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Stock Portfolio Organizer 1.8.7737.12549 Released

We are proud to announce the release of V1.8.7737.12549!

Unfortunately the site where Stock Portfolio Organizer downloaded Australian dividend data is no more. This release contains a replacement plugin that gets its data from Market Index. We believe the data is of equal quality. So if you are using the plugin we recommend switching to the new one.

Chasing The Markets

Hints and Tips on How to Invest in the Stock Market

By Paul Maplesden

Investing in stocks can be a great way to build up your investments over time, and a healthy portfolio can provide a decent residual income. Before you part with any money, it’s important to understand what you’re getting into so that you don’t feel overwhelmed. Here are some practical hints, tips and advice on what you can do and what to expect when you’re investing in the stock market.

Never invest more than you can afford to lose. Although over the long term, the stock market outperforms almost every other type of investment, that’s not a guarantee that every stock is going to make money. That’s why the golden rule is ‘Never invest more than you can afford to lose’. You should only invest in the stock market with disposable income after you have paid all of your necessary bills and have short-term savings.

Learn common stock market terminology

You should research some of the more common terminology used in the stock market and information that refers to a company’s financial performance. This could include areas such as: Price/Earnings (P/E) Ratio, Market Capitalization, Sales, Turnover, Profits, Dividends and more. It’s also very helpful if you learn to read company financial reports as they will give you additional insight into a business.

Get an overview of how the stock market works

It’s important to understand how the stock market works as a whole. Spend a little time learning about how stocks are bought and sold and what the various measures in the stock market mean (e.g. Dow Jones, FTSE, S&P 500, Nasdaq).

Understand the business that you are buying stocks in

You should understand how the business that you are buying into makes its money. Spend some time researching their business model, financial reports and plans for growth. Satisfy yourself that you know the business well enough to invest some of your money with them.

Look at a company’s historical performance

Even though it’s not a guarantee that a business will do well in future, you should look at the last few years of financial reports for a company that you’re thinking of investing in. If they have solid finances and don’t seem to take unnecessary risks, that should increase your confidence of investing with them.

Find an online broker that has good rates

Commission charges and fees for trading will all eat into your profits and returns. Spend some time reviewing and comparing the various online brokers like Scottrade, E-Trade, Motley Fool and the like.

Start by investing small amounts

To begin with, don’t invest large amounts of money in your portfolio or in any one particular company. You can start by investing comparatively small amounts in individual businesses and tracking how each of them is doing. This also means that you won’t lose as much if one of the businesses runs into trouble.

Diversify your risks with a broad portfolio

The wider the range of companies that you invest in, the greater your chance of minimizing your risks and losses. If you have the time to investigate individual businesses, buy stocks across a range of sectors and industries, and in businesses of various sizes.

Hold stocks for the medium to long-term

Most personal investors make their money from the stock market over the medium to long-term (from five years up to 50 or more years.) When you buy a stock you should do so with the intent of holding it for at least five years, and preferably longer.

Don’t buy ‘boiler room’ or penny stocks

Avoid ‘boiler room’ and penny stocks at all costs. Boiler room stocks are generally offered by call centers cold-calling people and using high-pressure sales tactics to try and persuade them to invest. These type of stocks typically devalue very quickly and you are very likely to lose money. Likewise, penny stocks (where the price per stock is typically a few cents or less) are extremely risky investments. When a company’s stocks are trading at such a low value, it’s often a sign that things are not working out well for the business.

Don’t be too concerned about short-term gains and losses

Even if your investment makes or loses money in the short-term, don’t be overly concerned. Because you should be holding stock for at least a few years, there’s a very good chance that short-term trends will correct themselves and that the value of your investment will grow over time.

Don’t day-trade

Day-trading, the practice of buying and selling large numbers of stocks over a short time period, is best left to the professionals. Day-trading is extremely risky and can result in you losing money very quickly.

If you don’t have time to research, consider a stock market tracker

If you want to invest but don’t have lots of time, knowledge or expertise, you might want to consider a stock market tracker, also known as an index tracker. These funds track the movement of the stock market as a whole and let you invest in its overall performance. They have several advantages:

  • Index trackers are inexpensive to set up and have very low ongoing fees.
  • Your risk is low, compared to investing in individual businesses. Because you’re tracking and investing in the overall market, changes in the price of one stock won’t cause too much of an impact.
  • You can easily make ongoing payments into your tracker fund, building up your investment over time.
  • You don’t need very much money to get started
  • Most of the time (around 80%), you’ll get a better return tracking the market as a whole than from an individual stock

In closing

If you’re interested in your long-term financial future and have the patience to hold your investments for at least five years, investing money in the stock market can be a great way to build your wealth. Spend some time learning the basics of the markets, researching businesses and making sensible choices and you’ll have an excellent chance of prospering.

