Softpedia >Windows >Others >Finances & Business >StockMarketEye >  Changelog

StockMarketEye Changelog

What's new in StockMarketEye 5.8.2

Jul 19, 2023
  • The Ability to Restart the Trial has been Removed
  • Yahoo Error Popup for Users that didn’t Accept the Cookies
  • New Account Log-In Flow:
  • Now, when you download a new StockMarketEye build (version 5.8.2 or newer) you will be asked to log in with the following flow.
  • Troubleshooting the Verify Account Log In Flow:
  • Let us help you manage any situations that may come up when using the new log in flow. Please take a look at some possible scenarios and their solutions.
  • Trial Time Frame has Changed:
  • The trial lifetime has changed from 30 to 14 days.
  • Bug Fixes:
  • [Yahoo issue] The columns are not displaying the data on the “Fundamentals” tab.
  • [Bug] The user cannot change y-axis to price with technical indicators.
  • [Bug] The user is unable to access the sub-portfolios within a Portfolio Group.
  • [Bug] The “Dividend” and “ExDiv Date” columns are left-aligned.

New in StockMarketEye 5.8.1 (Jun 30, 2023)

  • New Account Log-In Flow:
  • When you download a new StockMarketEye build (version 5.8.1 or newer), you will be asked to log in with the following flow:
  • If you are already logged into your StockMarketEye account on the app, your browser will open, and you will see a verification screen letting you know your account has been verified. You can start using the app.
  • If you are not logged into your StockMarketEye account on the app, your default browser will open, and you will be asked to either log-in or sign up with a StockMarketEye account. After logging in or signing up, you can close the browser, and you will be logged into your StockMarketEye app.
  • Bug Fixes and Software Updates:
  • Yahoo Pop-Up: If Cookies are Not Accepted, Users Get a Warning
  • Users who do not accept the Yahoo cookies will see the following popup in their portfolios and watchlists
  • BUG: Cannot Change Y-Axis to Price with Technical Indicators
  • You can now change the y-axis to price with technical indicators again. Additionally, the y-axis will default to price when you relaunch the app instead of defaulting to %-change.
  • BUG: Unable to Access the Sub-Portfolios Within a Portfolio Group:
  • If the user was hiding the ‘Today’ and ‘Overall’ columns in the Folder’s list and ‘Today’ and ‘Overall’ percentage values for the top-level ‘Portfolios’ and Watchlists’ items from the “Interface settings” section of the “Interface” tab in settings, the portfolios and watchlists that were included in the groups, were disappearing.
  • Currently, the user can see the watchlists and portfolios that are included in these groups.
  • BUG: The “Dividend” and “ExDiv Date” Columns are Left-Aligned:
  • The columns’ alignment was updated to the right.

New in StockMarketEye 5.7.1 (May 26, 2023)

  • Fixed a bug where license info was not aligned for unregistered users
  • Fixed the bug where the password hint was not working
  • Fixed the mislabeled “Get Quotes” button

New in StockMarketEye 5.7.0 (May 15, 2023)

  • The redesigned StockMarketEye version 5.7.0 offers a more enjoyable and seamless experience, making it easier to use.
  • With this first release of the upgraded software, you will get a big boost in the visual atmosphere of the desktop app. This includes, but is not limited to:
  • New branding colors that resonated with the team
  • Cleaner components, such as buttons, tables, and fonts
  • An accompanying Dark Mode with upgraded visual
  • It is not just the desktop app that got an upgrade:
  • You will have noticed, real fast, that our website has also gotten a huge visual improvement. It underwent a serious rebranding and redesign effort.
  • Our team wanted to keep what has made StockMarketEye such a great portfolio-tracking tool and combine it with a modern look.
  • We will continue building the website and its content to provide insights into the financial and investment world.Take a Look Around
  • We would love it if you explored the redesigned StockMarketEye desktop app and website. Our hopes are that you enjoy the enhanced user experience they offer.
  • As always, we appreciate your feedback and invite you to share any comments or suggestions with our support team.
  • As we embark on this journey of growth and transformation, we set our sights on taking StockMarketEye to the next level, and we couldn’t be more excited!
  • To provide everyone with more clarity about our next steps, we’d like to share our roadmap for May and June, which is packed with essential improvements and feature upgrades to boost our app’s functionality and stability.
  • We thank all our amazing customers for providing constructive feedback on the new version, UI, and any pesky bugs. Your input is invaluable in helping us create an even better StockMarketEye experience for everyone!

New in StockMarketEye 5.6.4 (Apr 6, 2023)

  • Bug Fixed: Scale Settings Are Not Applied Immediately:
  • When you open the application, the scale settings that were previously saved are applied instantly.
  • Now, when you switch to another application, you do not need to go back to apply them.
  • Bug Fixed: The Benchmark TWRR Total Does Not Change:
  • We have fixed the issue of the TWRR total column not updating when you change the benchmark symbol.
  • If you have added the TWRR column and updated the benchmark symbol, the column values update correctly.
  • Bug Fixed: Link From Comments Is Displayed With HTML Code:
  • Previously, if you added a URL link to a comment on a security and then exported your Portfolio or Watchlist to a PDF, the URL link would show as HTML code.
  • We have fixed the bug related to the URL links in comments in generated Portfolio or Watchlist PDFs; so it shows your URL link correctly now.
  • Bug Fixed: The Menu For Selected Text Is Not Displayed:
  • We’ve restored the functionality allowing you to right-click on any highlighted text in a comment field to open the menu.
  • This will allow you to cut, copy, paste, and select all.:
  • Bug Fixed: Chart Line Flattens/Candlestick Disappears When Comparing A Holding With An Index
  • We have restored the default Y-axis state for Charts when comparing a holding with an index.
  • Comparing a holding with an index will default to the Y-axis to the Price view.

New in StockMarketEye 5.6.3 (Mar 13, 2023)

  • New Features
  • We are excited about the following two new features in this latest launch:
  • Added a rich text editor to the comment section on securities. Add even greater detail to your comments!
  • Added the option to allow the user to select “do not show again” on the “Back up your data” pop-up when doing a direct broker import. Don’t get that pesky pop-up again — until you decide to activate it again.
  • Do Not Show Anymore prompt for Brokerage Connection backup
  • Bug Fixes
  • Squashing the bugs, one at a time!
  • Fixed an issue in which the allocation report pie chart wouldn’t appear in the PDF export. It does now!
  • Fixed an issue where a popup chart window doesn’t display the correct information.
  • Fixed the issue when users got errors when connecting to Chase brokerage accounts.
  • Improvements
  • Things to help enhance your experience when using StockMarketEye:
  • Expanded available emojis for the emoji column. Spice up those columns!
  • Better error message for brokerage connection. You’ll see better instructions on how to proceed when an import fails.
  • We did a few general optimizations (avoiding memory leaks, etc.) to help keep StockMarketEye running smoothly and securely!

New in StockMarketEye 5.6.2 (Jan 30, 2023)

  • We are introducing analytics in this version in order to understand how the desktop app is being used. You can still deactivate this through the settings.
  • Updated our Privacy Policy and EULA in order to reflect the introduction of analytics across our products.
  • Fixed a small issue where some emojis were missing under certain circumstances in the dropdown.
  • Fixed the issue where purchase details in Categories couldn’t be opened.
  • The RSI column in Portfolio and Watchlist tables it’s now calculated for the 14-day periods as in the chart.
  • Fixed locked state when updating data from broker.
  • Fixed issue where OHLC below .01 price was not showing correctly.
  • Fixed issue where the list of all transactions disappears after updating from brokers if one transaction was removed.
  • Fixed the issue where users were getting an infinite loading state when trying to register a bought stock.
  • Fixed the issue where not all attributes are updated when the transaction ticker symbol is changed.
  • Fixed an issue where users couldn’t log into their Chase account through the broker import features.

New in StockMarketEye 5.6.1 (Dec 6, 2022)

  • The licensing issue during the update (the user gets a grey screen when updating the app version) is fixed.
  • The summary reports issue (some parts of the report were missing) is fixed.
  • If an in-app update is failed and the user sees a pop-up with a manual update link, it’s being opened in the browser, not in the app.
  • The issue where the chart’s Y-Axis is stuck on %-change, when the comparison tool isn’t being used, is fixed.
  • If there’s no stock selected, the chart will show an empty state instead of the last selected stock.
  • Once the user updates/adds a new brokerage account, they’ll see a pop-up for doing a backup.
  • Mountain chart issue (the user couldn’t have data in the mountain chart view) is fixed.
  • The issue where the size of the text is reset to default after each restart is fixed.
  • The bug with missing linked brokerage and its data while importing is fixed. Now the users should be able to see that data.
  • The issue where the properties for the watchlist group were broken is fixed. Now the user can check properties for the group watchlist.
  • The issue with the settings update is fixed. Now when the user goes to settings, they’ll see their latest saved state.
  • Error handling issue was fixed (the user was getting an infinite loader if having an error on “Update all portfolios from their brokerage”).

New in StockMarketEye 5.6.0 (Nov 1, 2022)

  • A new Schwab CSV transaction type was added. If the user imports a Schwab CSV file with a “Special dividend” transaction type, SME will “read” it as a “Dividend” transaction type.
  • Schwab is removed from the brokerages’ list in Direct Connect. Now it’s by Advanced import only (the users can still import their transactions as CSV files as well)
  • The symbol chart naming issue was fixed. The name isn’t stuck anymore.
  • The issue with the auto-adjustment of Open-High-Low-Close (OHLC) comparison symbol was fixed. Now the symbol isn’t hidden when the tool-tip moves to the right.
  • The issue where Reports Transactions didn’t show the full transactions for the aggregate portfolio but it did in each portfolio, was fixed.

New in StockMarketEye 5.5.9 (Oct 14, 2022)

  • The Open-High-Low-Close (OHLC) tooltip on the graph is configurable – you can now hide/show the tooltip, as well as move it to the right or left.
  • You now have columns to see the low/high price for 3/6/9 month periods in your portfolios and watchlists.

New in StockMarketEye 5.5.8 (Apr 20, 2022)

  • This release contains an update to the Advanced Brokerage Import to support Open Banking connections in Yodlee from brokers such as Charles Schwab.

New in StockMarketEye 5.5.7 (Mar 7, 2022)

  • Ensure that caches are cleared after updating from brokerage and rebuilding.
  • Fix for issue with display of multiple short lots in Prices view.
  • Add new transaction type for Schwab CSV import.

New in StockMarketEye 5.5.6 (Feb 20, 2022)

  • Fixed an issue that prevented selecting multiple items in the Transactions report.
  • Fix for number of shares calculation (Shares column in Portfolios) when there are short and long lots of the same holding.

New in StockMarketEye 5.5.5 (Feb 9, 2022)

  • Fix for an issue with the 1-Day charts.
  • Fixed an issue with over-scrolling in intraday (1D & 5D) charts.
  • Fix a performance issue with charting.

New in StockMarketEye 5.5.4 (Feb 6, 2022)

  • Support for multiple selection in watchlist and portfolios.
  • Added support for connecting an advanced brokerage account to an existing portfolio.
  • Advanced brokerage update sets the Last price of non-quoted symbols from the price downloaded from the brokerage, just like direct-connect updates does.
  • Market value chart caches values for faster performance.
  • Better handling of Schwab bond holdings in advanced brokerage import.
  • Fix for auto-calculation of shares or share price in transaction entry when specifying the commissions, fees and net total in the portfolio’s currency.
  • Show “$” rather than “US$” in some circumstances.
  • Improve the 1D chart so that %-change starts start at previous close, rather than open price.

New in StockMarketEye 5.5.3 (Jan 16, 2022)

  • Added support for importing from CSV files created by Investment Account Manager (IAM).
  • Enhanced the Schwab CSV file import to support the “Pr Yr Cash Dividend” transaction type.
  • When rebuilding a Portfolio’s Prices view from the transactions, keep any overridden values (last, target, etc) from the original items in the newly created items.
  • Optimizations for large CSV/QIF/OFX transaction imports.
  • Enhanced the service providing Sector/Industry data.
  • Adjusted OFX imports from Fidelity for their new timezone zone changes.
  • Fixed an issue with custom technical indicators when using small parameter values.
  • Fix for an issue where it appeared fields in the Back-in-Time report could be edited (they can’t).
  • Fixed an issue with the BuyExp column calculation for multi-lot portfolio items.
  • Internal optimizations

New in StockMarketEye 5.5.2 (Nov 9, 2021)

  • Support for freezing one or more columns on the left-hand side of the table view. Freezing columns is supported in the Prices and Fundamentals views, as well as the Transactions, Gain/Loss, Back-in-Time and Total Return reports.
  • Support for freezing the Cash and Total line of the Back-in-Time report to the bottom of the table area.
  • Altered the Gain/Loss report to include RoC transactions in the calculation of gains and losses. This makes the calculation in the report consistent with how the Gain and Gain% columns of the Prices view are calculated.
  • Added the ability to view the connection status for brokerage links on the Advanced Brokerage Import screen.
  • Added the ability to update credentials for brokerage links on the Advanced Brokerage Import screen.
  • Improved the charting for small values such as FX and crypto prices.
  • Fixed an issue on Mac OS where the last item in the table could not be selected when using the trackpad.

New in StockMarketEye 5.5.1 (Sep 12, 2021)

  • Improved transaction type names in the Type dropdown for clarity.
  • Reinvested dividend entry fills the “Shares Received” field if empty after clicking on Get Price button.
  • Added tooltips to external chart toolbar items.
  • Made the multi-item window large to better support long ticker symbol names when changing symbols.
  • Tweak for the OHLC chart values in dark mode to be transparent.
  • Tweaked support email template.
  • Fix on Windows when using high contrast display.
  • Fixed issues related to creating secure connections to brokerages like Oppenheimer, UBS and Edward Jones.
  • Fix for the historical quotes for PNL.L.
  • Fixed issue with the 1-Day chart, when switching to symbol without a chart leaves the previous Prev Close (red) line on the chart.
  • Fix for day percentage gain when the value was converted to another currency.

