StockMarketEye 5.0.14 Released

Sunday, Nov. 10th 2019

We are proud to announce the release of StockMarketEye 5.0.14 for Windows, Mac OS X and Linux.

This version includes a number small compatibility and stability fixes as well as support for optionally including currency and percent symbols in exported CSV files.

Below is the full list of changes in StockMarketEye 5.0.14.

What’s New In StockMarketEye 5.0.14?

  • Added support for including currency and percent symbols in CSV exports.
  • Allow importing with “reinvested interest” type in addition to “reinvested interest in” type.
  • Fix for editing the ticker symbols in an alert.
  • Fix for editing the Net Total field in the buy/sell window.
  • Fix for importing from Wells Fargo Advisors.
  • Removed unused BiT and Gain/Loss report context menu.
  • Don’t use historical quotes in the chart if the closing value is 0 (i.e. bad data).

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.13 Released

Saturday, Nov. 2nd 2019

We are proud to announce the release of StockMarketEye 5.0.13 for Windows, Mac OS X and Linux.

This version of StockMarketEye improves the reliability of the brokerage import, allowing us to now support the Ameriprise brokerage. We’ve also improved the how the date range in the Transactions report works when you change the date of transactions (such as after the brokerage import when you are modifying placeholder transactions).

Below is the full list of changes in StockMarketEye 5.0.13.

What’s New In StockMarketEye 5.0.13?

  • New Brokerage: Ameriprise. How to Use the Brokerage Import with Ameriprise Accounts
  • New Brokerage: Northern Trust – Investments brokerage.
  • Fixed issue with automatic addition of new items to a category.
  • Fixed issue with Benchmark Ann TR column.
  • Made the Name column consistent between the Prices view and the Transactions report.
  • Made the Transactions report’s Total field always display 2 decimals places.
  • Workaround issue on Windows 10 that in rare circumstances would show the EULA at every start.
  • Don’t allow showing details or deleting transactions from the Transactions report of a Portfolio Group.
  • Improve how the date range works in the Transactions report after modifying a transaction’s date.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.12 Released

Saturday, Sep. 21st 2019

We are proud to announce the release of StockMarketEye 5.0.12 for Windows, Mac OS X and Linux.

This is an update for the new StockMarketEye 5 version that includes stability and compatibility improvements. There are a number of new minor features as well as fixes for a number of issues related to CSV exports.

Below is the full list of changes in StockMarketEye 5.0.12.

What’s New In StockMarketEye 5.0.12?

  • New feature to require an Upload synchronization after optimizing data.
  • Improved sell lot transaction screen for better lot selection and share count handling.
  • When importing historical quotes from a CSV file, show which symbols for which the historical quotes are being imported.
  • Added Shareholders Service Group brokerage.
  • Added new “Benchmark Ann TR %” column.
  • Added “Print” button to the EULA page.
  • Changed column headers from DivPayoutRatio -> DivPayout; Recommendation -> Advice
  • Changed that when adding re-invested dividends, the shares or price/share are not automatically calculated on any editing, but only if it is not yet set.
  • Tweaked the 3rd chart line color to be a more visible green in the light theme.
  • Fix to show correct number of shares in partial lot sale using sell-lot transaction details window.
  • Fixed minor issue with loading quotes of certain MSN ticker symbols.
  • Fixed issue in Transactions report CSV export with import compatible columns that did not properly export UseRateForCCy column.
  • Fixed issue with Transactions report CSV export that didn’t export all 8 decimal places.
  • Fixed issue with CSV export of Prices view having wrong locale formatting for CCY columns.
  • Fixed issue in Chart CSV export where dates in the output file were off by 1 day.
  • Fixed minor issues with historical quotes imported from CSV files.
  • Fixed issue where a Portfolio Group’s Summary report charts were not the same as the contained individual portfolio.
  • Fixed issue that prevented editing Categories in a Portfolio Group.
  • Fixed issue that left the Cash balance in top-level Portfolio at zero on start up.
  • Fixed issue that could cause Portfolio Totals to stop updating after StockMarketEye has been running for a few days.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.11 Released

Saturday, Aug. 3rd 2019

We are proud to announce the release of StockMarketEye 5.0.11 for Windows, Mac OS X and Linux.

This is an update for the new StockMarketEye 5 version, bringing long awaited features and important fixes.

This version includes support for saving Portfolios, Portfolio Groups and reports as a PDF file. You can access this feature by clicking on the “More” menu on the Portfolio or report’s toolbar, then clicking on the “Save as PDF…” item in the dropdown menu. Along with PDF support for Watchlists and Watchlist Groups added in the last release, StockMarketEye 5 now has the same PDF capabilities as the old StockMarketEye v4.

