Release Notes

8.6.4 (June 24, 2009)

  • Updated: Improvements to CSV export to properly handle cases with commas and quotes in the fields.

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

  • Fixed: Ticker symbol advanced properties error message under PSM Standard.

  • Fixed: Transactions list under the Transactions tab always scrolls to top after ticker update.

  • Updated: New options to display all account tabs in scroll ticker bar, and to display account totals in ticker bar as well (Gold only).
8.6.3 (April 27, 2009)

  • Fixed: 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.

  • Fixed: Spurious software update wizard error on upgrade

  • Added: Total Fee column to Active Securities.

8.6.2 (March 30, 2009)

  • Added: 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.

  • Fixed: DDE plugin not rebuilt for latest registry changes.

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

  • Fixed: Command links in home page not working properly.

  • Fixed: (Trading) Column widths not saved in Live Order History view.

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

8.6 (February 22, 2009)

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

  • Updated: Software now works properly under limited user accounts (non-administrator accounts).

  • Added: Option to install software so it will be available to all users on the machine.

  • Fixed: 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.

  • Added: Full scripting interface and script extensions support, now compatible with Personal Stock Streamer extensions.

8.5 (February 1, 2009)

  • Updated: 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.

  • Updated: 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.

  • Added: (Trading) Ticker symbol lookup support for our current trading partner.

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

  • Fixed: (Trading) Unable to submit trailing stop orders.

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

  • Fixed: Importing a CSV file with custom column data drops the custom column data.

  • Fixed: Importing a CSV file with the Notes field will not actually import the notes.

  • Fixed: 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.

  • Fixed: Exporting a CSV file with the Notes field will not actually export the notes.

  • Fixed: Capital gains report does not take misc fees into account.

  • Fixed: Sorting on custom columns fails to sort correctly when some cell values are blank.

  • Updated: (Charts) List of US stock market holidays.

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

  • Updated: Changed the reporting of the Avg Age so it makes sense.

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

  • Added: New feature: Home tab next to Active Securities, which includes important information, tips and tricks, links to articles, tutorials, etc.

  • Added: Several Flash-based tutorials to help new users become familiar with the software. These are linked from the Home tab.

  • Added: New feature: integrated option chain support for Yahoo.

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

8.2.4 (December 8, 2008)

  • Fixed: Last Trade time was not adjusted for am/pm for Yahoo quotes.

  • Fixed: (Charts) Check to make sure that the default time zone is set. This is especially important for non-US versions of Windows where the English time zone names may not apply.

  • Fixed: (Custom Columns) Bug that made custom columns disappear if you entered a column name with a < or > character.

  • Fixed: Initial last trade timestamp coming from trading partner was not correctly adjusted for the market timezone.

8.2.3 (October 22, 2008)

  • Added: (Charts) Added a new "Quote Time Zone" setting, which is necessary because we don't always know the time zone of the quote data coming in. This should be set to the time zone of the market you are watching. It is currently limited to a single setting, but we hope to have a solution for watching multiple markets shortly.

  • Fixed: (Charts) More time zone fixes for intraday charts. This plus the new quote time zone setting should hopefully take care of intraday chart issues for everyone.

  • Added: (Charts) Open Chart alert action.

  • Fixed: (Trading) In the Live Order History tab, sometimes a trade was listed as already being recorded in the transaction register when it was not.

  • Added: Automatically create a Send Email alert for new documents and after completing the Quick Start Wizard, if an email address is present in the program settings.

  • Fixed: (Trading) Session management bug with our brokerage partner interface that was causing crashes.

8.2.2 (September 24, 2008)

  • Added: (Charts) Ability to set the timezone for the chart display, in the chart preferences. Because of this changes we have also removed the chart hours restrictions.

  • Added: (Charts) Ability to resize the main chart by dragging on the invisible line between it and the chart below it. Will have to improve the UI for this in future releases to make it more obvious.

  • Added: (Charts) Display indicator values in tooltip.

  • Fixed: Volume download problem when getting historical data for indeces using Yahoo as the historical data source.

  • Fixed: Option to hide the "Add Ticker" toolbar doesn't hide it on startup.

8.2.1 (August 18, 2008)

  • Fixed: (Trading) Problem retrieving commission values in live order history for non-default accounts.

  • Fixed: (Trading) Session not logged out properly when program is closed.

  • Fixed: Minor QIF import fix with dividends.

  • Fixed: (Charts) Long text annotations may run off the side of the chart and become unclickable.

  • Added: Option to hide the "Add Ticker" toolbar.