New in StockMarketEye 5.5.0 (Jul 4, 2021)

  • Introducing StockMarketEye “Essentials”:
  • With the release of StockMarketEye 5.5, we are introducing the new StockMarketEye “Essentials” subscription. Essentials is our new, base level subscription.
  • Users with an Essentials subscription have exclusive access to the new Advanced Brokerage Import feature and the new Total Return report. Additionally, an Essentials subscription gives you access to a modern subscription portal where you can easily view and manage your StockMarketEye subscription details (credit cards, receipts, license key, etc).
  • The previous, base level “Standard” subscription is no longer sold, but is fully supported. Current users may choose to remain on the “Standard” subscription as long as the subscription does not lapse.
  • Current users on our “Standard” subscription are also eligible for a pro-rated discount when converting to an “Essentials” subscription.
  • Advanced Brokerage Import:
  • StockMarketEye 5.5 offers a new, “advanced” way to import investment accounts into StockMarketEye. We’ve partnered with a financial data aggregator, Yodlee, to provide access to 2000+ brokerages in the USA, Canada, UK, Australia, Europe, South Africa and more.
  • Our brokerage import feature now supports both the existing “direct connect” import method and the new Advanced Brokerage Import method. We also continue to support importing from standard financial data files such as QIF files and OFX files, as well as files in our own CSV file format.
  • The Advanced Brokerage Import is exclusively available to users with an “Essentials” subscription.
  • The Total Return Report:
  • StockMarketEye 5.5 adds a new report called the Total Return report. While the current Gain/Loss report will show you the capital appreciation/loss on trades, the Total Return report shows a holding’s gain/loss combined with any distributions (i.e. dividends) received.
  • The Total Return report is exclusively available to users with an “Essentials” subscription.
  • The Allocation Report Improvements:
  • The Allocation report has been updated in StockMarketEye 5.5 to include support for viewing allocations based on:
  • Sectors
  • Industries
  • Security Types
  • Market Caps
  • The report also now includes a toggle switch on each section for including or excluding the Cash balance from the report.
  • The enhancements to the Allocation report are available in both “Standard” and “Essentials” subscriptions.
  • Enhanced Transaction Editing:
  • When editing a transaction, it is now possible to change the transaction’s Type to be any of the 25+ transaction types, rather than just one of the related types. This makes it possible, for example, to change a miss-categorized “Dividend” transaction to an “Interest” payment transaction (or vice-versa).

New in StockMarketEye 5.4.7 (May 9, 2021)

  • Improve historical quote normalization for UK securities that have mixed Pound/Pence historical prices.
  • Fix for SecType columns that can not be set to a custom value.
  • Add ^BSESN and ^NSEI to list of default benchmark symbols.
  • Minor improvements with “direct connect” downloading to fix connection problems with Vanguard.
  • Display “N/A” if TWRR or IRR columns are preposterous.
  • Add support for “DIVIDENDS” as a transaction type as an alias for “DIVIDEND” in CSV transactions files.

New in StockMarketEye 5.4.6 (Apr 19, 2021)

  • Updated the integration with Yahoo Finance for ticker symbol search.
  • Fix for the GainMTD% cell of a Portfolio Group’s combined Prices view’s Total line.
  • Fix for technical indicators that were showing ‘NaN’ in the tracer values.
  • Fixed an issue with the automatic backup and non-existent manual historical quote tables.

New in StockMarketEye 5.4.5 (Mar 31, 2021)

  • New “Add to Chart as Comparison Symbol” feature added to popup menus in Watchlists and Portfolios. This feature also works for multiple items at once in Watchlists.
  • Added the “News and More” item to the popup menu in Watchlists when multiple symbols have been selected. When multiple symbols have been selected, this item will open up multiple tabs in your browser.
  • Fixed an issue when importing OFX files that have transactions in foreign currencies, where the currency settings were not correctly set.
  • Tweaked the internals of symbol search to improve connectivity to Yahoo Finance.
  • Internal updates.

New in StockMarketEye 5.4.4 (Mar 22, 2021)

  • Stability enhancements and adjustments to the symbol search with Yahoo Finance.
  • Improvements to the QFX file import to improve support for foreign securities.
  • Additional transactions types now supported in the Charles Schwab CSV import.
  • Fix for a display issue that could arise in certain situations when dragging item into categories.
  • Fixed an issue importing transactions from a CSV file when both the total and the currency are not specified.
  • Fix for imported historical quotes when the import appends the data to the existing historical quotes for the symbol.
  • Fix for an issue with starting value of MTD columns.
  • Internal optimizations and stability improvements.

New in StockMarketEye 5.4.3 (Feb 28, 2021)

  • Charting for Option Symbols:
  • StockMarketEye 5.4.3 adds support for charts of option symbols. Yahoo Finance has great coverage of options and often has charts available for them. So now any non-expired option symbols you have in your Portfolios or Watchlists will be able to show the option’s historical price chart, if Yahoo Finance also has chart data available for that option symbol. Note that you may need to reload the chart if you don’t initially get charts for your option symbols.
  • New Columns:
  • We’ve added support for a number of new columns in this version of StockMarketEye. A series of new columns for MTD (month to date) values have been added – columns such as Gain MTD, Gain MTD %, TR MTD and TR MTD %. Additionally, Hi/Low columns for 1Wk and 1Mk have been added to compliment the existing 52Wk and AllTime Hi/Low columns.
  • You’ll find the full list of additions and improvements in this version of StockMarketEye below.
  • What’s New In StockMarketEye 5.4.3:
  • Added support for charts for option symbols.
  • Added options when updating/entering a password on the “Update All Portfolios From Their Brokerage” screen to select which accounts the password change should affect.
  • New columns for MTD (month to date – like YTD columns) values (Gain MTD, TR MTD, etc) in the Prices view for Portfolios and Portfolio Groups.
  • New columns for Hi/Low for 1Wk and 1Mk time periods in the Prices views.
  • Added the “DateTimeAdded” column to Prices view.
  • Added the “DateTime” column to Transactions report.
  • Allow a space and period in export filenames.
  • Also set the high/low/close values for live quotes when they are created from historical quote values.
  • Fix for an issue with auto calculation of a transaction’s total when importing from CSV and the transaction’s currency is GBX.
  • Fixed an issue with the Summary report never completing calculation.
  • Fix for importing from TIAA-CREF Brokerage.
  • Internal improvements and optimizations.

New in StockMarketEye 5.4.2 (Jan 27, 2021)

  • New Apple Silicon optimized build! If you have a new Apple Silicon based Mac, download from here.
  • Added multiple selection to gain/loss report for copying multiple rows at once.
  • Added “Alerts…” item to context menu for portfolios and watchlists.
  • When changing a saved brokerage password, change the password for all portfolios linked to the same brokerage and username.
  • Improved the text shown in the “Linked Lot” column of the Transactions report.
  • Added support for purging ticker symbol settings in the Preferences -> Quotes tab.
  • Added new date format in the Preferences -> Formatting tab that doesn’t include ‘0’ when day or month is less than 10.
  • Improved historical quote downloading from Yahoo Finance to handle new edge-cases.
  • Enhanced the Schwab CSV import to support more transaction types, including capital gains.
  • Added support for showing ‘open’ for multi-item Gain/Loss report items in the “Close Date” column if all sub-gain/loss items are open items.
  • Added support for the ‘Last 7 Days’ range in Transactions, Gain/Loss and Summary reports.
  • Added support for the ‘Today’ range in Transactions report.
  • Added the “Gain Type” column to the G/L report to show SHORT term (1 year or less) and LONG term (more than 1 year) gains.
  • Added support for a new option to show the “FX” column in Summary report’s Start and End portfolios.
  • Tweaked TWRR calculation of Summary report for corner cases.
  • Will display “N/A” in the TWRR(Ann) value of the Summary report if the time period is less than 200 days or the value is larger than 10000%.
  • Fix for an issue in the Summary report’s End Portfolio Change value due to post date splits.
  • Fixed the “Port.%” column in a Portfolio Group’s Totals view to take into account exchange rates.
  • Fix for the “ABC/Share Ccy” in multi-item aggregate rows being incorrect.
  • Fix for an issue with the “Group %” column of a Portfolio Group’s Totals view when nested Portfolio Groups were in a different currency.
  • Fix for some HTML characters in security names not displaying correctly.
  • Fixed a crash when exporting files to non-existent locations.
  • Sanitized folder-names before creating the default filename for export to CSV or PDF.
  • Fixed an issue with resetting the on-line sync password.
  • Cleaned up old “YF/GF only” column descriptions.

New in StockMarketEye 5.4.1 (Dec 14, 2020)

  • Enhancements to the Gain/Loss Report:
  • This release adds new options to the Gain/Loss report. You can now choose how you want StockMarketEye to match buys and sells when running the report in a Portfolio Group. The default option matches buys and sells from all sub-portfolios of the Portfolio Group. This is how the report worked prior to this release. The new option tells StockMarketEye to match buys and sells only from their original Portfolio.
  • We’ve also added an option to the Gain/Loss report to exclude any items in the report generated by “Shares Out” transactions. Often, “Shares Out” transactions are just transfers between accounts so should not generate a gain/loss. This option is available in the Gain/Loss report for both individual Portfolios and Portfolio Groups.
  • You can find more information on these enhancements in our User’s Guide page on the Gain/Loss report.
  • Finally, we’ve included a number of stability and compatibility improvements in this version of StockMarketEye.
  • You’ll find the full list of additions and improvements in this version of StockMarketEye below.
  • What’s New In StockMarketEye 5.4.1:
  • Added support to the Gain/Loss report for different buy/sell matching strategies.
  • Added new option to the Gain/Loss report to exclude entries generated from “Shares Out” transactions.
  • Enhanced the data optimization feature to remove unused historical manual entries.
  • Enhancements for using historical quotes imported from a CSV file for current quotes.
  • Fix for an issue importing OFX/QFX files from Quicken.
  • Fix for certain display/quote update issues.
  • Fixed issue with importing quotes from a brokerage when using MSN ticker symbols.

New in StockMarketEye 5.3.3 (Oct 30, 2020)

  • Support importing from Schwab historical transaction CSV files. See details in the User’s Guide.
  • Add “Copy cell” and “Copy row” popup menu items for most tables.
  • Don’t show the thousands separator when exporting to CSV and the “Include currency and percent symbols” option is not checked.
  • Enhanced the optimize function to include some obsolete preferences.
  • Fix for issue with copying text from an editing cell.
  • Fix for issue updating from a brokerage and ticker symbol is set to use MSN as the data provider.
  • Fix for the display of the ACB/Share value in multi-lot holdings.
  • Fix for issue editing Industry/Sector/Sec Type fields.
  • Fixed an issue that caused the smiley column to not autosize correctly.
  • Fixed an issue with the percentage option for the Folders view.

New in StockMarketEye 5.3.2 (Oct 22, 2020)

  • Fixed an issue that caused the column sorting setting to be forgotten.
  • Fixed issues arising when entering numbers in a non-English locale.
  • Ensure that the Smiley column emojis are sized correctly when the Smiley column is the first column on the left.
  • Fixed an issue that prevented quotes from being displayed after returning to main screen.
  • Minor internal fixes and improvements.

New in StockMarketEye 5.3.1 (Oct 18, 2020)

  • Improved the experience with entering numbers in the data entry screens.
  • Improved Yahoo Finance symbol search results.
  • Right-align numeric column headers.
  • Change default Fundamentals columns to replace the Dividend and Yield columns with the FwdDividend and FwdYield columns.
  • Improved reliability of FwdDiv and FwdYield columns.
  • Renamed the YearlyDivYield column in portfolio group Totals view to Yield.
  • Renamed the YearlyDivVal column in portfolio group Totals view to DivVal.
  • Added the FwdDivVal and FwdYield columns in portfolio group Totals view.
  • Added support for the Ann.Expense% column for ETFs.
  • Improved handling of non-common split ratios that are based on percentages.
  • Treat imported historical quotes with the proper currency based on the symbol.
  • Improve the experience when reloading historical quotes that have manually been imported.
  • Autosize the Symbol column after adding a new sub-lot.
  • Improve the autosize column feature to consider only space taken by column values.
  • Show the symbol (asterisk) for value overridden in cells of multi-item rows if any of the multi-item’s sub-lot value are overridden.
  • Improved the OFX import to better match short/cover option transactions.
  • When importing from OFX/brokerage and the received transaction’s timestamp has a time of 00:00:00.000, set to the default of 16h (4pm).
  • Update from brokerage updates non-quoted holdings with prices from download even if no new transactions were downloaded.
  • Update from brokerage saves brokerage info (such as password) even if no new transactions were found.
  • Internal workaround for live quotes not loading after some time.
  • Update certificate for UBS brokerage import.
  • Round dividend totals used in benchmark calculations to 2-decimal places for consistency with how normal dividend totals in portfolios are handled.
  • When the update doesn’t work, show a link and message to download from site.
  • When deleting a stock in watchlist, don’t scroll back to top afterwards, but center view at previous location.
  • Fix for exporting a boolean column value to CSV.
  • Fixed an issue with Cash Out transactions that have specified commissions not working properly.
  • Fix for issue with invested capital portfolios in the Summary report’s benchmark calculation.
  • Fixed an issue with ACB/Share value in multi-lot items of UK securities.
  • Fix to reset live quotes that have been created from historical quotes.
  • Fixed the Total line of a combined portfolio that wasn’t updating after importing a CSV file to new portfolio in empty group.
  • Fixed issue that make a portfolio group’s combined portfolio stop updating after a transaction was added.
  • Fix for an issue that prevented updating the overall and day totals in the folders view for Watchlists after resetting values.
  • Fixed an issue in the Gain/Loss that caused a mismatch due to long/short and buy/sell on same day.
  • Fix for an issue editing fields in-line in a portfolio group’s combined Prices/Funds views.
  • Fix for editing the Rate value in a transaction so that it does not always delete the number.
  • Updated code-signing for Windows.
  • Minor improvements in the optimize data feature.
  • Other minor performance optimizations.
  • Other internal updates, improvements and fixes.

