StockMarketEye 5.2 – New Allocation Report

Sunday, Mar. 29th 2020

We are proud to announce the release of StockMarketEye 5.2 for Windows, Mac OS X and Linux.

StockMarketEye 5.2 introduces a new “Allocation” report that helps you visualize how a portfolio or portfolio group is allocated. The report shows a list of your holdings or categories and the percentage of your portfolio that they makeup. In addition to the numeric percentage numbers, the report also displays a Pie (or bar) chart to help you visually understand the allocation mix. You can read more about the Allocation report in our User’s Guide.

StockMarketEye 5.2 Allocation Report

This version also improves the Summary report by reorganizing the totals row. The sections in the row of totaled values have more pertinent values. The updated sections improve the overview of the various transaction-type totals from your portfolio over the selected time period. The totals row now has sections for Contributions, Purchases and Sales, Revenues, and Expenses.

StockMarketEye 5.2 Updated Summary Report

Additionally, we’ve reworked the Reports button in the toolbar to help you get to a report faster. When you are not currently viewing a report, clicking on the Reports button will open the portfolio’s most recently used report. If you are already viewing a report, clicking on the Reports button will show the dropdown where you can select the specific report type you want to view. Clicking on the down-arrow button on the right-side of the Report button will always show the dropdown of available reports.

StockMarketEye 5.2 Enhanced Reports toolbar button

This version also includes a few stability and compatibility improvements. Below is the full list of changes in StockMarketEye 5.2.

What’s New In StockMarketEye 5.2?

  • New Allocation report.
  • Reorganization of the totals row (i.e. Contributions, Revenues and Expenses) of the Summary report.
  • Improved the way the Reports button and dropdown work to get you to a report faster.
  • Fix for an issue where chart markers (i.e. horizontal lines such as Buy Price or Watch Start) were off when using a %-changed Y-axis.
  • Support for scaling the 1-Day intraday chart to always show the Previous Close line, even if the previous close was far above/below the intraday range.
  • Fix for issue that showed charts (such as from the Summary report) in PDFs with a dark background when using dark mode. They will always be in white background as you would expect in a PDF now.
  • Menus are now updated after entering a license key to immediately reflect any changes from the updated license.
  • Update Prices/Fundamentals after historical quotes are updated.

Can I Use This Version?

This version is free for all users with an active StockMarketEye 5 subscription. If your subscription is active, please update at your earliest convenience. You can update either through the auto-update feature or by downloading and installing from our website.

If you’ve never used StockMarketEye before, you can try it out for free for 30-days. You can get the latest version from our website.

Are you still using StockMarketEye v4 and would like to try out version 5? Have a look at the steps to upgrading.

If you previously tried StockMarketEye 5 and did not upgrade, but would like to try again now, checkout our Help center document on restarting your v5 trial.

Posted by admin | in Releases | 1 Comment »

StockMarketEye 5.1.4 Released

Saturday, Mar. 7th 2020

We are proud to announce the release of StockMarketEye 5.1.4 for Windows, Mac OS X and Linux.

This version includes a couple of bug fixes and minor feature improvements. It improves stability and compatibility and is a recommended update for all v5 users.

Below is the full list of changes in StockMarketEye 5.1.4.

What’s New In StockMarketEye 5.1.4?

  • Improve historical quote handling for some edge-case symbols that have thin historical quotes.
  • Reloading the chart data now also reloads any currently in-use comparison symbols.
  • Fixed column ordering issue in exported chart data.
  • Fixed issue that occurred when changing Sell transaction to Sell Lot.

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 5.1.4 Released

StockMarketEye 5.1.3 Released

Sunday, Mar. 1st 2020

We are proud to announce the release of StockMarketEye 5.1.3 for Windows, Mac OS X and Linux.

This version includes many stability and compatibility improvements as well as bug fixes and minor feature improvements. There is a new “Last Month” option in the date ranges of the reports. We’ve also improved the date ranges in the Summary report to be more useful for end-of-year accounting.

Below is the full list of changes in StockMarketEye 5.1.3.

