StockMarketEye 4.2.5 Released

Saturday, Mar. 3rd 2018

We are proud to announce the release of StockMarketEye 4.2.5 for Windows, Mac OS X and Linux.

This release focuses on minor enhancements to the brokerage import, Gain/Loss report and in-line editing in the Transactions report. Additionally, we’ve fixed a number of bugs to improve the stability and compatibility of this version of StockMarketEye.

Below is the full list of changes in StockMarketEye 4.2.5.

What’s New In StockMarketEye 4.2.5

  • Updates to brokerage import to support prices for non-publicly traded securities.
  • Add support for Cambridge Investment Research brokerage.
  • Add support for Other A/L type QIF files with deposits in them.
  • Use portfolio default currency in entry window if symbol is unknown.
  • Show Category name in Name column in addition to Symbol column.
  • Add totals in G/L report for Ccy columns.
  • Minor improvements to in-line editing of distributions in the Transactions report.
  • Change wording of delete menu for clarity about what would be deleted.
  • Fix for charts issue with Yahoo Finance symbols.
  • Fix for divide by zero with price to EBITDA column.
  • Fix for issues with the AllTime columns.
  • Fix for Raymond James brokerage import.
  • Fix for importing custom UUIDs in a CSV file.
  • Fix for other issues with importing CSV files.
  • Fix for freeze when selecting the lot in the Sell Lot entry window.
  • Fix for Watch Days column not sorting correctly.
  • Fix for incorrect calculation of daysHeld in Ann.TR% column.
  • Fix for duplicate manual historical quote tables in the backup file.

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.

Posted by admin | in Releases | 13 Comments »

StockMarketEye 4.2.4 Released

Sunday, Dec. 17th 2017

We are proud to announce the release of StockMarketEye 4.2.4 for Windows, Mac OS X and Linux.

This release fixes a critical bug in the Windows and Linux versions that appeared in v4.2.4.

Below is the full list of changes in StockMarketEye 4.2.4.

What’s New In StockMarketEye 4.2.4

  • Fix critical startup bug from v4.2.4 in Windows and Linux versions.

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.

Posted by admin | in Releases | No Comments »

StockMarketEye 4.2.3 Released

Sunday, Dec. 17th 2017

We are proud to announce the release of StockMarketEye 4.2.3 for Windows, Mac OS X and Linux.

This release focuses on stability and compatibility while additionally adding a few minor features.

Below is the full list of changes in StockMarketEye 4.2.3.

What’s New In StockMarketEye 4.2.3

  • Allow editing of the transaction’s “FX Currency” column.
  • Improvements to OFX import to get prices from downloaded brokerage data.
  • Add columns: “AllTime Lo”, “AllTime Hi”, “AllTime %”, “% < AllTime Hi", "% < AllTime Low"
  • Ensure that comments for items are the same as for their purchase transaction.
  • Fix for overridden values being lost after editing an item.
  • Fix for fundamental values being set to zero after editing an item.
  • Fix for other fields being set to zero after editing an item.
  • Fix for ACB calculations with UK stocks in the Gain/Loss report.
  • Fix for applying a split transaction on the correct day when calculating the portfolio’s market value chart.
  • Fix for flat-lines in market value charts.
  • Fix for issue that could cause error wndow when changing the symbol of a transaction.
  • Fix for ordering difference between iOS and Desktop after sync.
  • Fix for properly setting Currency option under different corner cases.
  • Fix for updating the display table when in-line editing or adding new items.
  • Internal, under-the-hood updates to facilitate future enhancements.

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.

Posted by admin | in Releases | 2 Comments »

StockMarketEye 4.2.2 Released

Sunday, Nov. 19th 2017

We are proud to announce the release of StockMarketEye 4.2.2 for Windows, Mac OS X and Linux.

This release focuses on stability and compatibility following our v4.2 release.

Below is the full list of changes in StockMarketEye 4.2.2.

What’s New In StockMarketEye 4.2.2

  • Allow overriding the autobkup location.
  • Set the “Currency Options” section of the transactions window to be open by default.
  • Fix an issue with fullscreen mode on OSX High Sierra.
  • Fix a startup issue with very large amounts of data.
  • Fix an issue with the Ann.TR% calculation.
  • Fix for the TTM Dividend and Yield columns.
  • Fix several display issues on Linux.
Posted by admin | in Releases | 8 Comments »

StockMarketEye 4.2.0 Released

Monday, 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 | 7 Comments »

[Updated] Quote Issues Due To Changes At Yahoo Finance

Thursday, Nov. 2nd 2017

Unfortunately, Yahoo Finance has decided to discontinue the main outlet that StockMarketEye and many other 3rd party financial apps use to get current stock quotes.

This change has primarily affected the fundamental quotes on the desktop application (v4), as well as all quotes in the iOS and Android versions of StockMarketEye. Desktop versions of StockMarketEye older than v4 (i.e. 3.3.14, 2.9.9, etc) are also not receiving any quotes.

The reasoning behind this change from Yahoo Finance is:

It has come to our attention that this service is being used in violation of the Yahoo Terms of Service. As such, the service is being discontinued. For all future markets and equities data research, please refer to finance.yahoo.com.

You can read this statement as well as many user’s comments on this abrupt service disruption on the Yahoo forum.

Implications for StockMarketEye

This obviously has a significant impact on StockMarketEye and countless other applications and investors that relied on Yahoo’s service.

Here at StockMarketEye, we are investigating alternative options. The most basic of these options will attempt to continue to use Yahoo Finance in some way to retrieve quote data. Other options we are investigating are alterntive sources of data, both free and paid.

Our hope is to find a viable, short-term solution to this issue. Looking farther down the road, our goal is to find a solution that will support the long-term viablity of StockMarketEye for the broadest range of investors as possible.

We will update this blog post or add new posts here when any new information becomes available.

We thank you for your patience and in the mean time, wish you continued success with your investments.

Updates

[Update – Nov 3] For those of you still using older versions (v3, v2) of the desktop app: Updates to address this issue will be added to the current version (v4) only. We will not be making any changes to the older desktop versions, sorry. See this page for more details on the upgrade process and pricing.

[Update – Nov 5] We’ve submitted an updated version of the iOS app to Apple. This version brings back the quotes, including fundamentals. It will be available for update on the App Store as soon as it passes the Apple review process – that should be the middle of next week if all goes well.

[Update – Nov 6] The updated iOS app is now available on the App Store.

[Update – Nov 11] We are in the final stages of finishing the update for the desktop app. Baring any last minute issues, we will be releasing it early next week. Sign-up to our news letter to be notified of when it is available, or check back here.

[Update – Nov 13] We have just released StockMarketEye 4.2.0. This version fixes the fundamental quotes for both Yahoo and Google Finance ticker symbols. To update to this version, you will need to download and install a fresh copy from our website.

[Update – Dec 2] We have released an updated version of the Android app which fixes the quotes issues as well as the on-line sync issue. It should appear in the Google Play store today.

Posted by admin | in Uncategorized | 27 Comments »

StockMarketEye 4.1.6 Released

Wednesday, 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

Monday, 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

Wednesday, 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 | 8 Comments »

StockMarketEye 4.1.4 Released

Thursday, 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 »

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