thetrading.tools

Change record

Product & Research Updates

The material changes behind the product and its published research: launches, methodology revisions, performance restatements, and corrections that can change what a reader sees.

Last updated: August 22, 2026

What belongs here

We record changes that affect a product's availability, a strategy's reported history, the interpretation of a reading, or a subscriber's use of the service. Routine copy edits, visual refinements, and internal experiments do not belong in this log.

Research transparency does not require publishing the strategy recipe. Entries describe the category, reason, effective date, and visible effect of a material change. Exact formulas, factor weights, windows, thresholds, ranking rules, and implementation code remain proprietary.

Launch

Systematic strategies join The Trading Tools

Jade, Citrine, and Sunstone now have public Performance and Methodology pages. Premium members can also review each strategy’s complete trade record, current portfolio, next-session target, and ranked candidates.

  • The Strategy Lab compares every published system on the same cost-adjusted basis.
  • Public methodology explains the thesis, portfolio behavior, testing assumptions, execution timing, and principal risks without exposing the proprietary formula.
  • The local Trader screen remains an operating tool and is not part of the public product.
Methodology

Published strategy records move after execution costs

Strategy pages now lead with the historical result after modeled execution costs at a $100,000 account. A strong frictionless backtest can no longer qualify a strategy for publication by itself.

  • The cost estimate responds to order size, liquidity, and volatility; actual fills can still differ.
  • Every catalog member must have a calibrated cost record and clear the same post-cost publication gate on both the complete history and the holdout period.
  • Gross research remains in the internal audit record; subscriber-facing performance uses the post-cost result.

Corrections

If a data or implementation error materially changes a published conclusion or performance record, we correct the affected page and document the effect here. Questions about a record can be sent to info@thetrading.tools. Read the full methodology and strategy disclosure.