9.8.4.349 (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.

9.8.0 (January 31, 2010)

• Added: New option ticker format support for TD AMERITRADE, DTN IQFeed. 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: 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.
• 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.
• Added: Notes page for folders and account tabs.
• Added: Columns to display option Greeks, for quote services that send that data. At this time this is only supported with TD AMERITRADE.
• 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: 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, per customer request.
• 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: 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: 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: Y Value in chart tooltip does 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 being updated with current prices at market close.
• Fixed: Problem with creating email alert actions.
• 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.

9.7.4 (November 4, 2009)

• Fixed: Some fixes for the new options transaction types introduced in 9.7.2.
• 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: % 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.

9.7.3 (September 30, 2009)

• Fixed: Crash when entering transactions; bug introduced in PSS 9.7.2.

9.7.2 (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.
• Updated: DTN IQFeed client software updated to latest release.
• 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.

9.7.1 (August 28, 2009)

• Added: Save As command to screenshot tool in CollabInvest plugin.
• Added: Today, Current Week, and Current Month filter for transactions.
• Fixed: Cash still showing under Current Holdings when marked inactive or has zero balance.
• Updated: Import function now only checks the current account tab for duplicate tickers instead of the entire document.
• Fixed: Canceled transactions with partial fills not displayed correctly when downloaded from brokerage.

9.6.5 (July 29, 2009)

• Fixed: TD AMERITRADE intraday volume for charts longer than 5 days.
• Updated: (Charts) Improved volume axis calculation.
• Updated: Dow30.stkx sample file updated with current list of Dow Jones Industrials stocks.
• Fixed: Notes not sent in alert messages through NotePager Pro.

9.6.4 (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: 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.

9.6.3 (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.

9.6.2 (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.
• Updated: (CollabInvest) IM window is now a top-level window with maximize/minimize buttons.
• 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.

9.6 (build 9.6.0.327; February 22, 2009)

• Fixed: Home page plugin not exiting properly, causing problems for some people on Windows Vista.
• Fixed: Prophet.net intraday streaming fix.
• 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.

9.5 (build 9.5.0.325; 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.
• 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: (CollabInvest) Some hyperlinks not properly handled in instant message window, conference window.
• 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: Capital gains report does not take misc fees into account.
• Fixed: Exporting a CSV file with the Notes field will not actually export the notes.
• 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.
• Updated: DTN IQFeed client software updated to latest stable version.
• 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 Yahoo Stock Screener support. Now you can screen the entire market and easily add tickers to your watch list or portfolio.

9.2.4 (build 9.2.4.319; December 8, 2008)

• Added: (CollabInvest) Ability to copy instant messages to the clipboard.
• Added: (CollabInvest) Ability to resize the instant message dialog.
• 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.

9.2.3 (build 9.2.3.318; October 22, 2008)

• Fixed: (Charts) More time zone fixes for intraday charts.
• 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.

9.2.2 (build 9.2.2.317; 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: Option to hide the "Add Ticker" toolbar doesn't hide it on startup.

9.2.1 (build 9.2.1.316; August 18, 2008)

Fixed: (CollabInvest) Problem with the CollabInvest plugin not registering properly for some customers.
Fixed: (Trading) Problem retrieving commission values in live order history for non-default accounts.
Fixed: (Trading) Session not logged out properly when progam 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.
Added: Description of sticky alerts to online help and user's guide.
Updated: Updated SQLite database library to version 3.6.1.

9.2 (build 9.2.0.315; 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: 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: (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.

9.0.1 (build 9.0.1.312, June 2, 2008)

Fixed: (CollabInvest) Bug with sending charts to another user. Fixed: Transaction fee not saved properly. 9.0 (build 9.0.0.310, 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: Bump version number to 9.0 for release. Updated: User's Guide. Updated: Online help. Fixed: Sticky alerts not sticky. Added: (RSS Headlines) Option to limit the number of articles per feed. 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.