Stock Portfolio Organizer V1.4.7303.21659 Released

We are proud to announce the release of V1.4.7303.21659!


  • Moved the working data directory to %ProgramData% to allow all users on the system to access the same data.

Bug Fixes:

  • Fixed the Yahoo fundamental data plugin to work with the latest changes.
  • Many bug fixes.

Stock Portfolio Organizer V1.3.7229.23854 Released

We are proud to announce the release of V1.3.7229.23854!

This release contains a number of new and exciting features and improvements and bug fixes.


  • The data feed downloader can now download historical dividend data.
  • Added 2 historical dividend data plugins. One based on Yahoo Finance and the other
  • Added list of historical dividends in the ticker info window. (Accessible when you click on the symbol hyperlink in one of the views)
  • Added the ‘Find & Add Missing Dividends’ window which allow you to quickly import missing dividends using historical dividend data into your portfolio. That’s right Stock Portfolio Organizer can now download and import dividends into your portfolio. No more manual data entry!
  • Added the ability to generate dividend payouts in bulk.
  • Added shortcut buttons to be able to add dividend payouts or re-investments quicker.
  • Added the ability to pro rata annual trust distribution tax values across multiple trust distributions.
  • Trust Distribution & Dividend entry has been greatly improved. For dividend entry there are now two different entry windows. One for Australian residents and one for residents in other countries around the world. For trust distribution entry we have changed and added many fields including support for AMIT cost base increase & decrease.
  • Greatly improved support for splits, mergers etc. There is now a new adjustment window where you can adjust the quantity and cost basis individually for trades. Now Return Of Capital and other complex adjustments are handled.
  • Cells now animate when changed. Green when there is a positive change and red when it is negative.


  • Improved how alerts work.
  • Lots of small improvements throughout the program.

Bug Fixes:

  • Many bug fixes.

Stock Portfolio Organizer V1.25.7124.23338 Released

We are proud to announce the release of V1.25.7124.23338!

This release contains a number of improvements and bug fixes.


  • Pending Items view will now automatically refresh when an item is deleted.
  • Improved integrated help for stop loss and target fields to avoid confusion.
  • The data feed engine will now automatically retry failed data downloads 3 times before it stops and counts it as an error. Previously it would not retry failed data downloads for particular stocks.

Bug Fixes:

  • Fixed a rare multi-threading but that could occur when closing the application.
  • Fixed several small bugs.

Stock Portfolio Organizer V1.23.7117.29924 Released

We are proud to announce the release of V1.23.7117.29924!

This release contains a number of improvements and bug fixes.


  • Clicking on the ‘Help’ toolbar item will now open our new help hosted on the Stock Portfolio Organizer website.
  • Stock Portfolio Organizer can now be run as a portable application..

Bug Fixes:

  • Several small bug fixes.

Stock Portfolio Organizer V1.22.7096.24281 Released

We are proud to announce the release of V1.22.7096.24281!

This release contains a number of features and and improvements.


  • Added an Income bar chart. You can now see how your income from dividends and trust distributions are doing on a weekly, monthly, quarterly and yearly basis.
    Income Bar Chart | Stock Portfolio Organizer


  • Selecting a data feed plugin will now load some reasonable defaults.

Stock Portfolio Organizer V1.21.7047.27427 Released

We are proud to announce the release of V1.21.7047.27427!

This release contains a number of features and improvements.


  • Added more dividend related fields to tickers. Such as ‘Trailing Annual Dividend Yield’ etc.
  • Added ‘Yield On Cost By Year’ for individual trades.


  • Improved the ‘Upcoming Dividends’ view to display more dividend related data.
  • Improved the ‘Yahoo Stock Info’ data plugin to download more dividend data.
  • Improved watch list views. Watch lists now have specific views for different ticker types.
  • ‘Average Return’ of a dividend and trust has been renamed to ‘Yield On Cost’.
  • ‘Average Percent Return On Investment’ has been reworked and is now available under the heading ‘Average Yield On Cost By Year’.

Stock Portfolio Organizer V1.20.7033.27574 Released

We are proud to announce the release of V1.20.7033.27574!

This release contains a number of bug fixes and improvements.


  • Added an option to disable data feed error handling.
  • Improved the close trade assignment solver in the Transaction Import Wizard. More complex imports should import correctly now.

Bug Fixes:

  • Fixed a small bug in the Transaction Import Wizard.