KatanaTrade (Free Trial)

8.1.4225.503 05/13/2025 BETA 1. Fix: TradePlanTool had bugs when using SmartRisk and multiple exits 2. Improve: TradePlanTool profit values now reflect allocated lot size 3. Dev: Tweaks made to chart Virtual Order lines 8.1.4225.401 04/20/2025 BETA 1. Update: Updated modules for compatibility with NinjaTrader version 8.1.4.2 8.1.2023.1205 12/29/2023 BETA 1. Bug fixes 8.1.2023.1203 12/01/2023 BETA 1. Update: Updated logic for compatibility with NinjaTrader version 8.1.2.0 2. Upgrade: Added asynchronous operations in multiple areas of older app functions 3. Improve: Further improvement of data loading operations 4. Fix: Fixed UI load blocking in multiple areas 5. Fix: Fixed intermittent problem when saving and loading settings from disk 6. Fix: ATM group accounts were not adjusting lot size properly with user-set quantity 7. Fix: ATM group accounts were intermittently cancelling exit orders and leaving naked positions 8. Fix: After restarting NinjaTrader, active group account orders were not always linked 9. Fix: Prior release was missing NT light theme provisions 10. Fix: Random bug where virtual orders disappeared from the chart 11. Fix: Group accounts did not always respect their max order sizes per account 12. Add: Added order grouping expanders in virtual order grid 8.1.723.902 9/28/2023 BETA 1. Fix: Improved some null reference errors on the Chart Trader when no data available 2. Fix: Fixed a condition where some HD screens were not maximizing the chart window fully 3. Fix: Fixed an occasional error in the Symbol widget at bottom of Chart Trader 4. Fix: Fixed a null reference error when data is disconnected 5. Dev: Performance improvements 8.1.723.901 9/03/2023 BETA 1. Fix: Order labels were not always cleared when hiding Chart Trader 2. Change: Trade Planner brackets, on market orders, were adjusting to match defined risk after slipped fill price 3. Dev: Improved OrderData class performance 4. Fix: Group Orders did not always respect leader account SmartRisk status 5. Fix: Drawing-object context menu on chart was allowing illegal characters in template name 6. Tweak: Chart MainTabControl adjusted for better compatibility with interfering addons 8.1.723.802 8/30/2023 BETA 1. Improve: Added improved handling with certain adapters like Apex Tradovate 2. Fix: Click Trade Preview UI was getting stuck randomly; Added ESC and F5 to clear 3. Fix: Refresh Key Ctrl[F5] and context menu 'Refresh Chart' actions were not executing 4. Fix: Cancellation of exit orders was being rejected by some adapters 5. Dev: Improved SmartRisk functions 6. Fix: SmartRisk AutoScale calc less than 1 resulted in unhandled errors 7. Fix: SmartRisk AutoScale was not accurate for multiple stops 8. Add: Added SmartRisk calcs for multi-bracket ATM orders 9. Fix: Group orders were not respecting AutoScale changes 10. Fix: Group ATM orders were incorrectly being submitted as Quick Brackets 11. Fix: Group Quick Bracket orders were calculating SmartRisk based on leader account instead of individually 12. Fix: Group order multi-bracket exits were merging into one price on prices changes 13. Improve: Added error handling when SmartRisk calc is less than minimum lot size 14. Dev: Improved serialization; moved chart settings to window class 15. Fix: Trade Panel UI margin was sometimes not consistent 16. Fix: Fixed a NULL REF exception on the SymbolInfo widget 17. Add: Trade Panel SmartRisk display was incorrect when multi-bracket options were selected 18. New: Added chart UI line connectors on order exit brackets for visual clarity 19. Improve: Added black/white text on chart object based on brightness calculation 20. Fix: User Settings were sometimes not overwriting file properly 21. Fix: MouseEvents were sometimes left connected on chart 8.1.323.501 5/09/2023 BETA 1. Update: App is updated for compatibility with NinjaTrader version 8.1.1.3 2. Change: New version nomenclature for compatibility with NT future versions 3. New: Group Order status is now indicated on the title bars of the chart windows 4. Improve: Added better error catching in several locations 27.23.0320.1 3/20/2023 BETA 1. Fix: SmartRiskSettings threw Account not Selected error 2. Fix: 'RefreshVOrderLinesForChart' Exception 3. Fix: (Attempted) fix of NT chart order graphics disappearing 4. Fix: Plan Tool sometimes became disconnected on chart tab change 5. Tweak: ATM random error troubleshooting 6. Improve: Push LotSize updates from panel to Plan Tool 7. Add: Added ATM functionality with Plan Tool 8. Add: Added full SmartRisk functions to ATM brackets on the chart trader 9. Improve: Adjusted UI to improve stability (we hope) 27.23.0220.1 2/20/2023 BETA 1. Fix: Rithmic adapter rejecting automatic OCO exit cancellations 2. Fix: Improve SmartRisk setting persistence on trade panel 3. Tweak: Change default SmartRisk