New in StockMarketEye 5.2.5 (Aug 30, 2020)

  • Fixed an issue with the Back-in-Time report date not being initially set correctly from last usage.
  • Internal updates.

New in StockMarketEye 5.2.4 (Jul 15, 2020)

  • Added a “More Options” link on the brokerage import screen which expands to allow for entry of the Account Number field.
  • The accounts list screen of the brokerage import will now initially uncheck any accounts discovered at the brokerage that have already been imported into StockMarketEye. They can be re-checked if you want to re-import them.
  • Included a check/uncheck-all checkbox on the accounts list screen of the brokerage import.
  • Added a message and link about reloading chart data when the chart’s data is not available.
  • Added additional indexes to Compare To chart menu.
  • Added stats for number of watchlist items, portfolio items, transactions and alerts to the log file to improve support processing.
  • Tweak normalization of historical quotes for some UK securities.
  • Show negative values for the COVER_SHORT_LOT transaction types in the Transactions report.
  • Clear previous close on live-quote that are generated from historical quotes.
  • Fixed an issue with saving Portfolio properties when Default Commissions are not specified.
  • Fixed an issue when inserting items into a Watchlist using the Bulk add feature to ensure that the items are added to the list in the same order as entered in the bulk entry screen.
  • Fixed to allow overriding the Dividend value with a value of 0.

New in StockMarketEye 5.2.3 (Jun 14, 2020)

  • Fixed issue with resetting quotes for mutual funds at the start of the day.
  • Fixed issue with sorting of Transactions by Date.
  • Fixed issue with scaling of 1D quotes when in %-Change mode on the Y-Axis.

New in StockMarketEye 5.2.2 (Jun 8, 2020)

  • Support for conversion of dividend+buy transaction pairs into reinvested dividends transactions.
  • Improved button on column headers so that it does not take up any space and columns can be auto-sized better.
  • Add support for old Windows keyboard shortcuts (Shift+Delete/Ctrl+Insert/Shift+Insert) in input fields in addition to standard shortcuts.
  • Add support for “delete” key in input fields.
  • Added the total number of shares in grouped Gain/Loss report items.
  • Improvements to the sizing of the sections of the allocation report.
  • Improved the organization of the Help menu.
  • Improve SecType default values.
  • Improvements for using the most recent historical quote as the current quote for manually imported quotes.
  • Imported historical quotes are no longer rounded, unless they are more than 8 decimal places.
  • Maintain the link between buy and sell-lot transactions when copying or moving.
  • Maintain custom Last value when copying or moving items in a watchlist.
  • Fixed the sort order of transactions on the same date so it matches the balance calculation order.
  • Fix for the Last price not getting zeroed out at the start of trading day for mutual funds.
  • Fix for grouped charts (i.e. weekly, monthly, etc) that overlap last candle with last day.
  • Fix so that changing the symbol in the transaction window does not remove the total and other fields.
  • Fix for the Summary report’s Management fees and Interest out having wrong sign.
  • Fix for issue that could cause date parsing issues in QIF files when not using the automatic date format.
  • Fixed parsing the currency value in live quotes.
  • Fix for issue arising after license expires.
  • Internal updates.

New in StockMarketEye 5.2.1 (Apr 27, 2020)

  • Added Wealthscape Investor brokerage.
  • Renamed brokerage “Principal Financial Group” to “Principal Funds” and adding new brokerage ”Principal Financial Group”.
  • Improve currency detection of index ticker symbols for improved accuracy in Summary report benchmark calculations that use an index from a different currency.
  • Show unadjusted dividends in the dropdown of known dividend payments.
  • Minor usability update when creating new alerts to pre-fill symbol field if possible.
  • Change the icon of the Reports button on the toolbar.
  • Improved logging for some startup error cases.
  • Fix for issue that removed the selection when adding (non-reinvested) dividends to a multi-item.
  • Fix for issue preventing the use of 0 as an alert value.
  • Fix for issue preventing the date field from being updated when selecting a dividend from the dropdown.
  • Fix for issue preventing the recalculation of the Share Balance field in dividend entry window when changing dates.
  • Fix for updating historical quotes for exchange rates in some cases in the Summary report.
  • Fix typo in Schwab Retirement brokerage name.
  • Fix for title of “Management Fees” in Summary report PDF export.
  • Fix for missing currency and % symbols in the Summary report PDF export.
  • Fix for issue where cost, fees and taxes totals in the Summary report were not adding correctly in a multi-currency environment.
  • Fix for an issue with license renewal buttons.
  • Fix for an issue that prevented changes to the reset quotes option from not taking effect immediately.

New in StockMarketEye 5.2.0 (Mar 29, 2020)

  • StockMarketEye 5.2 introduces a new “Allocation” report that helps you visualize how a portfolio or portfolio group is allocated. The report shows a list of your holdings or categories and the percentage of your portfolio that they makeup. In addition to the numeric percentage numbers, the report also displays a Pie (or bar) chart to help you visually understand the allocation mix.
  • his version also improves the Summary report by reorganizing the totals row. The sections in the row of totaled values have more pertinent values. The updated sections improve the overview of the various transaction-type totals from your portfolio over the selected time period. The totals row now has sections for Contributions, Purchases and Sales, Revenues, and Expenses.
  • Additionally, we’ve reworked the Reports button in the toolbar to help you get to a report faster. When you are not currently viewing a report, clicking on the Reports button will open the portfolio’s most recently used report. If you are already viewing a report, clicking on the Reports button will show the dropdown where you can select the specific report type you want to view. Clicking on the down-arrow button on the right-side of the Report button will always show the dropdown of available reports.
  • What’s New In StockMarketEye 5.2:
  • New Allocation report.
  • Reorganization of the totals row (i.e. Contributions, Revenues and Expenses) of the Summary report.
  • Improved the way the Reports button and dropdown work to get you to a report faster.
  • Fix for an issue where chart markers (i.e. horizontal lines such as Buy Price or Watch Start) were off when using a %-changed Y-axis.
  • Support for scaling the 1-Day intraday chart to always show the Previous Close line, even if the previous close was far above/below the intraday range.
  • Fix for issue that showed charts (such as from the Summary report) in PDFs with a dark background when using dark mode. They will always be in white background as you would expect in a PDF now.
  • Menus are now updated after entering a license key to immediately reflect any changes from the updated license.
  • Update Prices/Fundamentals after historical quotes are updated.

New in StockMarketEye 5.1.4 (Mar 7, 2020)

  • Improve historical quote handling for some edge-case symbols that have thin historical quotes.
  • Reloading the chart data now also reloads any currently in-use comparison symbols.
  • Fixed column ordering issue in exported chart data.
  • Fixed issue that occurred when changing Sell transaction to Sell Lot.

New in StockMarketEye 5.1.3 (Mar 2, 2020)

  • The Summary report was updated to not include transactions from the start date in the “Cash, Distributions and Purchases” section and Transactions section.
  • Use fiscal years (Dec-31 – Dec-31) for whole year ranges, YTD and “This Month” in the Summary report.
  • Added “Last Month” range in daterange picker widget.
  • Make YTD charts start on December 31st (you may need to reload your chart data if this doesn’t work initially).
  • Added option to the Preferences -> Interface screen to allow showing charts with existing data if new data can not be downloaded (bad internet connection).
  • Added link to the license management page on the License Info screen.
  • Added link on the License Info screen for documentation on managing the subscription.
  • Added documentation for managing/canceling the subscription.
  • Format FX values (including crypto currencies) in the OHLC chart tooltip with 4 decimal places.
  • Improve the estimate for forward dividends in cases where the dividend is not paid on the same date every year.
  • Improvements to charts that have a large spike down on the current day due 100x difference between historical quote price and live quote price (often affecting UK securities).
  • Improve the experience opening/closing the daterange picker widget.
  • Improvements for moving items in the Folders view.
  • Internal improvements and stability fixes.
  • Fix for issue sorting the Transactions report for transactions that occurred on the same day.
  • Fix for issue affecting the Summary report’s benchmark symbols from Asia/Pacific.
  • Fix for quotes from Asia/Pacific that seem to be off by one day in the charts.
  • Fix for issue with quotes not loading for Watchlists imported from CSV files.
  • Fixed issue with historical quotes for ticker symbol KSU.
  • Fix to respect the chart data marker setting for splits and dividends.
  • Fix to properly refresh the Totals view after deleting a portfolio.
  • Fix for issue with OFX downloads from Franklin Templeton brokerage.
  • Fix for issue affecting the entering of values in an alert when using non-English locale.
  • Fix for issue affecting overriding some columns in-line where they were not saved properly.
  • Fix for typo in Summary report in RoC.
  • Fix for issue affecting the “Last” price not being updated properly after moving an item to a new portfolio.
  • Fix for unprintable characters in Summary report PDF and CSV files.
  • Fix for issues affecting the export and parsing of historical quotes from the charts to be consistent in column ordering.
  • Fix for BiT report not using manually imported FX prices.
  • Fix for Summary and BiT reports that use the wrong last date when run on a weekend.

New in StockMarketEye 5.1.2 (Jan 17, 2020)

  • Added support for using MSN ticker symbols as comparison symbols in the chart.
  • Added auto adjustment for giant spikes in charts for UK ticker symbols from Yahoo Finance.
  • Added support for normalizing default file names for export to remove slashes.
  • Fixed notarization for macOS Catalina.
  • Fixed chart area scrolling.
  • Fixed the chart’s auto-reload time for EOD stocks.
  • Fixed overlapping begin/end portfolios in Summary PDF (although they can still overlap if the selected font is too big).
  • Fixed issue with funky characters appearing in PDF/CSV exports in some languages.
  • Fixed an issue that made it so that FX prices were downloaded only with the “Get Quotes” button and not with streaming quotes.
  • Changed “CostBasis/Share” column header to “CB/Share”.
  • Added verbage to tooltip about interest from cash not being in Income columns for the Total line.
  • Tweaked column spacing in PDF export to account for font size.
  • Updated copyright to 2020.

New in StockMarketEye 5.1.1 (Jan 10, 2020)

  • Added support for removing the OFX brokerage info for a specific portfolio on the brokerage multi-update screen
  • Added support for checking/unchecking all portfolios on the brokerage multi-update screen
  • Added support for ignoring the timezone of dates in CSV files during import
  • Enhanced the sorting of the Smiley “:-)” column
  • Enhancements to the Summary report to improve the consistency of the begin/end portfolios in the performance and portfolio sections
  • Fixed issue in Summary report benchmarks which were not converted to the currency of the portfolio
  • Fix for an issue that occurred when calculating the open/close totals for gain/loss items that are for transactions that have specified the Net Total in the portfolio’s currency
  • Fix for an issue with selecting the destination file on the export screen
  • Fix for usability issue when entering re-invested dividend shares and price-per-share
  • Fix for custom date ranges in the chart to prevent them from shifting every time we change symbols
  • Don’t auto-expand the multi-items after adding a new reinvested dividend if there are more than 8 sub-items
  • External chart window title bar changed to “StockMarketEye Chart”
  • Add hotkey (CTRL-U / CMD-U) for opening update-from-brokerages screen
  • Tweaked green (positive numbers) color in tables in light theme
  • Change links in welcome-dialog to point to the new users-guide
  • Charts auto-reload after 3m, 6m and 1h like in v4
  • In BiT, when moving forward/backward months and we are already at end of month, jump to next end of month like in v4
  • Dropdown lists are now a bit more compact

New in StockMarketEye 5.1.0 (Nov 28, 2019)

  • Internal performance and stability improvements.
  • Notarization for macOS Catalina.
  • Importing historical quotes now updates Prices view after import completes.
  • Fix for corner-case issue when loading live quotes in unstable network environment.

New in StockMarketEye 5.0.14 (Nov 11, 2019)

  • Added support for including currency and percent symbols in CSV exports.
  • Allow importing with “reinvested interest” type in addition to “reinvested interest in” type.
  • Fix for editing the ticker symbols in an alert.
  • Fix for editing the Net Total field in the buy/sell window.
  • Fix for importing from Wells Fargo Advisors.
  • Removed unused BiT and Gain/Loss report context menu.
  • Don’t use historical quotes in the chart if the closing value is 0 (i.e. bad data).

New in StockMarketEye 5.0.13 (Nov 3, 2019)

  • New Brokerage: Ameriprise. How to Use the Brokerage Import with Ameriprise Accounts
  • New Brokerage: Northern Trust – Investments brokerage.
  • Fixed issue with automatic addition of new items to a category.
  • Fixed issue with Benchmark Ann TR column.
  • Made the Name column consistent between the Prices view and the Transactions report.
  • Made the Transactions report’s Total field always display 2 decimals places.
  • Workaround issue on Windows 10 that in rare circumstances would show the EULA at every start.
  • Don’t allow showing details or deleting transactions from the Transactions report of a Portfolio Group.
  • Improve how the date range works in the Transactions report after modifying a transaction’s date.

