Personal Stock Monitor Media Room

Personal Stock Monitor 9.0 is Now Available

no_author@no_author.com — Sun, 20 Dec 2009 22:36:00 EST

DTLink Software, LLC is pleased to announce that

Personal Stock Monitor 9.0

with Integrated Trading and CollabInvest(sm)

Now With Streaming Data and Portfolio Sharing!

Available for immediate download from:

http://www.personalstockmonitor.com/download.html

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www.personalstockmonitor.com Relaunched

After 11 years, we've launched an updated version of the
Personal Stock Monitor site. It's now much easier to navigate
and includes an integrated discussion forum and a blog where we
will be posting articles of interest to our users. Please
register for an account, it's free, and come join the
discussions. We would be grateful for your participation.

---------------------------------------------------------------
What's new in Personal Stock Monitor 9.0?

Personal Stock Monitor 9.0 is a major release that expands upon
two key areas:

1. portfolio and chart sharing in email
2. streaming quotes from TD Ameritrade and DTN iqFeed

----------------------
Chart Sharing in Email

Personal Stock Monitor 9.0 expands upon the "post to
collabinvest.net and share" idea from the last release and adds
the option to send images of charts in email. If you have
Outlook installed or another "MAPI" client such as Thunderbird,
it will automatically be used when you click the SHARE button
on a chart and select Send in Email.

For those users who do not have a MAPI client such as Outlook
or Thunderbird, we've included a small email client in the
software which can be enabled by going to
Options->Preferences->CollabInvest and unchecking the "Use
MAPI" check box.

Because charts are sent as images the receiver does not need to
have Personal Stock Monitor installed in order to see them.

--------------------------
Portfolio Sharing in Email

This release adds a "Share" button to the main view which
allows you to conveniently send a watchlist or portfolio in
email. To view the portfolio, the receiver must have a copy of
Personal Stock Monitor GOLD installed. All they do is click on
the received attachment and the portfolio is added as a new
separate account tab in Personal Stock Monitor.

If you are managing money for someone else, picking stocks or
mentoring, this is a great way to communicate a lot of
information in a convenient easy to work with format.

Please note that by default any transaction details or alerts
are not sent. To send them along check the appropriate checkbox
after clicking SHARE.

Any alerts set on the portfolio are also sent. Please note, the
alert actions are not sent and as such have to be set once the
portfolio is imported. This will be improved upon in a future
release.

We will be expanding the sharing and collaboration options in
future release. If you have any suggestions, feedback or
comments we would very much like to hear them. Please sign up
for an account on personalstockmonitor.com and post them to the
forum. Thanks!

-----------------
Streaming Quotes!

Due to popular demand, Personal Stock Monitor now supports real
time streaming data from DTN and TD Ameritrade!

Just select either from the quote server drop down and a login
dialog will be presented. You can sign up for accounts at
either company through links on the login dialog.

We hope to add many more streaming data and brokerage services
in the future. If you have any suggestions, please post them to
the discussion forum.

--------------------------------------------------------
IMPORTANT NOTE for those using the end of day text files

To support the higher load that streaming quotes impose,
Personal Stock Monitor now uses an internal SQL database
instead of the flatfile format used by previous versions. We
have a number of customers who use those flat files in custom
applications.

If you need the flat files generated, please check the
Options->Preferences->Historical Data -> Enable History
logging.

------------------
Custom Development

You may not realize that DTLink does custom development.

If you or your organization have needs not addressed by the
software, please contact us. We may be able to build something
for you affordably.

Example might include expanded capital gains reports, new
indicators, new data fields, new data sources, expanded alerts,
integrating a new brokerage. THe options are limitless.

-----------
Summary of New Features

. MAJOR NEW FEATURE: share account tabs or folders in email,
including (optionally) alerts and transaction information.
Requires email to be set up in the software, or a
MAPI-compatible email client such as Outlook or Thunderbird.

. MAJOR NEW FEATURE: share charts in email and on the
collabinvest.net web site. Requires email to be set up in the
software, or a MAPI-compatible email client such as Outlook or
Thunderbird.

. MAJOR NEW FEATURE: Support for real-time streaming in TD
AMERITRADE.

. MAJOR NEW FEATURE: Support for DTN IQFeed streaming real time
data service.

