9.1.7.342 (Feb 28, 2010)
- Added: Auto-backup setting in preferences, defaults to 7 days between prompting for backups, with the option to automatically back up without prompting.
- Added: Setting in display options to show options tickers as contracts instead of shares. Also changes the transaction entry dialog.
- Updated: DTN IQFeed client software updated to latest release.
- Updated: DTN IQFeed plugin now detects old client software and offers to upgrade.
- Fixed: Problem when updating quotes from TD AMERITRADE polling server.
- Fixed: Option to show alerts for all tabs in alerts list window not working properly.
- Fixed: Invalid characters sent by Yahoo and saved to document caused potential data loss.
- Fixed: Chart crash when history data logging is enabled.
- Fixed: Unable to download historical data for options from DTN IQFeed; options charts did not work.
- Fixed: Uninstall doesn't remove program files folder.
9.1.5.340 (February 15, 2010)
- Added: Menu command and keyboard shortcut to force a recalculation of the transaction register, under Account->Transaction Register
- Added: Note added to message log window when the current day falls on a US stock market holiday.
- Updated: Support native Yahoo option ticker format, for those customers who wish to use it (http://biz.yahoo.com/opt/symbol.html).
- Fixed: When an incorrect option ticker is specified for Yahoo, it is never marked with a question mark.
- Fixed: Currency conversion rate not saved in transaction dialog.
- Fixed: Market Cap field not sorting correctly.
- Fixed: Potential crash in historical data plugin interface.
- Fixed: Border case when converting fixed decimal numbers to printable strings.
9.1.4.337 (February 7, 2010)
- Fixed: Incorrect current holdings calculations with avg cost gain algorithm turned on.
- Fixed: Cash calculations rounding to two digits causing balance to be off by a penny.
- Fixed: Default email alert action created for new documents does not include any fields, prevents email alert from being sent.
- Fixed: Problem sending email alerts via SSL when sending data in subject.
- Fixed: TD AMERITRADE not updating the % Change field.
- Fixed: ".X" suffix no longer represents Yahoo quotes.
- Fixed: Yahoo options quotes support. Much slower than before, but it couldn't be helped.
9.1.3.334 (February 3, 2010)
- Added: Option in right-click menu of Alert List plugin that allows selecting between showing alerts for all account tabs, and alerts for only the current account tab.
- Updated: Expiration day in options tickers is only recalculated if not specified when entering the option ticker. This allows non-standard expiration days to be specified when entering the options ticker, such as required for some index options.
- Fixed: Expiration day calculation for options tickers got wrong day when the first day of the month was a Saturday.
- Fixed: Shares not filled in when entering Sell transactions in transaction register.
9.1.2.334 (February 2, 2010)
- Fixed: Renaming options tickers to the new format doesn't work correctly.
9.1.0.333 (January 31, 2010)
- Added: New option ticker format support for TD AMERITRADE, DTN IQFeed, and Yahoo. Please see User's Guide for details.
- Added: Option to display color cell borders when the tick changes on Price, Bid, Ask fields.
- Added: Option chain support for DTN IQFeed.
- Added: Improved reporting of email errors during alert notifications, etc.
- Added: BkColor attribute to Ticker objects in the script API, to allow setting the row background color.
- Added: Bundled several standard extensions with the application, so there is no need to download them manually.
- Added: Consolidated positions report, consolidated summary report, and consolidated capital gains reports are now automatically installed.
- Added: Totals for commissions and fees in Transaction Register tab, by customer request.
- Updated: Screener plugin for Yahoo has been updated with new option ticker format support.
- Updated: Most internal data fields have been changed to a fixed decimal type, to improve the accuracy of portfolio calculations.
- Updated: Many scripting APIs now return a Currency type instead of Double where appropriate. In general this should not affect scripts since most scripting languages deal with this automatically, but if you have a custom script that depends on the return type being a Double, you will need to change it.
- Updated: Fix for Yahoo historical data downloading for mutual funds.
- Updated: Installer rewritten using a more modern installer compiler, NSIS.
- Updated: Active Alerts window now follows folder zoom selection.
- Fixed: Alerts on Total lines not appearing in Active Alerts window.
- Fixed: Annotations copied into temporary tickers that are not in the current portfolio.
- Fixed: Y Value and indicator values in chart tooltip do not have enough decimal places.
- Fixed: Clicking in alert list window failed to select ticker if it is in a closed folder. Now the alert list plugin opens the folder before selecting the ticker.
- Fixed: History database not saving data for tickers with an asterisk in them, notably Canadian mutual funds.
- Fixed: History database not being updated with current prices at market close.
- Fixed: Problem with creating email alert actions.
- Fixed: Yahoo ticker symbol search.
9.0.2 (January 3, 2009)
- Fixed: Tooltip flickering in main view under Windows Vista and Windows 7.
- Fixed: CollabInvest module eating some menu commands.
- Fixed: Intraday data being deleted from history database.
