iOS and Android Apps Updated

Wednesday, Sep. 20th 2017

Updated versions of StockMarketEye for iOS and Android are now available.

The updated versions fix the recent issues with Google Finance quotes. We also fixed some other minor issues with quotes for some Yahoo Finance ticker symbols. The Android version also has improved formatting for foreign exchange quotes. The iOS version fixed an issue with the news feed for Yahoo Finance ticker symbols.

You can get version 1.3.8 of StockMarketEye for iOS on the App Store.

Version 1.1.2 of StockMarketEye for Android is available on the Google Play Store.

Posted by admin | in Uncategorized | No Comments »

StockMarketEye 4.1.4 Released

Thursday, Sep. 14th 2017

We are proud to announce the release of StockMarketEye 4.1.4 for Windows, Mac OS X and Linux.

The focus of this release is continued stabilization after the recent changes at Google Finance.

As mentioned in our previous blog post and our last release (4.1.3), Google Finance has made changes to their service which have affected StockMarketEye.

This release continues to make adjustments based on the previous changes and newly discovered changes at Google Finance. We hope that things are more settled now at Google Finance and that is the last time we’ll need to do emergency alterations. But there is no guarantee as we unfortunately have no control or influence at Google Finance.

Suggests For A Better Experience With Google Finance Ticker Symbols

The changes we’ve made to StockMarketEye over the last 2 releases help mitigate the changes at Google Finance and should allow you to continue to use Google Finance ticker symbols in StockMarketEye. However, there may be some circumstances where you will continue to have issues. For example, you’re more likely to have issues if you have many Google Finance ticker symbols and/or StockMarketEye is loading quotes for those symbols at a high frequency and/or you also have the automatic historical quote loading enabled (as it is by default).

General Recommendation

We recommend that you use Yahoo Finance ticker symbols unless the security you’re interested in is not covered by Yahoo. It’s not always possible to use Yahoo Finance ticker symbols as Yahoo doesn’t cover some types of securities (such as Canadian mutual funds). However, their coverage is generally very good.

Google Finance’s quotes are real-time while Yahoo’s are delayed (15-20 minutes). In our opinion, the value of Google’s real-time quotes has diminished since their recent change due to the significantly slower download method. Although the quotes still are real-time, there is now more delay before you see them due to nature of the new way of downloading. In any case, we always recommend verifying prices at your brokerage before placing actual trades.

Specific Recommendations For Working With Google Finance Ticker Symbols

Thanks to the valuable feedback from our dedicated users and from our own analysis, we have the following recommendations which can help avoid issues with StockMarketEye not loading quotes or charts for Google Finance ticker symbols.

If you don’t notice any problems (for example, if you use Yahoo Finance ticker symbols exclusively or have only a handful of Google Finance ticker in your Watchlists and Portfolios), then there’s no need to make any changes.

However, if you do continue to have issues with getting quotes or charts for Google Finance ticker symbols, we recommend you do 1 or more of the following:

#1 – Switch the quote retrieval mode in all of your Watchlists and Portfolios to “On Demand”

The “On Demand” setting means that you have to click on the “Get Quotes” button in each Watchlist or Portfolio to have StockMarketEye download the current quotes for the items in that list.

By default, the quote retrieval mode is set to “Streaming” at 5 minute intervals. However, the “Streaming” mode can cause too much traffic to Google’s site, which may cause temporary lockouts. The quote retrieval mode can be changed in the Watchlist or Portfolio’s “Properties” window in the “Live Quotes” tab.

To facilitate this change, we’ve added a button “Switch to On-Demand” in the Preferences -> Advanced tab. This button will switch all of the Watchlists and Portfolios over to “On Demand” mode for you. You will have to restart StockMarketEye for the change to take affect, however.

#2 – Turn off automatic historical price data downloads at startup

Shortly after StockMarketEye starts, it will download any new historical quotes for all of your ticker symbols. If you have a lot of ticker symbols, this action, combined with the “Streaming” current quote retrieval mode, can cause too much traffic to Google’s site, leading to temporary lockouts.

