StockMarketEye 5.6.0 Release

We are pleased to announce our latest release for Windows, MacOS and Linux. This release contains a couple of small bug fixes and new features to improve StockMarketEye’s usage.

What’s New?

The release includes the following updates/improvements:

  • A new Schwab CSV transaction type was added. If the user imports a Schwab CSV file with a “Special dividend” transaction type, SME will “read” it as a “Dividend” transaction type.
  • Schwab is removed from the brokerages’ list in Direct Connect. Now it’s by Advanced import only (the users can still import their transactions as CSV files as well)
  • The symbol chart naming issue was fixed. The name isn’t stuck anymore.
  • The issue with the auto-adjustment of Open-High-Low-Close (OHLC) comparison symbol was fixed. Now the symbol isn’t hidden when the tool-tip moves to the right.
  • The issue where Reports Transactions didn’t show the full transactions for the aggregate portfolio but it did in each portfolio, was fixed.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent StockMarketEye version from our website.

StockMarketEye 5.5.9 Released

We are proud to announce the release of StockMarketEye 5.5.9 for Windows, MacOS and Linux.

This release contains a couple of small bug fixes and new features to improve the usage of StockMarketEye.

You’ll find the full list of additions and improvements in the 5.5.9 version of StockMarketEye below:

What’s New In StockMarketEye 5.5.9?

The 5.5.9 build includes the following updates:

  • The Open-High-Low-Close (OHLC) tooltip on the graph is configurable – you can now hide/show the tooltip, as well as move it to the right or left.
  • You now have columns to see the low/high price for 3/6/9 month periods in your portfolios and watchlists.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent StockMarketEye version from our website.

StockMarketEye 5.5.8 Released

We are proud to announce the release of StockMarketEye 5.5.8 for Windows, MacOS and Linux.

This release contains an update to the Advanced Brokerage Import to support Open Banking connections in Yodlee from brokers such as Charles Schwab.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.7 Released

We are proud to announce the release of StockMarketEye 5.5.7 for Windows, MacOS and Linux.

This release contains a couple of small bug fixes to improve the usage of StockMarketEye.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.7?

  • Ensure that caches are cleared after updating from brokerage and rebuilding.
  • Fix for issue with display of multiple short lots in Prices view.
  • Add new transaction type for Schwab CSV import.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.6 Released

We are proud to announce the release of StockMarketEye 5.5.6 for Windows, MacOS and Linux.

This release contains a couple of small bug fixes to improve the usage of StockMarketEye.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.6?

  • Fixed an issue that prevented selecting multiple items in the Transactions report.
  • Fix for number of shares calculation (Shares column in Portfolios) when there are short and long lots of the same holding.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.5 Released

We are proud to announce the release of StockMarketEye 5.5.5 for Windows, MacOS and Linux.

This release contains a few small bug fixes for the intraday (1D and 5D) charts.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.5?

  • Fix for an issue with the 1-Day charts.
  • Fixed an issue with over-scrolling in intraday (1D & 5D) charts.
  • Fix a performance issue with charting.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.4 Released

We are proud to announce the release of StockMarketEye 5.5.4 for Windows, MacOS and Linux.

This release contains a number of usability improvements which make it faster to manage your Watchlists and Portfolios.

By popular demand, we’ve added support for selecting and moving multiple items at the same time within a Watchlist or Portfolio. We’ve also added some import improvements and performance enhancements for the Market Value chart.

It is also now possible to connect an existing portfolio to an advanced brokerage account with just a few clicks.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.4?

  • Support for multiple selection in watchlist and portfolios.
  • Added support for connecting an advanced brokerage account to an existing portfolio.
  • Advanced brokerage update sets the Last price of non-quoted symbols from the price downloaded from the brokerage, just like direct-connect updates does.
  • Market value chart caches values for faster performance.
  • Better handling of Schwab bond holdings in advanced brokerage import.
  • Fix for auto-calculation of shares or share price in transaction entry when specifying the commissions, fees and net total in the portfolio’s currency.
  • Show “$” rather than “US$” in some circumstances.
  • Improve the 1D chart so that %-change starts start at previous close, rather than open price.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.3 Released

We are proud to announce the release of StockMarketEye 5.5.3 for Windows, MacOS and Linux.

This release provides a number of small fixes and optimizations, as well as adding support for importing from CSV files generated by the Investment Account Manager (IAM) software.

