What's new in Stock Portfolio Organizer 1.11.6946.41042 Beta

Jan 8, 2019
  • 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.
  • 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.
  • 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.

New in Stock Portfolio Organizer 1.0.6368.21558 Beta (Jun 8, 2017)

  • Implemented 'Upcoming Dividends' view.
  • Implemented 'Initial Open Trades' view. This view shows the original trade entries
  • Excluding any sales that may have happened.
  • Calculations which result in an invalid value, such as divide by zero, are now
  • Shown as 'NaN' instead of '0'
  • Improved account transaction descriptions.
  • Projected values in the open trades grid views now have a red header instead of a
  • Star next to the name.
  • Status messages are now hidden by default to conserve screen space on small screens
  • Trade filtering algorithms greatly improved. Certain cases which previously return
  • Incorrect results are now handled correctly.
  • Fixed NullReferenceException when you try to edit a dividend or trust distribution
  • With nothing selected in the grid view.
  • Fixed a bug where income reinvested trades were being filtered out when they
  • Shouldn't.
  • Fixed a bug where change ticker was not working correctly for closed trades.
  • Fixed a bug where 'SourceCurrencyCode' and 'TargetCurrencyCode' was not being set
  • For instrument formulas.
  • Fixed a NullReferenceException when accessing the currency field of an FX market.
  • Fixed a bug where new layouts were not being saved
  • Fixed a bug where closed trades were incorrectly calculated if two or more open
  • Trades were closed in the parcel.