First Uninstall, Then Install

Short Description: The upgrade process is:

1. Uninstall the old version of StockMarketEye
2. Install the new version

If you see this window, StockMarketEye has found that an old version is still installed on your computer. In order to proceed with the installation of the new version of StockMarketEye, you will have to uninstall the previous version first.

Important #1: Uninstalling the previous version of StockMarketEye will not remove your data. All portfolios and watchlists that you had before will be available after.

Important #2: Make sure that you have quit StockMarketEye, before starting to uninstall it.

You can find uninstallation instructions here or click on the “OK” button in the window to open them in your browser.

Some users have reported that even after uninstalling, StockMarketEye will tell them that they still have a previous version installed. If this happens to you, look in your C:\Program Files folder to see if a StockMarketEye folder is still there. If this folder is still there, you should delete it (#3 in image below).

Once the StockMarketEye folder in C:\Program Files is gone, you can start the installation of the new version of StockMarketEye.

Why Do We Need To Uninstall First?

We know that upgrading to new versions of StockMarketEye has been difficult for some users. We also want all of your users to run the latest-and-greatest version of StockMarketEye so they can take advantage of all the new features.

So we have simplified the upgrade process for future versions of StockMarketEye. When the next version of StockMarketEye is released, you will only need to click 1 button. StockMarketEye will download and install the new version for you without any intervention on your part. However, in order for this new upgrade process to work, the old version of StockMarketEye needs to be manually uninstalled.

Basically, we decided to make the upgrade process a bit more difficult this time, in order to make the process much simpler in the future.

If you have any questions or problems with the upgrade, don’t hesitate to contact our support team. We’d be happy to help work you through the upgrade process.

The most notable improvement in this version is the improved look of the interface (smaller dragable area separators; clearer row separation in tables) and the new StockMarketEye logo.

The New StockMarketEye Logo

Next, we’ve added support for importing via CSV files. You can import Watchlists or Portfolio data now using CSV files. Have a look in our User’s Guide for details on the format of the import files.

We have also added support for exporting the historical price data from the Chart into a CSV file. The chart export function can be accessed from the chart toolbar, just to the right of the “Chart Options” menu. The export will be made for the current date range in the Chart (4W, 6M, 2Y, etc). You have the option of exporting just the adjusted closing prices or full Open-Hi-Low-Close data as well as the option of including the values from the currently visible Technical Indicators.

One other major improvement in this version is a streamlined update process for future releases. You won’t see this in action until the next release of StockMarketEye, however. When that happens, StockMarketEye will handle the download and installation of the new version. You will no longer have to download and install yourself.

We have also made a number of enhancements to existing features including allowing Watchlist and Portfolio symbols to be edited. Also StockMarketEye now displays an indicator in a cell when the value of that cell has been overridden by hand and is not showing the value downloaded from the web.

Finally, we have reduced the size of the backup files created by StockMarketEye by almost 90%. We recommend that you make regular backups of your StockMarketEye data using the menu, File -> Back Up… (Note: the Backup/Restore feature is not available in the trial version.)

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v2.5.0

New Features

• New StockMarketEye logo.
• Import Portfolios from CSV files.
• Import Watchlists from CSV files.
• Export historical price data from the Charts, including Technical Indicator values.
• Streamlined version updating (activated in next release).

Changes

• Improved look with clearer dragable separators between components.
• Improved reading clarity in tables (notably with alternating line color on Mac).
• Cells that contain a user entered value (overriding the automatic value) are displayed with an asterisk.
• New “Dividend Value” column in Portfolio Totals view.
• Backup files are now up-to 90% smaller.
• Advanced setting for Pring to PDF function to allow specialized text in place of StockMarketEye.
• Edit the symbols of items already in a Watchlist.
• Edit the symbols of items already in a Portfolio, including the symbols in the Transactions view.

Bug Fixes

• Save Portfolio Totals columns order and size on close.
• Bug fix for Day Total calculation and stocks requiring a currency multiplier (UK stocks notably).

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) download and install this new version.

You can download the latest version of StockMarketEye here.

Here’s an excerpt from the review:

StockMarketEye’s simple dialog-based interface is one of the clearest, cleanest displays of securities market data we’ve seen.

