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Investoscope Changelog

What's new in Investoscope 3.0.15

Dec 6, 2016
  • Investoscope Software is closing down.
  • After many years of working on Investoscope, it is with both regret and relief that the developers have decided that it is time to pull the plug on Investoscope.
  • This is what it means for you, as an Investoscope user:
  • Investoscope will no longer be developed.
  • There will be no more active support and emails regarding Investoscope will no longer be answered.
  • Investoscope will continue to be available on the Mac App Store for now.
  • The full version is now available for free for everyone.

New in Investoscope 3.0.14 (Sep 28, 2016)

  • Investoscope is now ready for macOS 10.12 Sierra.

New in Investoscope 3.0.13 (May 24, 2016)

  • Added 'Dividend in Cash' calculated field to positions.
  • Added Choppiness Index indicator
  • Use monospace font for digits.
  • Lots of minor enhancements and stability improvements.

New in Investoscope 3.0.12 (Jan 21, 2016)

  • Added the Momentum oscillator.
  • Updated market list.
  • Stability improvements.

New in Investoscope 3.0.11 (Sep 29, 2015)

  • Added account expense transaction type.
  • Restored dividend info retrieval from Yahoo! Finance.
  • Exchange rate between Pence and Pounds now implicit.
  • Ready for Mac OS X 10.11 El Capitan.

New in Investoscope 3.0.10 (Jul 25, 2015)

  • Added new new accumulated gain/loss portfolio chart, which as the suggests displays the accumulated gains and losses of your portfolio for the selected period.
  • Historical Quotes: Fixed a time zone issue causing historical quotes to be off by one day in certain time zones.
  • News feed: More lenient parsing of news feeds.
  • Various stability improvements.

New in Investoscope 3.0.9 (May 21, 2015)

  • Fixed an encoding issue in the news feeds that would cause all non-latin text to be garbled.
  • Fixed an issue with the news feeds that could cause 100% CPU usage.
  • Fixed an issue that could cause Investoscope to hang when entering complex text into the Notes field of an instrument.
  • CSV Importer: Now recognizes existing withdrawal transactions.

New in Investoscope 3.0.8 (Apr 4, 2015)

  • Quote Feed: Quote times from Yahoo! Finance corrected.
  • Sidebar: Fixed formatting error for EPS and P/E.
  • Technical Chart View: Remember default line style.
  • Volume field now properly updated by quote feeds.
  • EOD Quote Importer: Improved date format detection.
  • EOD Quote Panel: Allow export when the symbol is blank.
  • Printing: Allow landscape printing.
  • Trade Transaction Dialog: Allow negative commission.
  • OFX Importer: Fixed issue that prevented dates in EDT time zone from being properly parsed.

New in Investoscope 3.0.7 (Dec 13, 2014)

  • Changes in this release includes:
  • Design updated for Yosemite.
  • Added On Balance Volume indicator.
  • CSV Importer: Now properly imports amounts for income transactions.
  • TA Chart: Avoid crash when added CCI and RWI indicators.
  • Length short-term holding period can now be specified in months.
  • Addressed time-zone issues with historical quotes.
  • Improved stability.

New in Investoscope 3.0.6 (Nov 7, 2014)

  • This release addresses compatibility issues with OS X Yosemite and improves stability.
  • Also:
  • Performance Report: Correct IRR calculation for cash.
  • P/E and EPS were off by a factor 100. Fixed.
  • Realized Pane: Holding period now correctly calculated.

New in Investoscope 3.0.4 (Oct 2, 2014)

  • TA Chart View: Selected time interval now preserved when switching between instruments.
  • CSV Importer: Default time of day of transaction changed from midnight to noon.
  • Performance Report: Fixed an edge case issue causing transactions at midnight on the report start date not be included in the initial value calculation.
  • Realized Pane: Added 'Buy Price' and 'Sell Price' columns.

New in Investoscope 3.0.3 (Sep 6, 2014)

  • Fixed an issue that could cause a crash during migration of data from Investoscope 2.
  • Fixed coloring of volume bars in TA charts.
  • Fixed an issue that prevented instrument from being ordered by label name.

New in Investoscope 3.0.2 (Aug 29, 2014)

  • Added South African Cents as a currency.
  • It is now possible to add new sectors.
  • Performance Report: Historical prices for initial values was off by one day. Fixed.
  • Performance Report: Reinvestments now handled correctly in IRR calculation.
  • Historical Quotes Panel: Entered dates now correctly parsed.
  • Summary Pane: Zero values now formatted correctly.
  • CSV Importer: Empty columns or rows would prevents dates from being parsed correctly. Fixed.
  • CSV Importer: Withdrawals would be imported as deposits. Fixed.

