Archive for the 'Releases' Category

StockMarketEye 5.5.8 Released

Apr. 19th 2022

We are proud to announce the release of StockMarketEye 5.5.8 for Windows, MacOS and Linux.

This release contains an update to the Advanced Brokerage Import to support Open Banking connections in Yodlee from brokers such as Charles Schwab.

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

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StockMarketEye 5.5.7 Released

Mar. 6th 2022

We are proud to announce the release of StockMarketEye 5.5.7 for Windows, MacOS and Linux.

This release contains a couple of small bug fixes to improve the usage of StockMarketEye.

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

What’s New In StockMarketEye 5.5.7?

  • Ensure that caches are cleared after updating from brokerage and rebuilding.
  • Fix for issue with display of multiple short lots in Prices view.
  • Add new transaction type for Schwab CSV import.

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

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StockMarketEye 5.5.6 Released

Feb. 19th 2022

We are proud to announce the release of StockMarketEye 5.5.6 for Windows, MacOS and Linux.

This release contains a couple of small bug fixes to improve the usage of StockMarketEye.

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

What’s New In StockMarketEye 5.5.6?

  • Fixed an issue that prevented selecting multiple items in the Transactions report.
  • Fix for number of shares calculation (Shares column in Portfolios) when there are short and long lots of the same holding.

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

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StockMarketEye 5.5.5 Released

Feb. 8th 2022

We are proud to announce the release of StockMarketEye 5.5.5 for Windows, MacOS and Linux.

This release contains a few small bug fixes for the intraday (1D and 5D) charts.

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

What’s New In StockMarketEye 5.5.5?

  • Fix for an issue with the 1-Day charts.
  • Fixed an issue with over-scrolling in intraday (1D & 5D) charts.
  • Fix a performance issue with charting.

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

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StockMarketEye 5.5.4 Released

Feb. 6th 2022

We are proud to announce the release of StockMarketEye 5.5.4 for Windows, MacOS and Linux.

This release contains a number of usability improvements which make it faster to manage your Watchlists and Portfolios.

By popular demand, we’ve added support for selecting and moving multiple items at the same time within a Watchlist or Portfolio. We’ve also added some import improvements and performance enhancements for the Market Value chart.

It is also now possible to connect an existing portfolio to an advanced brokerage account with just a few clicks.

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

What’s New In StockMarketEye 5.5.4?

  • Support for multiple selection in watchlist and portfolios.
  • Added support for connecting an advanced brokerage account to an existing portfolio.
  • Advanced brokerage update sets the Last price of non-quoted symbols from the price downloaded from the brokerage, just like direct-connect updates does.
  • Market value chart caches values for faster performance.
  • Better handling of Schwab bond holdings in advanced brokerage import.
  • Fix for auto-calculation of shares or share price in transaction entry when specifying the commissions, fees and net total in the portfolio’s currency.
  • Show “$” rather than “US$” in some circumstances.
  • Improve the 1D chart so that %-change starts start at previous close, rather than open price.

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

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StockMarketEye 5.5.3 Released

Jan. 16th 2022

We are proud to announce the release of StockMarketEye 5.5.3 for Windows, MacOS and Linux.

This release provides a number of small fixes and optimizations, as well as adding support for importing from CSV files generated by the Investment Account Manager (IAM) software.

If you’re a current user of IAM and would like to try out StockMarketEye, this version is for you. StockMarketEye 5.5.3 can import from CSV transaction files exported by IAM. Just change the “CSV Columns Format” dropdown on the StockMarketEye import screen and choose “Investment Account Manager (IAM) – Portfolio Data – Transactions”. Then select your IAM generated CSV file with the Browse button. If you have any hiccups with the imported data, don’t hesitate to reach out to our support staff.

We’ve also made a significant optimization when importing large investment files. When importing large investment files (OFX, QIF or CSV) into StockMarketEye, the import process is now significantly faster.

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

What’s New In StockMarketEye 5.5.3?

  • Added support for importing from CSV files created by Investment Account Manager (IAM).
  • Enhanced the Schwab CSV file import to support the “Pr Yr Cash Dividend” transaction type.
  • When rebuilding a Portfolio’s Prices view from the transactions, keep any overridden values (last, target, etc) from the original items in the newly created items.
  • Optimizations for large CSV/QIF/OFX transaction imports.
  • Enhanced the service providing Sector/Industry data.
  • Adjusted OFX imports from Fidelity for their new timezone zone changes.
  • Fixed an issue with custom technical indicators when using small parameter values.
  • Fix for an issue where it appeared fields in the Back-in-Time report could be edited (they can’t).
  • Fixed an issue with the BuyExp column calculation for multi-lot portfolio items.
  • Internal optimizations

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

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StockMarketEye 5.5.2 Released

Nov. 8th 2021

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

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

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

Freeze columns in StockMarketEye

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

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

Get brokerage connection information in StockMarketEye

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

What’s New In StockMarketEye 5.5.2?

