StockMarketEye 5.5.1 Released

Saturday, Sep. 11th 2021

We are proud to announce the release of StockMarketEye 5.5.1 for Windows, MacOS and Linux.

This release contains a number of small fixes to improve the stability and compatibility of StockMarketEye. We recommend updating at your earliest convenience.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.1?

  • Improved transaction type names in the Type dropdown for clarity.
  • Reinvested dividend entry fills the “Shares Received” field if empty after clicking on Get Price button.
  • Added tooltips to external chart toolbar items.
  • Made the multi-item window large to better support long ticker symbol names when changing symbols.
  • Tweak for the OHLC chart values in dark mode to be transparent.
  • Tweaked support email template.
  • Fix on Windows when using high contrast display.
  • Fixed issues related to creating secure connections to brokerages like Oppenheimer, UBS and Edward Jones.
  • Fix for the historical quotes for PNL.L.
  • Fixed issue with the 1-Day chart, when switching to symbol without a chart leaves the previous Prev Close (red) line on the chart.
  • Fix for day percentage gain when the value was converted to another currency.
  • If you are running StockMarketEye 5 and have an active license, 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 5.5 – Essentials and Advanced Brokerage Import

Saturday, Jul. 3rd 2021

We are proud to announce the release of StockMarketEye 5.5 for Windows, MacOS and Linux.

StockMarketEye 5.5 is a major release and includes updates to both the app and the subscription model.

Introducing StockMarketEye “Essentials”

With the release of StockMarketEye 5.5, we are introducing the new StockMarketEye “Essentials” subscription. Essentials is our new, base level subscription.

Users with an Essentials subscription have exclusive access to the new Advanced Brokerage Import feature and the new Total Return report. Additionally, an Essentials subscription gives you access to a modern subscription portal where you can easily view and manage your StockMarketEye subscription details (credit cards, receipts, license key, etc).

The previous, base level “Standard” subscription is no longer sold, but is fully supported. Current users may choose to remain on the “Standard” subscription as long as the subscription does not lapse.

Current users on our “Standard” subscription are also eligible for a pro-rated discount when converting to an “Essentials” subscription.

Don’t know what subscription type you have? Our Knowledge Base article can show you how to tell which subscription you have.

Advanced Brokerage Import

StockMarketEye 5.5 offers a new, “advanced” way to import investment accounts into StockMarketEye. We’ve partnered with a financial data aggregator, Yodlee, to provide access to 2000+ brokerages in the USA, Canada, UK, Australia, Europe, South Africa and more.

Our brokerage import feature now supports both the existing “direct connect” import method and the new Advanced Brokerage Import method. We also continue to support importing from standard financial data files such as QIF files and OFX files, as well as files in our own CSV file format.

The Advanced Brokerage Import is exclusively available to users with an “Essentials” subscription.

See how the Advanced Brokerage Import works in this short (2 minute) video.

The Total Return Report

StockMarketEye 5.5 adds a new report called the Total Return report. While the current Gain/Loss report will show you the capital appreciation/loss on trades, the Total Return report shows a holding’s gain/loss combined with any distributions (i.e. dividends) received.

The Total Return report is exclusively available to users with an “Essentials” subscription.

The Total Return Report in StockMarketEye 5.5

The Allocation Report Improvements

The Allocation report has been updated in StockMarketEye 5.5 to include support for viewing allocations based on:

  • Sectors
  • Industries
  • Security Types
  • Market Caps

The report also now includes a toggle switch on each section for including or excluding the Cash balance from the report.

The enhancements to the Allocation report are available in both “Standard” and “Essentials” subscriptions.

The Allocations Report in StockMarketEye 5.5

Enhanced Transaction Editing

When editing a transaction, it is now possible to change the transaction’s Type to be any of the 25+ transaction types, rather than just one of the related types. This makes it possible, for example, to change a miss-categorized “Dividend” transaction to an “Interest” payment transaction (or vice-versa).

How To Update to StockMarketEye 5.5

If you are running StockMarketEye 5 and have an active license, 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 5.4.7 Released

Saturday, May. 8th 2021

We are proud to announce the release of StockMarketEye 5.4.7 for Windows, MacOS and Linux.

