Archive for category New Release

Portfolio Manager v2 Released

A latest version of Portfolio Manager is now available with the following changes:

  • Basic charting.  Using the chart generator you can quickly create charts for a specific account and date range and stocks.Includes the following chart types:
    • Profit/Loss: Creates a chart based on your trades and dividends over time.

      Profit / Loss Chart

      Profit / Loss Chart

    • Portfolio Value: Creates a chart based on your portfolio value over time

      Portfolio Value

      Portfolio Value

  • Now supports Windows 8
  • Improvements to import with option to select the date format
  • Improvements to the ACB conversion process
  • Fixed issue with stock quotes on US stock exchanges
  • Fixed crash on change of stock code
  • Fixed bug with adding required funds when moving stocks between accounts
  • Fixed issue with setting a custom font not working
  • Many other minor bug fixes and minor changes

Please note that if you currently have a V1 license you will need to upgrade your license.

Portfolio Manager v1.97 Released

A new version of Portfolio Manager is now available. This update improves the QIF/CSV import and fixes an issue causing it to not work on some systems.

Again, this is a free update for all registered users and can be downloaded from our download page.

Portfolio Manager v1.94 Released

A new version of Portfolio Manager is now available. This update resolves several minor issues discovered in v1.9.  Again, this is a free update for all registered users and can be downloaded from our download page.

Portfolio Manager v1.9 Released

A new version of Portfolio Manager is available with the following new features:

  • More precision in reports (upto 4 dec places)
  • Print direct from trade lists
  • Import from CSV, QIF
  • Export to QIF
  • New columns: Risk/Reward ratio, Total amount risked
  • New watch list columns: 52 week low/high
  • Option to consolidate transactions within reports
  • Option to include stock name within reports
  • Ability to search for stocks by name
  • Ability to show/hide open trades within the history list to display dividend amounts

Again, this is a free update for all registered users and can be downloaded from our download page.

Minor update (v1.81)

This release only adds one new feature however fixes a few minor bugs discovered within the last release.

What’s New:

  • Percentage total return  per account

Portfolio Manager 1.8 Officially Released

The latest update contains many minor changes as requested by users.

Brief overview of new features:

  • Now supports Windows 64-bit editions
  • Full Windows 7 support
  • General ledger report
  • Added optional warnings when entering a new transaction requires additional funds
  • Improved trading diary
  • Option to auto include dividend amounts in the cash accounts
  • Better support for option price updates
  • Many minor changes and bug fixes

This is a free update for all registered users.

Please note that this version uses a new database format.  Your portfolio will be automatically upgraded the first time you load it.  This should only take a few minutes depending on the number of trades you have entered.

Portfolio Manager 1.71 Released

Just a small update this time to fix an issue with the brokerage calculations when selling a partial amount of held units.

Portfolio Manager 1.7 now available

This latest update to Portfolio Manager makes it even easier to use.  Again we’ve listened to our customers and added a few requested features.

Brief overview of new features:

  • Added ability to hide summary information to allow more room for the main table information
  • Added ability to filter by stock (as well as date) within the trade diary
  • Added ‘undo sell’ option to popup menu on history table to quickly reverse a trade
  • Added auto complete option to stock modify dialog with recent stocks
  • Added short trade ability to stock calculator
  • Added better support for merging stocks
  • Added full support for altering DRP during the life of the transaction

As always there are many minor changes and this update is free for all registered users.

Portfolio Manager 1.6 available for download

We have just released the next version of Portfolio Manager which adds many new features.

Brief overview of new features:

  • Stock Calculator
  • Ability to enter in brokerage as a % value or a fixed amount (eg. enter 0.065% into the brokerage field)
  • Default brokerage value, configured within the account settings
  • Improved the layout of each of the stock reports
  • Added the ability to export any of the reports to either PDF or Excel
  • Backup portfolio option
  • Ability to load the portfolio from another location (eg. flash drive)
  • Watch List now displays stocks in red if days change is a loss, green if a gain
  • Ability to buy a stock from the watch list
  • Watch List column configuration now saves

plus many other minor updates and fixes.

Portfolio Manager 1.5 with Australian capital gains tax report

The latest version of Portfolio Manager is now includes a report for the Australian tax rules, taking the hard work out of calculating your capital gains tax.

Brief overview of new features:

  • Added Australian Tax Report to the list of available reports.
  • Improved reports adding column totals, better titles etc.
  • Now auto detects and uses the default proxy configuration.
  • Added support for SWX Swiss Exchange

Again, this update is free for all registered users.