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.

Improvements:

  • The data feed downloader can now download historical dividend data.
  • Added 2 historical dividend data plugins. One based on Yahoo Finance and the other www.sharedividends.com.au
  • 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.

Improvements:

  • Improved how alerts work.
  • Lots of small improvements through out 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.

Improvements:

  • 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.

Improvements:

  • 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.

Features:

  • 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

Improvements:

  • 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 and improvements.

Features:

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

Improvements:

  • 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 and improvements.

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.

Stock Portfolio Organizer V1.19.7027.32802 Released

We are proud to announce the release of V1.19.7027.32802!

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

Features:

  • Implemented a new end of day data feed based on MSN Money.

Improvements:

  • Improved the transaction import wizard. Currently open trades are now loaded from the database and included in the close to open trade assignments page.

Bug Fixes:

  • Small bug fixes.

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.