account risk to 1% 4. Fix: AccountSelector randomly did not have the displayed account internally selected 5. Fix: Disconnection error - RemoveAllQxChartObjects [Dispatcher] exception 6. Fix: CDXTradeZone LineStroke exception 7. Fix: Serialization exception 8. Improve: Added Plan Tool instrument, quantity, and measuring units 27.23.0212.1 2/12/2023 BETA 1. Convert app to 64 bit NT R27.1 2. Fix: VirtualOrder lines getting stuck to the mouse (R27 bug) 3. Fix: VirtualOrder lines disappearing in random use cases 4. Fix: Attempted fix of 'CreateQxVirtualOrderline' exception 5. Fix: Close button random failure (cascading errors) 6. Fix: GroupAccount master setting persistence 7. Fix: Trade panel Atm null ref error 8. Add: Market entries for the planning tool 9. Add: Ability to hide panel order buttons 10. Add: Clear ClickTradePreview on F5 and Ctrl+ F5 11. Fix: With multiple Trade Zone Tools created (manually), orders can get placed on latest tool created 12. Improve: In random cases, the Plan Tool could get disconnected from the trade panel 13. Fix: Add OCO Exit is not respecting the R-Value 14. Fix: Add OCO Group-Mode not linking orders 15. Fix: When changing master exit order, follower exit orders ALL change unnecessarily 16. Fix: Group Line adorners getting stuck or out of place 17. Fix: Group Atm trades parent orders not moving together 26.22.0927.1 9/27/2022 BETA Pre-Release 1. Fix: SymbolInfo: Forex margin data was not updating accurately 2. Add: SymbolInfo: Added futures contract rollover date 3. Dev: Added GetMarginRequirement shared method 4. Add: Added SmartRisk functionality to ATM trades 5. Improve: About > Check for Update > Download feature now automatically imports the file 6. Add: Added quick-access Global DrawingTool function to chart context menu 6. Add: Added quick-access Template DrawingTool function to chart context menu 7. Add: Added full-background simulation color to trade panel 8. Fix: Enabled ability to 'rapid-fire' click-orders from the chart 9. Fix: UI threading stability improvements 10. Fix: Improved order line artifacts being left on chart in some cases 11. Fix: Improved reliability of trade panel SmartRisk calculations updating properly 12. Fix: Symbol and interval changes were not updating calculations on linked windows 13. Fix: Symbol and interval changes via keyboard were not updating panel calculations 14. Add: Added 'Range Data' performance widget to Chart Trader 15. Fix: Partial fill exit brackets did not always match position size 16. Fix: Scale-in and Scale-out orders did not properly adjust exits to match new position size 17. Fix: Trade entry 'Fill or Cancel' behavior had errors 18. Fix: Chart Trader position status would not always update in some cases 19. Add: Added Settings > Trading > Attach-Exit-Once behavior 20. Fix: Rithmic API would sometimes return error messages during order cancellation 21. Fix: AtmStrategy selector would not always clean up the strategy after close/cancel 22. Tweak: Adjusted the initial placement of the TradePlanner tool 23. Fix: Addressed a number of issues causing orphaned exit orders after position closed 26.22.0423.1 4/23/2022 1. Fix: Partial-Fills were causing GroupAccount trades to not always convert brackets 2. Fix: Partial-Fills did not always account for stacked orders at same price 3. Fix: PnL Labels had strange mouse-click problems on high-DPI screens 4. Fix: Virtual-Order-Lines had occasional mouse-click issues on high-DPI screens 5. Fix: TradeZone Tool rendering issues on high-DPI screens 6. Fix: SmartRisk calculation did not respect Max-Equity-Use setting on Futures 7. Tweak: SmartRisk risk template defaulted to first object with unassigned accounts 8. Fix: QuickBracket dropdowns become disabled on selecting custom ATM 9. Fix: Virtual-Order-Lines on Forex ATM orders was off by factor of 10 10. Improve: ATM strategies now work properly with custom quantity 11. New: Added click-trade preview overlay displaying trade actions 25.22.0408.1 4/08/2022 1. Tweaks: Further improved stability and performance 2. Tweaks: Reduced chart UI lag 3. Fix: Further fixes on partial-fill handling 4. Fix: Improved calculation updates on the SmartRisk panel 5. Fix: Improved order-PnLAdorner behavior 6. Fix: Deployed other color themes overlooked in last beta version 25.22.0324.1 3/24/2022 1. Over 70 bugs squashed! 🐛😮, better stability 2. Major performance improvements 3. Sim-Order cancel-pending freeze fixes 4. Rithmic connection virtual-order handling improvements 5. New: Easy add/removal of Katana Panel from chart by right-click 6. New: Partial-Fill order handling 7. New: Mask account id on the chart trader 8. New: Chart trader options menu (upper-left) 9. New: One-click attach order to indicator 10. New: Support for Market-If-Touched and Stop-Limit entries 11. New: Lock the Katana Panel (lower-right button)