New in StockMarketEye 5.0.12 (Sep 22, 2019)

  • New feature to require an Upload synchronization after optimizing data.
  • Improved sell lot transaction screen for better lot selection and share count handling.
  • When importing historical quotes from a CSV file, show which symbols for which the historical quotes are being imported.
  • Added Shareholders Service Group brokerage.
  • Added new “Benchmark Ann TR %” column.
  • Added “Print” button to the EULA page.
  • Changed column headers from DivPayoutRatio -> DivPayout; Recommendation -> Advice
  • Changed that when adding re-invested dividends, the shares or price/share are not automatically calculated on any editing, but only if it is not yet set.
  • Tweaked the 3rd chart line color to be a more visible green in the light theme.
  • Fix to show correct number of shares in partial lot sale using sell-lot transaction details window.
  • Fixed minor issue with loading quotes of certain MSN ticker symbols.
  • Fixed issue in Transactions report CSV export with import compatible columns that did not properly export UseRateForCCy column.
  • Fixed issue with Transactions report CSV export that didn’t export all 8 decimal places.
  • Fixed issue with CSV export of Prices view having wrong locale formatting for CCY columns.
  • Fixed issue in Chart CSV export where dates in the output file were off by 1 day.
  • Fixed minor issues with historical quotes imported from CSV files.
  • Fixed issue where a Portfolio Group’s Summary report charts were not the same as the contained individual portfolio.
  • Fixed issue that prevented editing Categories in a Portfolio Group.
  • Fixed issue that left the Cash balance in top-level Portfolio at zero on start up.
  • Fixed issue that could cause Portfolio Totals to stop updating after StockMarketEye has been running for a few days.

New in StockMarketEye 5.0.11 (Aug 4, 2019)

  • Save as PDF! You can now save watchlists, portfolios and reports as PDF files.
  • Added support for intraday technical indicators and comparison symbols in the chart.
  • Improved the speed of initial quote loading when there are a large numbers of watchlists or portfolios.
  • Added ability to change the memory settings of backend.
  • Fix for custom horizontal scrollbar not scrolling with mouse.
  • Fix for missing horizontal scrollbar on Windows when Display scaling was greater than 100%.
  • Fix for issue with the exported CSV files not having a header row.
  • Show a link to the exported chart CSV after export.
  • Fixes for exporting the chart data to a CSV file.
  • Fix for issue that prevented completely removing comments in a multi-lot item.
  • Fix for issue concerning the volume alerts.
  • Fix for potential infinite spinner issues at startup.
  • Fix for issue that prevented a newly added transaction from displaying in the Transactions report.
  • Fix for long-standing issue with splits that occurred after the end date of the Summary report and their affects on the Change value in the Portfolio-on-close.

New in StockMarketEye 5.0.10 (Jul 16, 2019)

  • Save Watchlists and Watchlist Groups as PDF.
  • Display a link to exported CSV and PDF files after export.
  • Allow editing of basic columns (sector, industry, smiley, etc) in Watchlist and Portfolio Groups.
  • Change how the Share Balance field of the Dividend entry window gets auto-populated when entering a ticker symbol.
  • Change “warning” message to “info” message for data entry inconsistencies.
  • Fix for an incorrectly calculated BuyPrice for multi-lot short holdings.
  • Fix for issue that affected the default sorting of transactions, causing the Cash balance columns to seem out of order.
  • Fix for the rebuild portfolio feature causing temporary missing items in the Portfolio Group.
  • Fix for a Sell transaction not initially displaying in the Transactions report.
  • Fix for some Last prices appearing to be stuck on values from a few days ago.

New in StockMarketEye 5.0.9 (Jul 8, 2019)

  • Updated Alerts Management
  • Fix for the column “Short % Float” being off by a factor of 100.
  • Default commissions value is now 4.95 to be more consistent with current brokerage pricing. The change to the default value only affects you if you have never changed a portfolio’s default Commissions property.
  • Fix for issue that made the Summary report’s Portfolio-At-Close portfolio use prices from 1 day earlier.
  • Show a better message when the Market Value chart is not available for a portfolio.
  • Fixes to the dividend entry window.
  • Fix for some Transactions have wrong FX values.
  • Internal fix for loading exchange rates with GBP.
  • Calculate total and start quote loading after finishing the on-line sync.
  • Fix for in-line editing of the ‘Shares’ column.
  • Fix for parsing locale specific values in CSV files.

New in StockMarketEye 5.0.8 (Jul 2, 2019)

  • Fix for issue that prevented properly entering values in some transaction entry data fields.
  • Fixed issue that prevented a new transaction from appearing in the parent Group’s Transactions report until after a restart.
  • Fixed issue in the Transactions report that caused the wrong currency symbol to be displayed for ‘Ccy’ columns.

New in StockMarketEye 5.0.7 (Jul 1, 2019)

  • We are proud to announce the release of StockMarketEye 5.0.7 for Windows, Mac OS X and Linux.
  • This is a bug fix for the new StockMarketEye 5 version to improve the user experience.
  • This version fixes the dreaded “blank screen” issue that some users have experienced. After some period of use, the StockMarketEye window would revert to an empty window and you’d have to restart StockMarketEye to get things working again. With StockMarketEye 5.0.7, this issue has been resolved. The resolution of this issue should also improve the general performance of StockMarketEye 5.
  • Below is the full list of changes in StockMarketEye 5.0.7.

New in StockMarketEye 5.0.6 (Jun 3, 2019)

  • Fix for certain errors when restoring from backup.
  • Fix for Date Range fields in reports not always showing correct date range.
  • Fix so updated FX values update the items visually.
  • Fix to allow email addresses with numbers in the domain for the on-line sync.
  • Fix inconsistencies in data through optimize-data feature.
  • Fix for crash when exporting to CSV.
  • Fix for Benchmark Symbol column not showing benchmark symbol.
  • New Android version to fix on-line sync issues.

New in StockMarketEye 5.0.5 (May 24, 2019)

  • Added preference (Preferences -> Interface tab) to show/hide today/overall columns in Folders view.
  • Added preference (Preferences -> Interface tab) to show/hide today/overall values for top-level Portfolio and Watchlist folders.
  • Improved sizing of startup password entry screen.
  • Fix for issues with in-line editing of Shares, Last and Buy Price columns.
  • Fix issue with incorrect buy price when copying an item to another portfolio.
  • Fix for MSN mutual fund symbols that didn’t have chart data available.
  • Fix the Alert column to show icon and be sortable.
  • Fix for crash shortly after startup when using maximized chart window.
  • Fix for the transaction ‘description’ field not being set in new transactions.
  • Fix for problems starting StockMarketEye due to conflict with Australian Auskey software.

New in StockMarketEye 5.0.4 (May 21, 2019)

  • Added Copy/Paste popup menus (i.e. right-click) for inputs/textfields
  • Improved the network proxy configuration and setup.
  • Made the chart’s OHLCV% box a bit transparent.
  • Internal stability and compatibility improvements.
  • Fix for issue that would change the chart’s range by 1 day when changing symbols.
  • Fix for chart issue where current range selection would get unhighlighted on symbol change.
  • Fix for typing dates into the date field of a calendar.
  • Fix for date fields being formatted incorrectly for non-US locales.
  • Fix for the “Value” column of Transactions showing $0 for dividends entered with v5. Note that you have to open the details window for those particular transactions that were affected by this issue and then click OK to fix the Value field of those particular transactions.
  • Fix to properly format the DivPay Date and ExDiv Date columns according to the chosen date format.

New in StockMarketEye 5.0.3 (May 16, 2019)

  • Fix for issues entering decimals when the user’s locale was non-English.
  • Windows version is now compatible with 32-bit Windows.
  • Added link to blog in Help menu.
  • Added “Details” menu item in the Transactions report’s “More” menu.
  • Improved visibility of Other Synchronization Actions button.
  • Tweaks to help improve stability and startup speed.
  • Fix to make new-version and anonymous-stats checkboxes checkable.
  • Fix for chart dates being offset by 1 or 2 days.
  • Fix to show alert symbol in multi-items.
  • Fix for Transactions report not refiltering properly after adding transactions.
  • Fix for off-by-1 day in ExDiv and DivPayDate columns.
  • Fix for monthly chart tooltip.

New in StockMarketEye 5.0.2 (May 1, 2019)

  • Ability to set the cash balance to a specific value. See the documentation: Managing the cash balance.
  • Ability to override the theme on macOS Mojave. How to set the theme.
  • Change text in live quotes properties “Yahoo/MSN”.
  • Fix for changing theme on linux.
  • Fix for sell window displaying negative share amounts for shorts initially.
  • Fix for putting Sector as 1st column.
  • Fix for Total line in Prices is not being bold.
  • Fix for Portfolio Groups not being bold like in v4.
  • Fix for editing comments on Portfolio items.
  • Fix to not show symbol change message when symbols haven’t changed in multi-item modal.
  • Fix so that Shares column does not follows Shares Format.
  • Fix to be able to set the smiley column to be empty.
  • Fix for the urge price history in the Advanced preferences page.

New in StockMarketEye 5.0.1 (Apr 28, 2019)

  • Added new static scrollbars – enabled by default. Can switch to native overlays in Preferences -> Interface.
  • Fix for importing chart data from CSV files when using the ‘auto’ date setting.
  • Fix for issues managing alerts.
  • Fix for issue displaying watchlists.
  • Fix for issue during data optimization.

New in StockMarketEye 5.0.0 (Apr 24, 2019)

  • A New Look in Dark or Light:
  • StockMarketEye 5 has been updated with a modern look and feel. We’ve also redesigned many features to make them easier to use, and to give you even more control and power when managing your investments.
  • New Data Provider:
  • In addition to support for retrieving prices from Yahoo Finance, StockMarketEye 5 can also get prices from MSN Money. Look for the green MSN icon in the symbol search results.
  • New Pricing Model:
  • StockMarketEye 5 is sold as a yearly subscription service.
  • And more:
  • Updated reports, updated charting, improved column configuration, improved usability for many features, native desktop notifications, and much more!

New in StockMarketEye 4.3.6 (Mar 9, 2019)

  • Fix for split data coming from Yahoo Finance.
  • Added 2 “JP Morgan” brokerages.
  • Added “Cetera Advisor Networks LLC” and “Cetera Advisors LLC” brokerages.

New in StockMarketEye 4.3.5 (Nov 20, 2018)

  • Fixed issues with importing from Merrill Lynch.
  • Fixed issues with sorting of some watchlist columns (such as ” % < Watch").
  • Added “Principle Financial Group” brokerage.

New in StockMarketEye 4.3.4 (Sep 9, 2018)

  • Fixed an issue that could cause StockMarketEye to crash at startup.
  • Fixed an issue with the calculation of the total Close Costs in the Gain/Loss report when including current positions.

New in StockMarketEye 4.3.3 (Sep 6, 2018)

  • Added totals for Open Costs, Open Fees, Close Costs and Close Fees columns in the Gain/Loss report.
  • Improve normalization of incoming Yahoo Finance historical data to avoid having huge candles that could distort the chart.
  • Fix for MorganStanley “sell debt” transaction imports that would only specify a total value.
  • Fix for Return of Capital transactions were not taken into account in the average cost basis (ACB) calculation.
  • Fix for the brokerage import from USB Financial Services due to a certificate change at UBS.
  • Fix for passwords not being saved in certain cases of the brokerage update process.
  • Fix for a potential issue in Back-in-Time report when the selected day is ‘today’.

New in StockMarketEye 4.3.2 (Jul 30, 2018)

  • Brokerage import (i.e. OFX) improvements for debt transactions (i.e. CDs, bonds, etc).
  • Added support for 3 Citigroup brokerages.
  • Fix for portfolio group historical value chart containing spikes on days with multiple same split transactions.
  • Fix for transaction entry window for “Cover Sort” types that incorrectly applied costs when specific lots were chosen.
  • Renamed “MktCap” column to “CapSize” to differentiate from “Mkt Cap”.
  • Fix for internal consistency issue when undoing multiple transactions at the same time.
  • Enhanced “Optimize Data” feature in Preferences -> Advanced tab to remove more unused data.
  • Fix for newly added categories that were not usable until after a restart of StockMarketEye.

New in StockMarketEye 4.3.1 (Jun 6, 2018)

  • Fix for problems with charts for symbols that have manually imported historical quotes.
  • Fix for startup issues related to data.
  • Fix for backup/restore issues with previous version.
  • Fix for error windows due to empty data.
  • Fix for error windows due to code bug.
  • Show the initial EULA acceptance window centered in screen.

New in StockMarketEye 4.3.0 (Jun 4, 2018)

  • New watchlist columns for viewing the high/low since the watch start: Watch Low, ​Watch Hi, ​Watch Hi/Low %, ​% < Watch Hi, ​% > Watch Low
  • New EULA consent window on first run of StockMarketEye.
  • New consent window before showing the on-line sync window for the first time.
  • Increased the limit of characters in the comment and description columns to 10240 characters.
  • Added tweaks for aligning UK ticker’s historical and live quotes to pence or pounds.
  • Replaced all Google Finance ticker symbols in Benchmark and Compare to dropdowns with Yahoo Finance equivalents.
  • Optimizations to speed up StockMarketEye when adding new items to a portfolio.
  • Optimizations for startup speed.
  • Fix for market value chart that could sometimes be spiky on last day.
  • Fix for potential double entry for today in historical market value chart.
  • Fix for incorrect portfolio name in Gain/Loss report of a Portfolio Group.
  • Fix for bulk watchlist import of symbols that have hidden characters.

New in StockMarketEye 4.2.8 (Apr 22, 2018)

  • Change to the way “Day%” is calculated to account for incorrect previous “Close” values from Yahoo Finance.
  • All former Google Finance tickers from “TYO:” to be priced with historical quotes (just like “LON:” tickers in the previouls version).
  • Fix for issue affecting the adding of watchlist items to a category.
  • Fix the sorting of the “YOC” column.