You can disable the automatic update of historical price data in the Preferences -> Advanced tab. Uncheck the “Update historical price data for all symbols at startup.” option. StockMarketEye will still download the historical quotes when it needs them for the charts. However, you may want to use the “Update All Symbols Now” button (also on the same Advanced tab) once a day in order to ensure that you have the most recent historical quotes in your StockMarketEye data files, as StockMarketEye uses them for certain calculations, columns and reports.

What’s New In StockMarketEye 4.1.4

  • Stability improvements for previous Google Finance change.
  • Update to all Google Finance services used by StockMarketEye based on further changes since the last release.
  • Added buttons in the Preferences -> Advanced tab for switching the Live Quote retrieval mode for all Watchlists and Portfolios at once.
  • Fix for “Shares Outstanding” column values when no value can be computed.
  • Improved experience for expired trial license users.

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

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

Posted by admin | in Releases | 5 Comments »

StockMarketEye 4.1.3 Released

Saturday, Sep. 9th 2017

We are proud to announce the release of StockMarketEye 4.1.3 for Windows, Mac OS X and Linux.

The focus of this release is to restore current quote downloads for Google Finance ticker symbols.

As explained in our previous blog post, Google Finance has turned off their access point that StockMarketEye used to download current stock quotes. This has affected many of you.

After studying the available options, we’ve decided on a solution that will allow continued use of all existing Google Finance ticker symbols. One downside of the new solution, however, is that it takes longer to load those quotes. How much longer depends on the number of Google Finance ticker symbols you have in your Watchlists and Portfolios. The more you have, the longer it takes.

iOS and Android Apps Have Not Been Updated

Unfortunately, we haven’t had time to updated the iOS or Android apps yet. We are aware that they are also affected by this issue. We plan on updating them as soon as we can, but our focus up till now has been on the main desktop version.

Other Information

Some users have pointed out that the charts for many (but not all) Google Finance ticker symbols do not have quotes for September 6 & 7, 2017 (Wednesday and Thursday of this week). Unfortunately this is an issue with Google Finance’s data. The historical quotes for those 2 days are missing from the historical data on Google Finance. You can also see this problem on Google Finance by viewing the 3-month stock chart there. There is no data in the chart for those days. Typically this type of issue will be fixed by Google (or Google’s data provider), in which case, it will update in StockMarketEye too. If it is updated on the Google Finance site, but not in StockMarketEye, you can force StockMarketEye to reload the chart data.

What’s New In StockMarketEye 4.1.3

  • Update downloading of the current quotes for Google Finance ticker symbols.

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

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

Posted by admin | in Releases | 11 Comments »

[Updated] Google Finance ticker symbols are not working

Wednesday, Sep. 6th 2017

Many users have noticed that Google Finance ticker symbols are no longer updating in StockMarketEye. The Google Finance ticker symbols started to have problems at the end of last week. Today (September 6th, 2017) they have completely stopped working. This affects the desktop versions of StockMarketEye (Mac and Windows) as well the mobile apps for iOS and Android. The charts for these stocks still update correctly, however.

It is not yet clear if this is due to a temporary problem on Google’s side or if Google has turned off access to 3rd party applications like StockMarketEye.

The problem is NOT related to the release of StockMarketEye v4.1.2 over the weekend.

We are closely monitoring the situation. Hopefully, this is just a temporary issue and Google will fix things on their side soon.

However, we are also looking for alternative solutions, in case Google has permanently turned off access to their financial data for 3rd party apps like StockMarketEye.

Workarounds

Potential Alternatives

  • Paid real-time quotes – would you be willing to pay a monthly fee for real-time quotes in StockMarketEye?
  • Other free data sources – Other potential data sources exist (Bloomberg, Morningstar, etc), but there are always trade-offs in the amount and breadth of data available.

If you have an alternative suggestion, don’t hesitate to let us know in the comments.

[Update – Friday September 8, 2017 12:00 UTC]

I’ve done some digging and it appears that Google has permanently turned off the data access point that StockMarketEye (and many other people and software) was using.

