------------------------------------------------------------------- Version 1.27 - 12/23/07 ------------------------------------------------------------------- -Added new option in the Report menu ("All Trades") that allows you to open up a comprehensive report of all trades exactly as they are displayed in the Trades tab. -Fixed Profit Distribution chart in regards to handling the P/L of short trades ------------------------------------------------------------------- Version 1.26 - 11/20/07 ------------------------------------------------------------------- -Fixed Daily P/L sometimes displaying same value as Net Liquidation -Improved handling of partial trade lots in the Trades grid -Corrected situations where trade error would occur in Trade grid and old value would not be removed ------------------------------------------------------------------- Version 1.25 - 10/16/07 ------------------------------------------------------------------- -Fixed a problem running the application on certain system setups ------------------------------------------------------------------- Version 1.24 - 10/11/07 ------------------------------------------------------------------- -Added in Trades tab new statistics: +Daily Open P/L -Added back in the Profit Distribution chart in the Performance tab using the new trade interface -Fixed problem of startup indices not displaying because zero file was written on failed download attempt, or file did not exist -Fixed Trade Sync arrows not showing after Updating trade stats -Fixed crashing when displaying Alpha / Beta chart when no values present (also fixed exporting of charts in those instances) ------------------------------------------------------------------- Version 1.22 - 10/03/07 ------------------------------------------------------------------- -Fixed Update button handling in Trades tab that would cause the program to freeze occasionally -Fixed check for new version issue -Improved arrow/line behavior when using Trade Sync ------------------------------------------------------------------- Version 1.21 - 09/30/07 ------------------------------------------------------------------- -Fixed bug when adding symbols to newly created portfolio in the Research tab -Quote downloading now automatically retries failed attempts ------------------------------------------------------------------- Version 1.20 - 09/19/07 ------------------------------------------------------------------- -Added Gains & Losses report for use with Schedule D tax reporting +full support to print, scan through pages, and save report in both excel and pdf format -New Trade Sync feature which mirrors your current open security symbols in the Trades tab with your portfolio symbols list in the Research tab. This makes for easy chart viewing of the symbols that currently make up your holdings. Access via Portfolio Actions bottom toolbar menu and select Trade Sync. +To let you check stock performance in comparison to your purchase price, a line with an arrow is drawn on the chart indicating buy price -Hovering mouse over Research chart quotes now displays pricing information -Now able to open up additional charts of the selected securities in a new window by double clicking symbols in the Symbols list -Added in Preferences menu the ability to automatically update Research quotes on startup -Portfolio Actions in bottom toolbar has now been changed to a menu -Added text if no quotes are available for selected symbol -Corrected circumstances where commission value was added twice -Fixed issue of adding indicators with no parameters introduced in last release -Removing entire trade row(s) now immediately updates statistics -Fixed column headers in Amibroker Trades grid -Fixed adding security bug ------------------------------------------------------------------- Version 1.13 - 08/25/07 ------------------------------------------------------------------- -Fixed Research tab display issue in Windows XP where text labels would not be visible +Switching views between symbol Charting or Fundamentals is now done through either the bottom taskbar in the Research tab or in the Research menu under View +Switching between Indicators and symbols is now done via the "Symbols" and "Indicator Studies" buttons at the top and bottom of the Symbol/Indicators list -Fixed program freezing when Net Liquidation value is waiting to update -Fixed problem allowing chart zoom-in beyond viewable range -Fixed occasional issue when switching to weekly or monthly periodicity would cause no quotes to be displayed -Fixed non-chart draw after displaying symbol with no quotes -Fixed indicator being added to chart even if user clicks the close dialog button -Fixed Fundamentals going to blank page in some circumstances ------------------------------------------------------------------- Version 1.12 - 08/16/07 ------------------------------------------------------------------- -Since MarketWatch custom page server went down, in the Preferences menu, you can now select which source you want to get your Fundamental data from for the Research tab. ------------------------------------------------------------------- Version 1.11 - 08/15/07 ------------------------------------------------------------------- -Now able to calculate trade P/L based on FIFO or LIFO cost basis (see preferences menu; default is now FIFO) -Fixed incorrect commission calculation on partial trade lots -Loading time is quicker when "Check for latest update on start" is checked in the preferences menu ------------------------------------------------------------------- Version 1.10 - 08/07/07 ------------------------------------------------------------------- -Redesigned charting/research