StockMarketEye 5.3.2 Released

Wednesday, Oct. 21st 2020

We are proud to announce the release of StockMarketEye 5.3.2 for Windows, MacOS and Linux.

StockMarketEye 5.3.2 is a small release that fixes a couple of important bugs related to sorting investment data and entering values in non-English locales. We recommend updating at your earliest convenience.

NOTE: If you are having problems importing or updating your Charles Schwab accounts, please see our previous blog post.

What’s New In StockMarketEye 5.3.2?

  • Fixed an issue that caused the column sorting setting to be forgotten.
  • Fixed issues arising when entering numbers in a non-English locale.
  • Ensure that the Smiley column emojis are sized correctly when the Smiley column is the first column on the left.
  • Fixed an issue that prevented quotes from being displayed after returning to main screen.
  • Minor internal fixes and 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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Schwab brokerage import issues

Tuesday, Oct. 20th 2020

For the last couple of days, customers of Charles Schwab brokerage have found that they are unable to download data from their brokerage accounts into 3rd party applications like StockMarketEye. Frustratingly, this was not due to any change made by users or by StockMarketEye. It seems to be something with Schwab’s “direct connect” (i.e. OFX) service.

Unfortunately at this time, we don’t know when Schwab will fix this issue. But since there are many Schwab customers who have this same problem, they have an incentive to get it fixed soon. If you are a Schwab customer, you might consider contacting them and asking when they will have their “direct connect” service working again.

We’ll update this blog post when we have any new information.

Posted by admin | in Uncategorized | 2 Comments »

StockMarketEye 5.3 Available

Saturday, Oct. 17th 2020

We are proud to announce the release of StockMarketEye 5.3 for Windows, Mac OS X and Linux.

StockMarketEye 5.3 is a large update with many small changes, improvements and fixes. We’ve also updated many of the under-the-hood, internal components that StockMarketEye is built upon to bring you a higher level of performance and stability.

What’s New in StockMarketEye 5.3?

One of the smaller, but important improvements we’ve added in StockMarketEye 5.3, is an improved experience when entering numbers. If you add transactions to your portfolio manually, or even add items to a watchlist, chances are you’ve entered a number into one of the data entry screens. Based on user feedback, we’ve improved this experience to be more accepting of different input and have a more natural number editing.

We’ve also improved the results you get when searching in the Ticker Symbol fields. StockMarketEye 5.3 will now show more targeted results from Yahoo Finance. You can search by ticker symbol or by company/security name. If you have trouble finding the security you’re interested in, trying different variations of the security name can help narrow down the search. As a reminder, we recommend using Yahoo Finance ticker symbols whenever possible as their data coverage is, in general, better than MSN.

Also by popular request, we’ve made the headers for numerical columns right-aligned, just like the data in those columns themselves. Additionally, we’ve improved the auto-sizing of column widths. Auto-sizing will now only take the table’s visible data into account – column header text width will not be used to determine the size of the column. Note that a column could automatically be shrunk to be very narrow, if there is no visible data in that column. You can always resize the columns by dragging the divider between column headers. StockMarketEye will remember the widths, either auto or manually sized, the next time you start. You can read more about configuring columns in our user’s guide page: How To Configure Columns.

In addition to many smaller changes and improvements, we’ve updated much of the under-the-hood software that powers StockMarketEye. We update these components periodically to keep StockMarketEye running smoothly. It improves compatibility with the latest Mac, Windows and Linux versions, as well as helps maintain the highest level of security, stability and performance possible.

Below is the full list of changes in StockMarketEye 5.3.

ChangeLog for StockMarketEye 5.3?