9.0.1 build 328 (December 23, 2009)
- Fixed: Historical database did not work with ticker symbols that began with a number.
- Fixed: Support for accented characters in database path name.
9.0.1 build 327 (December 22, 2009)
- Added: Option to import old historical data files into the new database.
- Updated: Previous version of collabinvest plugin is now removed if it is unselected from the installer.
- Fixed: Prompt for save on exit option not working.
- Fixed: Crash when downloading historical or intraday data from TD AMERITRADE or DTN IQFeed.
9.0 (December 20, 2009)
- Added: 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. (PSM Gold only)
- Added: 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. (PSM Gold only)
- Added: MAJOR NEW FEATURE: Support for real-time streaming in TD AMERITRADE. (PSM Gold only)
- Added: MAJOR NEW FEATURE: Support for DTN IQFeed streaming real time data service. (PSM Gold only)
- Added: Login command under File menu for streaming services.
- Added: 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. (PSM Gold only)
- Added: Notes page for folders and account tabs. (PSM Gold only)
- Added: (Charts) Link option to link selected charts: changng the ticker in one chart causes all linked charts to update with that ticker.
- Added: Columns to display option Greeks, for quote services that send that data. At this time this is only supported with TD AMERITRADE. (Gold only)
- Added: Edit Values command in right-click menu, for editing custom column values and other columns without having to do the slow double-click
- Added: (Chat) Copy link, open link commands in chat and conference windows, when right-clicking on a link.
- Updated: 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.
- Updated: (Charts) Save current chart profile when closing chart and restore when opening new charts.
- Updated: Updated user interface with new and more colorful icons.
- Updated: (Charts) Share button integrates the Send Chart To menu for CollabInvest.net.
- Updated: 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.
- Fixed: Commission and fee not saved for reinvested dividend transactions.
- Fixed: Commission and fee not applied properly for Sell to Open and Sell to Close transactions.
- Fixed: 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.
- Fixed: 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.
8.7.4 (November 4, 2009)
- Fixed: Some fixes for the new options transaction types introduced in 8.7.2.
- Fixed: Value of inactive tickers added to active totals.
- Fixed: Crash when canceling out of the new ticker dialog after switching to the Alerts tab.
- Fixed: Tickers for which there are no Yahoo news feeds showing an error in the headline list.
- Fixed: % Gain not calculated properly for transactions when average cost accounting is selected.
- Fixed: Total Basis for lot details includes commission and fees, when it shouldn't.
- Updated: Trailing Stop extension updated to show current stop price in column, along with high water mark and stop percentage.
- Updated: Trailing Stop extension updated to allow entry of initial high water mark when setting the trailing stop.
- Updated: (Charts) Improved chart data download algorithm to automatically fill gaps in historical data.
- Added: Alerts can now be set on TOTAL lines, and work the same way as for tickers.
This feature was suggested and sponsored by Mark Morris. If you or your organization would like to sponsor other features, please contact us. - Added: Alerts on total lines will include the name of the folder or account tab if you include the Name field in the alert.
8.7.3 (September 30, 2009)
- Fixed: Option chain dialog does not set the ticker type to option when ticker is added to the list.
- Fixed: Crash when entering transactions; bug introduced in PSM 8.7.2.
8.7.2 (September 28, 2009)
- Added: (Charts) Left and right navigation keys in chart dialog to quickly move through tickers in the current account tab.
- Added: Check for updated Home tab content when going online.
- Added: Ticker symbol lookup for TD AMERITRADE.
- Added: 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.
- Fixed: Unable to load .stk files created before PSM 6.0; bug introduced in PSM 8.7.1.
- Fixed: Transactions not recalculated automatically when editing transactions out of chronological order.
- Fixed: %Gain not calculated properly when the average cost accounting method is selected.
- Fixed: Some quirks in the transaction editing dialog with some transation types.
- Fixed: 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.
- Fixed: Crash when changing ticker properties in Current Holdings view.
- Fixed: Return of Capital transactions do not adjust linked cash balance.
8.7.1 (August 30, 2009)
- Added: Save As command to screenshot tool in CollabInvest plugin.
- Added: Today, Current Week, and Current Month filter for transactions.
- Updated: Import function now only checks the current account tab for duplicate tickers instead of the entire document.
- Fixed: Cash still showing under Current Holdings when marked inactive or has zero balance.
- Fixed: Canceled transactions with partial fills not displayed correctly when downloaded from brokerage.
8.7.0 (July 29, 2009)
- Added: CollabInvest.net social network plugin.
- Added: (Charts) Optional setting for double-click to bring up chart instead of ticker properties, under chart preferences.
- Updated: (Charts) Improved volume axis calculation.
- Fixed: TD AMERITRADE intraday volume for charts longer than 5 days.
- Updated: Dow30.stkx sample file updated with current list of Dow Jones Industrials stocks.
- Fixed: Notes not sent in alert messages through NotePager Pro.
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).
- 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.
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