stock at a time. Now you can harvest losses across all stocks in your portfolio at the same time!

To open the tool, from the Classic layout open the Portfolio tab and find the Tax Loss Harvesting tool link along the top of the table.

Open the tool and set parameters. Use the red Create TLH Orders button to submit Tax Loss Harvesting orders.

Island ECN Renamed

With build 10.27, stocks listed on "Island" ECN will now correctly be listed on "Nasdaq" in TWS. This is also supported in the TWS API:

  • API Client can send ISLAND or NASDAQ in requests.

  • There is a checkbox in TWS API Settings "Compatibility Mode: Send ISLAND for US Stocks trading on NASDAQ". If unchecked, then TWS sends back NASDAQ in response. If checked, then TWS sends ISLAND in response.

Bonds/Bills Now Supported in Allocation Order Tool

The Allocation Order Tool now allows you to allocate for Bond and T-Bill orders.

Bug Fixes

  • Advisors: Orders to close certain small positions in Asian stocks were being incorrectly rejected. This has been fixed.