8.0.9 beta (build 8.0.9.310, April 24, 2008)

Fixed: Chart blanking when selecting a different ticker. Fixed: Ticker paste bug with duplicate symbols. Fixed: Extended hours quotes not streaming for DTN IQFeed subscribers. Added: (Charts) Option for double-click to open a historical or intraday chart instead of displaying the ticker properties.

8.0.8 beta (build 8.0.8.307, April 2, 2008)

Added: Option to display notes as icon or text. Fixed: Bug with next/prev buttons in service selection wizard. Fixed: (CollabInvest) Login state issue when logging in from offline mode. 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. 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.

8.0.7 beta (build 8.0.7.306, February 4, 2008)

Added: Run Report button to the Reports tab. Reports are no longer run automatically when the parameters change. Added: (CollabInvest) CollabInvest now works through proxy servers. Fixed: Proxy settings not correctly passed through to streaming plugins in some cases. Fixed: If DTN is selected as the data service and the client software needs to be installed, application does not exit. 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. Fixed: (CollabInvest) Reconnect timer bug that prevented CI from reconnecting automatically after a disconnect.

8.0.6 beta (build 8.0.6.305, December 28, 2007)

Added: (CollabInvest) Actions menu for easy access to all of the common actions and tasks. Added: (CollabInvest) [TICKER] shorthand can be used instead of ticker://TICKER Added: (CollabInvest) {TICKER} shorthand can be used instead of chart://TICKER Added: (CollabInvest) Ability to select text in chat and conference windows and copy to clipboard or drag/drop into another application. Added: (CollabInvest) Attempting to join a conference that does not exist now asks if you want to create it. Added: (CollabInvest) When creating a conference, option to accept default configuration. Added: (CollabInvest) Natural naming convention for conferences. Converts internally to XMPP convention. Added: (CollabInvest) Follow upper-case force setting in ticker and chart references. Fixed: Crash when moving a folder when TOTAL line was displayed. Fixed: (Charts) High and low values on second-to-last tick on intraday chart change when streaming data arrives immediately after chart is displayed.

8.0.5 beta (build 8.0.5.304, November 12, 2007)

Added: DTN IQ data feed. Fixed: Crash when moving a folder that contained streaming tickers. Fixed: Crash when moving a ticker into a different folder, when there was a streaming chart open on that ticker. Fixed: (Charts) Intraday chart sometimes one tick behind Active Securities. Improved Windows Vista compatibility.

8.0.4 beta (build 8.0.4.303, July 25, 2007)

Added: Detection of offline state, which would prevent proper login. Added: Auto-fill number of shares for Sell transaction. Added: Colorization of gain in the transaction register to make it easier to spot. 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. Updated: DDE compatibility for Excel 2007. Price and Yield fields changed to Last and Yld to remove conflict with Excel 2007 built-in functions, but formulas using Price and Yield with earlier versions of Excel will still work. 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) Improved zoom behavior. Fixed: (Charts) Allow multiple instances of Bollinger Bands on the same chart. Fixed: (Charts) Weekly chart not updated correctly for current data. Fixed: (Charts) Automatically adjust chart axis on intraday chart when incoming data is beyond current range. Fixed: (Charts) Extra day displayed in intraday chart around weekday holidays that are not on a Monday. Fixed: (Charts) Volume chart disappears when switching period. Fixed: (Charts) Changing duration or period on intraday chart causes drawing problems. Other miscellaneous fixes and improvements.

8.0.3 beta (build 8.0.3.302, February 19, 2007)

Added: (Charts) Optionally overwrite existing annotation set when saving to new set with same name. Added: (Charts) Measurement tooltip for line annotations, absolute height change and % height change. Added: (Charts) Option to show red dotted line for previous days close on last trading day of chart. This is convenient for showing daily movement relative to the last trading day. Added: (Charts) Save the "follow selection in active securities" option between sessions.   Also added this option to the chart preferences dialog under Options->Preferences. Added: Copy To option to copy tickers and folders into other portfolios instead of only moving. All attached transactions will be copied as well. Fixed: Deleting or cutting active alert from ticker properties Alerts tab caused crash. Fixed: (CollabInvest) Opening shared chart with text annotations does not show text annotations. Fixed: (Charts) Updated stock market holidays through 2010. Updated: Improved Windows Vista compatibility. Updated: Moved default file locations for the included .stk files to user's personal application data folder because Vista will not allow writing to the program folder under normal accounts. Updated: Moved bookmarks file to application data folder under Vista. Fixed: Crash when application fails to start properly. Fixed: (Charts) Linked charts sometimes do not work properly. Added: (Charts) Copy Annotation command. Updated: Limit application to only allow launching a single instance.

