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Release Notes for Version 2

These cover the new features of Version 2 of Equities Labs

We've enjoyed every second of the journey from Release 1.9 to release 2...  For those who want to check out the new features, here they are, in no particular order.


  1. Readability enhancements -- we've listened to your feedback!  Fonts are now larger and clearer.  Font size of selected items no longer changes.   
  2. Redesigned tools -- It's easier than ever before to plot fields and add them to your equations.   You can now add a property to your results by one simple drag motion,  and the search and tree navigation lets you navigate the 1,700 fields we offer with the best parts of text input, search, and tree navigation.
  3. Integrated Help -- The blue question marks now pop up contextual help in the application itself, rather than invoking an external web browser, letting you keep your focus on what you are doing.  Sweet!
  4. Overhalled Documentation -- The material that was in the reference guides has been added to the Quick Start Guides.  This makes the Quick Start guides your one stop shop to find out how use a given part of the program. 
  5. Performance Enhancements -- Many calculations have been sped up substantially, and the caching framework has been improved so that similar expressions can reuse more of the work done to calculate them.  Kind of like regenerative braking in hybrid cars...
  6. Notes Panel -- This lets you keep track of your thoughts as you design the screeners.  In your Watchlists, you can note down why you did or did not buy any given stock...
  7. Copy your work -- You can insert the content from arbitrary screenshots you or others have created, making it easy to jumpstart your work.
  8. Regularized menu interface and keyboard shortcuts -- The keyboard shortcuts and menus are now both more plentiful and regular. 
    1. Ctrl-Shift keys modify the current term
    2. Ctrl keys are more general, and the arrow keys and other navigation work perfectly -- no mouse needed! 
    3. All keyboard shortcuts are listed on the corresponding menu item.
  9. Text description of variables -- Variables now show what their contents are, for easier reading of the overall term.
  10. New Tab buttons -- It is now  easier to create new tabs, as the new tab button is now located on the tab bar itself

Home Page

  1. Explorer panel everywhere -- The Explorer panel has moved from the home page into an unobtrusive tab to the left.  This lets users use it to navigate from anywhere, and frees the  home page for Home Page Wizards.
  2. Home page wizards -- these easy to use wizards help you get started with the most common uses of EquitiesLab, from monitoring your current holdings to finding new stocks to buy and more!
  3. Rotating Market View -- This animation gives you a quick overview of the market.  By giving you a 1 year performance snapshot of a variety of market segments, you can get a clear idea where the parts of the market are going.
  4. Performance Preview Images -- These 1 month, 3 month, and 1 year backtest images give you a clear idea how the given Stock Screener or Watchlist is doing.  You can use these to quickly monitor your screens and see how they are changing in a snap!


  1. Tear Sheets -- Now you can get an overview of any company  in your screen.  If you do not like our default tear sheet, you can chose an alternative one from your Watchlist Overview tab.   If you don't like any of those, please contact us at as we want to create as many useful tear sheets as we can.
  2. Stop Loss/Stop Limit -- Ever wondered how your 5% stop loss policy affects your returns? You can set a stop losses and stop limits in Watchlist, and they will be reflected in the back test.  Learn all about it in the Trading Policies guide.
  3. Trading Costs -- You can account for the trading costs of your strategy -- setting bid and ask parameters that reflect the costs you face in the real world.  Unlike many systems, these can be complex -- for instance, charging low volume stocks a larger cost than high volume ones.  The only thing we can't reflect is a $12 per trade cost -- we don't know how large your portfolio is.
  4. Create Screeners from your Watchlist -- no more having to break your train of thought when the Stock Screener you want isn't there.  Simply create your  Stock Screener from your Watchlist and it will be added.
  5. Trading Models in Your Watchlist -- Use the power of trading models to time entries and exits by only buying stocks when the technicals look good.  Here too, you can create a trading model directly from your Watchlist, so you do not break your flow.