And this quote from their conclusion sums it up well:

This is not only one of the cleanest-looking but also one of the easiest stock trackers we’ve used … We recommend it.

Here’s the link to the full review.

We can’t say we were surprised by the 5-Star rating (of course ), but we are proud that someone like CNET finally came out and said it.

With this release, StockMarketEye has added Bollinger Bands to the list of Technical Indicators available in the charts. We had hoped to have Bollinger Bands available for the v2.4.1 release, but we ran out of time. Fortunately, we found more time this release, so enjoy the new indicator!

We have also improved the column configuration process. Now, StockMarketEye tries to take the column sizes from the old columns, if possible. This should make things more consistent when you are configuring your views.

Finally we’ve fixed a number of bugs in this release, notably regarding column configuration and QIF import.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v2.4.2

New Features

• Bollinger Bands. This is a new Technical Indicator type in the chart area.

Changes

• Column Configuration will now try to use the old column sizes (rather than the default sizes) if possible.
• Sell Stock window now does not allow you to sell more shares than were included in the selected lot.

Bug Fixes

• Fix for column configuration when having fewer than 2 columns.
• Fix for QIF import that made importing freeze during last stage.
• Various small fixes.

There is no charge for this upgrade so we recommend that all users (trial and licensed) download and install this new version.

You can download the latest version of StockMarketEye here.

For some securities, however, StockMarketEye may not have access to recent quote information. Securities such as bonds and preferred stock as well as items such as real estate will not have quote data available. Some mutual funds (such as Canadian mutual funds or some UK mutual funds for example) also do not have quote data available.

You can still include these securities and investments in your StockMarketEye portfolios, however. Here’s how.

Example #1 – Corporate Bond

Example #1: Citigroup Inc issued bond, 5% yield, maturing in 2014.

As our first example, let’s take a corporate bond issued by Citigroup.

The first thing to consider is what ticker symbol you want to use in StockMarketEye to represent this bond in your portfolio. As StockMarketEye does not have access to quote data for this bond, using the Symbol Search will not turn up any symbols. So we need to invent a fake symbol that will represent the bond in our portfolio. For example, in the case of the Citigroup bond above, we might choose CITI2014.

Another option for our example is to use the CUSIP number. In this case we would use 172967CQ2.

You are free to choose any symbol you want, but the key is to choose a symbol that is meaningful to you and one for which StockMarketEye does not already have data. You can verify this by typing your chosen symbol into StockMarketEye’s Symbol Search field. The search results area should be empty.

Now that we have our ticker symbol, we can add it to our portfolio as we would add a normal stock. Click on the “Buy Stock” button in the toolbar to open the “Buy or short-sell a stock” window. Then enter the choosen ticker symbol and other pertinent data.

In the image above, the important fields are highlighted with a red arrow. You can see that we set the “Number of Shares” to be 5, meaning that we are purchasing 5, $1000 par bonds. The “Price” field we set to the purchase price, which in our example is $986.05 per $1000 par bond. Click OK to add the bond to your portfolio.

StockMarketEye warns us that it does not have access to any data for the symbol, CITI2014. We can safely click OK as we will enter the current price quote ourselves.

Your portfolio will now look something like this. We’ve also added a holding of Citigroup stock to our portfolio.

You’ll notice that the “Name” column is empty for our bond. We can add our own name by editing this field. To do this, with the CITI2014 item selected as it is in the image above, click in its “Name” cell.

Then type the name you want to give this item. In our example, we’ve choosen “Citigroup 5% 2014″.

When you’re done typing the name you want, press Return to have StockMarketEye remember it.

Now let’s say that the price of the bond changes. StockMarketEye won’t be able to update the price automatically, but we can edit it manually.

As we did to change the “Name” cell, we can edit the “Last” cell to change the current price and compute the value of our holding. Select the CITI2014 line and click in its “Last” cell, then type the new price. In our example, let’s say the new price is now $989.50.

As you can see in the next image, the prices have updated to reflect the new value of our bond holding.

Update the “Last” cell like this any time you want to bring your bond holding up-to-date.