New in StockMarketEye 4.2.7 (Apr 16, 2018)

  • Performance optimizations to fix freezing and sluggishness.
  • All former Google Finance tickers from “LON:” and “MUTF_UK:” should use historical quotes.
  • Upgrade internals on all platforms for stable 3rd party libraries.
  • Right align all date columns.
  • This version of StockMarketEye focuses on performance improvements and UK users who have found issues with Yahoo Finance ticker symbols.
  • A number of users have had performance issues with our last release, StockMarketEye v4.2.6. We’ve worked with many of them to narrow down the issue and find a solution. StockMarketEye 4.2.7 includes all of the performance improvements we’ve found and should run smoothly.
  • UK users have had problems converting some of their ticker symbols from Google Finance to Yahoo Finance ticker symbols due to data quality issues with the Yahoo Finance ticker symbols. To help those UK users who have ticker symbols that are not covered well by Yahoo Finance (this includes smaller securities and some funds), StockMarketEye 4.2.7 allows you to continue using Google Finance ticker symbols for UK based securities (i.e. tickers that begin with “LON:” and “MUTF_UK:”). Pricing (i.e. the “Last” column) will be end-of-day (EOD) closing price for these ticker symbols. This allows holdings to be priced correctly (although not live) and up-to-date market values to be calculated. StockMarketEye will use the currently still available EOD historical data from Google Finance for these symbols. As long as the historical data for these symbols is still available from Google Finance, this will be a viable option for “LON:” and “MUTF_UK:” ticker symbols. This also means that the chart data for these securities will come from Google Finance, which is a significant improvement for these smaller UK securities as the Yahoo Finance data can be quite poor.
  • Note that Google Finance ticker symbols will not appear in the symbol search results. But you can still add them – just ignore the warning that says the ticker symbol is unknown.

New in StockMarketEye 4.2.6 (Mar 30, 2018)

  • Removed GoogleFinance as a data provider except for markets that are not covered by Yahoo Finance – this includes, notably, Canadian and other non-US mutual funds. If you have Google Finance ticker symbols for these types of securities, you do not need to change them. This will work as long as the old Google Finance access point for these securities remains open.
  • Improved the charts and historical data retrieval for some UK, DE and CH securities which had inconsistent EOD data from Yahoo Finance.
  • Fix for dividends/yield values for UK stocks.
  • Fix for ROE and ROA being off by factor of 100.
  • Aligned calculation of TR for multi-lot holdings and partial sales with the IncomeTotal calculation.
  • Fix issue with Capital One brokerage import.
  • Improved the Summary report to use manually edited Last values if the end date of the report is today.
  • Fixed case where imported historical quotes (from CSV) were not used in the Prices view for non-quoted items until after a restart.
  • Performance improvement for 52W and AllTime fundamental columns.
  • Show the Category name in the Name column for Watchlist categories.
  • Updated internal libraries on Linux to help startup issue on newer debian systems.

New in StockMarketEye 4.2.5 (Mar 3, 2018)

  • Updates to brokerage import to support prices for non-publicly traded securities.
  • Add support for Cambridge Investment Research brokerage.
  • Add support for Other A/L type QIF files with deposits in them.
  • Use portfolio default currency in entry window if symbol is unknown.
  • Show Category name in Name column in addition to Symbol column.
  • Add totals in G/L report for Ccy columns.
  • Minor improvements to in-line editing of distributions in the Transactions report.
  • Change wording of delete menu for clarity about what would be deleted.
  • Fix for charts issue with Yahoo Finance symbols.
  • Fix for divide by zero with price to EBITDA column.
  • Fix for issues with the AllTime columns.
  • Fix for Raymond James brokerage import.
  • Fix for importing custom UUIDs in a CSV file.
  • Fix for other issues with importing CSV files.
  • Fix for freeze when selecting the lot in the Sell Lot entry window.
  • Fix for Watch Days column not sorting correctly.
  • Fix for incorrect calculation of daysHeld in Ann.TR% column.
  • Fix for duplicate manual historical quote tables in the backup file.

New in StockMarketEye 4.2.4 (Dec 18, 2017)

  • Fix critical startup bug from v4.2.4 in Windows and Linux versions.

New in StockMarketEye 4.2.3 (Dec 17, 2017)

  • Allow editing of the transaction’s “FX Currency” column.
  • Improvements to OFX import to get prices from downloaded brokerage data.
  • Add columns: “AllTime Lo”, “AllTime Hi”, “AllTime %”, “% < AllTime Hi", "% < AllTime Low"
  • Ensure that comments for items are the same as for their purchase transaction.
  • Fix for overridden values being lost after editing an item.
  • Fix for fundamental values being set to zero after editing an item.
  • Fix for other fields being set to zero after editing an item.
  • Fix for ACB calculations with UK stocks in the Gain/Loss report.
  • Fix for applying a split transaction on the correct day when calculating the portfolio’s market value chart.
  • Fix for flat-lines in market value charts.
  • Fix for issue that could cause error wndow when changing the symbol of a transaction.
  • Fix for ordering difference between iOS and Desktop after sync.
  • Fix for properly setting Currency option under different corner cases.
  • Fix for updating the display table when in-line editing or adding new items.
  • Internal, under-the-hood updates to facilitate future enhancements.

New in StockMarketEye 4.2.2 (Nov 20, 2017)

  • Allow overriding the autobkup location.
  • Set the “Currency Options” section of the transactions window to be open by default.
  • Fix an issue with fullscreen mode on OSX High Sierra.
  • Fix a startup issue with very large amounts of data.
  • Fix an issue with the Ann.TR% calculation.
  • Fix for the TTM Dividend and Yield columns.
  • Fix several display issues on Linux.

New in StockMarketEye 4.2.0 (Nov 14, 2017)

  • Important Updates:
  • Update for issues with fundamental data (dividend, yield, etc) from Yahoo Finance and Google Finance.
  • New Features:
  • Lot selection when selling. The “Sell” entry window now lets you choose the “Sell Lot” Type and select the individual lot or lots you want to sell. When selling a specific lot, StockMarketEye will create a link between the purchase transaction and the sell transaction. For sell transactions that have already been entered, StockMarketEye will try to automatically determine if the sell pertained to a specific lot.
  • Reset Watchlist values… We’ve enhanced the different ways you can reset the watch values in your watchlists. You can now select a specific “Watch Date”, then have StockMarketEye automatically update the “Watch Date” and “Watch Start” values of every item in the list.
  • In addition to getting the fundamental data from Yahoo Finance working again, we’ve also been able to get more fundamental metrics. You can now use ROE, Beta, Operating Margin and other columns that previously were only available for Google Finance ticker symbols. Note that some columns will not have values for some securities.
  • Performance Improvements. We’ve spent the last few months working with some of our users with the goal of improving the performance of StockMarketEye with large amounts of data. The fruit of this work is now in v4.2! You’ll notice much faster Reports, faster startup and faster chart loading. Enjoy!
  • Other Changes, Additions and Fixes:
  • Increased maximum number of periods for custom SMA and EMA indicators.
  • New column: Target Yield – The dividend yield calculated from the Target price and the current TTM dividend.
  • New column: Target FwdYield – The dividend yield calculated from the Target price and the forward dividend.
  • New column: FwdDivVal – The yearly value of the forward dividend (FwdDiv * number of shares)
  • New column: DivVal% – The yearly value of the current TTM dividend as a percentage of the portfolio’s total yearly TTM dividend value.
  • New column: FwdDivVal% – The yearly value of the forward dividend as a percentage of the portfolio”s total yearly forward dividend value.
  • Fixed CapitalOne brokerage import.
  • Fixed sync issues with items from ignored Watchlists and Portfolios in higher level groups.
  • Fixed calculation of DivVal and Yield for categories.
  • StockMarketEye 4.2.0 is a free update for those of you already using StockMarketEye 4.
  • If you are using StockMarketEye 4, we highly recommend that you update to the new version.

New in StockMarketEye 4.1.6 (Oct 26, 2017)

  • Fix for various stability issues on MacOS High Sierra.
  • Fix for an issue with errors displayed on startup.
  • Fix for the calculation of income and TR when distributions are declared in a different currency.
  • Fix for an issue with the calculation of “Income” columns when multiple reinvested distributions are recorded on same day.

New in StockMarketEye 4.1.5 (Oct 23, 2017)

  • Fix for an issue with Google Finance fundamentals data (dividend, yield, etc).
  • Fix for an issue with the recalculation of “TR YTD” after adding a new dividend.
  • Fix for an issue with “TR YTD” calculation and lots purchased since the start of year.
  • Fix for an issue that could leave files open after canceling an import.
  • Fix for an issue with “TR % Ccy” and “TR %” not being the same in a Portfolio Group’s Total view.
  • Fix for an issue with full-screen mode on the new OSX 10.13 High Sierra.
  • Fix for a potential issue when no accounts are listed when importing from a brokerage.
  • Fix for a potential issue when importing from T.Rowe Price.
  • Fix for a potential issue with spurious 100x prices in the chart.
  • Changes to the way “Ann TR %” in a category and Total line is calculated.
  • Add Ameriprise brokerages.

New in StockMarketEye 4.1.4 (Sep 14, 2017)

  • Stability improvements for previous Google Finance change.
  • Update to all Google Finance services used by StockMarketEye based on further changes since the last release.
  • Added buttons in the Preferences -> Advanced tab for switching the Live Quote retrieval mode for all Watchlists and Portfolios at once.
  • Fix for “Shares Outstanding” column values when no value can be computed.
  • Improved experience for expired trial license users.

New in StockMarketEye 4.1.3 (Sep 10, 2017)

  • Update downloading of the current quotes for Google Finance ticker symbols.

New in StockMarketEye 4.1.2 (Sep 3, 2017)

  • Fix for importing and updating from the Charles Schwab brokerage.
  • Added new “Optimize Data” button in Preferences.
  • Changed wording of “Restart” to “Restart StockMarketEye”.
  • Changed wording of on-line sync Push/Pull to Upload/Download – User’s Guide updated.
  • Changed column headings:
  • “LT Debt to Assets” to “LT D/A”
  • “Total Debt to Assets” to “D/A”
  • “LT Debt to Equity” to “LT D/E”
  • “Total Debt to Equity” to “D/E”,
  • “Return on Avg Equity” to “ROE”
  • “Return on Avg Assets” to “ROA”
  • Changed the mountain chart color to be a bit lighter so that TAs can be seen better.
  • Fixed issue with Gain/Loss Report’s “Open Total” when corporate action transctions are present.
  • Fixed issue with sync and watchlist groups.
  • Fixed issue with sorting settings not being included in backup files.
  • Various stability and compatiblity updates.

New in StockMarketEye 4.1.0 (Apr 19, 2017)

  • We’ve added a number of new features, made some important updates and squashed many pesky bugs.

New in StockMarketEye 4.0.16 (Dec 15, 2016)

  • New:
  • Fix for startup issue linked to quote type selection.
  • Fix for watchlists with categories that have the same name as one of the ticker symbols.

New in StockMarketEye 4.0.14 (Dec 5, 2016)

  • New brokerage: NMIS, LLC
  • New brokerage: Voya Financial Advisors and Voya Institutional Plan Services
  • Added documentation about American Century Investments brokerage in the User’s Guide.
  • Reset the previous-close (and fields that depend on it such as Day Gain, etc) at start of trade (8AM local time) due to change with the way Yahoo Finance and Google Finance reset this value.
  • Improve selection/expansion of multi-items when adding a new sub-lot.
  • Make it easier to purchase the upgrade if StockMarketeye 4 is installed on new computer. Just enter your old license key into StockMarketEye 4 and it will propose the upgrade purchase.
  • Fix for calculation of returns with shares in/out in the mix.
  • Fix for benchmark symbols that don’t have quotes for entire range of dates.
  • Fix issue with setting the network proxy in the Preferences.

New in StockMarketEye 4.0.13 (Oct 27, 2016)

  • Additions:
  • New Watchlist column: Watch Days – this column shows the number of days since the item was added to the watchlist (i.e. from the “Date Added” column).
  • New currency support: BTC (Bitcoin)
  • Added support for sorting by the ‘Fees’ column in the Transactions report.
  • Improvements:
  • Improved handling of some OFX files with uncategorized re-invested dividends.
  • Improved support for changing the currency of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the exchange rate (column “FX”) of a transaction via in-line editing in the Transactions report.
  • Improved support for changing the name field of a transaction via in-line editing in the Transactions report.
  • Changed the Summary report to use current live quotes if the report’s end date is “today”.
  • The “rebuild from transactions” feature now resets the transaction’s “shares affected” value so that this value will get recalculated by StockMarketEye. The “Shares Affected” value (column in the Transactions report) can affect certain Cost Basis calculations.
  • Fixes:
  • Fix an issue related to the calculation of the Cost Basis when RoC and split transactions are recorded for the same symbol.
  • Fix an issue that occurred when changing symbols.
  • Fix for the chart’s “Compare to” menu going off screen when used with a dual monitor setup.
  • Fixes related to upgrading from v2 to v4.
  • Fix in the reports section related to the handling of 2 splits that occur on the same day.
  • Fix an issue that occurred when editing the ‘credit’ field in transactions report.
  • Fix for an issue reported by some users trying to run StockMarketEye on Windows 10.
  • Fix for an issue pertaining to rounding errors in the reports due to excessive decimal places in historical quotes from Yahoo Finance.
  • Fix for the Summary report calculations when there was a cash flow (i.e. cash-out/in, etc) on the report’s ending date.
  • Fix for an issue related to the external chart window, which did not show the chart of the symbol from a selected transaction if the symbol is no longer in the portfolio’s Prices view.
  • Fix for an issue where the chart’s Y-axis did not refresh properly when removing a technical indicator when there was still a comparison symbol in chart.

New in StockMarketEye 4.0.12 (Sep 7, 2016)

  • Fix for freeze when loading historical quotes.