8.0.2 beta (build 8.0.2.301, November 13, 2006)

Added: (Charts) 45, 60 days intraday chart duration. Added: (Charts) Multi-line text annotations. Added: (Charts) Named stored annotation sets. Fixed: Service selection wizard not handling initial login correctly.

8.0.1 beta (build 8.0.1.299, September 27, 2006)

Fixed: (CollabInvest) Register link not working for customers with long usernames.

8.0.0 beta (build 8.0.0.297, September 15, 2006)

Updated: (CollabInvest) The conference drop-list is now filled in with any active groupchats. Updated: (CollabInvest) Presence icon for peer in chat window. Updated: (CollabInvest) Added option to bookmark a conference when creating or joining it. Updated: (CollabInvest) Added /help command in conference to show list of / commands. Added: (CollabInvest) Emoticon selection button in chat and conference windows. Updated: (CollabInvest) Added company support to profile. Updated: (CollabInvest) Improved rename in contact list. Added: (CollabInvest) Support for multiple resources online at the same time. Added: (CollabInvest) Ability to block messages from people not in your contact list. Fixed: (CollabInvest) Emoticons pop-up doesn't work under Win98. Fixed: (CollabInvest) Emoticons pop-up not repositioned properly within desktop bounds. Updated: (CollabInvest) Save last chart share settings. Added: (CollabInvest) Search for other users from within the Select Contact dialog, such as when selecting people to invite to a conference room.  This is useful if you want to select someone who is not in your roster. Fixed: (CollabInvest) Chart crashing when closing shared charts after editing indicators. Updated: (CollabInvest) Annotations now snap to nearest point instead of the point to the left of the cursor. Fixed: (CollabInvest) Annotations not showing up on sent charts. Added: (CollabInvest) New Group, Rename Group commands. Added: (CollabInvest) Drag/drop moving of contacts between groups. Added: (CollabInvest) Drag/drop moving of bookmarks between groups.

7.3.4 (build 7.3.4.296, July 25, 2006)

Updated: (Charts) Moved annotation toolbar into a popup toolbar activated with a button from the main chart panel.  This is better with multiple charts visible to avoid having multiple floating toolbars. Added: (Charts) Help topic, help button in chart window.  F1 keypress also works. Added: (Charts) Tooltips for icon buttons. 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 exit. Added: (Charts) Option to show or hide annotations. Added: (Script) Added the ability to set cell colors from script.

7.3.3 (build 7.3.3.295, July 3, 2006)

Fixed: Crash in prophet.net plug-in when downloading lots of historical data.  Added: (Charts) New indicators: Normalized ATR and Ultimate Oscillator. Fixed: Bug in software update wizard when downloading updated installations. Fixed: (Charts) Zooming bug introduced in 7.3.2. Fixed: (Charts) Minor chart labeling bug with current price box and DOHLCV line.

7.3.2 (build 7.3.2.294, June 22, 2006)

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: Chart layout restored before user is logged into quote service. Fixed: (Charts) Memory leak when editing chart profile. Added: Restore from backup now offers to load the restored portfolio. Updated: Moved most historical database processing into a separate thread for improved performance. Updated: Moved most prophet.net streaming data processing into a separate thread for improved performance. Updated: Created faster data transfer protocol between streaming plug-ins and main application for improved performance. Updated: Improved display performance when viewing Current Holdings with streaming turned on. Added: (Charts) Edit Chart Properties command in right-click menu. Fixed: (Charts) Crosshairs not drawn correctly in Volume chart when moving average is added. Added: (Charts) MOM oscillator. Fixed: Unable to open .stkx file if it is marked as read-only. Fixed: (Reports) Reports were being called with current portfolio instead of current folder, so could not run reports such as capital gains just on a subfolder within a portfolio. Fixed: Avg Age shows negative value for short positions. Fixed: Problem where prophet.net was incorrectly handling the CNF ticker.  (Updated ProphetConnect.ocx) Fixed: Go online automatically after selecting quote service.