 

END USER LICENSE AGREEMENT

 

THIS SOFTWARE END USER LICENSE AGREEMENT (“EULA”) IS A LEGAL AGREEMENT BETWEEN YOU (EITHER AN INDIVIDUAL OR, IF PURCHASED OR ACQUIRED BY OR FOR AN ENTITY, AN ENTITY) AND CHART DYNAMIX LLC. IT PROVIDES A LICENSE TO USE THIS SOFTWARE AND CONTAINS WARRANTY INFORMATION AND LIABILITY DISCLAIMERS. BY DOWNLOADING, INSTALLING OR USING THE SOFTWARE YOU ARE INDICATING YOUR ASSENT TO THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE TO ALL OF THE FOLLOWING TERMS, DO NOT DOWNLOAD OR INSTALL THE SOFTWARE, DISCONTINUE ITS USE IMMEDIATELY AND DESTROY ALL COPIES IN YOUR POSSESION.

1. DEFINITIONS

a) “CDX” shall mean Chart Dynamix LLC.
b) “Software” means the executable code of this CDX product including but not limited to additional tools, libraries, source files, header files, data files, any updates or error corrections provided by CDX, any user manuals, guides, printed materials, on-line or electronic documentation.
c) “License Key” means a serial number issued to you by CDX to activate and use the Software.
d) “Named User” is an individual authorized by You to use the Software through the assignment of a single user ID, regardless of whether or not the individual is using the Software at any given time. A non-human operated device is counted as a User in addition to all individuals authorized to use the Software, if such device can access the Software.
e) “Maintenance Plan” is a time-limited right to technical support and Software updates and upgrades. Technical support only covers issues or questions resulting directly out of the operation of the Software. CDX will not provide you with generic consultation, assistance, or advice under any other circumstances.