New in StockMarketEye 4.0.11 (Sep 3, 2016)

  • Changes and Fixes:
  • Allow for exporting just the Fundamentals view to CSV
  • Allow for printing just the Fundamentals view to PDF
  • New additional, manual date format for CSV imports: yyyy/MM/dd
  • Add improved, more flexible parsing of manually imported historical quotes
  • Minor tweaks to retrieval of historical quotes from Yahoo Finance
  • Fix for a watchlist item showing “buy price” rather than “watch start” in the chart
  • Fix for Categories not being removed from the view after deleting them
  • Fix for some columns in a Category not being shown
  • Fix to set currency options correctly when adding USD stock to portfolio with a different currency
  • Fix so changing the Watchstart value will immediately be reflected in the chart line
  • Fix for issue with sorting on the “Portfolio” column in Transactions report of a Portfolio Group
  • Fix corner case issue with QFX/OFX file import
  • Fix for issue with inconsistent prices view when migrating from v3 to v4

New in StockMarketEye 4.0.10 (Aug 2, 2016)

  • Improved handling of invested-capital portfolios (i.e. portfolios that don’t have the Cash balance enabled) in the Summary report. Includes improved cash flow and balance values for TWRR and IRR calculations for invested-capital portfolios.
  • Improved calculation of historical portfolio values when items without historical quotes are used.
  • Make placeholders in Summary report more understandable.
  • Updated Yahoo Finance data retrieval for special characters.
  • Fix for issue with YOC column.
  • Fix relating to the FX column in a Portfolio Group’s Transactions report to use an existing FX value if possible.
  • Fix relating to the display of the FX column in a Portfolio Group’s Transactions report.
  • Fix for Watchlist item details window showing incorrect day headers when non US-locale used.
  • Fix for freezes when selecting a Watchlist category.
  • Fix for “Move to…” not adding items to destination Watchlist.

New in StockMarketEye 4.0.9 (May 29, 2016)

  • Changes and Fixes:
  • Fixed issue with inconsistent jump in charts in the Summary report
  • Fixed minor internal issues which could lead to error windows
  • Fixed freeze when selecting Cash or Category lines in a portfolio
  • Fixed issue with Watchlist contents not being displayed properly on Windows
  • Added ability to turn off the autobackup feature by setting number of autobackup files to 0. We do not recommend turning off the autobackup feature – use at your own risk

New in StockMarketEye 4.0.8 (May 24, 2016)

  • Changes and Fixes:
  • Added column, YOC – Yield on cost
  • Added column, Chg/Share – Change per share from the BuyPrice to the current Last price
  • Added support for R. W. Baird brokerage.
  • Added support for Stifel Nicolaus brokerage (user verified).
  • Added support for new Yahoo Finance supported exchanges (Czech Republic, Egypt, Estonia, Finland, Iceland, Italy [EuroTLX], Latvia, Lithuania, Qatar, Valencia, Thailand, Turkey, Venezuela).
  • Renamed “Portfolio %” column to “Port.%”
  • Renamed “Percent” column to “Day %”
  • Fixed issue with portfolio not showing holdings initially after import from brokerage.
  • Fixed issue with portfolio value chart not including today or future transactions.
  • Fixed issue with “strict” portfolio value chart setting.
  • Fixed issue with portfolio value chart not working correctly in log-mode with negative numbers.
  • Fixed issue with Average Cost Basis (ACB) column for GBP stocks.
  • Fixed issue with transaction selection in the Transactions report.
  • Fixed issue with the “Buy Price” line in the chart when selecting different lots of the same stock.
  • Fixed issue with the dividend search using adjusted value.
  • Fixed issue with alert evaluation when manually changing the price.
  • Fixed issue with the Summary report when only today or future transactions were present.

New in StockMarketEye 4.0.7 (Apr 12, 2016)

  • Changes and Fixes:
  • Added new exchanges from Google Finance: Mexico, Indonesia and Malaysia
  • Renamed the menu item “View in browser…” to “News and more…”.
  • External chart now shows “Buy Price/Watch Start” markers.
  • Adding an item to a Watchlist now adds into the currencly selected category.
  • Double-click in combined group views does the right thing.
  • Double-click in Watchlist/Portfolio group Totals view switches to selected Watchlist/Portfolio.
  • Add “Properties” item to context menu in Watchlist/Portfolio totals view.
  • Change in Gain/Loss report to use January 1st and December 31st as start/end dates for year ranges.
  • Change in Summary report to include transactions from start date in totals and transactions list.
  • Optimization when rebuilding Prices view from the transactions.
  • Optimization for portfolio performance.
  • Optimization for startup performance.
  • Other minor optimizations.
  • Fixed issue with Target price column.
  • Fixed issue where currency was not properly set when adding via double-clicking in the symbol search result.
  • Fixed minor issues with on-line sync and watchlists.
  • Fixed issue with dates from Google Finance when using a non-EN locale.
  • Fixed issue with benchmark tracking if a cash transaction’s recorded date was on a weekend.
  • Fixed issue in Summary report when the portfolio doesn’t have any transactions.
  • Fixed issue with selection in filtered Transactions report.

New in StockMarketEye 4.0.6 (Mar 13, 2016)

  • Changes and Fixes:
  • Switched to lenient portfolio chart generation and added option for using strict mode
  • Set the cursor in the Symbol field of the external chart window
  • Allow scrolling during drag-and-drop actions
  • Use the portfolio’s currency as a default when adding an unknown symbol
  • Various optimizations
  • Fixed case where the Change/Change % columns in the Summary report were not calculated correctly
  • Fixed issue with TWRR in Prices and BiT report in the presence of splits
  • Fixed display of exchange rates in Grouped Transactions report
  • Fixed inconsistent transaction sorting by date
  • Fixed issue when changing Group name did not change the name in the folders view
  • Fixed issue with printing Watchlists to PDF
  • Fixed issue with historical quote caching
  • Fixed several issues with the on-line sync
  • Fixed minor issue with backup files
  • Fixed issue with Ubuntu Unity
  • Fixed issue with Yahoo Finance historical data causing freezes

New in StockMarketEye 4.0.0 (Feb 8, 2016)

  • ROUPED PORTFOLIOS:
  • StockMarketEye 4 adds support for grouping portfolios. Portfolio groups are a powerful way to organize and manage your various investment accounts.
  • You can use portfolio groups to better manage diverse sets of portfolios.
  • Each portfolio group has its own currency, so you can even use it to group your portfolios based on currency or track the value of your investments in another currency.
  • You can create as many groups and sub-groups as you need.
  • INVESTMENT CATEGORIES:
  • Within an individual portfolio, you can group your current investments using "Categories". Categories help you organize and manage the positions within a portfolio.
  • Each category shows the total of the investment positions it contains. You can use categories (and sub-categories) to group your investments based on currency, sector, over/underweight, or any criteria you choose.
  • As each category has its own currency, categories are a great way to group investments of the same currency together or to track the value of your investments in a different currency.
  • You can read more about Investment Categories in our User's Guide.
  • WATCHLIST GROUPS AND CATEGORIES:
  • Watchlists have also kept pace with portfolios and now have support for grouped watchlists as well as categories.
  • Organizing and managing your stock watchlists was never easier or more powerful.
  • ENHANCED CHARTS:
  • The charting experience in StockMarketEye 4 has been enhanced to give you an improved visual perspective on your investments.
  • Your purchase and sales transactions are now visible in the chart - hover the mouse over the marker to get details on the buy/sell transaction.
  • Dividend and split information is also now available in the chart - hover the mouse over the marker to get details on the dividend or split.
  • StockMarketEye 4 also has an enhanced external chart window. You can use this external window to quickly browse stock charts. It can also be used to follow the current selection from a portfolio or watchlist, just like the built-in chart does. You can have as many external chart windows as you want and StockMarketEye will remember and open them the next time you start.
  • We've also added support for setting a custom date range as well as adding several new technical indicators, including Money Flow Index (MFI), On-Balance Volume (OBV), Accumulation/Distribution Line, Parabolic SAR and Rate of Change (ROC).
  • SUMMARY REPORT - PERFORMANCE CHARTS:
  • We've added Market Value and Performance charts to the Summary report. You can now get a graphical view of how the value of your account and its performance evolved over the selected time range.
  • ENHANCED UPDATE-FROM-BROKERAGE:
  • StockMarketEye 4 makes it faster and easier to get the latest transactions from your brokerage accounts.
  • Using the new update-from-brokerage window, you can download from all of your brokerage accounts in one go. And with the option to store your passwords, the time saved versus updating each account separately, even for just 2 or 3 accounts, is huge.
  • Learn more about using the enhanced update-from-brokerage feature in the User's Guide.
  • NEW COLUMNS:
  • Sector and Industry:
  • By popular demand, we've added columns for "Sector" and "Industry".
  • StockMarketEye will auto-populate values in these new columns (when possible), but they are also editable. You can use any of the pre-defined sectors/industries or make up your own.
  • Sector and Industry columns are available in both portfolios and watchlists.
  • Target price and more:
  • An editable, icon-based column with over 25 colorful icons to choose from.
  • Target / Target % / Target Discount - set your own target price in the editable "Target" column and StockMarketEye will calculate the "Target %" and "Target Discount" columns.
  • Ann TR % - the annualized Total Return percentage for your investment.
  • TR YTD / TR YTD % - the Total Return of your investment in the year-to-date.
  • FwdDiv / FwdYield - the forward 12-month dividend, calculated based on the last known dividend.
  • DivPayoutRatio - the dividend payout ration, which is the percentage of earnings paid to shareholders in dividends, calculated as (Dividend / EPS).
  • And much more:
  • New withholding/tax and franking/credits fields for dividends.
  • Support for using Average Cost Basis (ACB) calculation.
  • New "Cash Balance" column in the Transactions report for easier reconciliation with your brokerage statements.
  • Enhanced multi-currency support.
  • Retina display support.
  • Improved support for scaled display settings.
  • ...and many under-the-hood improvements.

New in StockMarketEye 3.3.14 (Jan 4, 2016)

  • Changes:
  • Improved OFX import of bond holdings.
  • Renamed the currency, TRY, from “New Turkish Lyra” to “Turkish Lyra” .
  • Minor updates for compatibility with the Android app.
  • Fix for issue with importing from ShareBuilder brokerage.
  • Fix for issue with portfolio/watchlist settings not syncing properly.

New in StockMarketEye 3.3.13 (Dec 19, 2015)

  • New brokerage: Franklin Templeton Investments
  • Renamed ShareBuilder brokerage to Capital One Investing
  • Minor internal change in preparation for upcoming major release.

New in StockMarketEye 3.3.12 (Nov 14, 2015)

  • New: Printing the Summary report will include the items from the start and end portfolios based on how they are expanded or collapsed in the report.
  • Fix for issue with calculating a transaction’s value in the presence of splits.
  • Fix for incorrect default currency for certain stocks.

New in StockMarketEye 3.3.11 (Jul 27, 2015)

  • Fixes:
  • Fixed issue with symbols getting changed automatically.
  • Fixed issue with “LastTrade DateTime” column now being correct for non-NorthAmerican ticker symbols.
  • Fixed issue in QIF import when missing (null) symbol information was found in PSM generated QIF files.

New in StockMarketEye 3.3.10 (Apr 14, 2015)

  • New and Updated:
  • First Clearing, LLC brokerage added
  • Autobackups are now always enabled
  • Fixes:
  • Fixed issue where costbasis calculation was off in Back-in-Time report if splits or RoC was involved.
  • Fixed issue with Shares outstanding in YahooFinance data.
  • Fixed issue importing QIF files where cash transactions were not correctly recognised.
  • Fixed issue with access to columns configuration menu on Mac.
  • Fixed issue in Gain/Loss report where totals were incorrect when exchRates were set to zero.

New in StockMarketEye 3.3.9 (Mar 14, 2015)

  • New and Updated:
  • NETXInvestor brokerage added
  • TIAA-CREF brokerage added
  • T. Rowe Price (Brokerage) broker fix
  • RBC Dain Rauscher broker fix
  • Fixes:
  • Fixed incorrect YearlyDivVal and BuyValYield for LON and .L stocks
  • Fixed incorrect Income YTD when splits were involved.
  • QIF fixes for negative dividends (translated to FEES)
  • QIF import fixes for negative Cash transactions (translated to “other out”)
  • Fix for ALL range in transactions and gain/loss report to include future transactions
  • Fix for Dividend Date and Ex-Dividend Date columns for Yahoo Finance symbols

New in StockMarketEye 3.3.8 (Jan 10, 2015)

  • New:
  • New brokerages: PNC Bank, Wedbush and Raymond James (feedback on your experience with these brokerages in StockMarketEye is welcome).
  • Additional buttons to facilitate changing dates in the Back-in-Time report.
  • Allow restore of backup files in trial version.
  • Fixes:
  • Fixed: Column widths are not saved after “fit column widths to contents” on Yosemite.
  • Fixed: Column order/widths not saved on Yosemite.
  • Fixed: 5-day charts with holidays have overlapping day labels for the holiday.
  • Fixed: 5-day chart cursor’s date part is off by timezone.
  • Fixed: Description field in Watchlist/Portfolio settings window does not expand or have scrollbars.
  • Fixed: Startup problem when used in Lima Peru timezone.
  • Fixed: The “Change” columns in Summary report’s closing portfolio do not print.
  • Other minor stability improvements.

New in StockMarketEye 3.3.7 (Nov 18, 2014)

  • New Column: “9M%” for watchlists and portfolios.
  • More tweaks for Mac OS X 10.10 Yosemite.
  • Fix for Sum Total chart using wrong exchange rate in some cases.
  • Fixed initial Chart scale menu selection.
  • Fixed Linux startup script to work with OpenJDK.

New in StockMarketEye 3.3.6 (Nov 4, 2014)

  • Changes:
  • The Summary report’s “Portfolio at close” now includes a “Gain” and “Gain %” columns.
  • New brokerage: American Century Brokerage and American Century Investments (please let us know if either of these work for you)./li>
  • New button, ‘Purge Unknown Symbols List’ in the Preferences’ Advanced tab which clears the unknown symbols list.
  • Fixes:
  • Fixed: On-line sync does not transfer “Include a cash balance” and “Include in Portfolio Totals view” settings for a portfolio.
  • Fixed: Alerts configuration window doesn’t show alert on Mac OS X Yosemite.
  • Fixed: Charts for some Google ticker symbols not updating properly. If you have Google ticker symbols that don’t show a chart, use the new “Purge Unknown Symbols” list button in the Preferences’ Advanced tab.
  • Fixed: Technical indicator not working with incomplete data.