  • Improved the experience with entering numbers in the data entry screens.
  • Improved Yahoo Finance symbol search results.
  • Right-align numeric column headers.
  • Change default Fundamentals columns to replace the Dividend and Yield columns with the FwdDividend and FwdYield columns.
  • Improved reliability of FwdDiv and FwdYield columns.
  • Renamed the YearlyDivYield column in portfolio group Totals view to Yield.
  • Renamed the YearlyDivVal column in portfolio group Totals view to DivVal.
  • Added the FwdDivVal and FwdYield columns in portfolio group Totals view.
  • Added support for the Ann.Expense% column for ETFs.
  • Improved handling of non-common split ratios that are based on percentages.
  • Treat imported historical quotes with the proper currency based on the symbol.
  • Improve the experience when reloading historical quotes that have manually been imported.
  • Autosize the Symbol column after adding a new sub-lot.
  • Improve the autosize column feature to consider only space taken by column values.
  • Show the symbol (asterisk) for value overridden in cells of multi-item rows if any of the multi-item’s sub-lot value are overridden.
  • Improved the OFX import to better match short/cover option transactions.
  • When importing from OFX/brokerage and the received transaction’s timestamp has a time of 00:00:00.000, set to the default of 16h (4pm).
  • Update from brokerage updates non-quoted holdings with prices from download even if no new transactions were downloaded.
  • Update from brokerage saves brokerage info (such as password) even if no new transactions were found.
  • Internal workaround for live quotes not loading after some time.
  • Update certificate for UBS brokerage import.
  • Round dividend totals used in benchmark calculations to 2-decimal places for consistency with how normal dividend totals in portfolios are handled.
  • When the update doesn’t work, show a link and message to download from site.
  • When deleting a stock in watchlist, don’t scroll back to top afterwards, but center view at previous location.
  • Fix for exporting a boolean column value to CSV.
  • Fixed an issue with Cash Out transactions that have specified commissions not working properly.
  • Fix for issue with invested capital portfolios in the Summary report’s benchmark calculation.
  • Fixed an issue with ACB/Share value in multi-lot items of UK securities.
  • Fix to reset live quotes that have been created from historical quotes.
  • Fixed the Total line of a combined portfolio that wasn’t updating after importing a CSV file to new portfolio in empty group.
  • Fixed issue that make a portfolio group’s combined portfolio stop updating after a transaction was added.
  • Fix for an issue that prevented updating the overall and day totals in the folders view for Watchlists after resetting values.
  • Fixed an issue in the Gain/Loss that caused a mismatch due to long/short and buy/sell on same day.
  • Fix for an issue editing fields in-line in a portfolio group’s combined Prices/Funds views.
  • Fix for editing the Rate value in a transaction so that it does not always delete the number.
  • Updated code-signing for Windows.
  • Minor improvements in the optimize data feature.
  • Other minor performance optimizations.
  • Other internal updates, improvements and fixes.

Big kudos to all of our beta testers. You’re input is super valuable and much appreciated!

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.

Posted by admin | in Releases | 4 Comments »

StockMarketEye 5.2.5 Released

Saturday, Aug. 29th 2020

We are proud to announce the release of StockMarketEye 5.2.5 for Windows, Mac OS X and Linux.

This is a small release with minor bug fixes and internal updates that lays the ground work for a larger feature release coming soon.

Below is the full list of changes in StockMarketEye 5.2.5.

What’s New In StockMarketEye 5.2.5?

  • Fixed an issue with the Back-in-Time report date not being initially set correctly from last usage.
  • 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.

Posted by admin | in Releases | 2 Comments »

StockMarketEye 5.2.4 Released

Tuesday, Jul. 14th 2020

We are proud to announce the release of StockMarketEye 5.2.4 for Windows, Mac OS X and Linux.

This release includes a few updates to the brokerage import to improve ease-of-use. We’ve also added an additional sentence and link to the message that will appear in the chart when a chart is not available. We also added additional comparison index symbols to the chart’s “Compare to” menu. Last, but not least, we’ve included several bug fixes and internal improvements.

Below is the full list of changes in StockMarketEye 5.2.4.

What’s New In StockMarketEye 5.2.4?

  • Added a “More Options” link on the brokerage import screen which expands to allow for entry of the Account Number field.
  • The accounts list screen of the brokerage import will now initially uncheck any accounts discovered at the brokerage that have already been imported into StockMarketEye. They can be re-checked if you want to re-import them.
  • Included a check/uncheck-all checkbox on the accounts list screen of the brokerage import.
  • Added a message and link about reloading chart data when the chart’s data is not available.
  • Added additional indexes to Compare To chart menu.
  • Added stats for number of watchlist items, portfolio items, transactions and alerts to the log file to improve support processing.
  • Tweak normalization of historical quotes for some UK securities.
  • Show negative values for the COVER_SHORT_LOT transaction types in the Transactions report.
  • Clear previous close on live-quote that are generated from historical quotes.
  • Fixed an issue with saving Portfolio properties when Default Commissions are not specified.
  • Fixed an issue when inserting items into a Watchlist using the Bulk add feature to ensure that the items are added to the list in the same order as entered in the bulk entry screen.
  • Fixed to allow overriding the Dividend value with a value of 0.