Example #2 – Canadian Mutual Fund

The same principles from our bond example above can be applied to other security types. Let’s take the Canadian mutual fund, Fidelity Canadian Disciplined Equity Fund. This fund has a “Fund Code” of FID224 so let’s use that as our ticker symbol.

In the “Price” field we entered the NAV.

Now we’ll edit the “Name” cell and set a new “Last” value for the fund.

You can update the “Last” cell value every day or whenever you want to bring your portfolio up-to-date with the lastest prices.

StockMarketEye now allows you to print your Portfolio. Use the menu, Portfolio -> Print to PDF to get started. StockMarketEye will generate a PDF file of your current Portfolio and display it. Once it is displayed, you can print it on your printer, or save it for later viewing. The printing feature allows you to either use a pre-configured set of columns or use the current columns that are visible in the Prices view.

We have also added a couple of new column types, notably the “Name” column in the Transactions view and the “Dividend Value” column for use in Portfolios. The “Dividend Value” column is useful to see how much dividend income your portfolio or stock is likely to generate based on current dividend yields.

With this version, you can now easily reset an overridden column value. For example, overriding the “Last” column value can help you visualize price changes. To undo the change, simple re-edit the “Last” column, removing the current value and press enter. The current “Last” price will then become visible again and will update whenever your Portfolio’s prices update.

Last but not least, we have fixed a few bugs related to the creation of Portfolios and hanging startups.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v2.4.1

New Features

• Portfolio printing. StockMaketEye can print your Portfolio to a PDF file for printing or later viewing. It can be found in the menu: Portfolio -> Print to PDF
• New ‘Name’ column in transactions available
• New ‘Dividend Value’ column in Portfolio prices and/or fundamentals view available. This column show the current, yearly dividend income generated by a given lot. The total of all lots is shown in the Totals line.
• New ‘1W %’ column in Portfolios and Watchlists. Represents the percentage change in the share price over the last 1 week. Compliments the existing percentage change columns.

Changes

• Improved column edition for overriding values
• Set the Symbol field in the Buy Stock window automatically based on the current selection in the Portfolio.

Bug Fixes

• Fix for creating portfolios when certain columns are visible.

There is no charge for this upgrade so we recommend that all users (trial and licensed) download and install this new version.

You can download the latest version of StockMarketEye here.

Tracking your RRSP

StockMarketEye can track an unlimited number of portfolios. As a help to get you started, StockMarketEye will automatically create a portfolio called “My 401K” for you. You can delete this portfolio or create others, as needed. For this post, however, we’ll simply rename this portfolio from, “My 401K”, to “My RRSP” to represent your Registered Retirement Savings Plan (RRSP), the Canadian equivalent of the US 401K. If you don’t have an RRSP, you can rename it to something else, such as the name of your brokerage.

To rename this portfolio, double-click on the “My 401K” Portfolio in the list on the left-hand side of the StockMarketEye window. You can also just select the “My 401K” Portfolio there and go into the menu called “Portfolio” and choose Settings. This will open the “Portfolio Settings” window as shown here.

Now change the “Name” field from “My 401K” to “My RRSP”. You can also write something in the description if you are so inclined.

You should also change the currency of this portfolio from US Dollars to Canadian Dollars. Select the Currency tab in the “Portfolio Settings” window. Then scroll up and select Canadian Dollar (CAD) in the list.

Click OK for the changes to take effect.

Default StockMarketEye Currency Settings

By default, StockMarketEye creates portfolios with US Dollars as the currency. You can change this as well as the currency used in the Portfolio Totals view to use Canadian Dollars.

Open the StockMarketEye “Preferences” window. On a Mac you can do this by going to the “StockMarketEye” menu and choose “Preferences…”. On Windows or Linux, go to the File menu and choose “Preferences…”.

In the “General” tab, you’ll see the “Currency Settings” block. There are 2 settings here you can change. The first is the “Currency for ‘Portfolio Totals’ view”. Click on the button labeled “Choose…” and the “Select Currency” window will open.

As you did in the Portfolio Settings dialog, scroll up in the list and select Canadian Dollar (CAD), then click OK. Now do the same for the “Default initial currency for Portfolios”. Finally click OK in the Preferences window for the settings to take effect.

