Archive for the 'Releases' Category

StockMarketEye 5.4.1 Released

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.

Posted by admin | in Releases | Comments Off on StockMarketEye 5.4.1 Released

StockMarketEye 5.4 – Schwab, Tooltips and More

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.

Posted by admin | in Releases | Comments Off on StockMarketEye 5.4 – Schwab, Tooltips and More

StockMarketEye 5.3.3 Released

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.

Posted by admin | in Releases | 1 Comment »

StockMarketEye 5.3.2 Released

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

StockMarketEye 5.3 Available

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

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 »

StockMarketEye 5.2.4 Released

Jul. 14th 2020

We are proud to announce the release of StockMarketEye 5.2.4 for Windows, Mac OS X and Linux.

This release includes a few updates to the brokerage import to improve ease-of-use. We’ve also added an additional sentence and link to the message that will appear in the chart when a chart is not available. We also added additional comparison index symbols to the chart’s “Compare to” menu. Last, but not least, we’ve included several bug fixes and internal improvements.

Below is the full list of changes in StockMarketEye 5.2.4.

What’s New In StockMarketEye 5.2.4?

  • Added a “More Options” link on the brokerage import screen which expands to allow for entry of the Account Number field.
  • The accounts list screen of the brokerage import will now initially uncheck any accounts discovered at the brokerage that have already been imported into StockMarketEye. They can be re-checked if you want to re-import them.
  • Included a check/uncheck-all checkbox on the accounts list screen of the brokerage import.
  • Added a message and link about reloading chart data when the chart’s data is not available.
  • Added additional indexes to Compare To chart menu.
  • Added stats for number of watchlist items, portfolio items, transactions and alerts to the log file to improve support processing.
  • Tweak normalization of historical quotes for some UK securities.
  • Show negative values for the COVER_SHORT_LOT transaction types in the Transactions report.
  • Clear previous close on live-quote that are generated from historical quotes.
  • Fixed an issue with saving Portfolio properties when Default Commissions are not specified.
  • Fixed an issue when inserting items into a Watchlist using the Bulk add feature to ensure that the items are added to the list in the same order as entered in the bulk entry screen.
  • Fixed to allow overriding the Dividend value with a value of 0.

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 5.2.4 Released

StockMarketEye 5.2.3 Released

Jun. 13th 2020

We are proud to announce the release of StockMarketEye 5.2.3 for Windows, Mac OS X and Linux.

This release includes a couple of important fixes. One of the fixes relates to the proper display of the Change and Day% values for mutual funds. We’ve also fixed an issue related to sorting the transactions in the Transactions report by clicking on the Date column header.

Below is the full list of changes in StockMarketEye 5.2.3.

What’s New In StockMarketEye 5.2.3?

  • Fixed issue with resetting quotes for mutual funds at the start of the day.
  • Fixed issue with sorting of Transactions by Date.
  • Fixed issue with scaling of 1D quotes when in %-Change mode on the Y-Axis.

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 5.2.3 Released

StockMarketEye 5.2.2 Released

Jun. 7th 2020

We are proud to announce the release of StockMarketEye 5.2.2 for Windows, Mac OS X and Linux.

StockMarketEye 5.2.2 introduces a new feature for converting dividend+buy transaction pairs to individual reinvested dividend transactions. For more information on this feature, checkout our User’s Guide page on Converting Dividend+Buy Transaction Pairs to Reinvested Dividends.

We’ve also improved the way the header menu button works so that it does not take up space. When you hover over the column header the menu button (3-horizontal lines) will appear on the right-hand side of the column header. In the past, space was reserved in the header for this button, preventing the column from auto-sizing completely. In StockMarketEye 5.2.2, no space is reserved in the header for the button. When you auto-size the columns, they will now be more compact than before. You can always manually resize the column by clicking and dragging on the header divider.

This release also includes a number of smaller improvements and fixes, such as for the sizing of the sections in the Allocation report and correcting the displayed order of transactions.

Below is the full list of changes in StockMarketEye 5.2.2.

What’s New In StockMarketEye 5.2.2?

  • Support for conversion of dividend+buy transaction pairs into reinvested dividends transactions.
  • Improved button on column headers so that it does not take up any space and columns can be auto-sized better.
  • Add support for old Windows keyboard shortcuts (Shift+Delete/Ctrl+Insert/Shift+Insert) in input fields in addition to standard shortcuts.
  • Add support for “delete” key in input fields.
  • Added the total number of shares in grouped Gain/Loss report items.
  • Improvements to the sizing of the sections of the allocation report.
  • Improved the organization of the Help menu.
  • Improve SecType default values.
  • Improvements for using the most recent historical quote as the current quote for manually imported quotes.
  • Imported historical quotes are no longer rounded, unless they are more than 8 decimal places.
  • Maintain the link between buy and sell-lot transactions when copying or moving.
  • Maintain custom Last value when copying or moving items in a watchlist.
  • Fixed the sort order of transactions on the same date so it matches the balance calculation order.
  • Fix for the Last price not getting zeroed out at the start of trading day for mutual funds.
  • Fix for grouped charts (i.e. weekly, monthly, etc) that overlap last candle with last day.
  • Fix so that changing the symbol in the transaction window does not remove the total and other fields.
  • Fix for the Summary report’s Management fees and Interest out having wrong sign.
  • Fix for issue that could cause date parsing issues in QIF files when not using the automatic date format.
  • Fixed parsing the currency value in live quotes.
  • Fix for issue arising after license expires.
  • 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 | Comments Off on StockMarketEye 5.2.2 Released

StockMarketEye 5.2.1 Released

Apr. 26th 2020

We are proud to announce the release of StockMarketEye 5.2.1 for Windows, Mac OS X and Linux.

This is a stability and compatibility release that includes minor enhancements and bug fixes.

Below is the full list of changes in StockMarketEye 5.2.1.

What’s New In StockMarketEye 5.2.1?

  • Added Wealthscape Investor brokerage.
  • Renamed brokerage “Principal Financial Group” to “Principal Funds” and adding new brokerage ”Principal Financial Group”.
  • Improve currency detection of index ticker symbols for improved accuracy in Summary report benchmark calculations that use an index from a different currency.
  • Show unadjusted dividends in the dropdown of known dividend payments.
  • Minor usability update when creating new alerts to pre-fill symbol field if possible.
  • Change the icon of the Reports button on the toolbar.
  • Improved logging for some startup error cases.
  • Fix for issue that removed the selection when adding (non-reinvested) dividends to a multi-item.
  • Fix for issue preventing the use of 0 as an alert value.
  • Fix for issue preventing the date field from being updated when selecting a dividend from the dropdown.
  • Fix for issue preventing the recalculation of the Share Balance field in dividend entry window when changing dates.
  • Fix for updating historical quotes for exchange rates in some cases in the Summary report.
  • Fix typo in Schwab Retirement brokerage name.
  • Fix for title of “Management Fees” in Summary report PDF export.
  • Fix for missing currency and % symbols in the Summary report PDF export.
  • Fix for issue where cost, fees and taxes totals in the Summary report were not adding correctly in a multi-currency environment.
  • Fix for an issue with license renewal buttons.
  • Fix for an issue that prevented changes to the reset quotes option from not taking effect immediately.

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 | Comments Off on StockMarketEye 5.2.1 Released

Try it for Free!

Try our software, free, for 30-days. No credit-card or email required.
Just download, install and run.

Get StockMarketEye Try it for free!
Available for:  Investment Management Software for Windows 8 / 7 / Vista / XP      Investment Management Software for macOS      Investment Management Software for Linux      Investment Management Software for iOS Investment Management Software for Android