. Login command under File menu for streaming services.

. NEW PLUGIN: Active Alerts plugin summarizes active alerts for
the current account tab, allows you to easily clear them or
navigate to the ticker with the alert.

. Notes page for folders and account tabs.

. Link option to link selected charts: changing the ticker in one
chart causes all linked charts to update with that ticker.

. Columns to display option Greeks, for quote services that send
that data. At this time this is only supported with TD
AMERITRADE. (Gold only)

. Edit Values command in right-click menu, for editing custom
column values and other columns without having to do the slow
double-click

. Copy link, open link commands in chat and conference windows,
when right-clicking on a link.

. Due to the new streaming data support, historical data is now
saved to a database. For customers using historical data file
for other purposes, this is still supported but may slow down
your system. On new installations, the default is to not save
historical data files.

. Save current chart profile when closing chart and restore when
opening new charts.

. Updated user interface with new and more colorful icons.

. Share button integrates the Send Chart To menu for
CollabInvest.net.

. If no email address is specified in an email alert action, the
email is sent to the email address configured as your email
address in the program preferences.

----------
Bug Fixes:

. Commission and fee not saved for reinvested dividend
transactions.

. Commission and fee not applied properly for Sell to Open and
Sell to Close transactions.

. Bug in last trade time processing between noon and 1PM which
caused last trade time to be recorded one day in the future.
Affects charts.

. News headlines disappearing for some tickers, due to trap for
Yahoo blank news feeds in previous release.

-----------------------
UPCOMING MAJOR CHANGE

Due to the upcoming change in the options symbology, (industry
transition by February 12, 2010) Personal Stock Monitor will
support a new "neutral" options ticker format in the next
release of the software, for those data services that are
implementing the symbology changes. This new format will be
flexible enough so that it is easy to read and write, but will
also be easy for the software to convert to the internal ticker
symbol formats that the data services will be using. As of this
writing Yahoo has not yet published the new ticker symbol
format they will be using for options, but whatever it is we
will support it as soon as possible after they publish it.

For more information please see the release notes.

Personal Stock Monitor 8.7.4 is Now Available

no_author@no_author.com — Wed, 04 Nov 2009 00:11:00 EST

DTLink Software, LLC is pleased to announce that

Personal Stock Monitor 8.7.4

with Integrated Trading and CollabInvest(sm)

and now with Web Chart Sharing

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.7.4?

Personal Stock Monitor 8.7.4 is a fairly major interim release
that contains a major new CollabInvest.net feature, Web Chart
Sharing.

For quite some time, Personal Stock Monitor has supported live
interactive charts where you and a friend can share a live
chart in the software and treat it much like a whiteboard. The
feedback we've gotten is that it's difficult for members to
sync their schedules to be in front of the computer at the same
time to share the live chart.

To address this we have developed Web Chart Sharing. There is
now a SHARE button the chart which allows you to post the
chart, along with all of it's annotations, to your
CollabInvest.net online account as an image along with a small
text update explaining why you're posting the chart.

For example, here's a 1 year chart of CSX with some annotations
I posted:

http://www.collabinvest.net/fv-m/yermo/post/2/CSX-CSX-CORP-COM

Depending on your privacy settings, others can see the chart
and comment on it. Each chart gets its own permalink which you
can then share in email or post to a forum or blog, much in the
same way as I have above.

Similar to Twitter, you can also follow the updates of others
and see those that are following you. You can also alert a
member that the chart has been posted by using an @username
notation, also similar to Twitter.

For more information about Web Chart Sharing please see this
article:

http://www.collabinvest.net/fv-b-13-96/Stock-Chart-Tweets.html

--------------
Funded Feature

You may not realize that DTLink does custom development.

One of our customers, Mark Morris, needed the ability to set
email alerts on the calculated TOTAL lines on a portfolio the
same way you can on tickers. We were planning to eventually
build this in, but it was going to take several days of work
and it had been requested by so few users. This feature was
important to him so he opted to fund a change in our
development schedule to enable us to add the feature now as
opposed to much later.

If you or your organization would like to sponsor other
features, please contact us.

-----------
Other New Features

. Trailing Stop extension updated to show current stop price in
column, along with high water mark and stop percentage.