Note that saving to PDF is very flexible and configurable in StockMarketEye 5. You can now choose the font size, paper size and orientation each time you save as a PDF. This allows you to squeeze as much or as little information into the PDF file as you want.

There are also a number of optimizations and fixes in this version, including an optimization that makes the initial loading of quotes much faster, especially if you have lots of Watchlists and/or Portfolios. There is also a fix for problems with horizontal scrolling.

Below is the full list of changes in StockMarketEye 5.0.11.

What’s New In StockMarketEye 5.0.11?

  • Save as PDF! You can now save watchlists, portfolios and reports as PDF files.
  • Added support for intraday technical indicators and comparison symbols in the chart.
  • Improved the speed of initial quote loading when there are a large numbers of watchlists or portfolios.
  • Added ability to change the memory settings of backend.
  • Fix for custom horizontal scrollbar not scrolling with mouse.
  • Fix for missing horizontal scrollbar on Windows when Display scaling was greater than 100%.
  • Fix for issue with the exported CSV files not having a header row.
  • Show a link to the exported chart CSV after export.
  • Fixes for exporting the chart data to a CSV file.
  • Fix for issue that prevented completely removing comments in a multi-lot item.
  • Fix for issue concerning the volume alerts.
  • Fix for potential infinite spinner issues at startup.
  • Fix for issue that prevented a newly added transaction from displaying in the Transactions report.
  • Fix for long-standing issue with splits that occurred after the end date of the Summary report and their affects on the Change value in the Portfolio-on-close.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.10 Released

Monday, Jul. 15th 2019

We are proud to announce the release of StockMarketEye 5.0.10 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version includes initial support for saving a Watchlist or Watchlist Group as a PDF file. You can access this feature by clicking on the “More” menu on the Watchlist’s toolbar, then clicking on “Save as PDF…” item in the dropdown menu.

There are also a number of fixes and additions in this version, including a fix for an issue that caused some Last prices to show prices from a few days earlier. Note that you can add the “Last DateTime” column to see exactly when the Last price is from.

Below is the full list of changes in StockMarketEye 5.0.10.

What’s New In StockMarketEye 5.0.10?

  • Save Watchlists and Watchlist Groups as PDF.
  • Display a link to exported CSV and PDF files after export.
  • Allow editing of basic columns (sector, industry, smiley, etc) in Watchlist and Portfolio Groups.
  • Change how the Share Balance field of the Dividend entry window gets auto-populated when entering a ticker symbol.
  • Change “warning” message to “info” message for data entry inconsistencies.
  • Fix for an incorrectly calculated BuyPrice for multi-lot short holdings.
  • Fix for issue that affected the default sorting of transactions, causing the Cash balance columns to seem out of order.
  • Fix for the rebuild portfolio feature causing temporary missing items in the Portfolio Group.
  • Fix for a Sell transaction not initially displaying in the Transactions report.
  • Fix for some Last prices appearing to be stuck on values from a few days ago.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.9 Released

Sunday, Jul. 7th 2019

We are proud to announce the release of StockMarketEye 5.0.9 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version of StockMarketEye improves the alert management feature. We’ve added the ability to filter the alerts by ticker symbol so you only see the specific alerts you’re interested in. You can also select and delete multiple alerts at once. When you click on the “Alerts” button in the toolbar and have an item already selected in the Prices or Fundamentals views, the Alerts Management page will be displayed and the alerts will be automatically filtered to show just the alerts for the selected ticker symbol. You can read more about how it works in the new section of the v5 User’s Guide: Managing Stock Alerts

We’ve also fixed a number of issues present in earlier versions of StockMarketEye. The full list of changes is available below.

What’s New In StockMarketEye 5.0.9?

  • Updated Alerts Management
  • Fix for the column “Short % Float” being off by a factor of 100.
  • Default commissions value is now 4.95 to be more consistent with current brokerage pricing. The change to the default value only affects you if you have never changed a portfolio’s default Commissions property.
  • Fix for issue that made the Summary report’s Portfolio-At-Close portfolio use prices from 1 day earlier.
  • Show a better message when the Market Value chart is not available for a portfolio.
  • Fixes to the dividend entry window.
  • Fix for some Transactions have wrong FX values.
  • Internal fix for loading exchange rates with GBP.
  • Calculate total and start quote loading after finishing the on-line sync.
  • Fix for in-line editing of the ‘Shares’ column.
  • Fix for parsing locale specific values in CSV files.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.8 Released

Monday, Jul. 1st 2019

We are proud to announce the release of StockMarketEye 5.0.8 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version fixes a bug introduced yesterday that prevented entering data properly into certain data fields (such as when entering dividends).