New in Investoscope 3.0.1 (Jul 30, 2014)

  • Bug fix: Adding a new mutual fund or ETF would prevent further changes from being saved.
  • Bug fix: Keyboard shortcuts for saved views now works.
  • Bug fix: It is now possible to enter zero cost trades.
  • Bug fix: Issue with migration from Investoscope 2.
  • Bug fix: Blank symbols could cause a crash when updating historical quotes.
  • Bug fix: Historical quote dates would be off-by-one in certain time zones.

New in Investoscope 2.3.6 (Jun 5, 2014)

  • Fixed a regression bug that prevented all available lots from being displayed when editing a closing transaction.
  • CSV importer now applies to the default accounting method to closing transactions.
  • Buy and Sell dialogs now allow more decimal places for the exchange rate.

New in Investoscope 2.3.5 (Mar 6, 2014)

  • Fixed a long-standing, but fortunately rare issue, that could lock up Investoscope.
  • Fixed a number of issues related to formatting of instrument notes.
  • Fixed a crash that could be triggered in the grid view by bogus historical prices
  • In the Performance report, the initial value for purchases made on the day before the start date are now calculated using the closing price rather than the purchase amount.

New in Investoscope 2.3.4 (Jan 22, 2014)

  • Fixed a regression bug in the Performance report introduced in 2.3.3 that caused the Gain/Loss to be incorrectly calculated, if there is a stock split in the report period.
  • Bug fix: Dividend dates from last year would sometimes be incorrectly reported as dates in the current year.

New in Investoscope 2.3.3 (Jan 3, 2014)

  • Historical quotes retrieval from Yahoo! Finance restored. Yahoo recently made a small change to their protocol breaking Investoscope's retrieval of historical quotes.
  • Bug fix: The formula for the IRR sometimes has multiple solutions of which only one is correct in a financial sense. However, sometimes Investoscope would report one the financially incorrect solutions in the performance report.
  • Bug fix: In the Performance report, closed lots would not be correctly split adjusted if there was a split within the report period and the sell date was before the split date.
  • Bug fix: The Performance report now includes transactions entered on the day before the from date.

New in Investoscope 2.3.2 (Aug 27, 2013)

  • Bug fix: In the Performance Report, the Initial Value column would include positions that were closed the day before the from date.
  • Bug fix: The Income Report now again works with Period set to All.
  • Bug fix: OFX import would fail for transfer transactions without price and commission.
  • Bug fix: In the Transactions tab, the instrument list is now properly updated.

New in Investoscope 2.3.1 (Jul 24, 2013)

  • Changed date format in export CSV to a more import friendly format.
  • More decimal points allowed in default commission percentages.
  • Stability improvements and minor bug fixes.

New in Investoscope 2.3 (Apr 3, 2013)

  • Added support for Mountain Lion notifications.
  • Added "Portfolios" pie chart to Summary tab.
  • Added new date range options to Realized, Transactions, Reports and Charts tabs.
  • The location of Investoscope's data is now configurable.
  • Investoscope is now sandboxed for increased security.
  • Various bug fixes and stability improvements.

New in Investoscope 2.2.1 (May 3, 2012)

  • Fixed a regression bug causing realized gain not to be calculated in the "Summary" tab.
  • The "Holdings" view can now display individual lots.
  • Added "ISIN" columns to "Transactions" and "Realized" portfolio tabs.

New in Investoscope 2.2 (Apr 12, 2012)

  • Added password protection. Setting a password may prevent casual attempts to open Investoscope, but please it does not cause the database to be encrypted.
  • Day's gain is no longer reset in weekends.
  • Fixed a bug that would cause quote updates to stop in certain time zones.
  • Fixed a number of rounding issues.

New in Investoscope 2.1.7 (Jan 6, 2012)

  • Fixed some rounding issues, so that values are now consistent across screens down to the last cent.
  • Fixed a crash that would sometimes occur when updating quotes from Google Finance.
  • Instrument name now properly included when exporting "Transactions" tab to CSV.
  • Added a "Portfolio" column to the Transactions view.
  • Added a "Country" column to instrument list views.

New in Investoscope 2.1.6 (Nov 1, 2011)

  • Added a "Weight" column to the portfolio holdings screen which displays the value of each position as a percentage of the total portfolio value (or equity value, if the cash balance is negative).
  • Automatic backup of the database is no longer optional. Also, the backup location is now fixed to a folder inside Investoscope's application support folder. The backup folder can be viewed in the Finder by choosing File > Open Automatic Backups Folder.
  • The capital gains displayed in the "Realized" tab can now be exported to CSV.
  • Lots of other enhancements.