This release contains a number of fixes to improve the stability and compatibility of StockMarketEye. We recommend updating at your earliest convenience.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.7?

  • Improve historical quote normalization for UK securities that have mixed Pound/Pence historical prices.
  • Fix for SecType columns that can not be set to a custom value.
  • Add ^BSESN and ^NSEI to list of default benchmark symbols.
  • Minor improvements with “direct connect” downloading to fix connection problems with Vanguard.
  • Display “N/A” if TWRR or IRR columns are preposterous.
  • Add support for “DIVIDENDS” as a transaction type as an alias for “DIVIDEND” in CSV transactions files.

If you are running StockMarketEye 5 and have an active license, 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 5.4.6 Released

Sunday, Apr. 18th 2021

We are proud to announce the release of StockMarketEye 5.4.6 for Windows, MacOS and Linux.

This release contains a small number of fixes to improve the stability and compatibility of StockMarketEye.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.6?

  • Updated the integration with Yahoo Finance for ticker symbol search.
  • Fix for the GainMTD% cell of a Portfolio Group’s combined Prices view’s Total line.
  • Fix for technical indicators that were showing ‘NaN’ in the tracer values.
  • Fixed an issue with the automatic backup and non-existent manual historical quote tables.

If you are running StockMarketEye 5 and have an active license, 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 5.4.5 Released

Tuesday, Mar. 30th 2021

We are proud to announce the release of StockMarketEye 5.4.5 for Windows, MacOS and Linux.

This release contains small enhancements and fixes, as well as internal updates that lay the ground work for upcoming, new features.

Specifically, we’ve add the “Add to Chart as Comparison Symbol” item to the popup menu when you right-click on an item in a portfolio or watchlist. Clicking on this item in the popup menu will add the selected symbol as a comparison symbol in the chart. If you select multiple items in a Watchlist, then right-click, this item is also in the popup menu so you can add multiple comparison symbols at once.

The “News and More” item has also been added to the popup menu in Watchlists when you have multiple symbols selected.

Finally, this release includes a few internal updates and optimizations that are in preparation for new features that will be coming in the near future. Stay tuned!

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.5?

  • New “Add to Chart as Comparison Symbol” feature added to popup menus in Watchlists and Portfolios. This feature also works for multiple items at once in Watchlists.
  • Added the “News and More” item to the popup menu in Watchlists when multiple symbols have been selected. When multiple symbols have been selected, this item will open up multiple tabs in your browser.
  • Fixed an issue when importing OFX files that have transactions in foreign currencies, where the currency settings were not correctly set.
  • Tweaked the internals of symbol search to improve connectivity to Yahoo Finance.
  • Internal updates.

If you are running StockMarketEye 5 and have an active license, 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 5.4.4 Released

Sunday, Mar. 21st 2021

We are proud to announce the release of StockMarketEye 5.4.4 for Windows, MacOS and Linux.

This release contains a number of small enhancements and fixes which improve the stability and compatibility of StockMarketEye.

Notably, we’ve improved the Charles Schwab CSV import with new transactions types. We’ve also improved the OFX file import to better support foreign securities in the file.

There have also been changes made to improve the stability of the symbol search results from Yahoo Finance. We also fixed some display issues that could occur when moving items into categories in your portfolios.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.4?

  • Stability enhancements and adjustments to the symbol search with Yahoo Finance.
  • Improvements to the QFX file import to improve support for foreign securities.
  • Additional transactions types now supported in the Charles Schwab CSV import.
  • Fix for a display issue that could arise in certain situations when dragging item into categories.
  • Fixed an issue importing transactions from a CSV file when both the total and the currency are not specified.
  • Fix for imported historical quotes when the import appends the data to the existing historical quotes for the symbol.
  • Fix for an issue with starting value of MTD columns.
  • Internal optimizations and stability improvements.

If you are running StockMarketEye 5 and have an active license, 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 5.4.3 Released

Saturday, Feb. 27th 2021

We are proud to announce the release of StockMarketEye 5.4.3 for Windows, MacOS and Linux.