7.3.1 (build 7.3.1.293, May 1, 2006)

Added: Sticky alerts.  These are alerts that do not auto-clear when the condition that triggered them no longer applies, so they must be manually cleared. Added: Ability to copy a report from the Reports view to clipboard.  Adds plain text, CSV, and HTML formats so you can paste directly into Excel. Added: Ability to export a report from the Reports view to a file in plain text, CSV, and HTML formats. Fixed: Bug resetting default quote server when the quote server override is set for a portfolio.

7.3 (build 7.3.0.292, 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. Added: (Charts) Ability to have more than once instance of some indicators, such as RSI and MACD, in the same chart profile. 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. Added: Check quote server overrides on login. Fixed: (Charts) Improved log axis labeling. Added: (Script) Ability to include named resources in the extension file as CDATA nodes.  This is particularly useful for embedding HTML code for the user interface. Fixed: (RSS News) Articles prior to the purge date keep re-appearing in the feed. Added: Ctrl+H, Ctrl+I keyboard shortcuts to show historical and intraday charts, respectively. 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. Added: Streaming status indicator where it usually says "Next Update: Streaming" on the bottom of the main window.  Green is good, yellow is warning.  Updated money.net and prophet.net plugins to use it. Updated: Improved error handling during document save. Added: Active Alerts window shows a dynamically updated list of all active alerts across all portfolios in the current document.  (Under the Tools menu.)

7.2.1 (build 7.2.1.291, March 20, 2006)

Fixed: (Chart) Zoomed historical charts not including the current day. Fixed: (Chart) Intraday charts do not properly account for US holidays. Fixed: (Chart) Incorrect time offset for intraday charts causes intraday data to be displayed incorrectly for non-US timezones. Fixed: (Chart) Stochastics Y axis range not set properly, causing chart drawing errors. Fixed: Duplicate ticker update requests when more than one instance of a ticker exists in a portfolio. 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: Slow down cell highlighting for price, bid, ask, so that multiple ticks coming in at the same time don't erase the highlighting that should be there. Fixed: Tickers do not update on screen when menu or modal dialogs are being displayed.  This will produce a visible performance improvement because streaming updates will keep working while other things are going on. Added: Ticker properties dialog updates dynamically as quotes arrive. Fixed: Display color text and cells in selected row.

7.2.0 (build 7.2.0.290, February 20, 2006)

Fixed: When creating custom columns, you could not create an expression column that depends on a memo column that was created immediately before it, without first applying the changes and re-entering the preferences dialog. Added: (Chart) Complete chart annotation system, including text, rectangle, ellipse, and triangle up and down annotations.  Text annotations can have associated rollover text that pops up in the tooltip instead of data.  Annotations are saved with your portfolio data. Updated: (Chart) Improved selection algorithm for chart annotations. Added: (Chart) Option to save chart to disk in .png format, option to copy chart to clipboard.  Charts are saved with all visible annotations. Added: (Chart) TRIX and Money Flow Index (MFI) indicators. Updated: (Chart) Improved historical data retrieval to avoid extraneous retrieval requests. Fixed: Eliminate false positive for some unknown tickers in money.net feed. Fixed: (Charts) Annotations saved in .stkx file. Added: (Charts) Option to follow the selection in Active Securities, under right-click menu. Fixed: Commission value not saved for Transfer In transactions. Fixed: Currency value not set properly when creating cash accounts. Fixed: (Charts) Unable to store historical data properly for Canadian tickers due to a character translation bug. Updated: (Charts) Improved Y axis scaling when stock trades in very small price ranges. Updated: Improved document loading speed, particularly for large documents.