If you now click on the “Portfolios” item in the list on the left-hand side of the StockMarketEye window, you’ll see the Portfolio Totals view. Note that it now uses Canadian Dollars (C$), rather than US Dollars ($).

Finding Canadian Stock Ticker Symbols

You can use StockMarketEye’s built-in Symbol Search technology to find the ticker symbols of the stocks you want to track from the Toronto Exchange (TSX). Just click in the “Symbol Search” field in the upper right corner of the StockMarketEye window and start typing the name or symbol of the stock you want to add. The search results are displayed just below the search field. You can double click on one of the search results to start adding it to your Portfolio.

In StockMarketEye, ticker symbols of stocks that trade on the TSX are suffixed with “.TO”. For example, Suncor, whose ticker symbol on the TSX is “SU” in StockMarketEye is “SU.TO”. Canadian Western Bank on the TSX is “CWB” but in StockMarketEye is “CWB.TO”.

Another change to be aware of is that tickers symbols from the TSX that contain a “.” (period) have the period converted into a “-” (dash). For example, Penn West Energy Trust on the TSX is “PWT.UN” but in StockMarketEye is “PWT-UN.TO”.

StockMarketEye also supports the Canadian Venture Exchange (CNDX). Ticker symbols of stocks that trade on the CNDX are suffixed with a “.V” in StockMarketEye. For example, Alange Energy Corp, which on the CNDX trades as “ALE”, is “ALE.V” in StockMarketEye.

You can read more about finding stock ticker symbols in the StockMarketEye User’s Guide.

A Note About Canadian Mutual Funds

StockMarketEye can track Canadian stocks and ETFs from both the TSX and CNDX. Unfortunately, StockMarketEye is not able to track Canadian mutual funds.

Try StockMarketEye Now

Get StockMarketEye Now, and start tracking your Canadian investments today!

StockMarketEye now supports Technical Indicators within the chart area. We have initially added 6 different indicators and have plans to add more in future versions. We provide the indicators in pre-configured, standard settings such as the 50-day EMA or the 14-day RSI, while also allowing you to input your own preferred settings. The indicators you use in the chart are saved when you quit StockMarketEye and are re-loaded the next time you start up.

With this version we have also added a number of other useful chart features including Open/High/Low/Close tracer values, Click-to-Trace cursor settings and chart markers for the Watch Start or Buy Price values of the stock being viewed.

Another notable addition in this version is the ability to move stocks from one Portfolio to another via drag-and-drop. You can also drag an item from a Watchlist and drop it on the name of a Portfolio to start adding it to your Portfolio.

Also new in this version is support for tracking stock option prices. You can find available stock option symbols on Yahoo! Finance and simply copy-paste them into your Watchlist. New options related columns, such as Strike Price and Expiration Date, are also now available.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v2.4.0

New Features

• Technical Indicators in Charts. Indicators available in this version are:
  • Simple Moving Average (SMA)
  • Exponential Moving Average (EMA)
  • Relative Strength Index (RSI)
  • Moving Average Convergence Divergence (MACD)
  • Slow Stochastic
  • Fast Stochastic
  • Volume

  All indicators come with pre-defined, standard settings as well as the possibility to use custom settings.

• Open/High/Low/Close/Volume chart tracer values.
• Click-to-Trace feature for the chart cursor.
• Watch Start / Buy Price marker in the charts.
• Options Support – StockMarketEye can retrieve option quotes using the new option symbology. New options related columns: Contract High, Contract Low, Expiration Date, Open Interest and Strike Price
• Move/copy portfolio items and transactions between portfolios using Drag-and-Drop.

Changes

• In-Chart data loading indicator.
• New menu item: Get All Quotes (menu File -> Get All Quotes or F5) to manually update quotes in all Watchlists and Portfolios.
• Drag-and-Drop a Watchlist item onto a Portfolio to add it to that Portfolio.
• Allow for editing of the Name column. Value is saved and will be visible the next time StockMarketEye is run.
• Improved keyboard usage in Watchlists and Portfolios
• New Portfolio Column: Days Held
• Windows installer and executable are now code signed for easier and more secure installation.

