What's new in Portfolio Manager 2.0.18.15123
May 4, 2015
- Basic charting. Using the chart generator you can quickly create charts for a specific account and date range and stocks.Includes the following chart types:
- Profit/Loss: Creates a chart based on your trades and dividends over time.
- Portfolio Value: Creates a chart based on your portfolio value over time
- Now supports Windows 8
- Improvements to import with option to select the date format
- Improvements to the ACB conversion process
- Fixed issue with stock quotes on US stock exchanges
- Fixed crash on change of stock code
- Fixed bug with adding required funds when moving stocks between accounts
- Fixed issue with setting a custom font not working
- Many other minor bug fixes and minor changes
New in Portfolio Manager 1.9.7.32732 (May 13, 2013)
- This update improves the QIF/CSV import and fixes an issue causing it to not work on some systems.
New in Portfolio Manager 1.9.4 (May 13, 2013)
- This update resolves several minor issues discovered in v1.9. Again, this is a free update for all registered users and can be downloaded from our download page.
New in Portfolio Manager 1.9.0.30127 (Dec 13, 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
New in Portfolio Manager 1.8.1.24351 (Jan 8, 2010)
- Percentage total return per account
New in Portfolio Manager 1.8.0.30667 (Nov 28, 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
New in Portfolio Manager 1.7.1.33169 (Apr 7, 2009)
- Just a small update this time to fix an issue with the brokerage calculations when selling a partial amount of held units.
New in Portfolio Manager 1.7.0.40319 (Mar 20, 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
New in Portfolio Manager 1.6 (Nov 10, 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.
New in Portfolio Manager 1.5.0.42052 (Aug 21, 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
New in Portfolio Manager 1.4.0.23699 (Jun 19, 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