Below is the full list of changes in StockMarketEye 5.0.8.

What’s New In StockMarketEye 5.0.8?

  • Fix for issue that prevented properly entering values in some transaction entry data fields.
  • Fixed issue that prevented a new transaction from appearing in the parent Group’s Transactions report until after a restart.
  • Fixed issue in the Transactions report that caused the wrong currency symbol to be displayed for ‘Ccy’ columns.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.7 Released

Sunday, Jun. 30th 2019

We are proud to announce the release of StockMarketEye 5.0.7 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version fixes the dreaded “blank screen” issue that some users have experienced. After some period of use, the StockMarketEye window would revert to an empty window and you’d have to restart StockMarketEye to get things working again. With StockMarketEye 5.0.7, this issue has been resolved. The resolution of this issue should also improve the general performance of StockMarketEye 5.

Below is the full list of changes in StockMarketEye 5.0.7.

What’s New In StockMarketEye 5.0.7?

  • Fix for the dreaded blank screen after some period of inactivity.
  • Fix for issue creating auto-backup files on Windows.
  • Improved the ‘optimize data’ feature to also remove erroneous duplicate entries from watchlists.
  • Improved the license key entry field.
  • Show more than 2 decimal places (if the dividend has fractional cents) for dividends in the dividend entry window dropdown and in the Dividend flags in the chart.
  • Fix to include the default commissions in the Sell entry window.
  • Fix for issue with custom chart dates and date slippage.
  • Fix for issue in updating from brokerage where passwords were not saved when there are no transactions downloaded.
  • Fix for the date calendar and forward/backward buttons in the Back-in-Time report.
  • Fix for inline editing font color of a cell in a row that has an alert raised.
  • Fix for “Shares” column not using the format setting from the Preferences.
  • Fix to allow negative number entry for percentage based alerts.
  • Fix the on-line sync “forgot password” button.
  • Fix the dividend entry window so that changing the ticker symbol does not delete the already entered values.
  • Fix to make imported CSV historical prices update the Last column of non-quoted items. You may still need to click “Get Quotes” after the import so that StockMarketEye will retrieve the current historical value.
  • Fix to make the “Cancel” button in the new portfolio/watchlist modal work.

NOTE: We’re still working on bringing back support for PDF printing. We have made progress on it but it is not yet ready. Sorry for the delay.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.6 Released

Sunday, Jun. 2nd 2019

We are proud to announce the release of StockMarketEye 5.0.6 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version has a number of fixes to improve stability and compatibility. It also announces the release of a new version of the Android app with fixes for the on-line sync.

Below is the full list of changes in StockMarketEye 5.0.6.

What’s New In StockMarketEye 5.0.6?

  • Fix for certain errors when restoring from backup.
  • Fix for Date Range fields in reports not always showing correct date range.
  • Fix so updated FX values update the items visually.
  • Fix to allow email addresses with numbers in the domain for the on-line sync.
  • Fix inconsistencies in data through optimize-data feature.
  • Fix for crash when exporting to CSV.
  • Fix for Benchmark Symbol column not showing benchmark symbol.
  • New Android version to fix on-line sync issues.

NOTE: We’re still working on bringing back support for PDF printing. We have made progress on it but it is not yet ready. Sorry for the delay.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.0.5 Released

Friday, May. 24th 2019

We are proud to announce the release of StockMarketEye 5.0.5 for Windows, Mac OS X and Linux.

This is a bug fix for the new StockMarketEye 5 version to improve the user experience.

This version adds support for 2 preferences that were found in the old StockMarketEye v4 for showing/hiding the Today and Overall percentage columns in the Folders view (left-hand side of the window).

It also contains a number of important fixes to improve stability and compatibility.

Below is the full list of changes in StockMarketEye 5.0.5.

What’s New In StockMarketEye 5.0.5?

  • Added preference (Preferences -> Interface tab) to show/hide today/overall columns in Folders view.
  • Added preference (Preferences -> Interface tab) to show/hide today/overall values for top-level Portfolio and Watchlist folders.
  • Improved sizing of startup password entry screen.
  • Fix for issues with in-line editing of Shares, Last and Buy Price columns.
  • Fix issue with incorrect buy price when copying an item to another portfolio.
  • Fix for MSN mutual fund symbols that didn’t have chart data available.
  • Fix the Alert column to show icon and be sortable.
  • Fix for crash shortly after startup when using maximized chart window.
  • Fix for the transaction ‘description’ field not being set in new transactions.
  • Fix for problems starting StockMarketEye due to conflict with Australian Auskey software.

If you are running StockMarketEye 5, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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