See it in the App Store!

What’s New In StockMarketEye for iOS v1.1

New Features

• Brighter and easier to read theme.
• Summary view for portfolios, including a new setting which allows you to include/exclude a portfolio from the summary. Visually, the portfolio’s icon includes a blue check mark if it’s included in the summary box.
• Edit purchase transactions.
• Sell individual lots.
• Delete an item from a portfolio.
• New portfolio setting to turn off the Cash Balance, just like in the desktop app.
• New setting allows sorting by symbol in both Watchlists and Portfoilios.
• Change your synchronization password.
• Recover your synchronization password.
• Details view of a watchlist item now includes the watch start price, watch change and watch % data, like in the desktop app.
• General setting to show/not show Google exchange prefixes. By default, prefixes are not shown.
• Various optimizations

Bug Fixes

• Fixed crash when accessing some pink sheet stocks through Google Finance.
• Fixed name field not being correctly passed through sync.
• Fixed problem with manual prices of items not being transferred correctly from desktop to iOS.
• Fixed problem with UK transactions not being calculated properly with the currency multiplier and so the Portfolio Total was off.
• Fixed display problem with Google RSS feeds.

Don’t forget to tell your friends about StockMarketEye!

Let us know if you have any questions, comments or problems.

This release adds a number of usability and performance improvements, as well as a number of bug fixes. Users of the TWRR and IRR columns will find that the performance of StockMarketEye is greatly improved. We’ve added additional Transactions view columns as well as a new “Reset WatchStart” feature for Watchlists.

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

What’s New In StockMarketEye v2.9.5

Features

• New Transactions view columns: Total Value (i.e. Value + Costs), Total Value Converted, Converted Costs
• Default set of Transaction view columns now includes Total Value.
• Comments are now visible in a stock’s hover window, when you move the mouse over the “Symbol” column.
• Watchlist export with import compatible columns, so you can easily copy/move a watchlist.
• Reset all WatchStart prices in a Watchlist to their current Last price (menu Watchlist -> Reset all WatchStart prices).

Changes

• Major performance improvement – TWRR and IRR columns have been optimized, greatly increasing StockMarketEye’s speed when you have these columns in your Portfolio.
• Comments entered in the Buy Stock/Sell Stock/Distribution Declaration windows are saved in the Comments field of the corresponding portfolio items and transactions. The inverse is also true, so editing the comments in a Transaction changes the comments in any corresponding portfolio item.
• Now allows displaying up to 8 decimal places.
• Changed pencil icon for editing a symbol to “Change” link for clarity.
• Show busy symbol when purging historical quotes from the Preferences window.
• Added AAPL to Overweight default list.
• Added more options for exporting historical chart data to CSV, allowing for easier import/export to other applications.

Bug Fixes

• Fixed problem with YTD Income and 1Y Income column calculations.
• Fixed problem with “% of Portfolio” column when the portfolio has negative cash and with other currencies.
• Fixed problem with printing Transactions view to PDF.
• Fixed problem with selling holdings with fractional share amounts.
• Fixed problem with CostBasisConverted calculation and muliple lots.
• Fixed problem where the Portfolio value chart from the Portfolio Summary view included Portfolios that have been excluded from the Portfolio’s Summary view.
• Fixed problem where a portfolio item was added to the Portfolio Summary’s Combined Portfolio, even when the Portfolio was excluded from the Summary view.
• Fixed problem with syncing manually added Last price to iOS devices. Also requres update to iOS version (coming soon).
• Fixed problem with long exchange names (such as for SMSN.IL).
• Fixed importing a watchlist without the name field or WatchStart value so that these fields are pulled from the data provider.

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

How do we do all that? Well, the most important aspect of this process is knowing what is important to you. We can dream up and build all sorts of interesting features, but if they don’t help you achieve your goals, StockMarketEye will fail at being useful.