New in StockMarketEye 3.3.5 (Oct 22, 2014)

  • Fixed chart taking up all of the space and covering the tables. If you’re chart is still doing this when you first use v3.3.5, use the menu: View -> Restore -> Restore default sizes of Folders and Charts

New in StockMarketEye 3.3.4 (Oct 18, 2014)

  • New menu, “Add as comparison symbol”, the allows symbols, including a selection of multiple symbols, to be added as a comparison symbol in the chart directly from the watchlist or portfolio.
  • New menus in “Chart Options” -> “Advanced” for resetting the chart back to its defaults.
  • Extra colors for comparison symbols and technical indicator lines in the chart so that the colors don’t repeat when there are many lines. Now has 20 colors.
  • Fixed exporting chart data so that all decimal places are exported to CSV, rather than just 2.
  • Default columns in the Transactions Report now includes “Exch Rate” and “Currency”.
  • Added support for JSE/Rand/RandCents for South African stocks. Stocks from the Johannesburg Stock Exchange (JSE) are supported by Google Finance (for example, JSE:SAB).
  • The dividend search window will now show the dividend pay date if it is available, otherwise the ex-dividend date will be shown. Only symbols from Google Finance have the dividend pay date available.

New in StockMarketEye 3.3.3 (Sep 18, 2014)

  • Changes:
  • Updated: Vanguard brokerage import/update works again after Vanguard’s direct connect service change.
  • New column: Total Income – this is the total income (dividends, capgains, etc) that have been paid by the holding since it was acquired.
  • Improved symbol search to remove the Google exchange prefix when searching with a prefilled symbol.
  • Improved Google Finance fundamentals retrieval to fix issues with UK dividend reporting and reduce bandwidth.
  • Fixes:
  • Fixed: Chart tick marks do not match up with start of month/year in longer time ranges.
  • Fixed: London stock yields off (again) by factor 100 for Google Finance ticker symbols.
  • Fixed: Changing a symbol in a watchlist should also change alert symbol.
  • Fixed: TWRR in Portfolio Totals does not to handle exchange rates properly.
  • Fixed: CSV export should not include thousands separator by default.
  • Fixed: Income columns calculation off when splits occurred.
  • Fixed: Expired option import from OFX has incorrect number of shares.
  • Fixed: Sorting on some columns (such as Market Val) does not propagte to iOS via the on-line sync.
  • Fixed: Editing dividend in newly imported portfolios caused duplicates to appear.
  • Fixed: Purging historical quotes left traces of manually imported quotes.

New in StockMarketEye 3.3.2 (Aug 14, 2014)

  • Changes:
  • Performance improvements in many areas of the portfolios, reports and watchlists.
  • Reduced bandwidth usage.
  • The Mac version now bundles a private version of Java.
  • New column: “ExchRate Inv” in the Portfolio Totals view.
  • Improved QIF parsing and symbol retrieval from the information in the QIF file.
  • Improved CSV parsing to automatically set the price/share from the historical price on the transaction date, if no price/share was specified for the transaction in CSV file.
  • Report dates have a more consistent start date for full year, YTD and MTD time ranges.
  • When changing a symbol, there is now an option to change any alert on that symbol to the new symbol.
  • The portfolio’s value chart always finishes on the day of the earliest transaction, even if the transactions are not in-sync with the Prices view.
  • The default focus for the dividend entry window is now the Total field, if the symbol field has automatically been filled.
  • Fixes:
  • Fixed: London stock’s “Yield” is off by factor of 100
  • Fixed: Charts don’t save the Scale setting
  • Fixed: Setting an empty benchmark symbol causes 1 item in the portfolio to lose its symbol
  • Fixed: Sizing of Summary report is off after expand/collapse of transactions or portfolios area
  • Fixed: Bug in QIF parser with when importing iBank5 QIF files

New in StockMarketEye 3.3.1 (Jun 17, 2014)

  • Changes:
  • New column: “ExchRate Inv” which shows the inverse of the current exchange rate
  • New column: “Symbol*” for viewing a symbol without the Google exchange prefix
  • New exchanges, Johannesburg (JSE) and Saudi Arabia (TADAWUL), via Google Finance
  • Added link to new documentation on setting up portfolios in Euros
  • Support for import of mini-options in OFX and brokerage import
  • Bug Fixes:
  • Fixed: Edward Jones brokerage import
  • Fixed: ASX stocks from Google Finance don’t have charts available
  • Fixed: Problem with restore not working with a pre-3.3 backup file
  • Fixed: Problem with transactions after viewing portfolio chart
  • Fixed: Problem with Back-in-time report’s “TR” column not being calculated correctly
  • Fixed: SharesIn transactions used in spin-offs should set cash_affected to false (do not update)

New in StockMarketEye 3.3.0 (May 26, 2014)

  • New Features:
  • On-Line sync improvements including 10x faster syncing.
  • Support for importing historical quotes from a CSV file.
  • New Corporate Action transaction type to handle spin-offs and other types of special actions.
  • QIF import to support Security Lists from Quicken generated QIF files.
  • Changes and Fixes:
  • New column: Last Converted – The current last quote value converted to the currency of the portfolio.
  • New column: Weekdays Held – The number of weekdays the position has been held. Includes holidays that fall on a weekday.
  • When adding items to a watchlist, either via CSV import or bulk-add, an option has been added to ignore any symbols that are already in the watchlist.
  • When adding individual items to a watchlist, a warning window will be shown if the item is already in the watchlist.
  • All CSV imports now have more flexible date parsing.
  • A default secondary sort on symbol is used when the values in the sorted column are the same.
  • Support for unregistering the current license key from StockMarketEye on the current computer.
  • Yearly Dividend Value’ column now available in Portfolio Totals.
  • User’s Guide updates.
  • Fixed: Combined Portfolio Total line does not update when quotes updated.
  • Fixed: Incorrect currency shown for some Indian stocks in watchlists.
  • Fixed: “TR” should take into account any FEES paid by the item.
  • Changed: CAGR for individual portfolio holdings should not include cash dividends.
  • Fixed: Portfolio CSV import should keep specified symbol for FEES and INTEREST_IN/OUT transactions
  • Fixed: Problem with TWRR/IRR calculation for multi-lot items when Last price is overriden.
  • Fixed: Problem with desktop icon on Windows.
  • Fixed: Problem with Gain/Loss values for short positions.
  • Fixed: Problem with on-line sync and transaction matching.
  • Fixed: Back-in-Time column LastTradeDate does not work
  • Fixed: Comparison symbol in chart has no value for ‘today’
  • Fixed: London and Indian tickers from Google Finance don’t have charts available.
  • Fixed: Transaction matching with OFX import when multiple lots are included in the imported portfolio, as seen in InteractiveBroker’s OFX file.

New in StockMarketEye 3.2.2 (Mar 27, 2014)

  • Changes:
  •    Added Pershing Advisor Solutions brokerage.
  •    Changed executables on Windows to prevent multiple StockMarketEye windows opening simulateously.
  •    Changed the way historical quotes for UK stocks are loaded to prevent problems in Summary report due to pound/pence problem.
  •    Minor changes for Fidelity and Netbenefits brokerage import/update to prevent “Invalid date range” error messages.
  • Bug Fixes:
  •    Fixed: Exporting chart to PNG doesn’t work.
  •    Fixed: Problem with retrieving US option prices from Yahoo Finance when the user is in Australia.
  •    Fixed: Problem with brokerage import Morgan Stanley, who does not return proper list of investment accounts.
  •    Fixed: Problem with brokerage import with a negative dividend.
  •    Fixed: Transactions recorded in pence show the pence value in pounds, distorting amounts and performance.
  •    Fixed: Interest in/out is not included in the TR (Total Return) of a Portfolio’s Total line.
  •    Fixed: Problem with Gain YTD Converted for multi-lot items.
  •    Fixed: Problem with buy markers in chart when using %-axis.
  •    Fixed: Split transaction does not link to split item.
  •    Fixed: Problem with cost basis on split item after synchronizing with transactions.

New in StockMarketEye 3.2.0 (Jan 31, 2014)

  • New Features:
  • New “Summary” report for viewing the performance of your portfolio and comparing it to a benchmark.
  • New ability to show a Totals line in the Transactions report.
  • Import from brokerage without knowing your account number, selecting the accounts you’d like to import from a list.
  • New logarithmic scale charts.
  • New crosshair cursor for charts.
  • New Williams %R technical indicator.
  • Changes and Fixes:
  • Back-in-time report now has forward/backward buttons for easier navigation.
  • New “Benchmark Day’s Gain” and “Benchmark Percent” columns.
  • New “Open Signal”, “Open Signal %”, “Gap” and “Gap %” columns for day/swing traders that have read “Market Maker’s Edge”, by Josh Lukeman.
  • New “TR Converted” and “TR % Converted” columns.
  • Use the last known historical quote if live quotes are not available for a symbol.
  • New “Get all quotes” button on Summary view toolbar to load the quotes of just the portfolios.
  • Chart shows the last chart value in tracer by default, rather than showing empty tracer fields.
  • Chart cursor, click-to-trace, is remembered, displayed and used for tracer values when changing symbols.
  • New brokerage: Hewitt Associates (user validated)
  • New brokerage: Chase Investments (user validated)
  • Brokerage update and OFX file import set the prices of invalid symbols in the portfolio using the prices received from the brokerage or in the OFX file.
  • Column configuration remembers if you’ve specifically configured the current table the next time you open the Column Configuration window for that table.
  • Ability to override the columns, “Price Target 1 YR” and “Book Value” columns.
  • More links in the welcome window.
  • Improvements to the feedback window.
  • Remember fullscreen setting on Mac between runs.
  • When sorting the Combined portfolio on the “Portfolio Name” column, if the names are the same, sort based on symbol.
  • Give focus to the password field in the “Enter Password” dialog.
  • Fixed problem in Mac App store version when exporting charts.
  • Fixed problem with gain/loss calculation when splits were involved.
  • Fixed problem when modifying a partial-lot sale transaction changed the buy price of the item in the Prices view.
  • Fixed “Buy Val Converted” column to have correct currenc symbol.
  • Fixed problem with “Gain % YTD” column “Gain YTD” column is 0.
  • Fixed intraday charts so they don’t cut off some intraday prices if those prices were after 4pm.
  • Fixed issue that could add a duplicate transaction when changing the transaction’s currency.
  • Fixed issue where “Fit column widths to contents” on windows would slightly cut off some numbers in the Total line.
  • Fixed resizing issue with the Column Configuration window.

New in StockMarketEye 3.1.5 (Nov 5, 2013)

  • Changes:
  • New brokerage: DWS International
  • Added ability to enter a split transaction even for symbols that are not currently held (i.e. not in the Prices view).
  • Selling more shares than are available in the selected lot(s) now shows an information dialog.
  • Bug Fixes:
  • Fix for problem with deleting a transaction that causes Prices view to get out of sync with the Transactions report.
  • Fix for problem in the Summary chart that applied split transactions multiple times, if they were recorded in more than one portfolio.
  • Fix for problem in the Gain/Loss report which could change the number of shares in a transaction, if the transactions were not consistent.
  • Fix for import of option symbols from Schwab that have ‘^’ in the ticker symbol.
  • Fix in Mac App store version for Australian users.

New in StockMarketEye 3.1.4 (Oct 21, 2013)

  • Changes:
  • Optimize quote retrieval requests to data providers for less bandwidth usage.
  • Sticky-Date in portfolio entry windows is no longer updated when editing a transaction.
  • Change display of NZD to NZ$ for consistency with other currencies.
  • Improved message displayed when automatic update doesn’t work.
  • Fidelity NetBenefits import/update starts at the current hour if the current time is before 7am EST.
  • Mac App store version does not encrypt the auto-backup files.
  • Add timezone and SWT info to initial startup log.
  • Bug Fixes:
  • Fixed: Chart buy-price marker does not update when selecting different lots of the same stock.
  • Fixed: Portfolio chart does not export if technical indicators with no values for a date are present.
  • Fixed: Some cells do not change background color for alerts when they have empty values.
  • Fixed: Copying portfolio items does not reload their fundamentals.
  • Fixed: Selling all shares can leave 0.0000 shares if a lot had fractional shares.
  • Fixed: Use currency of the portfolio for unknown symbols.
  • Fixed: Duplicate transaction types were added to Type selector in Transactions report.
  • Fixed: Issue with some money market funds reporting strange Last prices.

New in StockMarketEye 3.1.3 (Sep 14, 2013)

  • New Features:
  • Added brokerages: Oppenheimer & Co and OppenheimerFunds
  • Bug Fixes:
  • Fixed issue with “Next” and “Finish” buttons not being active in the brokerage import window.
  • Fixed an issue that cased error message to be displayed at startup when the “Brokerage Symbol” column was in use.
  • Improved error handling in PDF/CSV export.

New in StockMarketEye 3.1.2 (Sep 12, 2013)

  • New Features:
  • Updated Scottrade brokerage import with updated OFX URL.
  • Added “Buy Val Converted” column.
  • Added “Alert” column which shows the alert icon for this item and is sortable.
  • Added keyboard shortcuts for the chart ranges.
  • Added keyboard shortcut to open on-line synchronization window.
  • Added keyboard shortcut to open the Update from brokerage window.
  • Updated Features:
  • Improved the Fidelity NetBenefits brokerage import.
  • Improved update from brokerage with leniency for brokerages that process transactions slowly (such as Vanguard).
  • Significantly reduce bandwidth used by the on-line synchronization.
  • Allow OFX file import to create complete new portfolio like with brokerage import.
  • Brokerage import creates a CASH_IN transaction for remaining cash.
  • Allow having sme_overrides.properties file reside in same folder as executable for installation and use from a USB stick/external drive.
  • Download historical quotes of imported symbols directly after import.
  • Allow closing on-line sync window with ESC if the sync is not running.
  • Bug Fixes:
  • Fixed minor calculation issue in Benchmark TR column.
  • Fixed problem viewing portfolio chart with negative values.
  • Fixed problem exporting portfolio value chart to CSV.
  • Fixed “Buy Val” in Total line to take exchange rate into account.