Charting for Option Symbols

StockMarketEye 5.4.3 adds support for charts of option symbols. Yahoo Finance has great coverage of options and often has charts available for them. So now any non-expired option symbols you have in your Portfolios or Watchlists will be able to show the option’s historical price chart, if Yahoo Finance also has chart data available for that option symbol. Note that you may need to reload the chart if you don’t initially get charts for your option symbols.

New Columns

We’ve added support for a number of new columns in this version of StockMarketEye. A series of new columns for MTD (month to date) values have been added – columns such as Gain MTD, Gain MTD %, TR MTD and TR MTD %. Additionally, Hi/Low columns for 1Wk and 1Mk have been added to compliment the existing 52Wk and AllTime Hi/Low columns.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.3?

  • Added support for charts for option symbols.
  • Added options when updating/entering a password on the “Update All Portfolios From Their Brokerage” screen to select which accounts the password change should affect.
  • New columns for MTD (month to date – like YTD columns) values (Gain MTD, TR MTD, etc) in the Prices view for Portfolios and Portfolio Groups.
  • New columns for Hi/Low for 1Wk and 1Mk time periods in the Prices views.
  • Added the “DateTimeAdded” column to Prices view.
  • Added the “DateTime” column to Transactions report.
  • Allow a space and period in export filenames.
  • Also set the high/low/close values for live quotes when they are created from historical quote values.
  • Fix for an issue with auto calculation of a transaction’s total when importing from CSV and the transaction’s currency is GBX.
  • Fixed an issue with the Summary report never completing calculation.
  • Fix for importing from TIAA-CREF Brokerage.
  • Internal improvements and optimizations.

If you are running StockMarketEye 5 and have an active license, 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 5.4.2 Released

Tuesday, Jan. 26th 2021

We are proud to announce the release of StockMarketEye 5.4.2 for Windows, MacOS and Linux.

New optimized version for Apple Silicon

We now have a version of StockMarketEye that will run natively on the new M1/Apple Silicon computers! Apple is transitioning their Mac lineup of desktop and laptop computers to using their own processors, aka “Apple Silicon” processors. The first Macs with the new processors are were released at the end of 2020 with the first Apple Silicon processor called the “M1”.

If you’re lucky enough to have one of the new (super fast) Macs, you’ll want to get the latest version of StockMarketEye which is optimized for “Apple Silicon” processors. Note that, in this case, you should download and install the “Apple Silicon” macOs version of StockMarketEye from our download pageupdating to the latest version from within the StockMarketEye app will not update to the optimized version.

Based on a few tests we’ve run on a new MacBook Air, the optimized version of StockMarketEye starts up about 3x faster than the non-optimized version. StockMarketEye on the new MacBook Air is also about 20% faster at startup than on a high-end (i9) MacBook Pro from 2018. (As a side note, the new MacBook Air that is 20% faster cost about $1600 vs the high-end MacBook Pro which cost almost $4000!)

Multiple Enhancements to Reports

StockMarketEye 5.4.2 also includes a number of smaller enhancements to the reports.

There’s a new option in the Summary report that will add the “FX” column to the beginning and ending portfolios. If your portfolios have investments in multiple currencies, this option is useful to see the exchange rate from the starting and ending dates.

We’ve added new date ranges in the reports. The “Last 7 Days” range has been added to the Transactions, Gain/Loss and Summary reports. We’ve also added the “Today” range in the Transactions report. If none of the pre-existing ranges meet your needs, you can always set your own custom ranges using the calendars.

The Gain/Loss report has a new column called “Gain Type”. The values in the column are either SHORT or LONG depending on the length of time that lot was held. SHORT term gains are those held for 1 year or less. LONG term gains are those held for more than 1 year.

You’ll find the full list of additions, improvements and fixes in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.2?