What’s New In StockMarketEye 5.1.3?

  • The Summary report was updated to not include transactions from the start date in the “Cash, Distributions and Purchases” section and Transactions section.
  • Use fiscal years (Dec-31 – Dec-31) for whole year ranges, YTD and “This Month” in the Summary report.
  • Added “Last Month” range in daterange picker widget.
  • Make YTD charts start on December 31st (you may need to reload your chart data if this doesn’t work initially).
  • Added option to the Preferences -> Interface screen to allow showing charts with existing data if new data can not be downloaded (bad internet connection).
  • Added link to the license management page on the License Info screen.
  • Added link on the License Info screen for documentation on managing the subscription.
  • Added documentation for managing/canceling the subscription.
  • Format FX values (including crypto currencies) in the OHLC chart tooltip with 4 decimal places.
  • Improve the estimate for forward dividends in cases where the dividend is not paid on the same date every year.
  • Improvements to charts that have a large spike down on the current day due 100x difference between historical quote price and live quote price (often affecting UK securities).
  • Improve the experience opening/closing the daterange picker widget.
  • Improvements for moving items in the Folders view.
  • Internal improvements and stability fixes.
  • Fix for issue sorting the Transactions report for transactions that occurred on the same day.
  • Fix for issue affecting the Summary report’s benchmark symbols from Asia/Pacific.
  • Fix for quotes from Asia/Pacific that seem to be off by one day in the charts.
  • Fix for issue with quotes not loading for Watchlists imported from CSV files.
  • Fixed issue with historical quotes for ticker symbol KSU.
  • Fix to respect the chart data marker setting for splits and dividends.
  • Fix to properly refresh the Totals view after deleting a portfolio.
  • Fix for issue with OFX downloads from Franklin Templeton brokerage.
  • Fix for issue affecting the entering of values in an alert when using non-English locale.
  • Fix for issue affecting overriding some columns in-line where they were not saved properly.
  • Fix for typo in Summary report in RoC.
  • Fix for issue affecting the “Last” price not being updated properly after moving an item to a new portfolio.
  • Fix for unprintable characters in Summary report PDF and CSV files.
  • Fix for issues affecting the export and parsing of historical quotes from the charts to be consistent in column ordering.
  • Fix for BiT report not using manually imported FX prices.
  • Fix for Summary and BiT reports that use the wrong last date when run on a weekend.

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 5.1.3 Released

StockMarketEye 5.1.2 Released

Friday, Jan. 17th 2020

We are proud to announce the release of StockMarketEye 5.1.2 for Windows, Mac OS X and Linux.

This version includes many small bug fixes and improvements improving overall stability and compatibility. Notably, we’ve fixed an issue with the macOS notarization, which was broken in 5.1.1. Additionally we’ve tweaked general PDF generation to work better when using a non-default font size as well as specifically fixing a spacing issue in the Summary report’s PDF.

Below is the full list of changes in StockMarketEye 5.1.2.

What’s New In StockMarketEye 5.1.2?

  • Added support for using MSN ticker symbols as comparison symbols in the chart.
  • Added auto adjustment for giant spikes in charts for UK ticker symbols from Yahoo Finance.
  • Added support for normalizing default file names for export to remove slashes.
  • Fixed notarization for macOS Catalina.
  • Fixed chart area scrolling.
  • Fixed the chart’s auto-reload time for EOD stocks.
  • Fixed overlapping begin/end portfolios in Summary PDF (although they can still overlap if the selected font is too big).
  • Fixed issue with funky characters appearing in PDF/CSV exports in some languages.
  • Fixed an issue that made it so that FX prices were downloaded only with the “Get Quotes” button and not with streaming quotes.
  • Changed “CostBasis/Share” column header to “CB/Share”.
  • Added verbage to tooltip about interest from cash not being in Income columns for the Total line.
  • Tweaked column spacing in PDF export to account for font size.
  • Updated copyright to 2020.

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 | 2 Comments »

StockMarketEye 5.1.1 Released

Wednesday, Jan. 1st 2020

Happy New Year! We are proud to announce the release of StockMarketEye 5.1.1 for Windows, Mac OS X and Linux.