However, I am in the process of evaluating a couple of solutions that will allow StockMarketEye to continue to support Google Finance ticker symbols. If all goes well, I will have one of those ready by the end of the weekend or early next week.

Stay tuned and thank you for your patience.

Nick
StockMarketEye

[Update – Saturday September 9, 2017 13:00 UTC]

I’ve been able to integrate one of the solutions mentioned on Friday and have released a new version of StockMarketEye (v4.1.3). All Google Finance ticker symbols should work again. However, it will take longer now to download the quotes. How much longer depends on the number of Google Finance ticker symbols you have in your Watchlists and Portfolios. The more you have, the longer it will take.

Thanks for using StockMarketEye and don’t hesitate to tell your friends about us!

Posted by admin | in Uncategorized | 40 Comments »

StockMarketEye 4.1.2 Released

Saturday, Sep. 2nd 2017

We are proud to announce the release of StockMarketEye 4.1.2 for Windows, Mac OS X and Linux.

This release includes a number of updates for compatibility and stability.

Below is the full list of changes in StockMarketEye 4.1.2.

What’s New In StockMarketEye 4.1.2

  • Fix for importing and updating from the Charles Schwab brokerage.
  • Added new “Optimize Data” button in Preferences.
  • Changed wording of “Restart” to “Restart StockMarketEye”.
  • Changed wording of on-line sync Push/Pull to Upload/Download – User’s Guide updated.
  • Changed column headings:
    • “LT Debt to Assets” to “LT D/A”
    • “Total Debt to Assets” to “D/A”
    • “LT Debt to Equity” to “LT D/E”
    • “Total Debt to Equity” to “D/E”,
    • “Return on Avg Equity” to “ROE”
    • “Return on Avg Assets” to “ROA”
  • Changed the mountain chart color to be a bit lighter so that TAs can be seen better.
  • Fixed issue with Gain/Loss Report’s “Open Total” when corporate action transctions are present.
  • Fixed issue with sync and watchlist groups.
  • Fixed issue with sorting settings not being included in backup files.
  • Various stability and compatiblity updates.

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

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

Posted by admin | in Releases | 3 Comments »

StockMarketEye 4.1.1 Released

Wednesday, Aug. 2nd 2017

We are proud to announce the release of StockMarketEye 4.1.1 for Windows, Mac OS X and Linux.

This version fixes an important issue with importing and updating from Vanguard. If you’ve been having problems downloading the latest data from your Vanguard accounts, you’ll want to update to v4.1.1 as soon as possible.

There are also a number of smaller fixes and additions that improve stability and compatibility.

Below is the full list of changes in StockMarketEye 4.1.1.

What’s New In StockMarketEye 4.1.1

  • Fix for importing and updating portfolios from Vanguard accounts.
  • Fix for importing and updating portfolios from Wells fargo Advisors.
  • Fix for importing and updating portfolios from UBS.
  • Fix for importing and updating portfolios from American Funds.
  • Added “Wells Fargo Trust” and “Wells Fargo Trust-Investment Mgt” brokerages.
  • Added “Schwab – The 401k Company” and “Schwab Retierement Plan Services” brokerages.
  • Improved filtering of current day quote additions in the chart.
  • Updated internals for improved Mac OS X experience.
  • Update code signing certificate.
  • Fix for issue that caused re-sorting after quote loading to stop working.
  • Fix for issue with corner-case quote retrievals from Yahoo Finance.
  • Fix for sorting issue with “TR YTD”, “TR% YTD”, “TR YTD CCY” and “TR% YTD CCY” columns.
  • Fix for issue with the calculation of “TR YTD %” in some of the Portfolio Group views.
  • Fix for an issue manually entering symbol in the external chart window.
  • Fix for conversion issue of dividends entered in a different currency in the Transactions report.
  • Fix for issue with exporting percentage numbers to CSV. The percentage values had the wrong number of decimal places.

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

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

Posted by admin | in Releases | 2 Comments »

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 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!

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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 | 4 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 »

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