7.1.2 (build 7.1.2.288, September 28, 2005)

Updated: QuickLinks Fixed: File selected from recently used list does not get removed if it does not exist. Added: (RSS News) Option to automatically purge headlines older than a certain number of days.  Note that if you set this value too small and the headlines still exist in the feed, then they will be added again as new headlines. Fixed: (Chart) Bad range calculation caused some indicators such as MACD to display incorrectly. Added: Support for sorting custom columns.  Note: Expression columns are always sorted as numbers, memo columns are always sorted as letters.  This means that putting numbers into memo columns will not necessarily give the desired result when sorting. Updated: Improved file saving speed. Updated: SQLite (sqlite3.dll) to version 3.2.6. Fixed: Commission values not saved properly.  (Thanks to J. Mabarak for helping test this!) Fixed: Folder update override not taking effect. Fixed: Bug in QuickLinks support that was preventing charts from getting filled in properly. Fixed: Custom column extension incorrectly allowed duplicate column names.

7.1.1 (build 7.1.1.286, August 29, 2005)

Updated: Improved error handling in Prophet.net plug-in. Added: "Manage your Prophet.net Account" link for Prophet.net plug-in, appears next to the quote server drop box in the toolber. Fixed: AskSurvey window pops up behind uninstall window. Updated: (Chart) Further improvements to chart log axis scaling for low-price stocks. Added: Support for Windows XP themes.  Lots of updates to make legacy UI components theme-aware. Removed: Update All and Update Selected icons from the toolbar.  They were left over from Personal Stock Monitor and are no longer used. Changed: "SharesIn" and "SharesOut" transaction types renamed "Transfer In" and "Transfer Out".   The both old and new names will work when used in scripts. Added: "Return of Capital" tranasaction type. Changed: Renamed "Graph" to "Chart". Added: Option to turn off the cell change border around the Price, Bid and Ask columns that indicates up/down ticks. Added: (Script) Support for HTML help text in script extensions.  This way we can add more descriptive text regarding what the extension does and how to access it from the software. Fixed: Ticker bookmarks not saved properly. Fixed: Custom columns do not appear in the Current Holdings view. Fixed: In calculated custom columns, sometimes the expression is not saved properly when there are certain punctuation characters in the expression. Fixed: Column widths not restored properly between sessions. Fixed: Crash on close when quotes are enabled should hopefully be fixed.
7.1 (build 7.1.0.285, July 25, 2005)

Fixed: (Scripting) Type library had an incorrect specification for a couple of return values. Fixed: (Scripting) "Active" named property not accessible. Fixed: Firing an alert from a plug-in doesn't work correctly. Fixed: (Scripting) Firing an alert from script does not update the UI. Added: Custom column support with new plug-in.  Memo and expression columns.  Scriptable columns. Fixed: Deleting and updating custom columns was not handled properly in main app. Added: (Scripting) ViewManager object to control custom columns.  Updated object model documentation. Added: Ability to run a script function as an alert action.  The script function can come from any script or extension loaded within the software. Added: (Scripting) Added optional callback parameter for Ticker::ApplyTransactionsToCurrentHoldingsUntil and Ticker::ApplyTransactionToCurrentHoldings.  Without it we could not easily implement a capital gains report in script. Added: (Scripting) Added parent properties to Ticker and CurrentHoldings objects, which allows script to get the parent ticker of these objects. Updated: (Chart) Improved chart axis scaling and labeling.

