Compatibility with other Excel add-ins — in some setups, installing StrategyXL could cause another installed add-in's custom functions to stop working (showing #NAME?), because the two add-ins shared a common software component at different versions. StrategyXL now matches the widely-used version of that component, so it loads cleanly alongside other installed add-ins. None of StrategyXL's features changed, and your saved backtests, settings, and templates are untouched.
v1.0.4June 10, 2026· 2 fixes · 6 new
Bug Fixes
Excel could take 10+ seconds to start when the local price cache had grown large — add-in housekeeping ran during Excel startup. All housekeeping now waits for your first StrategyXL click, so the add-in adds nothing to Excel's start time. If the cache ever genuinely needs compacting, you're asked first, with a time estimate.
Compare to Run # silently did nothing when the chosen baseline run came from a batch backtest. Batch runs are now valid baselines, and if a run number can't be used you get a clear message instead of silence.
Enhancements
RSI Cross — new Exit Threshold setting (default 70). The strategy now follows the classic asymmetric playbook: enter when RSI recovers up through 30, take profit when it reaches 70, with the re-cross below 30 as the failure stop. Set it to 0 for the previous symmetric behavior.
Bollinger Breakout — new Exit Band setting (default Middle). Breakout trades now exit when price crosses back through the middle band, the most-used Bollinger exit, instead of riding all the way to the opposite band. Opposite remains available.
Channel Breakout — new Exit Channel Period setting (default 10). The classic Turtle asymmetry: enter on the 20-period breakout, exit on the 10-period reverse break. Set it to 0 for the previous same-period exit.
Stochastic — new Entry Zone setting (default 20). Entries now require the %K/%D cross to start in oversold (or overbought for shorts), the classic qualification that filters out mid-range whipsaw crosses. Set it to 0 to take every cross.
Signal charts draw the new exit and zone guidelines (RSI exit level, Bollinger middle band, Channel exit band, Stochastic zone), color-matched to the exit markers.
Saved runs from earlier versions re-run exactly as recorded — the new settings only apply where you set them, so Results History reproduces historical results faithfully.
v1.0.3June 5, 2026· 1 fix · 6 new
Bug Fixes
Charting a stock with limited price history (recent IPOs or newer tickers) could throw a type-mismatch error, and switching the timeframe selector sometimes collapsed the visible range. Price History overlays and the timeframe scrollbar are now robust for any length of history.
Enhancements
New Results Dashboard button — turns your backtest history into a one-page visual summary: stat cards, a return-vs-risk scatter with an efficient-frontier line (click any point to open that run), an aggregate metrics table, and best-run-per-signal leaderboards. Reads the same filters as Results History.
New Compare Runs button — put up to six saved runs side by side: a winner strip naming the best run for each headline metric, a KPI matrix, overlaid growth-of-$10,000 equity curves, and a parameter diff that highlights exactly what changed between them. Launch it from the ribbon, by selecting rows in Results History, or from the Dashboard.
Results History — signal filtering is now a multi-select: include or exclude each of the seven signal types independently, plus new upper-and-lower bounds on every performance metric to surface winners or prune under-performers.
Results History — saved filter presets: save a filter set you reuse often and re-apply it (and re-fetch) in one click.
Results History — delete runs: remove specific runs or everything matching your filters as a recoverable soft-delete, with a permanent Purge when you're sure.
Results History — KPI heatmap: each metric column shades its top quartile green and bottom quartile red, so the best and worst runs jump out of the table at a glance.
v1.0.2May 26, 2026· 2 fixes · 6 new
Bug Fixes
The Copy Template button was sometimes invisible on Stock Backtest and Price History output sheets after re-rendering. Fixed.
Annual seasonality returns now compound correctly across the entire monthly heatmap — Annual column, monthly-average row, and overall-average cell all reconcile to Total Return %.
Enhancements
New Drawdown & Profit Cushion chart in Stock Backtest. Pairs your strategy's cumulative return from start (above zero) with drawdown from peak (below zero) on dual axes, so a steep-looking drawdown is read in context of how much profit cushion you'd built up.
Newest First sort toggle in Price History — optionally sort the OHLCV table by newest dates at the top.
Moving-average, Price/MA, and Bollinger Band overlays on the Price History OHLC chart. Toggle them on/off via new template checkboxes.
Seasonality bar chart added below the monthly heatmap for at-a-glance month-by-month performance.
Index Holdings — added Above-SMA columns for 5, 10, 20, 50, and 100-day windows (alongside the existing 200-day) and a six-donut sector breakdown grid.
Chart axis titles added across Stock Backtest charts (Equity Curve, Drawdown, Trade P&L), with clarifying subtitles on the Signal Chart and Drawdown chart.
v1.0.1May 16, 2026· 3 fixes · 2 new
Bug Fixes
Annual seasonality now compounds correctly and reconciles to Total Return %.
Bollinger Bands signal now respects a Direction setting (Above or Below) for momentum vs. mean-reversion strategies.
Signal Chart no longer shows identical entry/exit markers across multiple runs on the same ticker.
Enhancements
In-product update check — when a new version ships, every install detects it on the next ribbon click and prompts to download.
New About dialog showing full version info, license status, and a one-click "Check for updates" button.