If you’re a current user of IAM and would like to try out StockMarketEye, this version is for you. StockMarketEye 5.5.3 can import from CSV transaction files exported by IAM. Just change the “CSV Columns Format” dropdown on the StockMarketEye import screen and choose “Investment Account Manager (IAM) – Portfolio Data – Transactions”. Then select your IAM generated CSV file with the Browse button. If you have any hiccups with the imported data, don’t hesitate to reach out to our support staff.

We’ve also made a significant optimization when importing large investment files. When importing large investment files (OFX, QIF or CSV) into StockMarketEye, the import process is now significantly faster.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.3?

  • Added support for importing from CSV files created by Investment Account Manager (IAM).
  • Enhanced the Schwab CSV file import to support the “Pr Yr Cash Dividend” transaction type.
  • When rebuilding a Portfolio’s Prices view from the transactions, keep any overridden values (last, target, etc) from the original items in the newly created items.
  • Optimizations for large CSV/QIF/OFX transaction imports.
  • Enhanced the service providing Sector/Industry data.
  • Adjusted OFX imports from Fidelity for their new timezone zone changes.
  • Fixed an issue with custom technical indicators when using small parameter values.
  • Fix for an issue where it appeared fields in the Back-in-Time report could be edited (they can’t).
  • Fixed an issue with the BuyExp column calculation for multi-lot portfolio items.
  • Internal optimizations

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

StockMarketEye 5.5.2 Released

We are proud to announce the release of StockMarketEye 5.5.2 for Windows, MacOS and Linux.

This release adds a number of useful features to make it easier to manage your investments and maintain links to your brokerages. If you have an active StockMarketEye subscription, we recommend updating at your earliest convenience.

By popular demand, we’ve added support for freezing columns on the left-hand side of a table. This means that the columns stay fixed (i.e. frozen) to the left side of the table even when you horizontally scroll to see the rest of the columns. You can freeze a column by clicking on the “Freeze this column” item in the column menu.

Freeze columns in StockMarketEye

We’ve also changed the way the Gain/Loss report handles Return of Capital (RoC) transactions. The Gain/Loss report now incorporates them into the gains and losses, just like the Gain and Gain % columns from the Prices view.

Finally, we’ve made it possible to view the connection status of the Advanced Brokerages you have linked. You can also now re-enter your credentials for the brokerage if necessary. These features are available on the Advanced Brokerage import page by clicking on the horizontal 3-dot icon.

Get brokerage connection information in StockMarketEye

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.2?

  • Support for freezing one or more columns on the left-hand side of the table view. Freezing columns is supported in the Prices and Fundamentals views, as well as the Transactions, Gain/Loss, Back-in-Time and Total Return reports.
  • Support for freezing the Cash and Total line of the Back-in-Time report to the bottom of the table area.
  • Altered the Gain/Loss report to include RoC transactions in the calculation of gains and losses. This makes the calculation in the report consistent with how the Gain and Gain% columns of the Prices view are calculated.
  • Added the ability to view the connection status for brokerage links on the Advanced Brokerage Import screen.
  • Added the ability to update credentials for brokerage links on the Advanced Brokerage Import screen.
  • Improved the charting for small values such as FX and crypto prices.
  • Fixed an issue on Mac OS where the last item in the table could not be selected when using the trackpad.

If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature. Alternatively, you may also update by downloading and installing the most recent version from our website.

You might also be interested in checking out the review of StockMarketEye as one of the best portfolio trackers!

StockMarketEye 5.5.1 Released

We are proud to announce the release of StockMarketEye 5.5.1 for Windows, MacOS and Linux.

This release contains a number of small fixes to improve the stability and compatibility of StockMarketEye. We recommend updating at your earliest convenience.

You’ll find the full list of additions and improvements in this version of StockMarketEye below.

What’s New In StockMarketEye 5.5.1?

  • Improved transaction type names in the Type dropdown for clarity.
  • Reinvested dividend entry fills the “Shares Received” field if empty after clicking on Get Price button.
  • Added tooltips to external chart toolbar items.
  • Made the multi-item window large to better support long ticker symbol names when changing symbols.
  • Tweak for the OHLC chart values in dark mode to be transparent.
  • Tweaked support email template.
  • Fix on Windows when using high contrast display.
  • Fixed issues related to creating secure connections to brokerages like Oppenheimer, UBS and Edward Jones.
  • Fix for the historical quotes for PNL.L.
  • Fixed issue with the 1-Day chart, when switching to symbol without a chart leaves the previous Prev Close (red) line on the chart.
  • Fix for day percentage gain when the value was converted to another currency.
  • 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.

Back to top