8.2.2 (September 24, 2008) 8.2.1 (August 18, 2008) 8.2 (July 14, 2008) 8.0.1 (June 2, 2008)
This change was made to clarify the terms with respect to the new integrated trading support, and to hopefully prevent confusion in the future. We are aware that our current customers are used to the existing terminology and menus and that this change may inconvenience some, but we are hoping that the transition to the new terminology and the minor changes in the menus will not be very difficult.
8.0 (May 27, 2008)
- Added: (Trading) Integrated trading.
- Added: (Trading) New brokerage partner with free real-time quotes and integrated trading support. See the software or our web site for details.
- Added: Option chain support.
- Updated: User's Guide.
- Updated: Online help.
- Fixed: Sticky alerts not sticky.
- Added: (Charts) Option to change chart type and axis scale from the chart right-click menu. This should make it much easier to find these options.
- Fixed: (Charts) Crashing bug with the "follow selection" option.
- Fixed: Gain not calculated for Sell Short/Buy to Cover transactions.
- Fixed: Average cost not calculating correctly for shares remaining after a partial sale when using Average Cost gain calculation option.
- Fixed: Chart blanking when selecting a different ticker.
- Fixed: Ticker paste bug with duplicate symbols.
- Fixed: Deleting a portfolio did not ask whether to delete historical data files.
- Added: Option in display preferences to display notes column as icon or text.
- Added: (Charts) Draw straight horizontal or vertical line by holding down Shift key while dragging the line endpoint.
- Changed: The Transactions tab and Tranasctions menu items have been renamed Transaction Register to better differentiate this feature from an upcoming feature.
- Fixed: (Charts) Scrolling when clicking on right arrow in bottom scroll bar scrolls in the wrong direction.
- Fixed: Usability issue when entering transactions in the Transactions view without first selecting another transaction to be associated.
- Added: Transaction fee field in transaction dialog. Fee column in Transaction Register view.
- Added: Sell Short and Buy to Cover transaction types.
- Added: Accelerator mnemonics to the transaction edit dialog.
- Fixed: Bad CSV export from Reports tab.
- Added: Average Cost gain calculation option, under Options->Preferences->Display.
- Updated: Reports no longer automatically run when parameters are changed, there is a new Run Reports button that must be pressed to update the report.
- Added: (Charts) Double-click in charts adds text annotation without changing current annotation type.
- Added: Notes column now displays first line of text note instead of note icon.
- Fixed: Crash when moving or deleting folder.
- Fixed: Crash when downloading historical data for large data sets.
- Fixed: Incorrectly display dividend total under some circumstances.
- Fixed: (Charts) Crash when opening PSM after it was closed with a chart open.
- Added: (Charts) Full complement of technical analysis indicators (Gold only).
- Added: (Charts) Chart profiles (Gold only).
- Added: (Charts) Chart annotations (Gold only).
- Updated: Help file converted to HTML Help for Windows Vista compatibility without having to install additional software.
- Fixed: Crash when editing cash transactions.
- Fixed: Email progress notification when sending test email.
- Many other miscellaneous fixes.
- Fixed: Yahoo ticker symbol search.
- Updated: Improved csv transaction import.
- Updated: Improved Windows Vista support.
- Added: Auto-fill number of shares for Sell transaction.
- Added: By default =TOTAL lines are now hidden in the Active Securities view. There is a new Total Lines option under View menu to re-enable this.
- Added: Colorization of gain in the transaction register to make it easier to spot.
- Updated: DDE compatibility for Excel 2007. Price and Yield fields changed to Last and Yld to remove conflict with Excel 2007 built-in functions.
- Fixed: Crash on restart when PSM is closed with the Transactions view open.
- Fixed: (Charts) Sometimes does not request enough historical data to fill in indicators.
- Fixed: (Charts) Zooming and unzooming causes wierd grid lines to appear.
- Fixed: (Charts) Greatly improved zoom behavior.
- Fixed: Yahoo historical data retrieval, which affected the ability to view charts.
- Fixed: Canada.com Finance quote retrieval.
- Fixed: Canada Stockwatch quote retrieval.
- Fixed: Allow quotes where price is zero but bid or ask are valid. This will avoid the "unable to get quote" error for options quotes.
- Fixed: PC Quote MarketSmart quote retrieval.
- Fixed: (Charts) Zooming bug introduced in 6.0.7.
- Fixed: (Charts) Minor chart labeling bug with current price box and DOHLCV line.
- Moved: Asset Classes command from View menu to Portfolio menu. It seems this is a more logical place for it since asset classes are associated with the portfolios.
- Fixed: Potential hang on software exit.
- Fixed: News server override setting not saved properly.
- Fixed: News headlines retrieved even if the "retrieve news headlines" option is not set.
- Fixed: Bug in software update wizard when downloading updated files.
- Fixed: Bug in restore from backup when trying to reload the restored portfolio.
- Added: Restore from backup now offers to load the restored portfolio.
