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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Forward vs Trailing Dividends and Yield

Friday, Nov. 13th 2020

Knowing the difference between trailing and forward dividends and their corresponding yield metrics will help you evaluate, compare and choose the investments that are best for your situation. Our first step is to look at what dividends are, where they come from, and how frequently they are payed. We’ll then discuss the details of what trailing and forward dividends are and how you can use them to help understand the income your investments will generate now and in the future.

What is a Dividend?

Companies have many options for what to do with the profits their business generates. To help their business grow, a company can put some of those profits back into the company to fund research and development (R&D) or pay for acquisitions. Publicly traded companies will often give back some of their profits to their shareholders as a thank-you for the trust they have in their business. Two common ways of giving back to shareholders are through open-market share repurchases (which boost share price) and the more traditional dividend payments to shareholders.

With dividends, a company decides to give some portion of their profits directly back to their shareholders in the form of a cash payment. Individual shareholders usually have the option of reinvesting those dividend payments by purchasing more of the company’s shares (typically done automatically via a dividend reinvestment plan [DRIP]), or by receiving the dividend payments in cash.

Dividend amounts

When a company declares a dividend, it specifies the amount of the dividend on a per share basis. For example, the fictitious company XYZ declared a dividend of $0.25 per share. This means that for each share of the company’s stock that you own, you will be paid $0.25. Thus the total amount you receive from this dividend payment is $0.25 times the number of shares owned.

<amount of dividend per share>   *   <number of shares owned>   =   <total dividend payment>

As an example, if you were a shareholder of XYZ and owned 100 shares, their dividend payment of $0.25 per share would net you $25:

$0.25   *   100   =   $25.00

Dividend Payment Frequency

The frequency of dividend payments varies. In the US and Canada, companies typically pay dividends on a quarterly basis – that is, 4 times a year. However some REITs will pay monthly (i.e. 12 times per year). In the UK and developed Asian markets, bi-annual (2 times per year) dividend payments are most common. In Europe companies typically pay dividends annually. Sometimes companies will even pay special, one-off dividends, such as when Microsoft (MSFT) payed a special dividend of $3 per share in 2004.

Because of the difference in payment frequency, when analyzing and comparing dividends from different companies, investors look at the annual dividend amount, rather than the individual period amounts (i.e. bi-annual, quarterly or monthly). So for the fictitious company XYZ that pays a dividend of $0.25 per share each quarter, an investor that owned 100 shares would receive $100 per year in dividends:

($0.25   *   100)   *   4   =   $100.

What Dividends Mean to Investors

By looking at a company’s annual dividend amount, investors can judge how much money they will earn by owning the company’s stock.
However, since dividends are paid out of company profits, and profits are rarely stable, a company’s dividend payments are not always the same.

A company’s profits depend on 3 main factors: the company’s own execution of their business; the general economic environment for the sector/industry in which they operate; and the broader, global economic environment. A company might make a profit one year, but swing to a loss the next.

If a company’s profits have been lower for long enough, or the company foresees their profits dropping for a significant length of the time, they may choose to lower or even eliminate dividend payments. As an example, many formerly profitable companies, such as Carnival (CCL) and American Airlines (AAL), eliminated their dividends in early 2020 because of the drastic, negative impact that COVID-19 had on their businesses.

Ideally, investors are looking for companies that have a long history of stable, increasing dividend payments. Any uncertainty in the amount of the company’s dividend can lead to fluctuations in the stock price as investors re-evaluate a stock’s value.

There are also many investors who rely on dividend payments as a source of income. For example, many retirees live off of the dividends generated by their investments. If those dividend amounts change, it can have significant consequences on the retiree’s daily lives.

Counting Dividends

Due to the potential uncertainty around dividend payments, there are 2 main ways of calculating a company’s annual dividend: trailing 12 month dividends and forward dividends.

Trailing 12 Month Dividends

Trailing 12 Month (TTM) Dividends are the simplest way of looking at and calculating a company’s annual dividend amount. They are calculated from actual dividend payments made by the company over the last 12 months. To calculate a company’s TTM dividends, all dividend amounts from the last 12 months are added together to arrive at the total dividends paid over the last year.

For example, if our fictitious company, XYZ, paid a dividend of $0.20 per share in February, May and August, and a dividend of $0.25 per share in November, their annual trailing 12 month dividend would be $0.85 per share. That is: ($0.20 * 3) + $0.25 = $0.85. For an investor that owned 100 shares of XYZ during those 12 months, the TTM dividend resulted in a total of $85 in dividend payments.