This version includes a number of updates for stability and compatibility. Included in the updates are changes in the Summary report for consistency. We’ve also improved the “Update from Brokerages” feature to provide for removing brokerage information from an individual portfolio as well as being able to select/unselect all brokerages in the list.

Our User’s Guide for StockMarketEye v5 has also received a number of improvements and updates. We’ve added many new topics as well as converted and updated pages from the v4 User’s Guide. We’ll continue to make improvements and additions going forward as it’s the best place to start (especially the powerful search feature) when looking for help with StockMarketEye.

https://help.stockmarketeye.com/

Below is the full list of changes in StockMarketEye 5.1.1.

What’s New In StockMarketEye 5.1.1?

  • Added support for removing the OFX brokerage info for a specific portfolio on the brokerage multi-update screen.
  • Added support for checking/unchecking all portfolios on the brokerage multi-update screen.
  • Added support for ignoring the timezone of dates in CSV files during import.
  • Enhanced the sorting of the Smiley “:-)” column.
  • Enhancements to the Summary report to improve the consistency of the begin/end portfolios in the performance and portfolio sections.
  • Fixed issue in Summary report benchmarks which were not converted to the currency of the portfolio.
  • Fix for an issue that occurred when calculating the open/close totals for gain/loss items that are for transactions that have specified the Net Total in the portfolio’s currency.
  • Fix for an issue with selecting the destination file on the export screen.
  • Fix for usability issue when entering re-invested dividend shares and price-per-share.
  • Fix for custom date ranges in the chart to prevent them from shifting every time we change symbols.
  • Don’t auto-expand the multi-items after adding a new reinvested dividend if there are more than 8 sub-items.
  • External chart window title bar changed to “StockMarketEye Chart”.
  • Add hotkey (CTRL-U / CMD-U) for opening update-from-brokerages screen.
  • Tweaked green (positive numbers) color in tables in light theme.
  • Change links in welcome-dialog to point to the new users-guide.
  • Charts auto-reload after 3m, 6m and 1h like in v4.
  • In BiT, when moving forward/backward months and we are already at end of month, jump to next end of month like in v4.
  • Dropdown lists are now a bit more compact.

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 Uncategorized | 3 Comments »

StockMarketEye 5.1.0 Released

Wednesday, Nov. 27th 2019

We are proud to announce the release of StockMarketEye 5.1.0 for Windows, Mac OS X and Linux.

This version is a larger update of the internal software that StockMarketEye is built upon. It has a smaller app size, faster startup, and improved performance, all the while increasing stability and compatibility.

StockMarketEye 5.1.0 is also notarized for macOS Catalina (Apple’s latest operating system release). Mac Catalina users will no longer receive a warning message when starting StockMarketEye 5.1.0.

Below is the full list of changes in StockMarketEye 5.1.0.

What’s New In StockMarketEye 5.1.0?

  • Internal performance and stability improvements.
  • Notarization for macOS Catalina.
  • Importing historical quotes now updates Prices view after import completes.
  • Fix for corner-case issue when loading live quotes in unstable network environment.

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 5.1.0 Released

On-Line Sync Service Running Again

Friday, Nov. 22nd 2019

Our on-line synchronization service helps you to keep your StockMarketEye investment data in sync between computers and devices.

Unfortunately the certificate used by our synchronization server expired yesterday. (A certificate verifies our identity to the software connecting to our server and is also used in the encryption of data communicated to and from the server.)

This resulted in the synchronization service being unavailable for about 36 hours.

We have now updated our server’s certificate and the StockMarketEye synchronization service is back up and running.

If you continue to have issues with syncing your computers and devices, have a look at these 2 pages from our Knowledge Base:

We apologize for the inconvenience this incident has caused and wish you continued success with your investments.

Posted by admin | in Documentation | Comments Off on On-Line Sync Service Running Again

StockMarketEye 5.0.14 Released

Sunday, Nov. 10th 2019

We are proud to announce the release of StockMarketEye 5.0.14 for Windows, Mac OS X and Linux.