2. LICENSE GRANTS

2.1 Freeware Features License. CDX grants you an unlimited license to use the Freeware Features of the Software. The install packages created using only the Freeware Features can be freely redistributed and used only for non-commercial purposes.
2.2 Trial Period License. Not all CDX software includes a Trial Period. If included, you may download and use the Software free of charge for fourteen (14) days after check-out (“Trial Period”). During the Trial Period, CDX grants You a limited, non-exclusive, non-transferable, non-renewable license to copy and use the Software for evaluation purposes only and not for any commercial use. At CDX’s discretion, CDX may provide limited support through email or discussion forums at the CDX website. The evaluation copy of the Software contains a feature that will automatically disable the Software at the end of the Trial Period. CDX will have no liability to you if this feature disables the Software.
2.3 License After Trial Period (if included). During the Trial Period, you have the option of canceling the automatic subscription renewal in order to avoid the payment that you agreed to upon checkout. Upon your payment of the subscription fee, CDX provides you with a registration number (“License key”) and grants you a limited, non-exclusive, non-transferable license to:

f) use the Software on a Named User basis meaning specific individuals are authorized to access the Software and the total number of named users may not exceed the total number licensed by You.
g) copy the Software in machine-readable form solely for archival and backup purposes.

2.4 Subscription. This Software is licensed by subscription. Your license will remain valid for as long as your subscription remains active. Failure to renew your subscription for any reason may result in the cancellation of your license without warning. The Software contains a feature that will automatically disable the Software when your subscription is canceled. CDX will have no liability to you if this feature disables the Software.
2.5 The Named User of the Software may install and use the Software on up to two computers (including operating systems and Virtual Machine Environments).
2.6 Floating License (if purchased). Under the terms of a Floating License, you may install the Software on an unlimited number of machines. All machines using the Software must have the ability to communicate with a license server. The number of users that may use the Software concurrently at any time must not exceed the number of Floating User Licenses purchased for such use.

3. LICENSE RESTRICTIONS

3.1 You shall undertake any necessary steps to protect the License Key against unauthorized use.
3.2 You may not alter, merge, modify, adapt or translate the Software, or decompile, reverse engineer, disassemble, or otherwise reduce the Software to a human-perceivable form.
3.3 You may not sell, rent, lease, sublicense, transfer, resell for profit, or otherwise distribute the Software or any part thereof.
3.4 You may not modify the Software or create derivative works based upon the Software.
3.5 You may not remove or obscure any copyright and trademark notices relating to the Software.

4. OWNERSHIP AND INTELLECTUAL PROPERTY RIGHTS

4.1 This Agreement gives you limited rights to use the Software. CDX retains all rights, title, and interest in and to the Software and all copies thereof, including copyrights, patents, trade secret rights, trademarks, and other intellectual property rights. All rights not specifically granted in this Agreement, including International Copyrights, are reserved by CDX. The structure, organization, and code of the Software are valuable trade secrets and confidential information of CDX.

5. LIMITATION OF LIABILITY

5.1 CDX’s cumulative liability to You or any other party for any loss or damages resulting from any claims, demands, or actions arising out of or relating to this Agreement shall not exceed the license fee paid to CDX for use of the Software.
5.2 CDX shall be relieved of any and all obligations for any portions of the software that are revised, changed, modified, or maintained by anyone other than CDX.

6. PATENT AND COPYRIGHT INDEMNITY

6.1 CDX represents and warrants that the Software shall not infringe or misappropriate any copyrights, patents, trade secret rights, trademarks, and other intellectual property rights.
6.2 In the event the Software is found to infringe, CDX will have the option, at its expense, to
h) modify the Software to cause it to become non-infringing;
i) substitute the Software with other Software reasonably suitable to You, or
j) if none of the foregoing remedies are commercially feasible, terminate the license for the infringing Software and refund any license fees paid for the Software.
6.3 CDX will have no liability for any claim of infringement based on
k) code contained within the Software that was not created by CDX;
l) use of a superseded or altered release of the Software, except for such alteration(s) or modification(s) which have been made by CDX or under CDX’s direction, if such infringement would have been avoided by the use of a current, unaltered release of the Software that CDX provides to You, or
m) the combination, operation, or use of any Software furnished under this Agreement with programs or data not furnished by CDX if such infringement would have been avoided by the use of the Software without such programs or data.

