We are proud to announce the release of StockMarketEye 5.3.3 for Windows, MacOS and Linux.
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.
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.
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.
Thanks so much for the copy out function! Makes life easier for spreadsheet users :o)