StockMarketEye 4.1.0 Released

Wednesday, Apr. 19th 2017

We are proud to announce the release of StockMarketEye 4.1.0!

StockMarketEye 4.1 is a free update for those of you who have already updated to StockMarketEye 4.

We’ve added a number of new features, made some important updates and squashed many pesky bugs.

What’s New In StockMarketEye 4.1.0

Important Updates

  • Update for issues with prices not updating for option and other symbols from Yahoo Finance.
  • Update for intraday (1D and 5D) charts not working for Yahoo Finance ticker symbols.

New Features

  • New global option (in Preferences – General – Functional Settings) to auto-fit column-widths after first quote retrieval. Only works in Watchlist and Portfolios, but not Groups.
  • New chart marker setting to show the Target column value as a dashed line. (See screenshot)
  • New chart marker setting to show the Cost basis per share column value as a dashed line.
  • New chart marker setting to show a marker on the Watch date (similar to splits and dividends) for watchlist items. (See screenshot)
  • Added the 3Y chart range. (See screenshot)
  • Charts that have a %-Y axis now show the 0% line in bold.
  • Get Dividend and Yield for Spanish market stocks.
  • New column: “Price to EBITDA”
StockMarketEye 4.1.0 screenshot

Some of the new charting features in StockMarketEye 4.1.0.

Changes

  • Use the most recent historical quote for the Last price of items that don’t have live prices available.
  • Minor optimisations during On-Line sync.
  • Use MMM-YY rather than MMM-YYYY for dates in the Summary report charts to improve exported PDFs.
  • Change abbreviation from T to K for Summary value chart and chart volume.
  • Allow setting of the “Include in totals/summary” for use in mobile apps (this setting is not used by the desktop app).
  • Remember the size of the symbol search window for the next time it is opened.
  • Update so that changing the benchmark symbol will also immediately update the column headers.
  • Add “Get Price” button next to Exchange Rate field in Transation dialog.
  • Add keyboard shortcut for the menu: File -> Update from brokerages… (Shift-CTRL-U on Windows and Shift-CMD-U on Mac)
  • Improved handling of bank transactions during the brokerage import.
  • Round values to 2-decimal places before adding/removing from Cash.
  • Network proxy setup will only auto-detect the first time StockMarketEye is run.
  • Remove the CashBalance column from Transaction report’s CSV export with import compatible columns.
  • Column descriptions have been updated to denote if they are available for Yahoo Finance and/or Google Finance ticker symbols.
  • Changed Copyright to 2017.

Bug Fixes

  • Fix issue where backup files could be corrupted when incomplete historical quotes were manually imported.
  • Fix for importing Investoscope CSV files to work with non US locales.
  • Fix for importing Investoscope CSV files where currency values were not included.
  • Fix for Watchlist groups not having the correct icon in the menu: View -> Switch To.
  • Fix for displaying negative EBITDA numbers with abreviations K,M,B,T.
  • Fix for the On-Line sync so that it sends current ordering of items.
  • Fix for issue with the CSV export of the Back-in-Time report having different values for some columns.
  • Fix for issue in Back-in-Time report which could cause deletion in Prices view.
  • Fix for maintaining the “synchronizable” setting of a portfolio.
  • Fix for sorting on “Portfolio” column header in the Gain/Loss report.

StockMarketEye 4.1.0 is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Uncategorized | No Comments »

Investoscope Alternative

Thursday, Dec. 15th 2016

The developers of Investoscope recently announced that they are no longer developing or supporting their software. Investoscope users may now be wondering what to do and if there is an Investoscope alternative app that they can use to manage their investments.

Replacement for Investoscope

Investoscope was a capable and useful portfolio tracker. However, Investoscope users looking for a replacement will find that StockMarketEye offers many of the same capabilities. StockMarketEye also provids additional features that help the modern investor track and manage their investments.

In addition to providing top-notch portfolio tracking and management features, the following features show just how much StockMarketEye has to offer as an alternative to Investoscope.

Migrating from Investoscope to StockMarketEye

Moving to StockMarketEye from Investoscope is easy. Since v4.0.15, StockMarketEye has support for importing Investoscope CSV files. Simply export your transactions from Investoscope into CSV, then import the CSV file into StockMarketEye.