. Trailing Stop extension updated to allow entry of initial high
water mark when setting the trailing stop.

. Improved chart data download algorithm to automatically fill
gaps in historical data.

. Alerts on total lines will include the name of the folder or
account tab if you include the Name field in the alert.

----------
Bug Fixes:

. Some fixes for the new options transaction types introduced in
8.7.2.

. Value of inactive tickers added to active totals.

. Crash when canceling out of the new ticker dialog after
switching to the Alerts tab.

. Tickers for which there are no Yahoo news feeds showing an
error in the headline list.

. % Gain not calculated properly for transactions when average
cost accounting is selected.

. Total Basis for lot details includes commission and fees, when
it shouldn't.

For more information please see the release notes.

Personal Stock Monitor 8.7.3 is Now Available

no_author@no_author.com — Wed, 30 Sep 2009 23:46:00 EST

DTLink Software, LLC is pleased to announce that

Personal Stock Monitor 8.7.3

with Integrated Trading and CollabInvest(sm)

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
Unfortunately, a show stopper bug which was causing crashes on
editing transactions slipped through our testing and made it
into the 8.7.2 release. This was a result of some changes we
made in the transaction handling code. We've fixed it and are
now releasing 8.7.3.

If you notice any problems with this release please let us know.

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.7.3?

Personal Stock Monitor 8.7.3 is a maintenance release that
includes few new features and fixes suggested by our users.

-----------
New Features

. (Charts) Left and right navigation keys in chart dialog to
quickly move through tickers in the current account tab.

. Check for updated Home tab content when going online.

. Ticker symbol lookup for TD AMERITRADE.

. Buy to Open, Sell to Close, Sell to Open, Buy to Close
transaction types for options.

NOTE that existing transactions are not converted to the new types.

----------
Bug Fixes:

. Crash bug in transaction register handling fixed.

. Unable to load .stk files created before PSM 6.0; bug
introduced in PSM 8.7.1.

. Transactions not recalculated automatically when editing
transactions out of chronological order.

. %Gain not calculated properly when the average cost accounting
method is selected.

. Some quirks in the transaction editing dialog with some
transation types.

. For people using the avg cost accounting method, fixed problem
that did not calculate current holdings properly for a partial
sale when holding multiples lots.

. Crash when changing ticker properties in Current Holdings view.

. Return of Capital transactions do not adjust linked cash balance.

For more information please refer to the release notes.

Personal Stock Monitor 8.7.2 is Now Available

no_author@no_author.com — Sun, 27 Sep 2009 23:17:00 EST

DTLink Software, LLC is pleased to announce that

Personal Stock Monitor 8.7.2

with Integrated Trading and CollabInvest(sm)

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.7.2?

Personal Stock Monitor 8.7.2 is a maintenance release that
includes few new features and fixes suggested by our users.

-----------
New Features

. (Charts) Left and right navigation keys in chart dialog to
quickly move through tickers in the current account tab.

. Check for updated Home tab content when going online.

. Ticker symbol lookup for TD AMERITRADE.

. Buy to Open, Sell to Close, Sell to Open, Buy to Close
transaction types for options.

NOTE that existing transactions are not converted to the new types.

----------
Bug Fixes:

. Unable to load .stk files created before PSM 6.0; bug
introduced in PSM 8.7.1.

. Transactions not recalculated automatically when editing
transactions out of chronological order.

. %Gain not calculated properly when the average cost accounting
method is selected.

. Some quirks in the transaction editing dialog with some
transation types.

. For people using the avg cost accounting method, fixed problem
that did not calculate current holdings properly for a partial
sale when holding multiples lots.

. Crash when changing ticker properties in Current Holdings view.

. Return of Capital transactions do not adjust linked cash balance.

For more information please refer to the release notes.

Personal Stock Monitor 8.7.1 is Now Available

no_author@no_author.com — Sun, 30 Aug 2009 13:45:00 EST

DTLink Software, LLC is pleased to announce that

Personal Stock Monitor 8.7.1

with Integrated Trading and CollabInvest(sm)

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.7.1?

Personal Stock Monitor 8.7.1 is a minor maintenance release
that includes a few fixes to problems reported by our users.

