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Stock Portfolio Organizer V1.17.6985.34082 Released

We are proud to announce the release of V1.17.6985.34082!

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

Features:

  • Added fixed columns to certain views. Now when the view is scrolled horizontally you will, for example, always see the ticker symbol.

Improvements:

  • Improved the account transaction descriptions for payouts.

Bug Fixes:

  • Fixed a bug that could result in a close trade with a quantity of 0 when importing close trades via the ‘Transaction Import Wizard’.
  • Fixed a bug that occurred when you undo a share split that had a close trade added after.
  • Fixed a bug that occurred when multiple open positions were closed in one transaction.
  • Fixed a bug that displayed ‘Average Return On Investment’ incorrectly.

Stock Portfolio Organizer V1.16.6972.28224 Released

We are proud to announce the release of V1.16.6972.28224!

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

Features:

  • Added many fields to trade statistics in the summary view that now include income such as ‘Profit/loss w/ Income’. This should be useful to dividend investors to work out your true profit/loss etc.

Bug Fixes:

  • Minor bug fixes.

Stock Portfolio Organizer V1.15.6964.33904 Released

We are proud to announce the release of V1.15.6964.33904!

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

Features:

  • Added many fields to trade group and trade group union formula domains.

Improvements:

  • Improved equity chart calculation when there is missing data.
  • Improved data feed engine start up when a user is opened.
  • Alert results grid view is now sorted.
  • Yahoo Stock Info plugin now uses forward annual dividend for rate & yield.

Bug Fixes:

  • Fixed a bug that occurred when trying to create an alert for trade group unions.
  • Fixed a multi-threading bug in the data feed engine that could lead to a crash.
  • Fixed a rare bug where sometimes stock data could get corrupted.

Stock Portfolio Organizer V1.14.6962.19444 Released

We are proud to announce the release of V1.14.6962.19444!

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

Features:

  • Added profit loss with income for share trades.
  • Added HTML rendering to alert results.

Bug Fixes:

  • Fixed a bug that occurred when trying to print a statement for a closed ‘Share Margin’ trade.
  • Fixed a small issue with trial expiry.

Stock Portfolio Organizer V1.13.6961.30103 Released

We are proud to announce the release of V1.13.6961.30103!

This release contains a number of bug fixes, enhancements and a new feature.

Features:

  • Added a currency column to the trade expenses view.

Enhancements:

  • Improved account transactions view. Descriptions have been improved.
  • Improved the performance of grid views.

Bug Fixes:

  • Fixed a bug where clicking ‘Back’ in the ‘Transaction Import Wizard’ could lead to duplicate entries.
  • Fixed a bug that occurred when the trade expense currency was different to the account currency.
  • Fixed a bug where you could not fix certain data errors in the transaction import wizard.
  • Fixed a bug when selecting a ‘Trade Group Union’ in the trade filters window.
  • Fixed a bug in the assignments page when adding a dividend or trust distribution and you have a margin trade.
  • Fixed a naming error in ‘Dividends’ window help.
  • Fixed a bug where income re-invested share trades would appear as an account transaction.
  • Fixed a bug where you could not enter a stop loss for a reinvested share trade.
  • Fixed a bug in ‘Trade’ domain formulas where ‘PercentProfitLoss’ could be null instead of the correct value 0

Yahoo Finance vs Stock Portfolio Organizer – A Comparison Of Portfolio Trackers

If you are looking for a way to track your portfolio, you may have considered the Yahoo Finance portfolio tracker. If you are serious about trading you will notice that it only allows you to see the total gain for your portfolio and individual trades but that’s about it. Let’s take a look at how Stock Portfolio Organizer offers more features and choices to enable you to track the performance of your portfolio more fully and more adequately.

Below are some of the features of Stock Portfolio Organizer compared to Yahoo Finance.

1. Stock Portfolio Organizer’s big list of metrics

Yahoo Finance only calculates the simple return for your holdings – the difference between what you paid and its value now.

Screenshot of the Yahoo Finance portfolio Tracker

Screenshot of Yahoo Finance’s portfolio tracker.

This does not give you a full picture of how much you are making every year. See that +51% gain in the above screenshot? It’s actually an annualized gain of 9.6% over the years. Stock Portfolio Organizer, on the other hand, can calculate the annualized gain and so much more. Stock Portfolio Organizer has a big list of metrics that it calculates ranging from the average number of days a profitable trade is held to various risk management metrics like the average risk to reward ratio.

Screenshot of trade metrics with some groups expanded. If all groups were shown it would take up nearly 6 pages!

Yahoo Finance does not have the capacity to allow you to filter your holdings by date. Stock Portfolio Organizer allows you to not only filter by date but by a list of symbols or whether you have specified a stop loss for the trade etc. This along with the large number of metrics allows you to analyse your holdings in ways that are only limited by your imagination.

