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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.

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.

Stock Portfolio Organizer V1.5.6646.34894 Released

We are proud to announce the release of V1.5.6646.34894!

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

New Features:

  • You can now specify CSV data settings in the ‘Transaction Import Wizard’.
  • You can now save the CSV data settings and column maps as a ‘CSV Data Template’ in the ‘Transaction Import Wizard’.

Improvements:

  • Yahoo data feed plugins have been improved for increased reliability.

Bug Fixes:

  • Several bugs fixed in the ‘Transaction Import Wizard’ that prevented trades from being imported.

Stock Portfolio Organizer V1.4.6597.35607 Released

We are proud to announce the release of V1.4.6597.35607!

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

New Features:

  • Started implementing a integrated help system into the program.
  • Yahoo data now works again.
  • Added ability to import ticker symbols from a Metastock data directory.

Improvements:

  • Improved ticker selection. It is now much easier to select all tickers you want.
  • Improved data feed engine errors. Errors now include the ticker symbol.
  • Greatly improved CSV Data Templates. You can now generate your own columns from existing ones. This is very useful if you need to split data in columns.
  • Greatly improved the Import Transactions Wizard. You can now specify market and ticker symbol maps.

Bug Fixes:

  • Fixed a very rare multi threading bug.
  • Fixed a bug that occurred when you try to print a watch list view.
  • Fixed several bugs in the Metastock Data plugin.
  • Fixed bug where event driven data feeds would not download data for newly added tickers.

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.