Archive for the 'Releases' Category

StockMarketEye 4.2.0 Released

Nov. 13th 2017

We are proud to announce the release of StockMarketEye 4.2.0!

StockMarketEye 4.2 is a free update for those of you who have already updated to StockMarketEye 4.

The latest version of StockMarketEye includes new features, important fixes and many performance enhancements.

Please note: To update to StockMarketEye 4.2.0, please download and install the full version.

What’s New In StockMarketEye 4.2.0

Important Updates

  • Update for issues with fundamental data (dividend, yield, etc) from Yahoo Finance and Google Finance.

New Features

  • Lot selection when selling. The “Sell” entry window now lets you choose the “Sell Lot” Type and select the individual lot or lots you want to sell. When selling a specific lot, StockMarketEye will create a link between the purchase transaction and the sell transaction. For sell transactions that have already been entered, StockMarketEye will try to automatically determine if the sell pertained to a specific lot.
  • Reset Watchlist values… We’ve enhanced the different ways you can reset the watch values in your watchlists. You can now select a specific “Watch Date”, then have StockMarketEye automatically update the “Watch Date” and “Watch Start” values of every item in the list.
  • In addition to getting the fundamental data from Yahoo Finance working again, we’ve also been able to get more fundamental metrics. You can now use ROE, Beta, Operating Margin and other columns that previously were only available for Google Finance ticker symbols. Note that some columns will not have values for some securities.
  • Performance Improvements. We’ve spent the last few months working with some of our users with the goal of improving the performance of StockMarketEye with large amounts of data. The fruit of this work is now in v4.2! You’ll notice much faster Reports, faster startup and faster chart loading. Enjoy!

Other Changes, Additions and Fixes

  • Increased maximum number of periods for custom SMA and EMA indicators.
  • New column: Target Yield – The dividend yield calculated from the Target price and the current TTM dividend.
  • New column: Target FwdYield – The dividend yield calculated from the Target price and the forward dividend.
  • New column: FwdDivVal – The yearly value of the forward dividend (FwdDiv * number of shares)
  • New column: DivVal% – The yearly value of the current TTM dividend as a percentage of the portfolio’s total yearly TTM dividend value.
  • New column: FwdDivVal% – The yearly value of the forward dividend as a percentage of the portfolio”s total yearly forward dividend value.
  • Fixed CapitalOne brokerage import.
  • Fixed sync issues with items from ignored Watchlists and Portfolios in higher level groups.
  • Fixed calculation of DivVal and Yield for categories.

StockMarketEye 4.2.0 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 Releases | 6 Comments »

StockMarketEye 4.1.6 Released

Oct. 25th 2017

We are proud to announce the release of StockMarketEye 4.1.6 for Windows, Mac OS X and Linux.

This release focuses on stability and compatibility with Mac OSX High Sierra, and additionally contains a couple of fixes to column calculations.

Below is the full list of changes in StockMarketEye 4.1.6.

What’s New In StockMarketEye 4.1.6

  • Fix for various stability issues on MacOS High Sierra.
  • Fix for an issue with errors displayed on startup.
  • Fix for the calculation of income and TR when distributions are declared in a different currency.
  • Fix for an issue with the calculation of “Income” columns when multiple reinvested distributions are recorded on same day.

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 4.1.5 Released

Oct. 23rd 2017

We are proud to announce the release of StockMarketEye 4.1.5 for Windows, Mac OS X and Linux.

This release includes a number of bug fixes and stability improvements, including a fix for Google Finance ticker symbol’s fundamental data.

Due to another change at Google Finance, fundamental data for Google Finance ticker symbols could not be displayed. This release fixes that issue. Columns such as dividend and yield will again work for Google Finance ticker symbols.

This release should also improve stability and compatibility for MacOS 10.13 High Sierra users.

What’s New In StockMarketEye 4.1.5

  • Fix for an issue with Google Finance fundamentals data (dividend, yield, etc).
  • Fix for an issue with the recalculation of “TR YTD” after adding a new dividend.
  • Fix for an issue with “TR YTD” calculation and lots purchased since the start of year.
  • Fix for an issue that could leave files open after canceling an import.
  • Fix for an issue with “TR % Ccy” and “TR %” not being the same in a Portfolio Group’s Total view.
  • Fix for an issue with full-screen mode on the new OSX 10.13 High Sierra.
  • Fix for a potential issue when no accounts are listed when importing from a brokerage.
  • Fix for a potential issue when importing from T.Rowe Price.
  • Fix for a potential issue with spurious 100x prices in the chart.
  • Changes to the way “Ann TR %” in a category and Total line is calculated.
  • Add Ameriprise brokerages.

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 »

iOS and Android Apps Updated

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 ios, Releases | 2 Comments »

StockMarketEye 4.1.4 Released

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

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 »

StockMarketEye 4.1.2 Released

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

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

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!

Posted by admin | in Releases | No Comments »

StockMarketEye 4.0.16 Released

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 »

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