Forward Dividends

Forward Dividends, on the other hand, are extrapolated from the company’s last dividend payment or announcement. Instead of looking back at the past payments, the forward dividend assumes that the most recent dividend payment will be continued for the next 12 months.

For example, if our fictitious company, XYZ, paid their most recent quarterly dividend of $0.25 per share, their annual forward dividend would be $1.00. That is: $0.25 * 4 = $1.00. For an investor that owns 100 shares of XYZ, the forward dividend would be worth a total of $100 in dividend payments over the next 12 months.

The forward dividend calculation also applies when a company suspends or eliminates its dividend. In this case, because the suspension announcement means the company will not pay a dividend, the forward dividend is considered to be 0. Investors that own shares in that company will not receive any dividend payments as long as the company’s dividend has been suspended. As mentioned above, this can have significant affects on the company’s stock price as well as on some individual investor’s daily lives.

As seen in our fictitious example company, XYZ, the trailing 12 month dividend may not always be the same as the forward dividend. This is especially true when there have been recent changes (positive or negative) in the company’s paid or announced dividend amounts.

What Is Dividend Yield?

Annual dividend amounts between companies can not be directly compared. An annual dividend of $1 per share from company XYZ is not the same as an annual dividend of $1 per share from company ABCD. This is because each company’s stock may trade at a different price, and the amount of shares that you own of each stock may be different. Both of which may lead to different total amounts of dividend payments that you would receive.

So in order to help investors evaluate the dividends paid by a company, a fundamental metric called dividend yield was invented. Dividend yield (or simply a stock’s yield) is calculated as the annual dividend amount per share divided by the current share price, expressed as a percentage:

( yearly-dividend-amount-per-share   /   current-share-price )   *   100   =   dividend yield %

The dividend yield metric allows an investor to make comparisons between the annual dividends of companies, even when the dividend amounts paid by the company differ and the company’s stocks trade at different prices. A stock’s yield gives investors a direct and useful way of analyzing and comparing potential or current investments. It is also particularly useful for investors who need to find the best dividend stocks when building an income generating portfolio of investments.

Different Ways of Calculating Dividend Yield

Because there are multiple ways of calculating a stock’s annual dividend amount, there are also different ways of calculating a stock’s dividend yield.

The trailing 12 month (TTM) dividend amount is used to calculate a stock’s trailing 12 month dividend yield:

( TTM-dividend-per-share   /   current-stock-price-per-share )   *   100   =   TTM-dividend-yield %

While the forward dividend amount is used to calculate a stock’s forward dividend yield:

( forward-dividend-per-share   /   current-stock-price-per-share )   *   100   =   forward-dividend-yield %

If our fictitious example stock, XYZ, trades at $10 per share, the TTM yield would be ($0.85 / $10) * 100 = 8.5%.

However, the forward dividend yield for XYZ is ($1 / $10) * 100 = 10%.

When to Use Trailing 12 Month vs Forward Dividend Yield?

The TTM dividend yield is a backward looking metric that uses known values to measure the worth of a company’s dividend. But as is so often the case in the investment world, past performance does not imply future returns. Just because a company has paid a certain amount in dividends over the last year, does not mean that the company will continue to pay the same dividend amount for the next 12 months. Investors during the financial crisis of 2008 or the pandemic crisis of 2020 will be acutely aware of how dividend payments can change very quickly when companies are fighting to stay afloat.

Forward dividend yield is a forward looking metric that uses assumed dividend payments to measure the worth of a company’s dividend. But like the TTM dividend yield, forward dividend yield values are not a guarantee of payment – they are only an assumption based on current conditions. Forward yields can change (up or down) depending on many factors. However, forward dividend yield is a more useful metric to fixed income investors than the TTM dividend yield as forward yield allows for a more accurate estimate of future income.

Dividend investors of all types must be aware that unknown changes in a company’s results or in the broader economy can have effects on the dividends paid by the stocks in their portfolios. Regular evaluation of the stocks in your portfolio and their TTM and forward dividends will help you maintain your investment goals.

Tracking Your Investment’s Dividends

If you’re looking for a way to easily evaluate and analyze your portfolio’s dividends, StockMarketEye can help. Using data freely available on the web, view TTM and forward dividend values for your holdings, or analyze and compare watchlists of stocks that you’re shopping for. You’ll find more information on the various metrics available for tracking dividends, as well as for tracking the performance of your portfolio on our site.

Posted by admin | in Investing | Comments Off on Forward vs Trailing Dividends and Yield

StockMarketEye 5.3.3 Released

Thursday, Oct. 29th 2020

We are proud to announce the release of StockMarketEye 5.3.3 for Windows, MacOS and Linux.