Export your Investoscope transactions to CSV

For each individual portfolio you have in Investoscope, follow these steps to export its transactions to a CSV file.

  1. Select the individual portfolio from the list on the left-hand side of the Investoscope window.
    Select the Investoscope portfolio to export
  2. Use the menu: File -> Export -> All Transactions to CSV…
    Export all transactions for this Investoscope portfolio.
  3. Choose a name for the file and where you want to save it, such as your Desktop.
    Choose an appropriate name for the Investoscope CSV file.
  4. The CSV file is ready to be imported into StockMarketEye. No changes to the file are necessary!

Getting StockMarketEye

As an Investoscope user, you may not yet have installed StockMarketEye. If that’s the case, you can get the latest version from our website.

Download StockMarketEye

You can try out StockMarketEye free for 30-days. Try out your Investoscope data in StockMarketEye for free!

Import the Investoscope CSV file into StockMarketEye

Importing a CSV file into StockMarketEye is described in our User’s Guide.

Importing Investment Data from CSV Files

However, please take note of the following when importing the Investoscope CSV file into StockMarketEye.

  • In step #2, in the import window, click on the “CSV Columns Format” dropdown and select “Investoscope 3”.
    Choose the Investoscope 3 CSV format when importing into StockMarketEye
  • In step #2, click on the “Advanced CSV Options” button and be sure that the separator is “Comma”. However if you have verified in the CSV file that the separator is a different character (such as a semi-colon), select that character in the Advanced CSV Options window.

When you have finished the import, your Investoscope portfolio has been migrated to a StockMarketEye portfolio. You’ll need to repeat the export/import steps above for each Investoscope portfolio that you want to have in StockMarketEye.

Where To Next?

StockMarketEye has a comprehensive User’s Guide to help you get to know how things work.

StockMarketEye User’s Guide

If our User’s Guide wasn’t enough and you need more help getting started with StockMarketEye, don’t hesitate to drop us a comment here. You can also contact us directly at our support email address: support@stockmarketeye.com

Best of luck with your investments!

Posted by admin | in Documentation | 2 Comments »

StockMarketEye 4.0.16 Released

Tuesday, Dec. 13th 2016

We are proud to announce the release of StockMarketEye 4.0.16. This is a quick-fix release that fixes 2 minor issues that appeared for some users in 4.0.15.

What’s New In StockMarketEye 4.0.16

  • Fix for startup issue linked to quote type selection.
  • Fix for watchlists with categories that have the same name as one of the ticker symbols.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | No Comments »

StockMarketEye 4.0.15 Released

Tuesday, Dec. 13th 2016

We are proud to announce the release of StockMarketEye 4.0.15. This is a minor update that adds support for importing from Investoscope CSV files. It also includes minor changes for compatibility and stability.

Investoscope, a Mac based portfolio tracker, has informed its users that they will no longer be developing or supporting their product. In an effort to make it easy for Investoscope users to transition to StockMarketEye, we have added support for importing transactions from a CSV file generated by Investoscope 3.

This version of StockMarketEye also includes a new option to disable the previous close value reset feature introduced in the previous version. Some mostly European mutual funds receive price updates 24 hours or more late. With the new reset feature, these holdings never showed a day gain/loss. Users who have these types of securities in their watchlists or portfolios may want to disable the new reset feature. For more information, see the quotes page in our User’s Guide.

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

What’s New In StockMarketEye 4.0.15

  • Support for importing Investoscope 3 CSV files. You can import them just like a normal CSV file, but choose “Investoscope 3” from the CSV Columns Format dropdown in the import window.
  • Add folder-level property for enabling/disabling the reset of a quote’s previous close value. See the documentation for more details.
  • Fix issue with transaction exports when “Total” line was shown in the Transactions report.
  • Removed “Dummy” quote option in Live quote tab of the Properties window.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | No Comments »

StockMarketEye 4.0.14 Released

Sunday, Dec. 4th 2016

We are proud to announce the release of StockMarketEye 4.0.14. This is a minor update that adds support for a couple new brokerages and minor new features. It also improves compatibility and stability.