7.0.3 (build 7.0.3.278, June 22, 2005)

Fixed: (Chart) Chart is not redrawn properly after it is printed. Fixed: (Chart) Drawn lines disappear when chart is zoomed and one of the endpoints is scrolled off the edge of the visible area. Fixed: (Chart) Line drawing should not be allowed outside of chart boundaries. Fixed: (Chart) Not updating current day's data on Tuesday after a Monday holiday. Fixed: (Chart) Can not draw lines on indicators. Fixed: (Chart) Lines drawn with a Daily period disappear when you switch to Monthly or Yearly. Fixed: (Chart) Intraday and historical chart updates sometimes out of sync. Added: (Chart) Ability to change the chart refresh interval. Added: (Chart) Ability to set the intraday chart hours. Fixed: (Chart) Crosshairs not drawn properly on indicators in certain cases. Fixed: (Chart) Lines not drawn on printed charts. Fixed: (Scripting) "Active" named property not accessible. Fixed: (Chart) Price Relative indicator doesn't get updated on startup if chart left open from previous session. Added: (Chart) Remove stock market holidays from the timeline on daily and intraday charts. Fixed: (Chart) Intraday zoom behavior. Fixed: (Chart) Added exception handler to prevent rare crash when drawing axis. Fixed: (Chart) Tooltip disappears too soon when streaming updates are on. Fixed: (Chart) Possible crash when a chart refresh occurs in the middle of line drawing.7.0.2 (build 7.0.2.277, May 30, 2005) Fixed: Copy to clipboard function not allowing all plugins to participate. Fixed: Charts stop updating when portfolio is switched. Fixed: Copy/paste with transactions fails during paste operation. Added: RSS reader notification when there are unread articles outside of the current filter setting. Added: (Chart) 50 line for RSI indicator. Fixed: (Chart) Renaming chart profile sometimes changes selected duration. Fixed: (Chart) Prevent color re-assignment for moving averages. Fixed: (Chart) Lines drawn on top of chart do not move when chart is resized. Added: Ability to scroll chart horizontally when zoomed, but limited to the range selected before zoom. Fixed: (Chart) Zooming across a weekend boundary on an intraday chart does not work properly. Fixed: Notes field losing line breaks. Fixed: (Chart) Hit testing for tooltips and selection is off by about half the width of a candlestick. Added: (Chart) DMI indicator (+DI, -DI). Added: (Chart) 30-day duration for intraday charts. Added: (Chart) Toggle button to show/hide the settings panel. Changed: (Chart) Removed minimum window size limits. Changed: (Chart) First three indicator colors are now permanent: purple, red, green. Added: (Chart) Change from previous data point added to tooltip. Added: (Chart) Options to hide data tips and crosshairs, under the right-click menu. Fixed: (Chart) 1-day chart doesn't backfill properly on Mondays when indicators are selected. Added: (Scripting) "Active" named property for ticker and folder objects to determine whether they are currently active or have been marked as inactive. Fixed: (Chart) Support for charting stocks with values less than a penny. Added: Internal hooks to allow plug-ins to add menu items to context menus created by other plug-ins. Added: (Chart) Chart options screen in program preferences. Updated: Added CPU, memory, hard disk info to crash dump and technical support info copied to clipboard. Fixed: (Chart) Tooltip between candles when zoomed. Added: (Chart) +/- buttons next to scrollbar for zoom/unzoom. Fixed: (Chart) Keyboard navigation not working for context menu. Improved: Connection/reconnection handling for prophet.net and money.net data feeds. Updated: Main application will no longer start up minimized so that you can see the Login window. Fixed: (Chart) When a minimized chart is closed, the next chart that is opened can not be displayed properly. Fixed: Commission history not updating in transaction edit dialog. 7.0.1 (build 7.0.1.275, April 18, 2005) Fixed: Chart drawing bugs with several indicators, rare crashing bug with CMF. Fixed: Charts losing default profiles when upgrading from a Personal Stock Monitor .stk file. Fixed: Asset classes not being reloaded properly from .stkx file. Added: (Scripting) GetAssetClassPct() method in Ticker object. Added: (Scripting) AssetClassManager object. See updated object model documentation for details. Fixed: RSS headlines would sometimes display an incorrect publication time. Fixed: Historical data from money.net not processed correctly. Fixed: Prophet.net plug-in not adjusting timestamp properly for the time zone, causing the charts to not stream properly for some time zones. Added: Enclosure support to RSS reader so you can view or listen to attached media files in a feed. Fixed: Chart tickers in inactive portfolio will not update.

