Archive for the 'Releases' Category

StockMarketEye 4.0.14 Released

Dec. 4th 2016

We are proud to announce the release of StockMarketEye 4.0.14. This is a minor update that adds support for a couple new brokerages and minor new features. It also improves compatibility and stability.

Over the last month or so, Yahoo Finance and Google Finance have changed the way they reset quotes at the beginning of the day. Previously, they would reset the previous close value an hour or 2 before the start of trade. This made it so that lightly traded securities or mutual funds would have a 0% day gain until they were priced at the end of the day. Recently, however, the previous close value was never reset. This lead to having inconsistent day gain values in portfolios that had mutual funds or lightly traded securities. StockMarketEye 4.0.14 works around this change at Yahoo Finance and Google Finance by doing the reset of the previous close itself. As of this version, StockMarketEye will reset the previous close values at 8AM local time, except on weekends.

We have also added features to make it easier to upgrade to StockMarketEye 4. Now, you don’t need to have run StockMarketEye 3 on the computer first. You can simply run StockMarketEye 4, enter your StockMarketEye 3 license key, and StockMarketEye will propose purchasing the upgrade to v4.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye 4.0.14

  • New brokerage: NMIS, LLC
  • New brokerage: Voya Financial Advisors and Voya Institutional Plan Services
  • Added documentation about American Century Investments brokerage in the User’s Guide.
  • Reset the previous-close (and fields that depend on it such as Day Gain, etc) at start of trade (8AM local time) due to change with the way Yahoo Finance and Google Finance reset this value.
  • Improve selection/expansion of multi-items when adding a new sub-lot.
  • Make it easier to purchase the upgrade if StockMarketeye 4 is installed on new computer. Just enter your old license key into StockMarketEye 4 and it will propose the upgrade purchase.
  • Fix for calculation of returns with shares in/out in the mix.
  • Fix for benchmark symbols that don’t have quotes for entire range of dates.
  • Fix issue with setting the network proxy in the Preferences.

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 | 2 Comments »

StockMarketEye 4.0.13 Released

Oct. 26th 2016

We are proud to announce the release of StockMarketEye 4.0.13. This is a minor update that improves compatibility and stability.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye 4.0.13

Additions

  • New Watchlist column: Watch Days – this column shows the number of days since the item was added to the watchlist (i.e. from the “Date Added” column).
  • New currency support: BTC (Bitcoin)
  • Added support for sorting by the ‘Fees’ column in the Transactions report.

Improvements

  • Improved handling of some OFX files with uncategorized re-invested dividends.
  • Improved support for changing the currency of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the exchange rate (column “FX”) of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the name field of a transaction via in-line editing in the Transactions report.
  • Changed the Summary report to use current live quotes if the report’s end date is “today”.
  • The “rebuild from transactions” feature now resets the transaction’s “shares affected” value so that this value will get recalculated by StockMarketEye. The “Shares Affected” value (column in the Transactions report) can affect certain Cost Basis calculations.

Fixes

  • Fix an issue related to the calculation of the Cost Basis when RoC and split transactions are recorded for the same symbol.
  • Fix an issue that occurred when changing symbols.
  • Fix for the chart’s “Compare to” menu going off screen when used with a dual monitor setup.
  • Fixes related to upgrading from v2 to v4.
  • Fix in the reports section related to the handling of 2 splits that occur on the same day.
  • Fix an issue that occurred when editing the ‘credit’ field in transactions report.
  • Fix for an issue reported by some users trying to run StockMarketEye on Windows 10.
  • Fix for an issue pertaining to rounding errors in the reports due to excessive decimal places in historical quotes from Yahoo Finance.
  • Fix for the Summary report calculations when there was a cash flow (i.e. cash-out/in, etc) on the report’s ending date.
  • Fix for an issue related to the external chart window, which did not show the chart of the symbol from a selected transaction if the symbol is no longer in the portfolio’s Prices view.
  • Fix for an issue where the chart’s Y-axis did not refresh properly when removing a technical indicator when there was still a comparison symbol in chart.

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!

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StockMarketEye 4.0.12 Released

Sep. 6th 2016

StockMarketEye 4.0.12 is a quick update to fix a freezing issue when loading certain types of historical quotes.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye 4.0.12

Fixes

  • Fix for freeze when loading historical quotes.

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 | 2 Comments »

StockMarketEye 4.0.11 Released

Sep. 3rd 2016

We are pleased to announce the release of StockMarketEye 4.0.11 for Windows, Mac OS X and Linux.

