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Stock Portfolio Organizer V1.8.6703.32986 Released

We are proud to announce the release of V1.8.6703.32986!

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

Improvements:

  • Improved the default file name when exporting a CSV Data Template.
  • All windows will now resize if they don’t fit on the screen. Stock Portfolio Organizer is best run on a 17 inch monitor or larger. This update is for those users using the program on small laptop screens.
  • Market Trading Hours Templates are now soft deleted and permanently deleted only on startup. This is to prevent users from shooting themselves in the foot as any Markets that use the template are also automatically deleted, which in turn will delete any tickers in the market etc.Trade Expenses created via the Import Transaction Wizard are now given better names.
  • Trade views will now reload when you delete an account or brokerage formula.

Bug Fixes:

  • Fixed a bug in the CSV Data Column Window where the Column Index was not being saved.
  • Fixed a bug when trying to show a trade statement.
  • Fixed a bug where applying a Brokerage Formula or creating a Trade Expense before selecting an account could generate an exception when saving the trade.
  • Fixed a bug where creating a ticker object then deleting it then re-recreating it and doing it several times would throw an exception.
  • Fixed a bug where Data Feed throttle settings were not being loaded from the database properly.
  • Fixed a bug in the Standard edition where recently marked defaults where not being selected.
  • Fixed a bug where deleting a partially closed open trade would throw an exception.
  • Misc Fixes.

Stock Portfolio Organizer V1.7.6697.31707 Released

We are proud to announce the release of V1.7.6697.31707!

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

New Features:

  • Added ‘Maximum Profit’ & ‘Minimum Profit’ assignment strategies to the Import Transaction Wizard.
  • Added a new field type ‘None’ to skip columns in the Import Transaction Wizard.

Improvements:

  • Improved column to field type assignment validation in the Import Transaction Wizard.

Bug Fixes:

  • Fixed a bug in the CSV Data Column Window where the Column Index was not being saved.
  • Fixed a bug where specifying the Column Index was not working when the data had a header record.
  • Fixed a bug where CSV Data Templates were not exporting correctly.
  • Minor bug fixes.

Stock Portfolio Organizer V1.6.6696.40822 Released

We are proud to announce the release of V1.6.6696.40822!

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

New Features:

  • Added more integrated help.
  • Added the ability to specify the default date & time format in the Transaction Import Wizard.

Improvements:

  • Minor naming and UI layout improvements.
  • Values in account transaction descriptions are now formatted.
  • Values in the audit messages for trades are now formatted.

Bug Fixes:

  • Fixed a validation bug when entering trades.
  • Fixed a bug where the finish button was not appearing when entering dividends and trust distributions.
  • Fixed a bug where creating or copying a testing data set would throw an exception.
  • Fixed a bug when the date & time format was set to ‘UK’.
  • Fixed a offline activation licensing bug.