Portfolio mobile - Stock Tracking & Market Analysis versions

v1.8 [Jan 7, 2013]
BUG FIXES
• Bloomberg quotes not updating

v1.7
- Insert trade price info into price history for manual positions when adding / editing trade data
- Add view setting (Preferences window) to show equity value in place of portfolio value
- Add toolbar button for easily toggling stock favorites
- Add "No Devices" to Device Sync submenu when no devices are present
- Add flag in stock tables to indicate when broker changes have been made
- Add retina icons for stock tables
- Option to set last trade price for manual equities when adding / editing a trade
- Add recalculate button to portfolio view for forcing stock histories to be removed and recalculating values
- Add contextual menu for transaction / trade views
- Add contextual menu for stock views
- Add drag n drop stock to Favorites section
- Consolidate Instrument and Watchlist menus
- Consolidate Portfolio and Account menus
- Add support for additional fields in CSV import
- Add quotes from Boerse Frankfurt
- Add market cap to Yahoo, Google and Euronext quotes
- Improve instrument add window by automatically showing search results in assistant panel
- Add option chain search when adding options
- Show error message when attempting to delete merged stock set (merged as a result of identical symbol)
- Replace internal value / performance calculation backgrounding architecture
- Add more feedback about skewed portfolio and category value charts with list of problematic symbols
- Add higher res flag icons
- Show additional status information for value calculations
- Update toolbar icons
- New broker setup when adding portfolios
- New OFX processing architecture with user notifications on OS X 10.8 Mountain Lion Bug fixes:
- Portfolio list doesn't rebuild in Reports window after syncing
- P&L reporting for Last Year is inaccurate when price history doesn't cover reported date range (use transaction history to fill in where possible)
- Market indices show trades view when focusing on stock info
- Fix for Euronext quotes
- All Portfolios not including cash only portfolios
- Incorrect P&L for today for currencies
- All portfolios section not calculating P&L at launch
- Streaming quotes causes All Portfolios view to recalculate constantly
- All Portfolios shows same performance for 1yr and later
- Portfolio group value histories don't show cash values for portfolios with cash tracking disabled
- No cash account created when adding a new portfolio
- Issues when adding manual securities
- Transaction attributes are not preserved when changing transaction type between Buy and Reinvest
- Portfolio performance calculations triggered on database loading causing values to be improperly calculated before fully loaded
- Jittery scrolling of stock list views
- Merged stocks not showing performance numbers
- UUID not stored for categories and quotes (causing duplication of categories on sync)
- Toolbar items not always enabling for selection
- Fixes for Device Syncing
- Sync menu not updating with device list
- Stock news view auto selects first news article and then you can't click it without clicking another one first
- No annualized gain shown for positions that are transferred in
- Change values not properly updated for currencies
- Some currencies reporting last value as change
- Categories don't sync when using Device Sync
- Added / deleted stocks not always updating in views immediately
- Add support for additional fields in CSV import
- Selection changes to list of stocks when selecting portfolio
- Stocks are not moved to closed group when transferred out
- Euronext price history doesn't work with new NYSE Euronext site
- Technical chart toolbar items overlap when window is narrow
- Source selection not restored on launch
- Price history retrieval doesn't end for some stocks set to Yahoo - Download price history
- Looping price history retrieval when currency positions are added to a portfolio
- Memory leak in distribution chart building routine
- Common currencies lists Pence twice
- Fix incorrect cash balance when syncing from broker (margin cash issue)
- Portfolio P&L totals not always correctly reflecting stock positions
- Add Bloomberg price history service