Version 4.0.11 adds a small feature related to CSV and PDF exports, fixes some minor issues, and generally improves stability, compatibility and performance.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye 4.0.11

Changes and Fixes

  • Allow for exporting just the Fundamentals view to CSV.
  • Allow for printing just the Fundamentals view to PDF.
  • New additional, manual date format for CSV imports: yyyy/MM/dd
  • Add improved, more flexible parsing of manually imported historical quotes.
  • Minor tweaks to retrieval of historical quotes from Yahoo Finance.
  • Fix for a watchlist item showing “buy price” rather than “watch start” in the chart.
  • Fix for Categories not being removed from the view after deleting them.
  • Fix for some columns in a Category not being shown.
  • Fix to set currency options correctly when adding USD stock to portfolio with a different currency.
  • Fix so changing the Watchstart value will immediately be reflected in the chart line.
  • Fix for issue with sorting on the “Portfolio” column in Transactions report of a Portfolio Group.
  • Fix corner case issue with QFX/OFX file import.
  • Fix for issue with inconsistent prices view when migrating from v3 to v4.

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!

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StockMarketEye 4.0.10 Released

Jul. 31st 2016

We are pleased to announce the release of StockMarketEye 4.0.10 for Windows, Mac OS X and Linux.

Version v4.0.10 is a minor release that contains some important fixes for recent issues, while improving stability, compatibility and performance.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye 4.0.10

Changes and Fixes

  • Improved handling of invested-capital portfolios (i.e. portfolios that don’t have the Cash balance enabled) in the Summary report. Includes improved cash flow and balance values for TWRR and IRR calculations for invested-capital portfolios.
  • Improved calculation of historical portfolio values when items without historical quotes are used.
  • Make placeholders in Summary report more understandable.
  • Updated Yahoo Finance data retrieval for special characters.
  • Fix for issue with YOC column.
  • Fix relating to the FX column in a Portfolio Group’s Transactions report to use an existing FX value if possible.
  • Fix relating to the display of the FX column in a Portfolio Group’s Transactions report.
  • Fix for Watchlist item details window showing incorrect day headers when non US-locale used.
  • Fix for freezes when selecting a Watchlist category.
  • Fix for “Move to…” not adding items to destination Watchlist.

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 | 2 Comments »

StockMarketEye 4.0.9 Released

May. 28th 2016

We are pleased to announce the release of StockMarketEye v4.0.9 for Windows, Mac OS X and Linux.

Version v4.0.9 is a minor release that contains some important fixes for recent issues, while improving stability, compatibility and performance.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v4.0.9

Changes and Fixes

  • Fixed issue with inconsistent jump in charts in the Summary report.
  • Fixed minor internal issues which could lead to error windows.
  • Fixed freeze when selecting Cash or Category lines in a portfolio.
  • Fixed issue with Watchlist contents not being displayed properly on Windows.
  • Added ability to turn off the autobackup feature by setting number of autobackup files to 0. We do not recommend turning off the autobackup feature – use at your own risk.

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!

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StockMarketEye 4.0.8 Released

May. 22nd 2016

We are pleased to announce the release of StockMarketEye v4.0.8 for Windows, Mac OS X and Linux.

Version v4.0.8 is a minor release that contains general improvements to overall speed, stability and compatibility.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v4.0.8

Changes and Fixes

  • Added column, YOC – Yield on cost
  • Added column, Chg/Share – Change per share from the BuyPrice to the current Last price
  • Added support for R. W. Baird brokerage.
  • Added support for Stifel Nicolaus brokerage (user verified).
  • Added support for new Yahoo Finance supported exchanges (Czech Republic, Egypt, Estonia, Finland, Iceland, Italy [EuroTLX], Latvia, Lithuania, Qatar, Valencia, Thailand, Turkey, Venezuela).
  • Renamed “Portfolio %” column to “Port.%”
  • Renamed “Percent” column to “Day %”
  • Fixed issue with portfolio not showing holdings initially after import from brokerage.
  • Fixed issue with portfolio value chart not including today or future transactions.
  • Fixed issue with “strict” portfolio value chart setting.
  • Fixed issue with portfolio value chart not working correctly in log-mode with negative numbers.
  • Fixed issue with Average Cost Basis (ACB) column for GBP stocks.
  • Fixed issue with transaction selection in the Transactions report.
  • Fixed issue with the “Buy Price” line in the chart when selecting different lots of the same stock.
  • Fixed issue with the dividend search using adjusted value.
  • Fixed issue with alert evaluation when manually changing the price.
  • Fixed issue with the Summary report when only today or future transactions were present.

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 | 6 Comments »

StockMarketEye 4.0.7 Released

Apr. 11th 2016

We are pleased to announce the release of StockMarketEye v4.0.7 for Windows, Mac OS X and Linux.

