TakeStock 0.15j - Changelog

What's new in TakeStock 0.15j:

November 28th, 2011

Bug fixes:
· A change in Yahoo Finance's data format prevented TakeStock from displaying the local time and status for non-US markets. This information is now correctly displayed.
· The Portfolio | Export command failed to export cash positions. The export file now includes all positions.

What's new in TakeStock 0.15i:

November 10th, 2011

Enhancements:
· The Portfolio | Export command has been implemented in preparation for migrating a TakeStock 0.15 database to TakeStock 2.

Bug fixes:
· A change in Yahoo Finance's data format prevented TakeStock's symbol finder from working. The symbol finder now works as expected.
· A change in TakeStock's chart provider's data format prevented the Chart tool from working. The Chart tool now works as expected.

What's new in TakeStock 0.15h:

November 10th, 2011

Bug fixes:
· Invalid data received from Yahoo Finance for the last trade value of a security caused TakeStock to display unreadable characters. TakeStock now displays "N/A" for an invalid last trade value.
· A change in Yahoo Finance's data format prevented TakeStock's symbol finder from working. The symbol finder now works as expected.

What's new in TakeStock 0.15g:

November 10th, 2011

Enhancements:
· If a security's last trade value is not available, its previous close value (if available) is shown in its place, prefixed by "c".
· TakeStock automatically checks if a new version of the software is available, every 7 days. If a new version is available, an informational message is displayed. The new version is not automatically downloaded.

Bug fixes:
· A change in Yahoo Finance's data format prevented TakeStock's symbol finder from working and prevented portfolios from being updated if they contained an index entry. TakeStock now works as expected.

What's new in TakeStock 0.15f:

November 10th, 2011

Bug fixes:
· The held duration for a sold security was incorrectly displayed. The duration is now correctly computed as the time between the date of purchase and the date of sale.

What's new in TakeStock 0.15e:

November 10th, 2011

Bug fixes:
· A change in Yahoo Finance's data format prevented TakeStock's symbol finder from working. The symbol finder now works as expected.

What's new in TakeStock 0.15d:

November 10th, 2011

Bug fixes:
· A change in Yahoo Finance's data format prevented TakeStock from displaying the current market time and status for the Australian and French markets. Status information for these markets is now correctly displayed.

What's new in TakeStock 0.15c:

November 10th, 2011

Enhancements:
· TakeStock automatically saves a backup copy of its database to the \backup folder in its installation directory on startup.
· The File | Backup command allows you to backup TakeStock's database at any time.

Bug fixes:
· Deleting a portfolio would sometimes cause TakeStock to crash. This no longer happens.

What's new in TakeStock 0.15b:

November 10th, 2011

Bug fixes:
· This version contains 2 display related fixes.
· The "Open" column displayed invalid information for some securities.
· When a security's day range was not available, the "Day Range" column would display "0.00 - 0.00". The column now displays "N/A" when the day range is not available.

What's new in TakeStock 0.15a:

November 10th, 2011

Enhancements:
· The Historical Prices window is now able to retrieve historical prices much faster.

Bug fixes:
· On some Windows XP and Vista systems, attempts to run TakeStock would cause the following message to appear: "This application has failed to start because the application configuration is incorrect. Reinstalling the application may fix the problem." The application now starts normally.

What's new in TakeStock 0.15:

November 10th, 2011

Enhancements:
· The new Sell and Unsell commands allow sales of security positions to be tracked. Held and sold positions are displayed in separate tabs within a portfolio view.
· Distinct buy, sell, and stop-loss target prices may now be specified for a security position.

New columns have been added:
· Buy, sell and stop-loss target prices
· Distance (absolute/percentage) of last trade from target prices
· Alert (buy/sell recommendation based on targets and current price)
· Duration held (in years)
· Previous close price
· 52 week low
· 52 week high
· Distance of last trade from 52-week low and high
· Bid and ask sizes
· Short ratio
· Today's volume as percentage of
· average daily volume
· 50 and 200 day moving averages
· Absolute and percentage changes in
· 50 and 200 day moving averages
· Estimated P/E ratio (this/next yr)
· Estimated earnings per share (this qtr, this/next year)
· Net sale proceeds
· Post-sale gain, duration, and per-share price change

Charts can now be displayed for securities on the OTC Bulletin Board Market as well as these non-US exchanges:
· Canada, France, Germany , Hong Kong, Netherlands, New Zealand, Norway, Italy, Spain, Sweden, Switzerland, UK

· The "Edit Position" window now allows a security position's symbol to be changed.
· The "Select Portfolio" window can be resized, allows the creation of new portfolios, and displays the number of positions in the selected portfolio.
· The "Available columns" list in the Choose Columns window has been categorized for easier selection. Positioning the mouse over a column in the "Selected columns" list displays the column's description in a tooltip.
· Colors used to indicate a portfolio's alternate rows and sorted column can be customized.

Bug fixes:
· TakeStock was unable to retrieve the latest trade prices if the the total number of unique securities exceeded 200. TakeStock now supports an unlimited number of unique securities.
· The day range for security positions was displayed as "N/A - N/A". This no longer happens.