-----------
New Features

. Save As command to screenshot tool in CollabInvest plugin.

. Today, Current Week, and Current Month filter for transactions.

. CollabInvest(sm) plugin installation can be skipped during setup.

. Import function now only checks the current account tab for
duplicate tickers instead of the entire document.

----------
Bug Fixes:

. Cash still showing under Current Holdings when marked inactive
or has zero balance.

. Canceled transactions with partial fills not displayed
correctly when downloaded from brokerage.

. CollabInvest settings, deleting inbox messages and
notifications now work when launched from the internal browser.

-------------
CollabInvest:

633 investors have signed up for CollabInvest and more are
signing up every day.

We're working to expand the service. Check out the CollabInvest
forum http://www.collabinvest.net/forum.html for announcements
and updates.

For more information please refer to the release notes.

Personal Stock Monitor 8.7 with CollabInvest(sm) Now Available

no_author@no_author.com — Wed, 29 Jul 2009 22:36:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.7 with Integrated Trading
and now with CollabInvest(sm)

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.7?

Personal Stock Monitor now includes support for DTLink's
CollabInvest social network service for active investors.

CollabInvest(sm) is a social networking and instant message
collaboration environment and companion website for active
investors and traders. It's now built right into Personal Stock
Monitor and is a free extension.

With CollabInvest(sm) you can:

. keep a list of friends and trading partners.

. see when they are online.

. chat with them from within PSM; send live tickers, new
headlines and charts.

. send web based threaded private messages similar to what you're used
to from other social networking sites.

. participate in online discussions.

. keep a web based profile so other investors with similar interests
can find you.

If you know someone who might find Personal Stock Monitor(tm)
and CollabInvest(sm) useful, please use the invite link to
invite them to give it a try.

-----------
New Features

. CollabInvest.net social network plugin.

. (Charts) Optional setting for double-click to bring up chart
instead of ticker properties, under chart preferences.

. (Charts) Improved volume axis calculation.

. Dow30.stkx sample file updated with current list of Dow Jones
Industrials stocks.

----------
Bug Fixes:

. TD AMERITRADE intraday volume for charts longer than 5 days.

. Notes not sent in alert messages through NotePager Pro.

For more information please refer to the release notes.

Personal Stock Monitor 8.6.4 is Now Available

no_author@no_author.com — Wed, 24 Jun 2009 23:00:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.6.4 with Integrated Trading

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.6.4?

Personal Stock Monitor 8.6.4 is a minor maintenace release.

-----------
New Features

* Improvements to CSV export to properly handle cases with commas
and quotes in the fields.

* (Charts) Calculate US stock market holidays instead of relying
on a table that needs to be updated every couple of years.

* New options to display all account tabs in scroll ticker bar,
and to display account totals in ticker bar as well (Gold
only).

NOTE: In order for this feature to work correctly, you must
set the number of rows in the ticker bar to match the number
of account tabs you have defined.

----------
Bug Fixes:

* Ticker symbol advanced properties error message under PSM
Standard.

* Transactions list under the Transactions tab always scrolls to
top after ticker update.

For more information please refer to the release notes.

Personal Stock Monitor 8.6.3 is Now Available

no_author@no_author.com — Sun, 26 Apr 2009 18:32:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.6.3 with Integrated Trading

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.6.3?

Personal Stock Monitor 8.6.2 is a minor maintenace release.

-----------
New Features

* A Total Fee column is now available in the Active Securities
view.

* Some improvements to the CSV import routines for transactions
to recognize more natural field names in the Transactions view
instead of forcing people to use the Active Securities field
names.

----------
Bug Fixes:

* Spurious software update wizard error on upgrade.

For more information please refer to the release notes.

Personal Stock Monitor 8.6.2 Now Available

no_author@no_author.com — Sun, 29 Mar 2009 22:24:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.62 with Integrated Trading

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.6.2?

Personal Stock Monitor 8.6.2 is a maintenace release.

-----------
New Features

* Ability to override the gain algorithm on a per-ticker basis.
For example, this now allows setting the gain calculations for
mutual funds different than for stocks.

----------
Bug Fixes

* DDE plugin not rebuilt for latest registry changes.