interface +create, edit, and store securities in a local database +Multi-threaded historical quote download built-in +Quicker chart loading and switching +Panning, zooming, and scrolling of chart +Can specify chart periodicity (Daily, Weekly, Monthly) +Able to edit indicator parameters (right clicking the chart brings up a context menu to edit indicator params and remove) +Able to add more than two indicators (double click the name of the indicator you would like to add to the chart) +Fundamentals tab browsing now much easier and cleaner -New Preferences menu under the File menu -Polished up the interface, as well as, rearranged main tabs to reflect greater future emphasis on charting -Slightly improved loading time -Can now start the program without being connected to the internet -Bug fixes in the new trade interface along with easier date entry. Also, sorting by date now works properly -Able to export trade list to a comma separated .CSV file -Manual has been updated to reflect new features -New statistics in Monte Carlo simulator +Probability of Profit/Loss +Van Tharp's $ Expectancy Per Trade +Van Tharp's $ Expectancy Per $ Invested Amibroker Users: To make the interface more intuitive, the Amibroker Plugin is now disabled by default. If you are an Amibroker user, go to File->Preferences menu and tick the Enable Amibroker Plugin. ------------------------------------------------------------------- Version 1.08 Beta 1 - 07/18/07 ------------------------------------------------------------------- -Completely new trade interface +Allows scaling position entries and exits +Allows entering of short positions +Calculates open statistics on positions (P/L, etc.) +Calculates closed statistics using LIFO cost basis (For those who use Amibroker, the trade list is now separate from real-time trades. Short trades are now supported as well.) -Able to resize the user interface and remembers previous location on the monitor from last run -Research tab quotes are now split and dividend adjusted -Exporting of charts is now in new Reporting menu -Can now opt for Compounded Monte Carlo profit results Known Issues: -Monte Carlo simulations only work on the Amibroker trade list not the real-time trades ------------------------------------------------------------------- Version 1.07 - 05/23/07 ------------------------------------------------------------------- -Fixed a few bugs that users were experiencing Known Issues: -Windows systems must support the en-US localization date and number format. ------------------------------------------------------------------- Version 1.06 - 05/04/07 ------------------------------------------------------------------- -Added Modern Portfolio Theory statistics (alpha, beta, r, r-squared) -Added two new charts in performance tab +Quadrant chart: Alpha / Beta of portfolio against indices +Scatter graph: Correlation between index and portfolio monthly % returns -Fixed an issue that would cause the program to crash when exporting charts under some situations. -Added a few dialog boxes to make sure your account is saved before moving to the next task -Changed some visual elements of the user interface, as well as, improved usage functionality -Monte Carlo equity curve graph now uses linear scale. This corrects distortion present when tests were run with a high Positions Per Trial # set. Linear scale makes sense as compounding effects are not considered in the Monte Carlo Simulations. Known Issues: -Windows systems set to use a Localization where numerics use comma separators instead of decimals for the 1000's spots cause problems. For now, the only Localizations supported are those that use the following number format: 1,000.00. Similarily, dates in the trade list must be formatted as MM/dd/yyyy for correct "Months Held" calculations in the Analytics tab. ------------------------------------------------------------------- Version 1.05 - 05/01/07 ------------------------------------------------------------------- -Update Check implemented to see if there is a newer version out (under the help menu) -Date entry of buys and sells is much easier in the Trade List with the incorporation of a date selector -Slightly improved loading times -Much more advanced Monte Carlo simulations that include statistics and 3 new charts: +Scatter graph: % Return vs. % Drawdown +Bar chart: frequency of Drawdown % +Bar chart: frequency of Profit % -Monte Carlo equity curves are now based off of percent change in price from the trade list. Before it was based off of dollar change depending on how many shares you had. Over time with exponential growth, this would negatively affect the Monte Carlo equity curves from displaying a correct representation. Now it displays the correct linear results. Known Issues: -Windows systems set to use a Localization where numerics use comma separators instead of decimals for the 1000's spots cause problems. For now, the only Localizations supported are those that use the following number format: 1,000.00. Similarily, dates in the trade list must be formatted as MM/dd/yyyy for correct "Months Held" calculations in the Analytics tab. ------------------------------------------------------------------- Version 1.02 - 04/26/07 ------------------------------------------------------------------- -Added K-Ratio statistic -Ability to export all charts (.jpg format) -Fixed evaluation expiring on first start for some users -Updated a few things in the manual ------------------------------------------------------------------- Version 1.01 - 04/24/07 ------------------------------------------------------------------- -Fixed YTD calculation -Fixed error when opening accounts that had an initial month >9