  • Fixed: Total Cost calculation for the =TOTAL lines not adding fee to the cost.

  • Fixed: Update All only updated the first item when used with our trading partner.

  • Added: Detect running instance of Personal Stock Monitor and ask whether to start a new instance.

  • Added: Description of sticky alerts to online help and user's guide.

  • Fixed: Yahoo France mutual fund retrieval, however this requires the multi-quote option to be turned off.

  • Updated: Updated SQLite database library to version 3.6.1.

8.2 (July 14, 2008)

  • Terminology Changed: we are no longer using the term portfolio for the tabs at the bottom of the main window. These are now called account tabs. As a consequence of this change, some menus have changed as well.

    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.

  • Changed: Top level Portfolio menu now called Account. Menu items that references portfolios changed to reference account tabs.

  • Changed: Documentation updated to reflect terminology change.

  • Changed: Accelerator key sequence for Clear Alerts changed from Alt+A to Alt+C. Accelerator for Clear All Alerts, which was Alt+C, has been changed to Ctrl+Alt+C.

  • Changed: Find Ticker Symbol is now Find Ticker by Name to clarify its function.

  • Added: Quick ticker entry box and Trade button above the ticker list in the Active Securities view.

  • Added: (Charts) Fibonacci retracements command was left out of previous releases.

  • Added: Insert New Ticker command at the top of the Account menu.

  • Updated: SMTP component updated to newer version, now supports SMTP over SSL for services such as Gmail.

  • Updated: Unfortunately to get SMTP over SSL to work properly, we had to drop support for Windows 95 and Windows NT 4.0. Hopefully this will encourage those few people still using those versions to upgrade to at least Windows XP.

  • Fixed: Select Lots button not enabled for Buy to Cover transactions.

  • Fixed: Update All does not work with brokerage partner when automatic updates are turned off.

  • Fixed: (Trading) "Do not display this message box" setting not working for the trade info message.

  • Fixed: Avg cost option setting not saved when programs exists.

  • Fixed: Average cost not calculating remaining shares correctly.

  • Fixed: (Trading) Transaction type for options not mapped correctly to program transaction types when recording transaction from brokerage partner to transaction register.

  • Fixed: Lot selection not saved for Buy to Cover transactions.

  • Fixed: (Trading) Wrong ticker object is sometimes used when multiple instances of a ticker exist in a document and the Trade command is selected.

  • Fixed: Gain for sell short/buy to cover combination overstated by amount of commissions.

8.0.1 (June 2, 2008)

  • Fixed: Transaction fee not saved properly.
  • Fixed: (brokerage partner) Polling not done correctly after Update All command is issued.
  • Added: (brokerage partner) Polling timer countdown.
  • Added: Alternate ticker lookup method for Yahoo.
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.
7.0.5 (April 28, 2008)
  • 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.
7.0.4 (April 5, 2008)
  • 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.
7.0.3 (February 4, 2008)
  • 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.
7.0.2 (January 3, 2008)
  • 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.
7.0.1 (December 7, 2007)
  • Fixed: (Charts) Crash when opening PSM after it was closed with a chart open.
7.0 (December 5, 2007)
  • 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.
6.0.17 (October 17, 2007)
  • Fixed: Yahoo ticker symbol search.
  • Updated: Improved csv transaction import.
  • Updated: Improved Windows Vista support.
6.0.16 (May 14, 2007)
  • 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.
6.0.14 (February 9, 2007)
  • Fixed: Yahoo historical data retrieval, which affected the ability to view charts.
6.0.13 (December 7, 2006)
  • Fixed: Canada.com Finance quote retrieval.
  • Fixed: Canada Stockwatch quote retrieval.
6.0.12 (October 23, 2006)
  • 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.
6.0.11 (July 17, 2006)
  • 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.
6.0.10 (June 27, 2006)
  • Fixed: Bug in software update wizard when downloading updated files.
6.0.8 (June 26, 2006)
  • Fixed: Bug in restore from backup when trying to reload the restored portfolio.
6.0.7 (June 20, 2006)
  • 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.
6.0.6 (April 24, 2006)
  • 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.
6.0.5 (March 20, 2006)
  • 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.
6.0.4 (January 23, 2006)
  • 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.
6.0.3 (January 5, 2006)
  • 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.
6.0.2 (December 24, 2005)
  • 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.
6.0.1 (December 22, 2005)
  • Fixed: Last Trade date not filled in correctly for mutual funds and other tickers that do not trade every day.  (Yahoo)
6.0 (December 5, 2005)
  • 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.
 

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