7.0 (build 7.0.0.274, April 4, 2005)

Added: Extensive scripting support for the main application and charts. For more information see the developers section at http://www.personalstockstreamer.com. Fixed: Force RSI axis range to 0-100; force labels at 30 and 70. Added: Ability to zoom in on date range in charts, using Ctrl+drag to select the range. Added: Ability to create custom reports in script. Fixed: Ignore zero values when loading historical data, since they were throwing off the charts. Changed: Save historical data in a database instead of individual files. Updated: Prophet.net streaming code. Fixed: Too many chart fixes to mention, including labeling, scaling, automatic retrieval of historical data, multiple time intervals for end of day and intraday, zooming down to 1-hour, optional high/low tick removal, and more. Updated: FOREX plug-in. Changed: Completely new, more robust XML-based document format. Changed: File suffix has been changed from .stk to .stkx. PSS can still open the old .stk files and will convert them to the new format upon saving. Changed: Stronger document password protection. Added: Ability for plug-ins and extensions to store custom attributes on a per-ticker basis. Fixed: Drag/drop ticker from document into chart. Added: More robust file saving algorithm to prevent data loss in case of a crash. Changed: Migrated online help to HTML help. Updated: Added extensions page to product tour. Updated: User's Guide has been updated for Personal Stock Streamer. Added: Extension manager to list, browse, and install new extensions. Added: RSS news plug-in with support for RSS 0.9, 0.91, 1.0, 2.0, Atom 0.3 feeds. Added: Aroon, Aroon Oscillator, TSF, ADXR, T3, TEMA, DEMA indicators. Added: Portfolio list plug-in that lists all portfolios in a docking window, for our customers with lots and lots of portfolios. Added: Pre-populate RSS feeds database with Personal Stock Streamer feeds and a few recommended financial news feeds. Added: Chart printing support.

6.0.3 (build 6.0.3.265, July 27, 2004)

Fixed: Volume chart range not recalculating when date range is changed. Added: Current value labels on moving averages. Fixed: OHLCV not displaying at top of chart if ticker has not been updated in document. Fixed: Force 80/20 labels on stochastics. Added: Show last trade value in little box on historical chart same as intraday chart. Fixed: Display correct ticker in chart window header if manually changed. Fixed: Chart ticker entry now forces ticker to upper case if that option is selected in the main application. Fixed: Colorization on candlestick chart. Added filled/hollow candles toindicate close below or above open for the current day. Fixed: Chart tooltip Y value not formatted properly when >= 1000. Fixed: Volume bars too thin when charting small date ranges. Fixed: Log axis scale for range starting at 1.0. Added: Draw crosshairs across all charts. Fixed: Indicators on intraday charts, starting with SMA, EMA, and BBANDS. Fixed: EMA indicator can not be added when Main chart is selected in list. Added: ATR indicator. Fixed: Percent change not calculated properly in prophet.net plug-in. Fixed: Fibonacci item in context menu set improperly, fibonacci retracements not cleared for deleted lines. Fixed: Big GDI resource leak in chart redrawing code. Caused problems on Windows 9x/Me which have limited resource space. Fixed: Login credentials from quote services not saved properly between sessions.

6.0.2 (build 6.0.2.263, June 23, 2004)

Added: Numerous chart improvements, including better range calculation for historical chart, more intraday ranges and the ability to configure the type and axis for the Main chart. Added: MACD with Histogram, Chaikin Money Flow, ADX indicators. Fixed: Intraday volume was not being properly calculated. Fixed: Cancelling out of service selection wizard exits the software instead of displaying warning. Added: Online tour link.

6.0 (build 6.0.0.261, April 27, 2004)

Minor fixes.

6.0 beta 1 (build 6.0.0.259, January 15, 2003)

Changed: Historical data and ticker lookup servers are changed automatically when a different quote service is selected. Added: Login manager for quote services. Added: Prophet.net quote service plug-in. Supports real-time streaming, historical data. Added: Money.net quote service plug-in. Added: Advanced charting with real-time streaming intraday charts, technical analysis, multiple chart profiles. Rename to Personal Stock Streamer.