Version 5.4: - the promised module for handling the "Euro big bang" will come with a later version... but before the D Day! - the layout of files and icons has been completely reviewed: all data files will now be in a \system\apps\porfolio\data\ folder, saving the need for a \data\ folder in the main system screen. Also the default folder for account icons can now be selected by the user, and modified at any time with the (more) "Preferences" command. - the upgrade from an earlier version is now more user friendly, and the application file is smaller: the application is distributed with one single conversion program called PorfOnce.opo, which is called by Porfolio once only, and then deleted. PorfOnce.opo takes care of all database structure changes from any previous version. - new hot key: when a list of shares is displayed (all accounts by share, performance,..) shows a selector with the list of the accounts, where transactions on the highlighted share have been recorded. The number of shares presently in hand is shown for each account. Note: this hot key has the same effect in Chart mode. - "bug" fixed: commas are now forbidden in all names. - bug fixed: selected the wrong chart in the "all shares by category" summary. Version 5.3c: - added a "sort by category" option for the "all accounts by share" summary report, and the corresponding Print command. - added an "active / inactive" flag for shares. - added a Preference option on compacting charts at exit (always / never / dialog). - added a Preference option: "Smaller font in List of Transactions". - added an automatic update of exchange rates at startup, when Monnaie is installed on the same machine. - added a hot-key in Chart: (resp. Up) opens the next (resp. previous) chart in the list at background. - speed improvement: more screens are memorized before the display of summary reports, so that there is less time taken rebuilding them on return. - bug fixed: it was no more possible to "buy" or to "rename" a currency. - bug fixed: zoom had stopped working in some cases. Version 5.3b: - account income: all currencies are now allowed. - Help reviewed: now prints OK through PC. - bug fixed: in account display, back from "Performance", Tab now always produces the right chart. - bug fixed: dividend > other share now opens share selector. Version 5.3a - new module "Performance": to compare the % variations of a number of shares over a given period of time. - new function: find a share in the account screen by pressing its initial letter - display of "account" screen back from "transaction" screen is faster, if no update has been made in transactions - renamed "graphs" to "charts" and "others" to "indices" - added a "record total value all accounts" command - "bug" fixed: when updating a quote from the account display screen, the whole account is updated if there are also options on the share updated - bug fixed: "number of graphs updated", after import, in Charts. - bug fixed: it was not possible to update name & category for a stock option Version 5.3 - introduced 'categories of shares' and various summary reports (by category, by share across all accounts,...) - introduced 'categories of income' for account related incomes and expenses. - a dividend can be negative (ie share related expense) - one can record a dividend for a share, which is no more held in the account. - new hot-key in transactions display: Tab => details of the highlighted transaction. - when updating quotes in account view. the totals in the bottom window are updated after each quote update. - the 'Update Names' command is now split into Shares, Accounts, Categories,... - Porfolio comes back to foreground on exit from a memo. - Help revised and updated. - bug fixed: there were 2 commands Ctrl+M in Graph. - bug fixed: updating a purchase transaction in a currency other than the account currency was followed by an incorrect currency conversion in balances. - bug fixed: error message on update a share split. - bug fixed: incorrect treatment of the cash effect of the reinvesment of a dividend... Version 5.2a - added a "Share options" module - in Transaction display mode now displays average unit price for the transaction highlighted, last quote and difference in % - in Graph mode returns to account display mode - "Record Net Value": division by 1000 is now optional - bug fixed: error message on Import in Graph mode - bug fixed: error message on "cancel delete share" (housekeeping) - bug fixed: overflow on "tidy up" for large size Graph files Version 5.2 - added a 'Print' command from 3 screens - added a 'Share split' command - added a 'Dividend reinvestment' option - added a 'Zoom in' command in Graph mode - added 'Save as', 'Merge in' and 'Multiply' commands in Graph menu - changed the 'Compact graph files' process: now a series of options is offered when exiting the programme - it is now possible to have Tickers for 'Others' - rearranged the menu: 'Update names and tickers' is now under 'Tools' - bug fixed: error when deleting currency in Housekeeping - reviewed Help Version 5.1a - added a 'tidy up' command with 3 options in the graph mode - application cannot be exited by Ctrl+Esc. It is also properly locked in all dialogs - bug fixed: history graphs for Net Value of accounts were not created automatically. Version 5.1 - it is now possible to import historical quotes from a text file to fill history graphs (one share or several shares at once) - the application is now more "pointer friendly" (tap a line to select a quote to update, to display the list of transactions on that share, to select a transaction to update,...) - speed has been significantly improved (update of quotes, display of graphs,...), thanks to a change in the database structure - a "lefthanded" screen option is now available (see Preferences) - a "View" card has been added in the Graph menu: it is now possible to see up to 5 data series on one screen, and to compare "normalised" values (see "Index" in help)