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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.

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

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.