DTLink Software was founded in 1998 by Anatoly Ivasyuk and Yermo Lamers and specializes in desktop finance software integrated with an investor focused social networking site called CollabInvest.net. For more information about the company please see the DTLink About Us page.

If you are a member of the press or a blogger and would like an extended evaluation license, please contact us using this form and we'll be more than happy to send you a year long license key.

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  • Personal Stock Monitor 9.0 Press Release
    12/29/2009 5:15PM
    For Immediate Release

    Contact: Yermo Lamers - Email: info@personalstockmonitor.com - Phone: (301) 441-3103 x1

    DTLink Software is pleased to announce the immediate availability of Personal
    Stock Monitor Gold v9.0, a comprehensive platform for screening, monitoring and trading
    stock market securities within the privacy of a personal Windows(tm) desktop
    application.

    Personal Stock Monitor Gold supports tracking stocks, mutual funds, options
    and ETFs covering major markets worldwide. It includes: a multi-account portfolio
    manager that displays gain or loss of open positions; a complete multi-currency
    transaction register; a desktop stock ticker tape; intraday and
    end-of-day charts with technical analysis indicators; asset allocation charts;
    live collaboration and whiteboarding with other investors through the
    CollabInvest(sm) social networking site; paper trading; trade executions
    through select brokerages; an alert system with notification via popup,
    email or cellphone SMS; integrated news and research from around the web; capital
    gains, asset allocation and transaction reports; import and export of portfolio data with
    Quicken(tm), Microsoft Money(tm) and Metastock(tm); integration with Microsoft Excel(tm);
    and scripting development kit enabling third-parties to customize and extend the application.

    New in Personal Stock Monitor Gold 9.0

    - CHART SHARING IN EMAIL

      Stock market charts with annotations can now be shared in email.

    - PORTFOLIO SHARING IN EMAIL

      Entire portfolios, including alerts, can now be shared in email.

    - STREAMING QUOTES AND CHARTS

      Real-time streaming stock market data sources are now supported.

    Personal Stock Monitor GOLD works with all major version of the Windows(tm)
    desktop operating system including Win98 up through Windows 7, and requires a
    minimum of 512MB RAM, 50MB hard disk space, and an Internet connection.

    Personal Stock Monitor GOLD is available as a FREE fully-functional 30-
    day trial:
       http://www.personalstockmonitor.com/downloads.html

    Personal Stock Monitor GOLD costs USD 49.95, and may be purchased online
    through the DTLink secure server at:
       http://www.personalstockmonitor.com/purchase.html

    For additional information, contact:
       DTLink Software
       9608 48th Ave.
       College Park, MD  20740
       Phone: +1 (301) 441-3103 x1
       Fax:   +1 (301) 614-2974

       On the web:  http://www.personalstockmonitor.com/media_room.html
       Email:       info@personalstockmonitor.com

                                       ###

    Evaluation copy available upon request.

    Personal Stock Monitor is a trademark of DTLink Software, L.L.C.
    CollabInvest is a service mark of DTLink Software, L.L.C.

    Excel, Money and Windows are registered trademarks of Microsoft Corporation (MSFT).
    Quicken is a registered trademark of Intuit Corporation. (INTU)
    Metastock is a registered trademark of Equis International, a Reuters company (RTRSY)
  • Personal Stock Monitor 9.0 is Now Available
    12/20/2009 10:36PM

         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

    ---------------------------------------------------------------
    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
    11/04/2009 12:11AM

         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
    09/30/2009 11:46PM
         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
    09/27/2009 11:17PM
         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.
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