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

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

You might also be interested in checking out the review of StockMarketEye as one of the best portfolio trackers!

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StockMarketEye 5.5.1 Released

Sep. 11th 2021

We are proud to announce the release of StockMarketEye 5.5.1 for Windows, MacOS and Linux.

This release contains a number of small fixes to improve the stability and compatibility of StockMarketEye. We recommend updating at your earliest convenience.

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

What’s New In StockMarketEye 5.5.1?

  • Improved transaction type names in the Type dropdown for clarity.
  • Reinvested dividend entry fills the “Shares Received” field if empty after clicking on Get Price button.
  • Added tooltips to external chart toolbar items.
  • Made the multi-item window large to better support long ticker symbol names when changing symbols.
  • Tweak for the OHLC chart values in dark mode to be transparent.
  • Tweaked support email template.
  • Fix on Windows when using high contrast display.
  • Fixed issues related to creating secure connections to brokerages like Oppenheimer, UBS and Edward Jones.
  • Fix for the historical quotes for PNL.L.
  • Fixed issue with the 1-Day chart, when switching to symbol without a chart leaves the previous Prev Close (red) line on the chart.
  • Fix for day percentage gain when the value was converted to another currency.
  • If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.5 – Essentials and Advanced Brokerage Import

Jul. 3rd 2021

We are proud to announce the release of StockMarketEye 5.5 for Windows, MacOS and Linux.

StockMarketEye 5.5 is a major release and includes updates to both the app and the subscription model.

Introducing StockMarketEye “Essentials”

With the release of StockMarketEye 5.5, we are introducing the new StockMarketEye “Essentials” subscription. Essentials is our new, base level subscription.

Users with an Essentials subscription have exclusive access to the new Advanced Brokerage Import feature and the new Total Return report. Additionally, an Essentials subscription gives you access to a modern subscription portal where you can easily view and manage your StockMarketEye subscription details (credit cards, receipts, license key, etc).

The previous, base level “Standard” subscription is no longer sold, but is fully supported. Current users may choose to remain on the “Standard” subscription as long as the subscription does not lapse.

Current users on our “Standard” subscription are also eligible for a pro-rated discount when converting to an “Essentials” subscription.

Don’t know what subscription type you have? Our Knowledge Base article can show you how to tell which subscription you have.

Advanced Brokerage Import

StockMarketEye 5.5 offers a new, “advanced” way to import investment accounts into StockMarketEye. We’ve partnered with a financial data aggregator, Yodlee, to provide access to 2000+ brokerages in the USA, Canada, UK, Australia, Europe, South Africa and more.

Our brokerage import feature now supports both the existing “direct connect” import method and the new Advanced Brokerage Import method. We also continue to support importing from standard financial data files such as QIF files and OFX files, as well as files in our own CSV file format.

The Advanced Brokerage Import is exclusively available to users with an “Essentials” subscription.

See how the Advanced Brokerage Import works in this short (2 minute) video.

The Total Return Report

StockMarketEye 5.5 adds a new report called the Total Return report. While the current Gain/Loss report will show you the capital appreciation/loss on trades, the Total Return report shows a holding’s gain/loss combined with any distributions (i.e. dividends) received.

The Total Return report is exclusively available to users with an “Essentials” subscription.

The Total Return Report in StockMarketEye 5.5

The Allocation Report Improvements

The Allocation report has been updated in StockMarketEye 5.5 to include support for viewing allocations based on:

  • Sectors
  • Industries
  • Security Types
  • Market Caps

The report also now includes a toggle switch on each section for including or excluding the Cash balance from the report.

The enhancements to the Allocation report are available in both “Standard” and “Essentials” subscriptions.

The Allocations Report in StockMarketEye 5.5

Enhanced Transaction Editing

When editing a transaction, it is now possible to change the transaction’s Type to be any of the 25+ transaction types, rather than just one of the related types. This makes it possible, for example, to change a miss-categorized “Dividend” transaction to an “Interest” payment transaction (or vice-versa).

How To Update to StockMarketEye 5.5

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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StockMarketEye 5.4.7 Released

May. 8th 2021

We are proud to announce the release of StockMarketEye 5.4.7 for Windows, MacOS and Linux.

This release contains a number of fixes to improve the stability and compatibility of StockMarketEye. We recommend updating at your earliest convenience.

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

What’s New In StockMarketEye 5.4.7?

  • Improve historical quote normalization for UK securities that have mixed Pound/Pence historical prices.
  • Fix for SecType columns that can not be set to a custom value.
  • Add ^BSESN and ^NSEI to list of default benchmark symbols.
  • Minor improvements with “direct connect” downloading to fix connection problems with Vanguard.
  • Display “N/A” if TWRR or IRR columns are preposterous.
  • Add support for “DIVIDENDS” as a transaction type as an alias for “DIVIDEND” in CSV transactions files.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience either through the auto-update feature or by downloading and installing from our website.

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