- Fixed: Bug that can cause a crash when displaying a chart with a ticker that is not in the portfolio.
- Added: Tooltip and error mesage when trying to edit a folder or portfolio level alert from the ticker properties dialog.
- Fixed: (Charts) Memory leak when editing chart profile.
- Added: (Charts) Edit Chart Properties command in right-click menu.
- Fixed: (Charts) Crosshairs not drawn correctly in Volume chart when moving average is added.
- Fixed: Restore application window when quote service requests login.
- Fixed: Unable to open .stkx file if it is marked as read-only.
- Fixed: Avg Age shows negative value for short positions.
- Fixed: When multiple instances of a ticker exist in a portfolio or across portfolios, only the first instance is updated.
- Added: Tooltips for cells with notes or active alerts. On by default, but can be turned off by unchecking the "data tips" option in the program Display preferences.
- Fixed: Position of =TOTAL line not saved.
- Fixed: Minor colorization issues. For selected rows, text color is now a blend of the system highlight and the desired non-selected text color.
- Added: Just for fun, I added a little shortcut so you can see the full name of a stock in a tooltip if you move your mouse over the ticker symbol while holding down the Shift key on your keyboard.
- Fixed: (Charts) Improved log axis labeling.
- Fixed: No external notifications happen for changes to the Cash account balance. This was causing a problem with getting cash value through the DDE service.
- Updated: Improved error handling during document save.
- Updated: Improved document loading speed, particularly for large documents.
- Fixed: Duplicate ticker update requests when more than one instance of a ticker exists in a portfolio. This should also speed up queries.
- Fixed: (Chart) Intraday charts do not properly account for US holidays.
- Fixed: (Charts) Incorrect time offset for intraday charts causes intraday data to be displayed incorrectly for non-US timezones.
- Fixed: (Custom Columns) Memo columns on cash accounts can not be edited.
- Added: (Custom Columns) Options to display memo column as numeric, option to colorize positive/negative values, option to suppress display if any field in expression evaluates to zero, option to calculate a total for the column.
- Fixed: (Custom Columns) Custom column numeric formatting follows program settings.
- Fixed: (Custom Columns) Editing numeric memo column gets full value instead of displayed value which may have been rounded for display purposes.
- Updated: (Custom Columns) Sorting on custom columns now works properly for memo columns with numeric formatting. It now correctly sorts by numeric value instead of by character code value.
- Added: Folder column colorization when folder is closed.
- Fixed: Display color text and cells in selected row.
- Added: Ability to enable/disable columns by right-clicking on header. Secondary sort still works holding Ctrl key during right click.
- Fixed: Save and restore status bar state between sessions.
- Fixed: (Charts) Chart closing when selecting lots of tickers in succession, when "follow selection" option is turned on.
- Added: (Charts) Option to include US stock market holidays in chart timeline, mostly for customers who do not trade in the US markets.
- Added: (Chart) Option to save chart to disk in .png format, option to copy chart to clipboard.
- Fixed: Average age function has been fixed to compute a weighted average based on number of shares.
- Fixed: Somehow the Windows XP theme support disappeared in one of the releases. This has been restored.
- Fixed: When moving tickers between portfolios, sometimes not all portfolios are included in the list.
- Added: (Charts) Option to remove an individual tick from the chart, which also removes the associated historical data.
- Updated: (Charts) Suppress 404 error message when historical data is not available for a ticker.
- Updated: (Charts) Improved Y axis scaling and labeling when stock trades in very small price ranges.
- Fixed: When "do not update" override is set to prevent automatic updates, even a manual update won't update the prices. This was a side-effect of switching to the new Yahoo feed, and is now fixed.
- Fixed: Name field is overwritten even if it is already filled in.
- Fixed: Commission value not saved for Transfer In transactions.
- Added: (Charts) Option to follow the selection in Active Securities, under right-click menu. By popular request.
- Fixed: Currency value not set properly when creating cash accounts.
- Fixed: Allow intraday chart range to be set outside of standard EST parameters.
- Fixed: For tickers that may have changed on Yahoo, indicate that they were not found.
- Fixed: Last Trade date not filled in correctly for mutual funds and other tickers that do not trade every day. (Yahoo)
- Replaced: PC Quote MarketSmart Real-Time data retrieval now uses PC Quote's new XML interface for much faster updates. This will also be much more reliable since we are no longer parsing the web page.
- Replaced: Yahoo quote server now uses Yahoo's CSV interface for much faster updates, and Yahoo RSS feeds for news headlines. This is taken care of automatically if you use the Yahoo! quote services. This will ensure that changes to the Yahoo web site do not affect quote retrieval.
- Updated: Make sure that Yahoo historical data download automatically adjusts the data for splits.
- Added: Basic charts package ported from Personal Stock Streamer. The new charts are much faster, automatically download historical data as necessary, have zooming, and much better moving average support.
- Other minor internal fixes.