Over the last month or so, Yahoo Finance and Google Finance have changed the way they reset quotes at the beginning of the day. Previously, they would reset the previous close value an hour or 2 before the start of trade. This made it so that lightly traded securities or mutual funds would have a 0% day gain until they were priced at the end of the day. Recently, however, the previous close value was never reset. This lead to having inconsistent day gain values in portfolios that had mutual funds or lightly traded securities. StockMarketEye 4.0.14 works around this change at Yahoo Finance and Google Finance by doing the reset of the previous close itself. As of this version, StockMarketEye will reset the previous close values at 8AM local time, except on weekends.

We have also added features to make it easier to upgrade to StockMarketEye 4. Now, you don’t need to have run StockMarketEye 3 on the computer first. You can simply run StockMarketEye 4, enter your StockMarketEye 3 license key, and StockMarketEye will propose purchasing the upgrade to v4.

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

What’s New In StockMarketEye 4.0.14

  • New brokerage: NMIS, LLC
  • New brokerage: Voya Financial Advisors and Voya Institutional Plan Services
  • Added documentation about American Century Investments brokerage in the User’s Guide.
  • Reset the previous-close (and fields that depend on it such as Day Gain, etc) at start of trade (8AM local time) due to change with the way Yahoo Finance and Google Finance reset this value.
  • Improve selection/expansion of multi-items when adding a new sub-lot.
  • Make it easier to purchase the upgrade if StockMarketeye 4 is installed on new computer. Just enter your old license key into StockMarketEye 4 and it will propose the upgrade purchase.
  • Fix for calculation of returns with shares in/out in the mix.
  • Fix for benchmark symbols that don’t have quotes for entire range of dates.
  • Fix issue with setting the network proxy in the Preferences.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | 2 Comments »

StockMarketEye 4.0.13 Released

Wednesday, Oct. 26th 2016

We are proud to announce the release of StockMarketEye 4.0.13. This is a minor update that improves compatibility and stability.

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

What’s New In StockMarketEye 4.0.13

Additions

  • New Watchlist column: Watch Days – this column shows the number of days since the item was added to the watchlist (i.e. from the “Date Added” column).
  • New currency support: BTC (Bitcoin)
  • Added support for sorting by the ‘Fees’ column in the Transactions report.

Improvements

  • Improved handling of some OFX files with uncategorized re-invested dividends.
  • Improved support for changing the currency of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the exchange rate (column “FX”) of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the name field of a transaction via in-line editing in the Transactions report.
  • Changed the Summary report to use current live quotes if the report’s end date is “today”.
  • The “rebuild from transactions” feature now resets the transaction’s “shares affected” value so that this value will get recalculated by StockMarketEye. The “Shares Affected” value (column in the Transactions report) can affect certain Cost Basis calculations.

Fixes

  • Fix an issue related to the calculation of the Cost Basis when RoC and split transactions are recorded for the same symbol.
  • Fix an issue that occurred when changing symbols.
  • Fix for the chart’s “Compare to” menu going off screen when used with a dual monitor setup.
  • Fixes related to upgrading from v2 to v4.
  • Fix in the reports section related to the handling of 2 splits that occur on the same day.
  • Fix an issue that occurred when editing the ‘credit’ field in transactions report.
  • Fix for an issue reported by some users trying to run StockMarketEye on Windows 10.
  • Fix for an issue pertaining to rounding errors in the reports due to excessive decimal places in historical quotes from Yahoo Finance.
  • Fix for the Summary report calculations when there was a cash flow (i.e. cash-out/in, etc) on the report’s ending date.
  • Fix for an issue related to the external chart window, which did not show the chart of the symbol from a selected transaction if the symbol is no longer in the portfolio’s Prices view.
  • Fix for an issue where the chart’s Y-axis did not refresh properly when removing a technical indicator when there was still a comparison symbol in chart.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | No Comments »

StockMarketEye 4.0.12 Released

Tuesday, Sep. 6th 2016

StockMarketEye 4.0.12 is a quick update to fix a freezing issue when loading certain types of historical quotes.