So we rely on your feedback and suggestions to help us shape StockMarketEye and decide in what direction we should go. The vast majority of improvements in StockMarketEye since its humble beginnings over 3 years ago are the direct result of your feedback and suggestions.

We keep a to-do list of addition and improvement suggestions. This list is the shape of the next generations of StockMarketEye. It contains close to 100 features, large and small, and composed almost entirely of suggestions by users.

Today, we are looking for your help in deciding which of these items to include in the next major release of StockMarketEye. We want to find out which ones are the most critical to you in achieving your goals.

We’d be very grateful if you could use the link below to vote for your preferred features. On that page, you’ll find a list of what we’ve determined to be the 15 most requested major features. From that list, we’d ask that you select the 5 that are the most important to you. Check the box to the right of a feature in the list, if that feature is important to you. When you’re done, click the “Submit Feedback” button to send us your votes.

Your votes are completely anonymous. You can also check less than 5, or more 5 items if you feel it necessary, but we generally would like a maximum of 5 as more than that makes it more difficult to determine a priority of the items.

We will post the results of the survey in a later blog post. Don’t forget to tell your friends about StockMarketEye and have them vote too.

As always, if you have any questions, don’t hesitate to send us an email at our support address.

This release adds a number of usability improvements, including keyboard shortcuts and calendar date stickyness, as well as a number of bug fixes.

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

What’s New In StockMarketEye v2.9.4

Changes

• Added keyboard shortcuts for the most commonly used actions in Portfolios and Watchlists, including shortcuts for recording dividends and cash transactions. You can see which shortcuts are available by opening the Portfolios and Watchlists menus. The shortcut key combination is shown at the right of menu item.
• The calendar is now “sticky”. This means that when you enter dates, that date is remembered so that the next time you open the window, the date in the calendar will be the same as the last time you set it. This is practical if you are entering a number of items in sequence and should save time having to move back in the calendar every time. Note that the stickyness is lost when you exit and will be reset to the current date the next time you open.
• The “Gain Converted” column in Portfolios now takes into account the difference in exchange rate between the time of purchase and the current exchange rate. This allows you to see your true gain in that position (price change + exchange rate change). Note that you can adjust or set the purchase time exchange rate in the Transactions view (add the “Exch Rate” column and edit that cell).
• Added a new column “Gain Converted %”, which is the percent change of this position based on the “Gain Converted” value.
• Added a new column “Cost Basis Converted” for the displaying the cost basis of a position (purchase share price * number of shares + transaction costs) converted using the exchange rate from the time of purchase. Again, you can set the exchange rate from the time of puchase in the Transactions view, in the “Exch Rate” cell of the purchase transaciton.
• The “Exch Rate” column’s value in Portfolios can be overriden and set to a specific value. This is done just like editing the “Last” column: select the item to change, then click in the “Exch Rate” cell of that line and enter the exchnage rate. When the value is overridden, a small asterisk will be visible in the cell. You can remove the override and get back to the downloaded, current exchange rate by editing the “Exch Rate” cell again, completely removing the value so that the field is empty, and press return.
• The “Currency” column of aggregate portfolio items (items in your portfolio with multiple lots) can now be edited and the change propogated to all of the sub lots. Previously you could only edit the individual sub-lot’s currency.

Bug Fixes

• Fixed an issue getting historical prices and charts for UK mutual funds. Charts are now available for UK mutual funds.
• Fixed a bug that prevented printing of the Combined Portfolio’s views.
• Fixed a number of issues with setting and using exchange rates in Portfolios and the Combined portfolio.
• Fixed an issue running the QIF import tool

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

You can install this new version over the top of the old version. Your StockMarketEye data is stored separately from the program itself so this will not remove your data. We do, however, recommend that you make periodic backups of your StockMarketEye data.

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

This release fixes a number of important bugs, including a fix for stock option quote retrieval from Yahoo Finance.