Bug Fixes

• Fixes for candlestick charts.
• Fix sorting by “Date Added” and other date columns.
• Fix for Watchlists with more than 200 symbols.

There is no charge for this upgrade so we recommend that all users (trial and licensed) download and install this new version.

You can download the latest version of StockMarketEye here.

For example, the symbol LLOY.L is Lloyds Banking Group. We know that this company trades on the London Stock Exchange because the symbol has a “.L” suffix. Because it trades in London, StockMarketEye assigns it the currency, GBP (British Pounds).

The symbol BNP.PA is BNP Paribas. Because of the “.PA” suffix we know that it trades on the Paris Exchange. So StockMarketEye assigns it the currency, EUR (Euro).

Assigning the symbol’s currency based on its exchange suffix works 99% of the time.

But what happens if StockMarketEye gets it wrong? What happens if the currency assigned to a symbol is different from the actual currency in which the stock trades? For example, if a security trades on the London Exchange, but is denominated in USD (US Dollars), how can you change it in StockMarketEye from GBP to USD?

Changing the Currency

We’ll use PHPD.L as our example symbol. PHPD.L is an exchange traded fund (ETF) for physical paladium. It trades on the London Exchange, but is actually denominated in USD rather than GBP.

1. First, we’ll need to add the Currency column to our Portfolios. The easiest way is to open the Preferences and select the Columns tab. Then click on the Prices button.
   
2. You’ll now see the “Configure Portfolio Prices Columns” window as shown below. Select the “Currency” column name in the Available Columns list on the left. Then click on the right-arrow to move it to the Configured Columns list on the right. Now click the OK button to re-configure the columns.
   
3. Close the Preferences window.




4. Now select PHPD.L in your Portfolio.
   




5. Then click in the Currency cell to start editing.
   




6. Delete the “GBP” and enter “USD”, then hit return.
7. You’ll see that StockMarketEye now shows the PHPD.L position in US Dollars, rather than British Pounds.
   

As securities normally trade in the local currency of the exchange, you will probably never need to change its currency in StockMarketEye. But if you’re interested in investing in physical paladium via the PHPD.L ETF, you now know how to set the proper currency in StockMarketEye.

This release contains a number of new features, changes and bug fixes that will improve your investing experience. One particularly useful new feature is the display of an alert window when adding a ticker symbol for which StockMarketEye does not have any data. StockMarketEye may not have data for this symbol because it does not correspond to any known company (a typo, perhaps), or perhaps the symbol is from an unsupported exchange. In any case, StockMarketEye will actively inform you of this fact before adding the symbol to your Watchlist or Portfolio. You can still choose to add the symbol, which leads us to another useful new feature…

The ability to track non-quotable items in your portfolio. For those users who want to include investments such as Certificates of Deposit (CDs) or Money Market funds, you can now add these investments using an arbitrary symbol (“CD-2015″ for an example CD that matures in 2015).

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v2.3.6

New Features

• Display an informational window before adding invalid ticker symbols
• Database folder may be relocated. This allows the StockMarketEye database to be stored on removable media such as flash drives (for security) or on a backup disk (for peace of mind). More information available here.
• New columns: Gain % YTD, Gain YTD, Gain YTD Converted
• New column: Watch Yield (for Watchlists only: Dividend per Share / Watch Start Price)

Changes

• Editing sell transaction data flows changes back to existing portfolio item
• Saves “Last” price for items with an unknown symbol. This provides support for including non-quotable items in a portfolio (example: CDs, Money Market Funds, assets from unsupported exchanges, etc)

Bugs Fixed

• Fixes in QIF import for Scottrade QIF files.
• Fixed issue with changing currency associated with a stock.
• Fixed issue with Total Return calculation and multi-lot portfolio items.
• Fixed issue with Gain calculation and multi-lot portfolio items.
• Fixed issue caused by empty column settings being saved in database.
• Fixed some issues with rounding of values.
• Editing dividend, capgain or RoC transaction correctly sets the transaction type in the edit window.

There is no charge for this upgrade so we recommend that all users (trial and licensed) download and install this new version.

You can download the latest version of StockMarketEye here.