This version includes a number small compatibility and stability fixes as well as support for optionally including currency and percent symbols in exported CSV files.

Below is the full list of changes in StockMarketEye 5.0.14.

What’s New In StockMarketEye 5.0.14?

  • Added support for including currency and percent symbols in CSV exports.
  • Allow importing with “reinvested interest” type in addition to “reinvested interest in” type.
  • Fix for editing the ticker symbols in an alert.
  • Fix for editing the Net Total field in the buy/sell window.
  • Fix for importing from Wells Fargo Advisors.
  • Removed unused BiT and Gain/Loss report context menu.
  • Don’t use historical quotes in the chart if the closing value is 0 (i.e. bad data).

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 5.0.14 Released

StockMarketEye 5.0.13 Released

Saturday, Nov. 2nd 2019

We are proud to announce the release of StockMarketEye 5.0.13 for Windows, Mac OS X and Linux.

This version of StockMarketEye improves the reliability of the brokerage import, allowing us to now support the Ameriprise brokerage. We’ve also improved the how the date range in the Transactions report works when you change the date of transactions (such as after the brokerage import when you are modifying placeholder transactions).

Below is the full list of changes in StockMarketEye 5.0.13.

What’s New In StockMarketEye 5.0.13?

  • New Brokerage: Ameriprise. How to Use the Brokerage Import with Ameriprise Accounts
  • New Brokerage: Northern Trust – Investments brokerage.
  • Fixed issue with automatic addition of new items to a category.
  • Fixed issue with Benchmark Ann TR column.
  • Made the Name column consistent between the Prices view and the Transactions report.
  • Made the Transactions report’s Total field always display 2 decimals places.
  • Workaround issue on Windows 10 that in rare circumstances would show the EULA at every start.
  • Don’t allow showing details or deleting transactions from the Transactions report of a Portfolio Group.
  • Improve how the date range works in the Transactions report after modifying a transaction’s date.

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 5.0.13 Released

StockMarketEye 5.0.12 Released

Saturday, Sep. 21st 2019

We are proud to announce the release of StockMarketEye 5.0.12 for Windows, Mac OS X and Linux.

This is an update for the new StockMarketEye 5 version that includes stability and compatibility improvements. There are a number of new minor features as well as fixes for a number of issues related to CSV exports.

Below is the full list of changes in StockMarketEye 5.0.12.

What’s New In StockMarketEye 5.0.12?

  • New feature to require an Upload synchronization after optimizing data.
  • Improved sell lot transaction screen for better lot selection and share count handling.
  • When importing historical quotes from a CSV file, show which symbols for which the historical quotes are being imported.
  • Added Shareholders Service Group brokerage.
  • Added new “Benchmark Ann TR %” column.
  • Added “Print” button to the EULA page.
  • Changed column headers from DivPayoutRatio -> DivPayout; Recommendation -> Advice
  • Changed that when adding re-invested dividends, the shares or price/share are not automatically calculated on any editing, but only if it is not yet set.
  • Tweaked the 3rd chart line color to be a more visible green in the light theme.
  • Fix to show correct number of shares in partial lot sale using sell-lot transaction details window.
  • Fixed minor issue with loading quotes of certain MSN ticker symbols.
  • Fixed issue in Transactions report CSV export with import compatible columns that did not properly export UseRateForCCy column.
  • Fixed issue with Transactions report CSV export that didn’t export all 8 decimal places.
  • Fixed issue with CSV export of Prices view having wrong locale formatting for CCY columns.
  • Fixed issue in Chart CSV export where dates in the output file were off by 1 day.
  • Fixed minor issues with historical quotes imported from CSV files.
  • Fixed issue where a Portfolio Group’s Summary report charts were not the same as the contained individual portfolio.
  • Fixed issue that prevented editing Categories in a Portfolio Group.
  • Fixed issue that left the Cash balance in top-level Portfolio at zero on start up.
  • Fixed issue that could cause Portfolio Totals to stop updating after StockMarketEye has been running for a few days.

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 5.0.12 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