Portfolio Manager 1.9.4.28656 - Changelog

What's new in Portfolio Manager 1.9.0.30127:

December 13th, 2010

· More precision in reports (upto 4 dec places)
· Print direct from trade lists
· Import from CSV, QIF
· Export to QIF
· New columns: Risk/Reward ratio, Total amount risked
· New watch list columns: 52 week low/high
· Option to consolidate transactions within reports
· Option to include stock name within reports
· Ability to search for stocks by name
· Ability to show/hide open trades within the history list to display dividend amounts

What's new in Portfolio Manager 1.8.1.24351:

January 8th, 2010

· Percentage total return per account

What's new in Portfolio Manager 1.8.0.30667:

November 28th, 2009

· Now supports Windows 64-bit editions
· Full Windows 7 support
· General ledger report
· Added optional warnings when entering a new transaction requires additional funds
· Improved trading diary
· Option to auto include dividend amounts in the cash accounts
· Better support for option price updates
· Many minor changes and bug fixes

What's new in Portfolio Manager 1.7.1.33169:

April 7th, 2009

· Just a small update this time to fix an issue with the brokerage calculations when selling a partial amount of held units.

What's new in Portfolio Manager 1.7.0.40319:

March 20th, 2009

· Added auto complete option to stock modify dialog with recent stocks
· Added ability to hide summary information to allow more room for the main table information
· Added ability to filter by stock (as well as date) within the trade diary
· Added 'undo sell' option to popup menu on

What's new in Portfolio Manager 1.6:

November 10th, 2008

Brief overview of new features:
· Stock Calculator
· Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
· Default brokerage value, configured within the account settings
· Improved the layout of each of the reports
· Added the ability to export any of the reports to either PDF or Excel
· Backup portfolio option
· Ability to load the portfolio from another location (eg. flash drive)
· Watch List now displays stocks in red if days change is a loss, green if a gain
· Ability to buy a stock from the watch list
· Watch List column configuration now saves
· plus many other minor updates and fixes.

What's new in Portfolio Manager 1.5.0.42052:

August 21st, 2008

· Australian capital gains tax report
· Added account name and column totals to the reports
· Added support for SWX Swiss Exchange
· Now detects and uses default proxy configuration
· Minor bug fixes

What's new in Portfolio Manager 1.4.0.23699:

June 19th, 2008

· Portfolio password protection, trading diary / notes, short trades, auto / manual price updates, stock splits, ability to enter fractional number of units to better handle mutual funds more