* Historical data support for scripting extensions did not
support date range selection properly, causing a couple of the
script extensions to not work properly.

* Command links in home page not working properly.

* (Trading) Column widths not saved in Live Order History view.

* Server parameters file now download to app data folder instead
of main program folder, which allows it to be updated under
Windows Vista.

For more information please refer to the release notes.

Personal Stock Monitor 8.6 Now Available

no_author@no_author.com — Sat, 21 Feb 2009 18:15:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.6 with Integrated Trading

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.6?

Personal Stock Monitor 8.6 is an interim release that includes
a few new features and bug fixes.

Of particular note is that we are now including the same
Scripting Extensions which are available in Personal Stock
Streamer. There are a number of scripts available and if you
happen to know VBScript you can create your own custom
extensions.

-----------
New Features

* Software now works properly under limited user accounts
(non-administrator accounts).

* Option to install software so it will be available to all users
on the machine.

* Full scripting interface and script extensions support, now
compatible with Personal Stock Streamer extensions.

* Two new tutorials available from the in-software homepage:

- Trading

- Zooming Charts

----------
Bug Fixes

* Trading partner plugin stealing ticker search menu selection,
and always sending ticker search to trading partner. Now
regular ticker search box is displayed when supported by quote
service.

* Home page plugin not exiting properly, causing problems for
some people on Windows Vista.

For more information please refer to the release notes.

Personal Stock Monitor 8.5 now available

no_author@no_author.com — Thu, 29 Jan 2009 22:04:00 EST

DTLink Software, LLC is pleased to announce that
Personal Stock Monitor 8.5 with Integrated Trading

is now available for immediate download from:

http://www.personalstockmonitor.com/download.html

---------------------------------------------------------------
What's new in Personal Stock Monitor 8.5?

PSM 8.5 is a mid-level release that includes quite a number of
new feature and bug fixes.

Of particular note for our new users, Personal Stock Monitor
now includes an in-software homepage with links to video
tutorials covering the most commonly used features of the
software.

-----------
New Features

* Time zone handling changes to make the chart timezone setting
actually work the way one would expect. This means that if you
set the chart time zone to Eastern Time, data from US exchanges
will display from 9:30AM to 4:00PM. If you set the chart time
zone Pacific Time, data from US exchanges will display from
6:30AM to 1:00PM. Unfortunately this will affect some customers
who have already selected a time zone based on how the charts
worked previously, so please check your time zone setting in
the chart preferences to set your desired time zone for display
purposes.

* Timestamps in intraday data files are now stored in US Eastern
Standard Time. This was the best way to have consistent data
across different quote sources, and to have the charts display
correctly in all timezones. This does mean that previously
stored intraday data is now invalid for customers outside the
US Eastern time zone because the timestamp will be in the wrong
timezone, and we apologize for any inconvenience this causes.
Also, any of our customers using the intraday data for other
purposes should be aware of the time zone change and adjust
their systems appropriately.

* (Trading) Ticker symbol lookup support for our current trading
partner.

* (Charts) List of US stock market holidays.

* (Charts) Set the chart timezone to the local timezone by
default for new installations.

* Option Chain command is now disabled when not logged into
trading partner or not supported by current quote service.

* Changed the reporting of the Avg Age so it makes sense.

* Separated out the fees on the transactions report (under the
Reports tab). Also calculate a total for the fees column.

* New feature: integrated option chain support for Yahoo.

* New feature: integrated Yahoo Stock Screener support. Now you
can screen the entire market and easily add tickers to your
watch list or portfolio.

----------
Bug Fixes

* (Trading) Change not being calculated for options tickers
quoted by our trading partner.

* (Trading) Unable to submit trailing stop orders.

* (Charts) Closing the last chart causes main application window
to go behind all of the other windows.

* Importing a CSV file with custom column data drops the custom
column data.

* Importing a CSV file with the Notes field will not actually
import the notes.

* When importing a CSV file, the "field names in header"
selection doesn't do anything. Now you can actually specify the
field names as the first line of the file and not have to use
the Select Fields button.

* Exporting a CSV file with the Notes field will not actually
export the notes.

* Capital gains report does not take misc fees into account.

* Sorting on custom columns fails to sort correctly when some
cell values are blank.

For more information please refer to the release notes.