  • New Apple Silicon optimized build! If you have a new Apple Silicon based Mac, download from here.
  • Added multiple selection to gain/loss report for copying multiple rows at once.
  • Added “Alerts…” item to context menu for portfolios and watchlists.
  • When changing a saved brokerage password, change the password for all portfolios linked to the same brokerage and username.
  • Improved the text shown in the “Linked Lot” column of the Transactions report.
  • Added support for purging ticker symbol settings in the Preferences -> Quotes tab.
  • Added new date format in the Preferences -> Formatting tab that doesn’t include ‘0’ when day or month is less than 10.
  • Improved historical quote downloading from Yahoo Finance to handle new edge-cases.
  • Enhanced the Schwab CSV import to support more transaction types, including capital gains.
  • Added support for showing ‘open’ for multi-item Gain/Loss report items in the “Close Date” column if all sub-gain/loss items are open items.
  • Added support for the ‘Last 7 Days’ range in Transactions, Gain/Loss and Summary reports.
  • Added support for the ‘Today’ range in Transactions report.
  • Added the “Gain Type” column to the G/L report to show SHORT term (1 year or less) and LONG term (more than 1 year) gains.
  • Added support for a new option to show the “FX” column in Summary report’s Start and End portfolios.
  • Tweaked TWRR calculation of Summary report for corner cases.
  • Will display “N/A” in the TWRR(Ann) value of the Summary report if the time period is less than 200 days or the value is larger than 10000%.
  • Fix for an issue in the Summary report’s End Portfolio Change value due to post date splits.
  • Fixed the “Port.%” column in a Portfolio Group’s Totals view to take into account exchange rates.
  • Fix for the “ABC/Share Ccy” in multi-item aggregate rows being incorrect.
  • Fix for an issue with the “Group %” column of a Portfolio Group’s Totals view when nested Portfolio Groups were in a different currency.
  • Fix for some HTML characters in security names not displaying correctly.
  • Fixed a crash when exporting files to non-existent locations.
  • Sanitized folder-names before creating the default filename for export to CSV or PDF.
  • Fixed an issue with resetting the on-line sync password.
  • Cleaned up old “YF/GF only” column descriptions.

If you are running StockMarketEye 5 and have an active license, 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 5.4.1 Released

Sunday, Dec. 13th 2020

We are proud to announce the release of StockMarketEye 5.4.1 for Windows, MacOS and Linux.

Enhancements to the Gain/Loss Report

This release adds new options to the Gain/Loss report. You can now choose how you want StockMarketEye to match buys and sells when running the report in a Portfolio Group. The default option matches buys and sells from all sub-portfolios of the Portfolio Group. This is how the report worked prior to this release. The new option tells StockMarketEye to match buys and sells only from their original Portfolio.

We’ve also added an option to the Gain/Loss report to exclude any items in the report generated by “Shares Out” transactions. Often, “Shares Out” transactions are just transfers between accounts so should not generate a gain/loss. This option is available in the Gain/Loss report for both individual Portfolios and Portfolio Groups.

You can find more information on these enhancements in our User’s Guide page on the Gain/Loss report.

Finally, we’ve included a number of stability and compatibility improvements in this version of StockMarketEye.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.4.1?

  • Added support to the Gain/Loss report for different buy/sell matching strategies.
  • Added new option to the Gain/Loss report to exclude entries generated from “Shares Out” transactions.
  • Enhanced the data optimization feature to remove unused historical manual entries.
  • Enhancements for using historical quotes imported from a CSV file for current quotes.
  • Fix for an issue importing OFX/QFX files from Quicken.
  • Fix for certain display/quote update issues.
  • Fixed issue with importing quotes from a brokerage when using MSN ticker symbols.

If you are running StockMarketEye 5 and have an active license, 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 5.4 – Schwab, Tooltips and More

Saturday, Dec. 5th 2020

We are proud to announce the release of StockMarketEye 5.4 for Windows, MacOS and Linux.

Schwab Brokerage Support

Importing from Charles Schwab brokerage works again! We have been working with Schwab on an interim solution to getting the brokerage imports working again. More details on why this was needed can be found in our blog post here. The interim solution that is available in StockMarketEye 5.4 is a temporary fix while we work more with Schwab to build out a long term solution using Schwab’s new API. On the surface, with the interim solution, importing and updating from Schwab works the same as before. Under the hood, there have been changes which allow us to access Schwab’s “direct connect” service in a more secure and controlled manner.