Importing from Schwab CSV Files

StockMarketEye 5.3.3 adds support for importing historical transaction CSV files from Charles Schwab. As discussed on our earlier blog post, Schwab has decided to close off access to their “direct connect” (i.e. OFX) service which StockMarketEye and countless other 3rd party financial applications use to download your investment data. The new CSV import feature for Schwab CSV files is a short-term workaround for keeping your portfolio up-to-date without having to manually enter transactions.

We have prepared a detailed guide on using the new import feature. It will guide you through the process of downloading the historical transactions in CSV format from your on-line Schwab brokerage account. It will then show you how to import that file into StockMarketEye. The guide also includes a number of best practice tips for using the new import feature.

User’s Guide: Importing Charles Schwab Historical Transactions from a CSV File

New “Copy” Cell and Row Feature

This release of StockMarketEye also includes new “copy” features that allow you to copy individual cell values or entire rows. The “copy” feature is available in the popup menu when you right-click (CMD-click on Mac) on a row or cell of a table.

The “Copy cell” menu will copy the contents of the cell in which you clicked. The “Copy row” menu will copy the entire row in which you clicked. “Copy row” is useful as you can then paste directly into Excel or most other spreadsheets (NOTE: pasting a row does not work as expected in Apple’s Numbers). You can copy multiple rows at a time in tables that permit multiple items to be selected at the same time.

What’s New In StockMarketEye 5.3.3?

  • Support importing from Schwab historical transaction CSV files. See details in the User’s Guide.
  • Add “Copy cell” and “Copy row” popup menu items for most tables.
  • Don’t show the thousands separator when exporting to CSV and the “Include currency and percent symbols” option is not checked.
  • Enhanced the optimize function to include some obsolete preferences.
  • Fix for issue with copying text from an editing cell.
  • Fix for issue updating from a brokerage and ticker symbol is set to use MSN as the data provider.
  • Fix for the display of the ACB/Share value in multi-lot holdings.
  • Fix for issue editing Industry/Sector/Sec Type fields.
  • Fixed an issue that caused the smiley column to not autosize correctly.
  • Fixed an issue with the percentage option for the Folders view.

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 5.3.2 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.

Posted by admin | in Releases | Comments Off on StockMarketEye 5.3.2 Released

Schwab brokerage import issues

Tuesday, Oct. 20th 2020

Since mid October, 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.

Based on numerous reports, the change at Schwab was intentional. Many customers have received the response below (or a similar response) from Schwab when contacting them for more information on the situation. Here’s what Schwab has said:

“As of market close on October 16, 2020, Schwab made the decision to restrict access to its legacy OFX ( for all third parties except for: Quicken (personal finance management), TurboTax, and H&R Block (for tax preparation). This step is being taken to secure our clients’ data; and we sincerely apologize for any inconvenience it may cause. Third-parties who have historically used OFX to aggregate Schwab client data (such as StockMarketEye) are encouraged to register for access to the [new] Retail Account Aggregation API at “”.”

What We’re Doing Now

In the short term, we will release a new version of StockMarketEye which supports importing Schwab’s CSV files that contain historical transactions. New documentation on the steps to do the export at Schwab and the import into StockMarketEye will also be made available. We understand that this process is cumbersome and time consuming. But it is something we can get out to you quickly.

Longer term, we are looking into various ways of using Schwab’s new API. With a new integration for Schwab, importing and updating of Schwab accounts will work smoothly again in StockMarketEye. However, at this time, we don’t have an ETA on when that level of integration will be available. We’ll update this blog post when we have a more concrete timeline in place. Thanks for your patience! 🙂


[Update – October 29, 2020 – Short-Term Workaround] StockMarketEye 5.3.3 has been released. v5.3.3 includes support for importing Schwab’s historical transaction CSV files. Our User’s Guide contains detailed instructions on how to use the import.

[Update – November 29, 2020 – Interim Workaround] StockMarketEye 5.4 has been released. v5.4 includes support for importing and updating from Charles Schwab again. On the surface, the interim solution allows StockMarketEye to import and update from Schwab just as before. Under the hood, there have been changes which allow StockMarketEye to access Schwab’s “direct connect” service in a more secure and controlled manner. This is a temporary fix, while we work more with Schwab to build out a long term solution using Schwab’s new API. We strongly suggest reading our User’s Guide section on importing from Charles Schwab before importing or updating your Schwab portfolios in StockMarketEye.

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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 »

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