7. LIMITED WARRANTIES

7.1 THE SOFTWARE IS PROVIDED ON AN “AS IS” BASIS. CDX MAKES NO WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE. CDX MAKES NO REPRESENTATION THAT ANY OF ITS SOFTWARE WILL OR IS LIKELY TO HELP THE USER ACHIEVE FINANCIAL PROFITS. WITHOUT LIMITATION, YOU ASSUME SOLE RESPONSIBILITY FOR SELECTING THE SOFTWARE TO ACHIEVE YOUR INTENDED RESULTS AND FOR THE INSTALLATION, USE AND RESULTS OBTAINED FROM THE SOFTWARE. CDX MAKES NO WARRANTY THAT THE SOFTWARE WILL BE ERROR-FREE OR FREE FROM INTERRUPTIONS OR OTHER FAILURES. IN PARTICULAR, THE SOFTWARE IS NOT DESIGNED FOR USE IN HAZARDOUS ENVIRONMENTS REQUIRING FAIL-SAFE PERFORMANCE. CDX EXPRESSLY DISCLAIMS ANY WARRANTY OF FITNESS FOR HIGH-RISK ACTIVITIES.
7.2 CDX warrants that it holds the proper rights allowing it to license the Software and is not currently aware of any actions that may affect its rights to do so.
7.3 CDX cannot guarantee that the Software will work at all times. If you change your operating system or the hosting platform, the software may not work anymore. You acknowledge and agree that such changes are fair and reasonable.
7.4 You should make sure that it is legal to use the Software in your country or jurisdiction. CDX only provides a license for You to use the software. It is Your responsibility to make sure that You are allowed to use the Software.
7.5 CDX reserves the right at any time to cease the support of the Software and to alter prospectively the prices, features, specifications, capabilities, functions, licensing terms, subscription terms, release dates, general availability, or other characteristics of the Software.

8. MAINTENANCE PLAN

8.1 At any time prior to the expiration of your Maintenance Plan and 14 days after, you may purchase an extension to the current Maintenance Plan. This additional Maintenance Plan will extend the availability of your current Maintenance Plan for a period of time beginning with the date when your Maintenance Plan expires.
8.2 For a limited time after the expiration of your Maintenance Plan, you may purchase a renewal of your Maintenance Plan. This will provide you with a new Maintenance Plan that will begin at the date the renewal is purchased.
8.3 If you do not purchase any additional Maintenance Plan, you will still have the right to use the existing Software but you will lose the right to technical support and Software updates and upgrades as of the date your current Maintenance Plan expires.
8.4 For customers that purchase or already own multiple licenses, a Maintenance Plan must be purchased for each license.
8.5 Technical support is provided via electronic mail at the address specified on the web site. CDX will use its best efforts to provide you with technical support within five (5) business days of your request. Please check our website to find our latest contact information.
8.6 The latest information is provided on the web site at: https://www.chartdynamix.com Please refer to the following web page for additional support information: https://support.chartdynamix.com

9. SUPPORT

9.1 Except as provided herein, support for the Software is provided to you free of charge while your current Maintenance Plan is valid. If CDX discontinues any version of the Software, CDX reserves the right to limit or cease product support and updates for such discontinued version. CDX reserves the right to discontinue free support with thirty (30) days written notice posted to the CDX or the Software web site.