We strongly suggest that you read our User’s Guide page on importing from Charles Schwab before updating the next time.

New Tooltips!

StockMarketEye 5.4 adds support for tooltips in the Prices and Fundamentals views. Tooltips provide a quick way of viewing prices, alerts and comments, without having to open the alerts screen or the details window for the holding. The tooltip will be displayed when hovering the cursor over the first column in the Prices and Fundamentals views. Details about the item under the cursor will be displayed in the tooltip. Tooltips show the ticker symbol and name, current pricing, configured alerts and comments. When moving the cursor out of the first column, the tooltip will disappear. Tooltips are enabled by default, but can be turned off with the Preferences -> Interface -> “Show symbol details tooltips in Watchlists and Portfolios when hovering over the first column.” option.

Tooltips in StockMarketEye 5.4

Hover the mouse over the first column to see the tooltip.

New Transaction Types and Usability Enhancements

StockMarketEye 5.4 also adds support for new, portfolio-level transaction types for recording taxes paid and management fee adjustment transactions. These transactions affect the cash balance. They help you effectively categorize special portfolio-level events and manage your cash balance.

We’ve also added many smaller enhancements, tweaks and fixes to improve the stability and usability of StockMarketEye. New columns, editing columns, and many usability improvements are all part of StockMarketEye 5.4.

A full list of the changes included in StockMarketEye 5.4 is included below.

What’s New In StockMarketEye 5.4?

  • Schwab brokerage import works again!
  • Show tooltips on hover over the first column in the Prices/Fundamentals views.
  • Added support for “Taxes” and “Management Fees Adjustment” transaction types. See documentation for more details.
  • Enhanced support for Schwab advisor-exported CSV files import.
  • Improve Schwab CSV parsing to handle short/cover and option transactions.
  • In Watchlists/Portfolios, when returning from Alerts, Properties, etc, select and show the previously selected items.
  • When selecting a date in a dropdown calendar, the dropdown will close immediately when the date has been selected. If the time must also be selected in the dropdown, the Apply button is shown and must be clicked before the dropdown will close.
  • Report filters that allow multiple selection (such as Transaction Types, Symbols, etc) will continue to show the dropdown of items to select after a selection has been made. This facilitates selecting multiple items quickly. The dropdown can be closed by clicking on the up arrow on the right of the field, or by clicking outside of the dropdown.
  • Add preference, “Autosizing columns also considers the header name width in addition to the visible data widths” in Preferences -> Interface. This preference is enabled by default. If you want more compact columns when auto-sizing, uncheck this preference.
  • Added new columns: CB/Share Ccy, SCB/Share Ccy, ACB/Share Ccy for showing the per share cost basis values in the currency of the portfolio.
  • Added new columns: BuyExp and BuyExp Ccy in the Prices view for showing a holding’s expenses (commissions, fees, taxes).
  • Added support for editing the “Strike Price” column.
  • Added support for editing the FwdDiv value of holdings in a Portfolio.
  • Added a “Help with this report…” link in More dropdown menu in Reports.
  • Added the name of the Watchlist/Portfolio to title on the Properties screen.
  • Changed “Default Commissions” for new portfolios to zero. Can be changed on the portfolio’s Properties -> Portfolio screen.
  • Order of the Allocation report views is now the order shown in the “Displayed Views” field in the toolbar.
  • Improvements to the historical quotes import and use as current quotes for non-quoted symbols.
  • Fix the external chart window’s search field.
  • Fix for an issue with MSN mutual funds quotes and charts.
  • Fix for dragging in the folders view to show the drop locations.
  • Fix to immediately show the updated Total when setting the cash balance.
  • Fix for the downloading update screen on Windows not showing the download progress.
  • Fix for auto backup files not being created on Windows.
  • Fix for an issue with the “Move to…” feature in the Transactions report.
  • Fixed issue that made the Cash line appear initially for portfolios created without a Cash balance.
  • Fixed an issue with the Preferences -> Interface -> “Show ‘Today’ and ‘Overall’ percentage values for the top-level ‘Portfolios’ and Watchlists’ items.” option.
  • Internal improvements and optimizations.

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

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