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Stock Portfolio Organizer V1.1.6368.21558 Released

We are proud to announce the release of V1.1.6368.21558!

This release contains a number of usability improvements, features and bug fixes.

New Features:

  • Implemented ‘Upcoming Dividends’ view.
  • Implemented ‘Initial Open Trades’ view. This view shows the original trade entries excluding any sales that may have happened.


  • Calculations which result in an invalid value, such as divide by zero, are now shown as ‘NaN’ instead of ‘0’
  • Improved account transaction descriptions.
  • Projected values in the open trades grid views now have a red header instead of a star next to the name.
  • Status messages are now hidden by default to conserve screen space on small screens.
  • Trade filtering algorithms greatly improved. Certain cases which previously return incorrect results are now handled correctly.

Bug Fixes:

  • Fixed NullReferenceException when you try to edit a dividend or trust distribution with nothing selected in the grid view.
  • Fixed a bug where income reinvested trades were being filtered out when they shouldn’t.
  • Fixed a bug where change ticker was not working correctly for closed trades.
  • Fixed a bug where ‘SourceCurrencyCode’ and ‘TargetCurrencyCode’ was not being set for instrument formulas.
  • Fixed a NullReferenceException when accessing the currency field of an FX market.
  • Fixed a bug where new layouts were not being saved.
  • Fixed a bug where closed trades were incorrectly calculated if two or more open trades were closed in the parcel.