StockMarketEye 5.5.2 Released

Monday, Nov. 8th 2021

We are proud to announce the release of StockMarketEye 5.5.2 for Windows, MacOS and Linux.

This release adds a number of useful features to make it easier to manage your investments and maintain links to your brokerages. If you have an active StockMarketEye subscription, we recommend updating at your earliest convenience.

By popular demand, we’ve added support for freezing columns on the left-hand side of a table. This means that the columns stay fixed (i.e. frozen) to the left side of the table even when you horizontally scroll to see the rest of the columns. You can freeze a column by clicking on the “Freeze this column” item in the column menu.

Freeze columns in StockMarketEye

We’ve also changed the way the Gain/Loss report handles Return of Capital (RoC) transactions. The Gain/Loss report now incorporates them into the gains and losses, just like the Gain and Gain % columns from the Prices view.

Finally, we’ve made it possible to view the connection status of the Advanced Brokerages you have linked. You can also now re-enter your credentials for the brokerage if necessary. These features are available on the Advanced Brokerage import page by clicking on the horizontal 3-dot icon.

Get brokerage connection information in StockMarketEye

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

What’s New In StockMarketEye 5.5.2?

  • Support for freezing one or more columns on the left-hand side of the table view. Freezing columns is supported in the Prices and Fundamentals views, as well as the Transactions, Gain/Loss, Back-in-Time and Total Return reports.
  • Support for freezing the Cash and Total line of the Back-in-Time report to the bottom of the table area.
  • Altered the Gain/Loss report to include RoC transactions in the calculation of gains and losses. This makes the calculation in the report consistent with how the Gain and Gain% columns of the Prices view are calculated.
  • Added the ability to view the connection status for brokerage links on the Advanced Brokerage Import screen.
  • Added the ability to update credentials for brokerage links on the Advanced Brokerage Import screen.
  • Improved the charting for small values such as FX and crypto prices.
  • Fixed an issue on Mac OS where the last item in the table could not be selected when using the trackpad.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by by downloading and installing the most recent version from our website.

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Importing your data from Charles Schwab

Monday, Oct. 4th 2021

StockMarketEye can import brokerage accounts from Charles Schwab.

This allows you to easily track your Charles Schwab accounts along with all of your other investment accounts within StockMarketEye. You’ll gain valuable insight into your net worth and the performance of all your investments in one convenient location.

There are 2 ways of importing your investment data from Charles Schwab:

I used to import from Charles Schwab using “direct connect”. What should I do now?

Charles Schwab has officially stopped supporting “direct connect” imports from 3rd party applications like StockMarketEye (as of October 2, 2021). This comes after almost 12 months of extensions and grace periods granted to StockMarketEye users since Schwab first announced their intention to shut down their “direct connect” (i.e. OFX) service.

If you were importing using from Charles Schwab using the “direct connect” method, we recommend that you now switch to use the CSV file import or Advanced Brokerage Import.

If you choose to use the CSV file import, we suggest exporting only the new transactions from Schwab. That is, on the “History” page in your Charles Schwab on-line account, use the “Date Range” to select only the transactions that are not currently in your StockMarketEye portfolio’s Transactions report. Then import the CSV file into your existing StockMarketEye Schwab portfolio.

If you choose to use the Advanced Brokerage Import, we recommend following this link to connect your existing StockMarketEye portfolio to the linked brokerage account:

Charles Schwab direct connect error

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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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