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Data Issues Due To Changes At Yahoo Finance

Unfortunately, Yahoo Finance has decided to discontinue its data API that Stock Portfolio Organizer and many other 3rd party financial apps use. This means that features like filling stock names, upcoming dividends, and yahoo tick data are not working any more.

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.

The good news is that we are working on addressing these issues. In the mean time if you having been using the yahoo tick data plugin you can switch to the  alpha vantage real-time data plugin.

Stock Portfolio Organizer V1.3.6445.30250 Released

We are proud to announce the release of V1.3.6445.30250!

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

New Features:

  • Added new, edit and delete buttons to ‘Accounts’, ‘Account’, ‘Dividends’ and ‘Trust Distributions’ views.
  • Added 52 Day High, 52 Day Low, 50 Day Moving Average and 200 Day Moving Average to the watch list views.
  • Added ‘Buy Net Amount’ fields to all instrument trade detail views.
  • Added ticker info detail windows. For example, clicking on an underlined stock ticker name will display detailed information about the stock including fundamental data.
  • Added ability to change transaction date & time for a sold or partially sold open trade.

Bug Fixes:

  • Fixed bug where ‘Trade Expenses’ view was not reloading when it should.
  • Fixed bug where ‘Trust Distributions’ view was not reloading when it should.
  • Fixed bugs in ‘Dividends’ and ‘Trust Distributions’ views where ‘Show All’ was not working as it should.
  • Fixed bug in ‘Stock Split’ where the effective date’ was not working correctly.
  • Fixed bug where account transactions grouped by a category included the initial balance when they shouldn’t.
  • Fixed bug in the instrument formula domain.
  • Fixed bug which allowed a user to enter an invalid quantity value for a trade.

Stock Portfolio Organizer V1.2.6401.34256 Released

We are proud to announce the release of V1.2.6401.34256!

This release contains a number of bug fixes, usability improvements and features. Please note that changes have been made to how enum values are handled in formulas, which means formulas will need to be updated to work with this new version.

New Features:

  • Added Alpha Vantage end of day data feed.
  • Added Alpha Vantage realtime data feed.
  • Added ability to skip lines in csv data templates.
  • Added ability to skip rows when importing transactions.
  • Added percentage stop loss and target
  • Added ability to quickly update a stop loss or target for a trade. You can now do it by right clicking on an open trade and selecting ‘Update Stop Loss & Target’.
  • Added missing fields to open trade detail views such as stop loss and target.
  • Added a new ‘Total Net Income’ field to share trades. This field specifies how much a trade has earned from dividends and trust distributions.

Improvements:

  • Open trade columns that are computed based on current share price are now red.
  • Enum values in formulas are no longer converted to a string. So code like “InstrumentType == ‘Share'” should be changed to “InstrumentType == “InstrumentTypes.Share”
  • Data feed engine has been improved.

Bug Fixes:

  • Fixed Yahoo EOD data feed. Yahoo recently switched off its EOD data API so a work around has been implemented.
  • Lots of minor bug fixes.

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.

Improvements:

  • 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.