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

What’s New In StockMarketEye 4.0.12

Fixes

  • Fix for freeze when loading historical quotes.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | 2 Comments »

StockMarketEye 4.0.11 Released

Saturday, Sep. 3rd 2016

We are pleased to announce the release of StockMarketEye 4.0.11 for Windows, Mac OS X and Linux.

Version 4.0.11 adds a small feature related to CSV and PDF exports, fixes some minor issues, and generally improves stability, compatibility and performance.

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

What’s New In StockMarketEye 4.0.11

Changes and Fixes

  • Allow for exporting just the Fundamentals view to CSV.
  • Allow for printing just the Fundamentals view to PDF.
  • New additional, manual date format for CSV imports: yyyy/MM/dd
  • Add improved, more flexible parsing of manually imported historical quotes.
  • Minor tweaks to retrieval of historical quotes from Yahoo Finance.
  • Fix for a watchlist item showing “buy price” rather than “watch start” in the chart.
  • Fix for Categories not being removed from the view after deleting them.
  • Fix for some columns in a Category not being shown.
  • Fix to set currency options correctly when adding USD stock to portfolio with a different currency.
  • Fix so changing the Watchstart value will immediately be reflected in the chart line.
  • Fix for issue with sorting on the “Portfolio” column in Transactions report of a Portfolio Group.
  • Fix corner case issue with QFX/OFX file import.
  • Fix for issue with inconsistent prices view when migrating from v3 to v4.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | No Comments »

StockMarketEye for iOS v1.3.5 Released

Thursday, Sep. 1st 2016

We’ve released StockMarketEye for iOS v1.3.5. This is a compatibility and stability update of our investment tracking app for Apple iOS devices (iPhone + iPad).

What’s New in StockMarketEye for iPhone v1.3.5?

  • Show overridden Last price values from the desktop app. The price will have an asterisk in front of it, like on the desktop.
  • Options to disable showing decimal places.
  • Sort-by-symbol not overridden by on-line sync.
  • Fix for buy price value for multi-lot holdings.
  • Fixes for ticker symbols from the Spanish exchange.
  • Fixes for options ticker symbols.
  • Fixes for changes to data encoding from Yahoo.
  • Update iOS compatibility.
  • Minor performance improvements.

If you already have StockMarketEye for iOS, you’ll get the update automatically from the App store.

If you don’t yet have our investment tracking app for iOS, you can purchase it in the App store for only $2.

The StockMarketEye for iOS is compatible with our desktop investment management software, StockMarketEye. The desktop investment tracker works on Mac, Windows and Linux. Download the latest version of StockMarketEye and try it out free for 30 days!

Posted by admin | in ios | No Comments »

StockMarketEye 4.0.10 Released

Sunday, Jul. 31st 2016

We are pleased to announce the release of StockMarketEye 4.0.10 for Windows, Mac OS X and Linux.

Version v4.0.10 is a minor release that contains some important fixes for recent issues, while improving stability, compatibility and performance.

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

What’s New In StockMarketEye 4.0.10

Changes and Fixes

  • Improved handling of invested-capital portfolios (i.e. portfolios that don’t have the Cash balance enabled) in the Summary report. Includes improved cash flow and balance values for TWRR and IRR calculations for invested-capital portfolios.
  • Improved calculation of historical portfolio values when items without historical quotes are used.
  • Make placeholders in Summary report more understandable.
  • Updated Yahoo Finance data retrieval for special characters.
  • Fix for issue with YOC column.
  • Fix relating to the FX column in a Portfolio Group’s Transactions report to use an existing FX value if possible.
  • Fix relating to the display of the FX column in a Portfolio Group’s Transactions report.
  • Fix for Watchlist item details window showing incorrect day headers when non US-locale used.
  • Fix for freezes when selecting a Watchlist category.
  • Fix for “Move to…” not adding items to destination Watchlist.

This is a free update for those of you already using StockMarketEye 4. If you are using StockMarketEye 4, we highly recommend that you update to the new version.

Haven’t yet updated to StockMarketEye 4? What better time than now!

Posted by admin | in Releases | 2 Comments »

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