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 5.2.3 Released

Saturday, Jun. 13th 2020

We are proud to announce the release of StockMarketEye 5.2.3 for Windows, Mac OS X and Linux.

This release includes a couple of important fixes. One of the fixes relates to the proper display of the Change and Day% values for mutual funds. We’ve also fixed an issue related to sorting the transactions in the Transactions report by clicking on the Date column header.

Below is the full list of changes in StockMarketEye 5.2.3.

What’s New In StockMarketEye 5.2.3?

  • Fixed issue with resetting quotes for mutual funds at the start of the day.
  • Fixed issue with sorting of Transactions by Date.
  • Fixed issue with scaling of 1D quotes when in %-Change mode on the Y-Axis.

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 5.2.2 Released

Sunday, Jun. 7th 2020

We are proud to announce the release of StockMarketEye 5.2.2 for Windows, Mac OS X and Linux.

StockMarketEye 5.2.2 introduces a new feature for converting dividend+buy transaction pairs to individual reinvested dividend transactions. For more information on this feature, checkout our User’s Guide page on Converting Dividend+Buy Transaction Pairs to Reinvested Dividends.

We’ve also improved the way the header menu button works so that it does not take up space. When you hover over the column header the menu button (3-horizontal lines) will appear on the right-hand side of the column header. In the past, space was reserved in the header for this button, preventing the column from auto-sizing completely. In StockMarketEye 5.2.2, no space is reserved in the header for the button. When you auto-size the columns, they will now be more compact than before. You can always manually resize the column by clicking and dragging on the header divider.

This release also includes a number of smaller improvements and fixes, such as for the sizing of the sections in the Allocation report and correcting the displayed order of transactions.

Below is the full list of changes in StockMarketEye 5.2.2.

What’s New In StockMarketEye 5.2.2?

  • Support for conversion of dividend+buy transaction pairs into reinvested dividends transactions.
  • Improved button on column headers so that it does not take up any space and columns can be auto-sized better.
  • Add support for old Windows keyboard shortcuts (Shift+Delete/Ctrl+Insert/Shift+Insert) in input fields in addition to standard shortcuts.
  • Add support for “delete” key in input fields.
  • Added the total number of shares in grouped Gain/Loss report items.
  • Improvements to the sizing of the sections of the allocation report.
  • Improved the organization of the Help menu.
  • Improve SecType default values.
  • Improvements for using the most recent historical quote as the current quote for manually imported quotes.
  • Imported historical quotes are no longer rounded, unless they are more than 8 decimal places.
  • Maintain the link between buy and sell-lot transactions when copying or moving.
  • Maintain custom Last value when copying or moving items in a watchlist.
  • Fixed the sort order of transactions on the same date so it matches the balance calculation order.
  • Fix for the Last price not getting zeroed out at the start of trading day for mutual funds.
  • Fix for grouped charts (i.e. weekly, monthly, etc) that overlap last candle with last day.
  • Fix so that changing the symbol in the transaction window does not remove the total and other fields.
  • Fix for the Summary report’s Management fees and Interest out having wrong sign.
  • Fix for issue that could cause date parsing issues in QIF files when not using the automatic date format.
  • Fixed parsing the currency value in live quotes.
  • Fix for issue arising after license expires.
  • 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 5.2.1 Released

Sunday, Apr. 26th 2020

We are proud to announce the release of StockMarketEye 5.2.1 for Windows, Mac OS X and Linux.

This is a stability and compatibility release that includes minor enhancements and bug fixes.

Below is the full list of changes in StockMarketEye 5.2.1.

What’s New In StockMarketEye 5.2.1?