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

What’s New In StockMarketEye v2.9.2

Changes

• New column, “Last Trade DateTime”, that shows the date and time of the last quote.
• Printing of the Fundamentals view. Goto the Fundamentals view, then use menu, Portfolio -> Print to PDF.
• Chart tracer values now use the Preferences -> Visuals -> Show thousands separator when displaying their values.
• When a watchlist is sorted by a specific column, that sorted order will be used when syncing with our on-line synchronization service. This allows you to sort by the symbol column (for example) and have the sorting propagated to the iPhone watchlists.

Bug Fixes

• Fixed problem with option quotes and other special Yahoo Finance symbols.
• Fixed incorrect year on Dividend Pay Date and Ex-dividend Date columns for some stocks.
• Fixed the display of the Name column for multi-items that have had their Name manually set.
• Fixed problem that allowed empty symbols when editing or entering a ticker symbol.
• Fixed problem showing incorrect marker in Portfolio charts.
• Fixed activity indicator when adding items.

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

This release fixes a number of important bugs and improves stability of the on-line synchronization service.

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

What’s New In StockMarketEye v2.9.1

Changes

• On-line synchronization service expanded for increased stability and performance.
• Improved error messages when problems with on-line synchronization service arrise.
• Better synchronization handling when service is down for maintenance.

Bug Fixes

• Fixed the “Sell Stock” button not working.
• Fixed the Combined prices/fundamentals so that they show stock names again.
• Fixed a problem with the Combined prices/fundamentals view after a synchronization.
• Fixed a problem with backup file names that have single quotes in them.
• Fixed problem in on-line synchronization with accented characters.
• Fixed a problem with a portfolio’s currency not being processed properly during synchronization.

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

This release focuses on integration with our new Stock Market Eye iPhone app as well bug fixes and other enhancements. A lot of work and testing has gone into this release and we’d like to thank everyone that contributed ideas and pointed out problems.

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

What’s New In StockMarketEye v2.9.0

New Features

• On-line Synchronization – We now provide a free, synchronization service that allows you to keep your watchlists and portfolios in sync across all versions of StockMarketEye, including our iPhone app. Note that the synchronization service is not activated in the trial version of StockMarketEye.
• New logo to match our iPhone logo.

Changes

• Support for Mac OS X Lion 10.7 disappearing scrollbars.
• Update for new growl applescript.
• StockMarketEye can now be pinned in the Windows 7 taskbar.
• StockMarketEye now listed in the TaskManager on Windows when running.
• Sorting on “Symbol” column now ignores Google’s exchange prefix.
• Increased symbol columns length to support long symbol names from Google Finance.
• Set default currency for UK mutual funds (from Google Finance) to pounds, rather than pence.
• Add support for additional QIF types to support iBank qif files.
• Allow specifying the delay between quote retrievals via a system property in sme_overrides.properties. May be useful for Mac 10.5 users with special problems. Contact our support team for more details.
• Changed “Market Val sans Cash” to be “Market Val w/o Cash” instead.

Bug Fixes

• Fixed problem with reloading chart data for Portfolios Totals chart.
• Fixed problem where Portfolios Totals chart did not properly take into account the cash affected value.
• Fixed problem creating a portfolio with 0 cash.
• Fixed sorting indicator directions.
• Fixed auto-backup files deletion.
• Fixed problem editing cash balance in-line.
• Fixed a problem with drag and drop from the symbol search area.
• Fixed the BuyPrice/WatchStart lines in the chart so they are shown in the correct location when using a comparator in the chart.
• Fixed corner case problems with portfolio import and synchronization.

There is no charge for this upgrade so we highly recommend that all users (trial and licensed) upgrade to the newest version.

You can download the latest version of StockMarketEye here.

StockMarketEye for iPhone

Or you can open it in iTunes here:

StockMarketEye for iPhone in iTunes

We will be releasing a new version of our desktop software in the next couple of weeks that will be able to synchronize with the iPhone app. You’ll then be able to have the same watchlists and portfolios on the desktop and on your iPhone. Stay tuned!

Thanks to our beta testers and others who gave us feedback!