2. Stock Portfolio Organizer’s ability to track the impact of brokerage and other income like dividends and trust distributions

Yahoo Finance does not allow you to track and include other factors that influence the value of your portfolio. Remember that +51% gain earlier? It doesn’t include any brokerage nor does it factor in the fact that we have trades in different currencies. Holdings in different currencies need to be converted to a base currency before an accurate gain can be calculated. Stock Portfolio Organizer does both with ease and even allows you to create brokerage and currency conversion formulas.

Yahoo Finance doesn’t allow you to record income in the form of dividends and trust distributions. So if you own any trusts or dividend generating stocks you will need to maintain a separate excel spreadsheet to track that income. Stock Portfolio Organizer can do that and even calculate interesting metrics such as the average return on investment – that is the average return that your investments in trusts and dividend generating stocks have returned in the form of income.

3. Stock Portfolio Organizer allows you to track complex instruments such as Forex (FX), CFD’s, Futures etc.

Yahoo Finance only lets you track the simple return for share trades. If you trade more complex instruments such as Forex (FX), CFD’s, Futures etc you are out of luck. Stock Portfolio Organizer supports all these and more.

4. Stock Portfolio Organizer lets you chart your portfolio’s performance

Yahoo finance does not allow you to chart the performance of your portfolio. Stock Portfolio Organizer, on the other hand, allows you to chart the performance of your portfolio and also allows you to apply various filters to the trades. It also allows you to chart more than one performance curve so you can make comparisons between different groups of trades. For example, if you want to compare the performance of your investments in mining stocks against health stocks you can do that.

Conclusion

There are many more examples of the extra features and capabilities that Stock Portfolio Organizer has.  You can check them out for yourself by trying the trial version here.

Another noteworthy feature of Stock Portfolio Organizer is that it’s a desktop application. Data is stored on your computer, so it is secure and you will never lose access to it. Just recently in 2017 Google shut down its portfolio tracking feature, who is to say that it can’t happen to other portfolio managing systems.

Stock Portfolio Organizer V1.12.6949.33824 Released

We are proud to announce the release of V1.12.6949.33824!

This release contains a number of bug fixes and a new feature.

Features:

  • Added the ability to import/export alerts.

Bug Fixes:

  • Fixed a bug where clicking ‘Back’ in the ‘Transaction Import Wizard’ could lead to duplicate entries.
  • Fixed a rare bug in the data feed engine that could lead to a NullReferenceException
  • Fixed a bug when trying to print certain grid views.
  • Fixed a bug when calculating account transactions for close trades.
  • Fixed a bug that allowed the user to sell trades in ways that should not be possible.
  • Miscellaneous bug fixes.

Stock Portfolio Organizer V1.11.6946.41042 Released

We are proud to announce the release of V1.11.6946.41042! This is the first non beta release.

This release contains a number of bug fixes and usability improvements and features. The most notable changes is that there have been many improvements and features added to improve the position sizing & risk management functionality in the program. More metrics have been added to the summary view. Charts now have the ability to plot multiple results on the same chart so that you can compare the performance of  of different trades groups etc.

Features:

  • Added certain technical analysis indicators to the formula language such as AverageTrueRange, ExponentialMovingAverage etc. to make it easier to create certain stop loss & position sizing formulas.
  • Added certain miscellaneous functions to the formula language such as GetPositionTypeDisplayString etc.
  • The default start date & time can now be changed via the application settings window.
  • Added ‘Current Stop Loss’ field to trades to better support trailing stop losses.
  • Added ability to filter trades by whether they have a stop loss or target.
  • Added many additional trade metrics to the summary view.

Improvements:

  • Improved how custom grid formula errors are displayed.
  • Improved performance of custom grids and instrument formulas.
  • Improved how data feeds are displayed in the main navigation panel.
  • Ticker info data should now be updated as soon as data arrives.
  • Improved how instrument formula errors are displayed.
  • Improved the ‘Include Subdirectories’ option when importing Metastock data or symbols.

Bug Fixes:

  • Fixed a bug where the display precision could not be changed in settings.
  • Fixed a rare bug where changing users could lead to a lockup.
  • Fixed a bug where Date & Time values in instrument & custom grid formulas was being converted to a string.
  • Fixed a bug where printing a view with a boolean column would throw an error.
  • Fixed a bug where deselecting a Trade Group would throw an exception.
  • Fixed a bug that allowed you to import ticker symbols with more than 32 characters.
  • Fixed a rare multi threading bug that could lock up the program when switching users.
  • Fixed a bug where the date & time in views was not formatted according to the current users currency culture.

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.