10. INTERNET-BASED SERVICES

10.1 Consent for Internet-Based Services. Certain Software features connect to CDX or service provider computer systems over the Internet. In some cases, you will not receive a separate notice when they connect. You may switch off these features or not use them. BY USING THESE FEATURES, YOU CONSENT TO THE TRANSMISSION OF THIS INFORMATION. CDX does not use the information to identify or contact you. For more information, see https://www.chartdynamix.com/privacy-policy.
10.2 Computer Information. The Software features use Internet protocols, which send to the appropriate systems computer information, such as your Internet protocol address, the type of operating system, browser and name and version of the software you are using, and the language code of the device where you installed the software. CDX uses this information to make Internet-based services available to you.
10.3 Customer Experience Improvement Program (CEIP). The Software may use CEIP, which automatically sends to CDX anonymous information about your hardware and how you use this software. We may use the computer information, and CEIP information, to improve our software and services. We may also share it with others, such as hardware and software vendors. They may use the information to improve how their products run with CDX software.

11. HIGH-RISK ACTIVITIES

11.1 The Software is not fault-tolerant and is not designed, produced, or intended for use or resale as autonomous control equipment requiring fail-safe performance, such as in the operation of communication systems, automated trading systems, or automatic order execution systems in which the failure of the Software could lead directly to financial loss, psychological effects, health damages, equipment or environmental damage (“High-Risk Activities”). CDX and its suppliers specifically disclaim any express or implied warranty of fitness for High-Risk Activities.

12. THIRD PARTY SITES AND SOFTWARE

12.1 This Software will direct you to third party Web sites. CDX does not control, endorse, or guarantee content, including software, data or other information found on such third-party sites. You agree that CDX is not responsible for any content, associated links, resources, or services associated with a third-party site. You further agree that CDX shall not be liable for any loss or damage of any sort associated with your use of third-party content. Access to these sites is provided for your convenience only.
12.2 This Software may contain third party software. By accepting this EULA, You are also accepting the additional terms and conditions with respect to such software, if any, forth herein.

13. AUDIT RIGHTS

13.1 CDX audits your use of the Software to verify compliance with this Agreement. The Software is configured to enable periodic HTTP communication with CDX servers. During this communication, license information is transmitted from the Software to CDX to ensure license compliance. The information transmitted during these periodic updates may include the operating system, license serial number, and other relevant information to verify compliance. If you are unable or unwilling to provide this communication capability, CDX reserves the right to prevent your use of the software without warning until communication is reestablished. If the usage of the Software is considered to be out of compliance with this Agreement, the Software may, without notice, cease to function.
13.2 During the audit process, CDX has the ability to personally identify the individual that registered with CDX to acquire the Software license (“Registrant”) through using the personal information the Registrant provided to CDX during the registration or purchase process. Such personal information will only be used by CDX in connection with such audit process.

14. SEVERABILITY

14.1 If any provision hereof shall be held illegal, invalid or unenforceable, in whole or in part, such provision shall be modified to the minimum extent necessary to make it legal, valid and enforceable, and the legality, validity and enforceability of all other provisions of this Agreement shall not be affected.

15. GOVERNING LAW

15.1 This Agreement is to be governed by and construed in accordance with the laws and jurisdiction of the defending party. Service of process upon either party shall be valid if served by registered or certified mail, return receipt requested and to the most current address provided by such party. The United Nations Convention on Contracts for the International Sale of Goods shall not apply to this Agreement.

16. TERMINATION

16.1 Your license to use the Software continues until terminated. This license will terminate automatically if you fail to comply with any term hereof. No notice shall be required from CDX to affect such termination. You may also terminate this Agreement at any time by notifying CDX in writing of termination. On termination, you must destroy all copies of the Software. Your obligation to pay accrued charges and fees shall survive any termination of this Agreement.

17. ASSIGNMENT

17.1 Neither this Agreement nor any rights granted hereunder may be sold, leased, assigned, or otherwise transferred, in whole or in part, by you, whether voluntary or by operation of law. Any such attempted assignment shall be void and of no effect without the prior written consent of CDX.

18. ENTIRE AGREEMENT

18.1 This Agreement contains the entire agreement between CDX and You related to the software and supersedes all prior agreements and understandings, whether oral or written. It may be amended only by a writing executed by both parties.