In v4.0.7, we’ve fixed several of minor issues and have made some minor general improvements as well. We continue to make minor incremental improvements to the overall speed, stability and compatibility of v4.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v4.0.7

Changes and Fixes

  • Added new exchanges from Google Finance: Mexico, Indonesia and Malaysia
  • Renamed the menu item “View in browser…” to “News and more…”.
  • External chart now shows “Buy Price/Watch Start” markers.
  • Adding an item to a Watchlist now adds into the currencly selected category.
  • Double-click in combined group views does the right thing.
  • Double-click in Watchlist/Portfolio group Totals view switches to selected Watchlist/Portfolio.
  • Add “Properties” item to context menu in Watchlist/Portfolio totals view.
  • Change in Gain/Loss report to use January 1st and December 31st as start/end dates for year ranges.
  • Change in Summary report to include transactions from start date in totals and transactions list.
  • Optimization when rebuilding Prices view from the transactions.
  • Optimization for portfolio performance.
  • Optimization for startup performance.
  • Other minor optimizations.
  • Fixed issue with Target price column.
  • Fixed issue where currency was not properly set when adding via double-clicking in the symbol search result.
  • Fixed minor issues with on-line sync and watchlists.
  • Fixed issue with dates from Google Finance when using a non-EN locale.
  • Fixed issue with benchmark tracking if a cash transaction’s recorded date was on a weekend.
  • Fixed issue in Summary report when the portfolio doesn’t have any transactions.
  • Fixed issue with selection in filtered Transactions report.

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 | 4 Comments »

StockMarketEye 4.0.6 Released

Mar. 12th 2016

We are happy to announce the release of StockMarketEye v4.0.6 for Mac OS X, Windows and Linux.

We went through a series of rapid releases in the first 2 weeks after the initial release of StockMarketEye v4. Those releases were to fix some critical issues found immediately after the initial release. In v4.0.6, we’ve cleared up a number of minor issues. In addition we’ve made general performance, stability and compatibility improvements.

Below is a complete list of the additions and changes in this version of StockMarketEye.

What’s New In StockMarketEye v4.0.6

Changes and Fixes

  • Switched to lenient portfolio chart generation and added option for using strict mode
  • Set the cursor in the Symbol field of the external chart window
  • Allow scrolling during drag-and-drop actions
  • Use the portfolio’s currency as a default when adding an unknown symbol
  • Various optimizations
  • Fixed case where the Change/Change % columns in the Summary report were not calculated correctly
  • Fixed issue with TWRR in Prices and BiT report in the presence of splits
  • Fixed display of exchange rates in Grouped Transactions report
  • Fixed inconsistent transaction sorting by date
  • Fixed issue when changing Group name did not change the name in the folders view
  • Fixed issue with printing Watchlists to PDF
  • Fixed issue with historical quote caching
  • Fixed several issues with the on-line sync
  • Fixed minor issue with backup files
  • Fixed issue with Ubuntu Unity
  • Fixed issue with Yahoo Finance historical data causing freezes

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!

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Introducing StockMarketEye 4

Feb. 8th 2016

Welcome to the next generation of StockMarketEye for Windows, Mac and Linux!

StockMarketEye 4 offers new features that help investors of all levels to better manage their investments.

Below are just some of the new features you’ll find in StockMarketEye 4.

Read our “What’s New” page for all the details and how you can start using these great new features today.

Grouped Portfolios

Grouping portfolios was one of our most requested features. In StockMarketEye 4, you can create any number of portfolio groups to help you better manage diverse sets of portfolios.

StockMarketEye 4 - Grouped Portfolios

Investment Categories

Within an individual portfolio, you can group your current investments using “Categories”. Categories help you organize and manage the positions within a portfolio.

Grouping and Categories are also available for Watchlists.

StockMarketEye 4 - Investment Categories

Enhanced Charts

We’ve enhanced the charting experience in StockMarketEye 4 to give you an improved visual perspective on your investments.

  • View purchase, sales, dividends and splits in the chart
  • Set custom date ranges
  • Enhanced external chart window
  • Inclusion of new technical indicators
StockMarketEye 4 - Enhanced Charts

New columns including…

Sector and Industry

By popular demand, we’ve added columns for “Sector” and “Industry”.
StockMarketEye will auto-populate values in these new columns, but they are also editable.

StockMarketEye 4 - Sector and Industry columns

:-), Target price and more

Other new columns include:

  • Smiley – an editable, icon-based column with over 25 colorful icons to choose from.
  • Target / Target % / Target Discount – set your own target price for a security in the editable “Target” column.
  • And many more!
StockMarketEye 4 - Other new columns

And so much more…

  • Summary report enhanced with performance charts.
  • Enhanced update-from-brokerage feature to update multiple accounts at once.
  • Fields for taxation and credits when recording dividends.
  • Support for using Average Cost Basis (ACB) calculation.
  • …and more!
Get All of the Details

Want to get started with StockMarketEye 4?

Those who have previously purchased StockMarketEye can upgrade to StockMarketEye for $40.
A new purchase of StockMarketEye 4 costs $99.95.
Posted by admin | in Releases | 2 Comments »

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