New in StockMarketEye 3.1.1 (Aug 19, 2013)

  • New and Updated Features:
  • Added Edward Jones to Brokerage import.
  • Added Interest-out distribution type to support accrued interest payments for bonds.
  • Added “Reset” menu items under “View” menu to allow resetting window and view sizes to defaults.
  • Added Back-In-Time columns: “Close”, “Open”, “Day high”, “Day low”, “Percent” and “Change”.
  • Allow removing symbol from interest-in and interest-out transactions.
  • When importing from brokerage, show informational pop-up if placeholders were created, with link to new placeholders documentation in the User’s Guide.
  • When setting placeholder purchase dates in brokerage import, use different timestamps per item so sorting is consistent.
  • When needing to enter a file name, a default file is proposed on all platforms except the Mac App Store version.
  • 1D chart ensures that it is not using old data for the previous day’s red line.
  • Add the version info back into the status line
  • Bug Fixes:
  • Fixed chart size being too large, hiding the watchlist/portfolio contents.
  • Fixed incorrect 52Wk high/low when splits have occurred on the stock during the last 52 weeks.
  • Fixed problem with OFX files that have extra spaces in the header values.
  • Fixed: After coming back from computer sleep, don’t run quote retrievals that would have occurred during sleep.
  • Fixed: Yellow info popups over symbol name stick and block, especially when double-clicking to view details.
  • Fixed: The Back-In-Time report always shows zero Daily gains.
  • Fixed: Backup file name in portfolio sync wizard on Mac App Store version doesn’t accept file.

New in StockMarketEye 3.1.0 (Jul 31, 2013)

  • New Features:
  • New benchmark columns for Portfolios, Portfolio Totals and Combined Portfolio: “Benchmark Symbol”, “Benchmark Shares”, “Benchmark Market Val”, “Benchmark TR”, “Benchmark TR %”, “Benchmark CAGR”, “Benchmark IRR”, “Benchmark TWRR”. Read more about benchmark performance comparison in our User’s Guide
  • New columns: “% Below 52Wk High” and “% Above 52Wk Low”
  • New column: “Sum Total %” representing a portfolio’s percentage of the Sum Total.
  • Allow changing the font size in Watchlist and Portfolio tables. Read more in our User’s Guide.
  • Allow creation of “Interest In” transactions linked to a specific symbol via the distribution (i.e. dividend) declaration window. Useful for recording interest payments for bonds or other securities.
  • Added horizontal dashed-line in 1-Day chart, representing the previous day’s closing price.
  • Chart data export options were made clearer and more consistent.
  • Allow for entering an unrecoginzed ticker symbol during the symbol mapping stage of portfolio import.
  • Initial deposit window allows an empty amount (for a $0 deposit) and will not record a “Cash In” transaction if the initial amount is 0.
  • Added TimeZone info to “About StockMarketEye” window.
  • Under-the-hood changes for quote retrieval required for acceptance into Apple’s Mac Store.
  • Changes and Fixes:
  • Fixed problem with on-line synchronisation when copying items from one watchlist to another.
  • Fixed problem with costbasis when a stock had splits.
  • Fixed charts for some UK stocks when Yahoo Finance quotes the stock in Pounds, but the historical quotes are quoted in pence.
  • Fixed selling short adds commissions rather than subtracting them.
  • Fixed costbasis not including fees.
  • Fixed problem with transactions recorded when selling multiple specific lots.
  • When showing the chart, make sure that both it and the table above would be visible and not obscured due to the window being too small.
  • Fixed issue with splits causing problems in the portfolio’s value chart.
  • Fixed problem with alerts when alerts have been set using both watchlist and portfolio columns for the same symbol.
  • Exchange rate is now updated if required when selecting a dividend from the dividend search window.
  • Removed “^^” characters from option symbol names during brokerage import from OptionsXpress.
  • Removed spaces from option symbol names during brokerage import from Schwab.

New in StockMarketEye 3.0.7 (Jun 5, 2013)

  • Added UBS Financial Services Inc. and Ameriprise Financial Services Inc. brokerages.
  • Fixed an issue for Australian users with problems starting the Mac version.
  • Fixed an issue with the changes to the Fidelity NetBenefits import that were made in v3.0.6. If you have problems with importing/updating from Fidelity NetBenefits, please let us know.
  • Fixed an issue with editing details of “shares in” transactions.

New in StockMarketEye 3.0.6 (Jun 3, 2013)

  • Add the following brokerages: Morgan Stanley, Morgen Stanley (Smith Barney), Mercer, Edvest, American Funds, T. Rowe Price (Retail), T. Rowe Price Retirement, myStreetscape
  • Fixed issue with Fidelity Netbenefits brokerage import.
  • On brokerage import, the symbol BRKB gets converted to BRK-B for compatibility with Yahoo.
  • Use the left/right arrow keys to move the focus from folders view to/from Watchlists and Portfolios so you can completely navigate with the keys.
  • Make transactions export use import compatible columns by default.
  • Warn about adding a dividend for a symbol that does not exist already in the portfolio.
  • Fixed issue with CSV export of chart data where 0 was export for the OHLC values
  • Fixed issue with Yahoo search results for NCQ
  • Fixed issue with sorting in Gain % YTD column
  • Fixed issue saving debug logging preference.
  • Fixed issue with folders pane being shrunk too far.
  • Fixed issue resulting from symbol differences between portfolio and transactions (ex. NYSE:BRK.B and BRK.B).
  • Fixed issue with the combined portfolio and multi-item stocks not updating when the sub-lots did.
  • Fixed calculation of SumTotal cash value when “Include cash balance” option was in use.

New in StockMarketEye 3.0.5 (Mar 8, 2013)

  • Changes:
  • Added support for new exchanges supported by Google Finance: South Korea, Singapore (realtime) and Israel.
  • Sorting on the Exchange column in search results is now possible.
  • The Transaction and Gain/Loss report’s “To” date is now inclusive.
  • Changed the distribution entry window so that it remembers the last distribution type used and automatically selects it the next time the window is opened during the current run. Restarting StockMarketEye sets the value back to the default, Dividend.
  • Fixes:
  • Fixed a problem with comparison charts so they now only show as much data as the base symbol has, not how much the comparator has.
  • Fixed a problem with the charts when the range exceeded the data (such as in MAX range).
  • Fixed a problem opening a transaction’s details window in certain circumstances.
  • Fixed a problem with a transaction’s cash-affected setting in certain circumstances.
  • Fixed a problem with importing of shorted options from a brokerage.
  • Fixed problems related to the Income YTD and Income 1Y columns when multiple lots were involved and dividends were paid on January 1st.
  • Fixed a problem with the IRR/TWRR calculation in certain corner cases.
  • Fixed a problem printing the Gain/Loss report to PDF when the report was sorted.
  • Fixed a problem sorting on the Gain/Loss report’s “Close Costs” column when open positions were included.
  • Fixed a problem sorting the Transactions report’s “Type” column alphabetically.
  • Fixed the dividend entry window so that it automatically resizes when selecting a reinvested distribution.

New in StockMarketEye 3.0.4 (Feb 16, 2013)

  • This release fixes a problem with v3.0.3 relating to the 1-day and 5-day charts. It also includes a fix for the Combined Portfolio where some columns were not initially calculated.

New in StockMarketEye 3.0.3 (Feb 16, 2013)

  • Changes:
  • Added the following brokerages for direct connect import: Janus, Prudential Retirement, TIAA-CREF Brokerage Services, Utah Education Savings Plan and Wells Fargo Investments. Let us know if there’s a brokerage you’d like to see added!
  • Brokerage import: Special characters in ticker symbols received from brokerages are converted to work with StockMarketEye’s data providers.
  • Brokerage import: Option holdings and transactions now take into account the number of shares per contract reported by the brokerage.
  • Brokerage import: Importing short positions is now handled properly.
  • Brokerage import: Importing from Wells Fargo has been user validated. You may need to wait 2 business days after first attempt before data can be downloaded.
  • Brokerage import: Importing from Sharebuilder works and has been user validated.
  • Added the ability to specifically set the cash balance without recording a transaction. This is usually not recommended, but can be useful in certain situations related to the direct import from brokerages.
  • Changed the placement of the stock quote tooltips to be at the bottom of the row being hovered over so that the tooltip does not cover the row at all.
  • The Sell window’s comments field is blank initially, rather than taking the comment from the purchase transaction.
  • When adding new item to a watchlist, the list is automatically scrolled to the new entry.
  • Fixes:
  • Fixed a problem where Return of Capital was not included in the Gain column.
  • Fixed printing of the Combined Portfolio so that the expanded multi-lot entries are also included in the PDF.
  • Fixed discrepancies between the chart’s %-change values and the corresponding %-change columns in the tables that were due to minor differences in start dates.
  • Fixed a problem in the Cash Transaction window where values less than 1 were difficult to enter.
  • Fixed the YTD Income and 1Y Income column calculations in the Portfolio Totals and Combined Portfolio views.
  • Fixed a problem viewing transactions with dates older than 1970 in the Transactions report.
  • Fixed a problem parsing dates from QIF files created with iBank.
  • Fixed a problem with the gain/loss calculation when a split occurred between the purchase and sale.
  • Other minor enhancements and typo fixes.

New in StockMarketEye 3.0.2 (Jan 23, 2013)

  • Fixed a freeze/hang when loading fundamental data for certain Google Finance tickers
  • Fixed a freeze/hang when loading chart data for some symbols
  • Fixed a problem with the brokerage import from Schwab
  • Fixed a problem with sorting columns, including the “Dividend Pay Date” and “Ex Div Date” columns
  • Fixed a problem displaying the “Dividend Pay Date” and “Ex Div Date” columns when computer’s language is not English
  • Fixed a problem with printing the Portfolio Totals view
  • Fixed a problem with the Gain/Loss report when selling specific lots
  • Fixed a problem with the Gain/Loss report for short positions
  • Fixed a problem related to the on-line synchronization
  • Fixed an issue with the Buy-Price/Watch-Start line in charts not being visible when the %-Change Y-Axis is being used
  • Fixed an issue with symbol mapping on CSV/QIF import
  • QIF import now allows for changing the accepted date format in cases where dates in the import file conflict with the QIF standard date format. Useful for non-US/Canada QIF files

New in StockMarketEye 3.0.0 (Jan 15, 2013)

  • Brokerage Import – you can now import your brokerage account data directly from select brokerages including Fidelity, TD Ameritrade, Scottrade, E*Trade, Vanguard and more. This new feature, we believe, will be extremely useful for current and new users of StockMarketEye.
  • Reports View – this new feature includes a transactions report, a gain/loss report and a back-in-time report. But it also has room to grow and will include additional types of reports in the future.
  • Portfolio Data Entry Windows – the way you record buys/sells and other transactions has been streamlined. The data entry windows have been redesigned to make it easier to enter transactions, whether they are buys/sells, dividends, splits or cash transactions.
  • Watchlist Enhancements – the watchlists have also been improved to support the selection of multiple items at once. You can perform actions on multiple items at once, such as move/copy them to another watchlist or delete them. There is also a new “bulk add” feature which makes it super quick and easy to add multiple symbols at once.
  • Under the Hood – StockMarketEye 3 has been reengineered to start faster and uses less memory. You’ll also notice significant speedups for features such as importing portfolios and watchlists. These under the hood changes give StockMarketEye more room to grow and to make future enhancements.
  • OFX/QFX Import – Import your investment data from OFX/QFX files.
  • Move/Copy/Transfer your Portfolio holdings and transactions easily to other Portfolios.
  • Redesigned “Print to PDF” now also provides a choice of paper sizes, including Letter and A4.
  • Open the selected symbol’s page at Yahoo Finance or Google Finance in your browser using the StockMarketEye menu or keyboard shortcut.
  • Fees may now be recorded on a portfolio level as well as in a transaction.
  • The current “Last” price is now included in the stock charts, as well as in the portfolio charts.
  • Charts can now show “% Change” on the Y-Axis instead of “Price”.
  • Added the technical indicator, Full Stochastics.
  • And many more small improvements and enhancements

New in StockMarketEye 2.8.0 (May 6, 2011)

  • This release adds portfolio charting as well as comparison charting, which combined make StockMarketEye a powerful tool for portfolio analysis. .

New in StockMarketEye 2.7.2 (Mar 18, 2011)

  • Adds portfolio charting as well as comparison charting, which combined make StockMarketEye a powerful tool for portfolio analysis

New in StockMarketEye 2.5.1 (Sep 14, 2010)

  • This release offers dynamic, end-of-day stock charts as well as numerous small improvements and fixes.

New in StockMarketEye 2.4.1 (May 28, 2010)

  • This release offers dynamic, end-of-day stock charts as well as numerous small improvements and fixes.

New in StockMarketEye 2.4.0 (Apr 27, 2010)

  • This release offers enhanced charting features including Technical Indicators, stock option tracking support and many small additions and improvements.

New in StockMarketEye 2.3.6 (Mar 26, 2010)

  • This release offers dynamic, end-of-day stock charts as well as numerous small improvements and fixes.

New in StockMarketEye 2.2.0 (Jul 20, 2009)

  • This release offers dynamic, end-of-day stock charts as well as numerous small improvements and fixes.

New in StockMarketEye 2.1.2 (Jun 9, 2009)

  • This release allows you to view and edit the transactions you've made in a portfolio.

New in StockMarketEye 2.1.1 (May 20, 2009)

  • This release provides tooltips showing a stock's name and details. It also makes it so that a selection in the Portfolio also selects the stock in the Transaction view.

New in StockMarketEye 2.1.0 (Apr 23, 2009)

  • This release allows you to view and edit the transactions you've made in a portfolio.