  • Added Wealthscape Investor brokerage.
  • Renamed brokerage “Principal Financial Group” to “Principal Funds” and adding new brokerage ”Principal Financial Group”.
  • Improve currency detection of index ticker symbols for improved accuracy in Summary report benchmark calculations that use an index from a different currency.
  • Show unadjusted dividends in the dropdown of known dividend payments.
  • Minor usability update when creating new alerts to pre-fill symbol field if possible.
  • Change the icon of the Reports button on the toolbar.
  • Improved logging for some startup error cases.
  • Fix for issue that removed the selection when adding (non-reinvested) dividends to a multi-item.
  • Fix for issue preventing the use of 0 as an alert value.
  • Fix for issue preventing the date field from being updated when selecting a dividend from the dropdown.
  • Fix for issue preventing the recalculation of the Share Balance field in dividend entry window when changing dates.
  • Fix for updating historical quotes for exchange rates in some cases in the Summary report.
  • Fix typo in Schwab Retirement brokerage name.
  • Fix for title of “Management Fees” in Summary report PDF export.
  • Fix for missing currency and % symbols in the Summary report PDF export.
  • Fix for issue where cost, fees and taxes totals in the Summary report were not adding correctly in a multi-currency environment.
  • Fix for an issue with license renewal buttons.
  • Fix for an issue that prevented changes to the reset quotes option from not taking effect immediately.

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 5.2 – New Allocation Report

Sunday, Mar. 29th 2020

We are proud to announce the release of StockMarketEye 5.2 for Windows, Mac OS X and Linux.

StockMarketEye 5.2 introduces a new “Allocation” report that helps you visualize how a portfolio or portfolio group is allocated. The report shows a list of your holdings or categories and the percentage of your portfolio that they makeup. In addition to the numeric percentage numbers, the report also displays a Pie (or bar) chart to help you visually understand the allocation mix. You can read more about the Allocation report in our User’s Guide.

StockMarketEye 5.2 Allocation Report

This version also improves the Summary report by reorganizing the totals row. The sections in the row of totaled values have more pertinent values. The updated sections improve the overview of the various transaction-type totals from your portfolio over the selected time period. The totals row now has sections for Contributions, Purchases and Sales, Revenues, and Expenses.

StockMarketEye 5.2 Updated Summary Report

Additionally, we’ve reworked the Reports button in the toolbar to help you get to a report faster. When you are not currently viewing a report, clicking on the Reports button will open the portfolio’s most recently used report. If you are already viewing a report, clicking on the Reports button will show the dropdown where you can select the specific report type you want to view. Clicking on the down-arrow button on the right-side of the Report button will always show the dropdown of available reports.

StockMarketEye 5.2 Enhanced Reports toolbar button

This version also includes a few stability and compatibility improvements. Below is the full list of changes in StockMarketEye 5.2.

What’s New In StockMarketEye 5.2?

  • New Allocation report.
  • Reorganization of the totals row (i.e. Contributions, Revenues and Expenses) of the Summary report.
  • Improved the way the Reports button and dropdown work to get you to a report faster.
  • Fix for an issue where chart markers (i.e. horizontal lines such as Buy Price or Watch Start) were off when using a %-changed Y-axis.
  • Support for scaling the 1-Day intraday chart to always show the Previous Close line, even if the previous close was far above/below the intraday range.
  • Fix for issue that showed charts (such as from the Summary report) in PDFs with a dark background when using dark mode. They will always be in white background as you would expect in a PDF now.
  • Menus are now updated after entering a license key to immediately reflect any changes from the updated license.
  • Update Prices/Fundamentals after historical quotes are updated.

Can I Use This Version?

This version is free for all users with an active StockMarketEye 5 subscription. If your subscription is active, please update at your earliest convenience. You can update either through the auto-update feature or by downloading and installing from our website.

If you’ve never used StockMarketEye before, you can try it out for free for 30-days. You can get the latest version from our website.

Are you still using StockMarketEye v4 and would like to try out version 5? Have a look at the steps to upgrading.

If you previously tried StockMarketEye 5 and did not upgrade, but would like to try again now, checkout our Help center document on restarting your v5 trial.

Posted by admin | in Releases | 1 Comment »

StockMarketEye 5.1.4 Released

Saturday, Mar. 7th 2020

We are proud to announce the release of StockMarketEye 5.1.4 for Windows, Mac OS X and Linux.

This version includes a couple of bug fixes and minor feature improvements. It improves stability and compatibility and is a recommended update for all v5 users.

Below is the full list of changes in StockMarketEye 5.1.4.

What’s New In StockMarketEye 5.1.4?

  • Improve historical quote handling for some edge-case symbols that have thin historical quotes.
  • Reloading the chart data now also reloads any currently in-use comparison symbols.
  • Fixed column ordering issue in exported chart data.
  • Fixed issue that occurred when changing Sell transaction to Sell Lot.

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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