New in Investoscope 2.1.5 (Sep 13, 2011)

  • Added support for Lion full screen mode.
  • History charts can now optionally be plotted using logarithmic scale.
  • Added a work-around for erroneous quotes from Yahoo! Finance.
  • Improved the user interface responsiveness.
  • In the performance report, a transfer-in transaction is now treated as a deposit followed by a purchase. Similarly, a transfer-out transaction is treated as a sell followed by a withdrawal.

New in Investoscope 2.1.4 (Jul 15, 2011)

  • Bug fix: The Income report now uses the number of decimal places set in the preferences.
  • Bug fix: The capital gains/losses computation in the Performance did not properly handle stock splits.
  • Clicking the "Reload" button in the historical quotes window no longer wipes the existing quotes unless new ones are actually successfully downloaded.
  • Tested and ready for Lion!

New in Investoscope 2.1.2 (May 10, 2011)

  • Fix a problem in the performance report which under certain circumstances would cause the gains/losses to be incorrectly calculated.
  • Fix an issue causing the symbol column to be displayed twice in the "Realized" tab.
  • Fix an issue that could cause a crash when changing the historical quotes data source.
  • Printing the "Transactions" and "Realized" tabs now only includes the currently visible columns.
  • A number of stability improvements.

New in Investoscope 2.1.1 (Apr 15, 2011)

  • Fixes a problem with updating the database introduced in 2.1.

New in Investoscope 2.1 (Apr 5, 2011)

  • Positive change values are now (optionally) displayed in green.
  • The Performance report now includes an Internal Rate of Return (IRR) column.
  • The "Realized" view can optionally display a "Gain/Loss %" column.
  • Added "Add to >", "Show in >" and "Remove from >" sub-menus to the instrument context-menu.
  • Added "Move to Portfolio >" sub-menu to the transaction context-menu.
  • Added a number of fundamentals to stocks, including P/E, EPS and Dividend.
  • The database is now stored in a more efficient format. You should see improved launch times after the database is updated.
  • Investoscope is now build for 64 bit. On 64-bit systems you should see slightly improved performance as a result of this.
  • A number of stability improvements.

New in Investoscope 2.0.6 (Feb 1, 2011)

  • The "Total" field added to sell transaction sheet in 2.0.5 is now correctly calculated.
  • Text size in instrument lists and source list is now configurable.
  • Quote retrieval, especially with many tickers in the database -- is now much more efficient.
  • Fixed a crash that would sometimes occur when selecting the "Summary" tab.
  • Fixed a few issues in the CSV importer.
  • Many other enhancements.

New in Investoscope 2.0.5 (Jan 25, 2011)

  • Special characters from Yahoo! Finance and Google Finance are now correctly decoded.
  • New data source: NYSE Euronext.
  • British mutual funds from Google Finance will now show up in search results.
  • Fixed a crash that would sometimes occur when opening the preferences.
  • Many other enhancements.

New in Investoscope 2.0.4 (Jan 6, 2011)

  • Yahoo! Finance no longer have distinct data download servers for Europe. Therefore, there is now only one quote feed option for Yahoo! Finance. As a side effect, this unfortunately also means that security lookups by ISIN is a thing of the past. This only worked with the European server which are now redirected to the US servers.
  • The historical quotes panel is no longer a transparent HUD panel. This change was necessary to comply the conditions of Apple's App Store.
  • The backup folder is now automatically sanitized. Automatic backups older than two months are automatically deleted.
  • Special characters from Yahoo! Finance and Google Finance are now correctly decoded.
  • Bug fix: The portfolio charts would under certain circumstances be incorrect for portfolio folders.
  • Bug fix: Fixed a regression bug that would make Investoscope complain when reverting to a backed up database.

New in Investoscope 2.0.3 (Nov 23, 2010)

  • Bug fix: In certain (rare) cases, Investoscope would fail to launch properly.
  • The automatic backup location is now configurable in the preferences.
  • Colored labels now visible in the chart grid view.
  • Short-term holding period is now configurable.
  • Improved responsiveness during historical quotes retrieval.
  • Improved handling of a missing internet connection.
  • Lots other enhancements.

New in Investoscope 2.0.2 (Nov 1, 2010)

  • Bug fix: realized gain was (in certain cases) not correctly calculated in the performance report.
  • Bug fix: The sell transaction sheet would sometimes erroneously complain about the quantity being too big.
  • Bug fix: Under rare circumstances the portfolio chart would cause Investoscope to crash.
  • Historical quotes are now automatically downloaded after adding a new instrument to the library.

New in Investoscope 2.0 (Oct 20, 2010)

  • Smart Watchlists. Create dynamically updated watchlist based on your rules.
  • Basic charting in a new chart grid view. Get an instant glance of how your stocks are doing.
  • Portfolio Charts. See the performance of your portfolios over time.
  • Asset allocation piechart. See how your assets are allocated into market caps, sectors and asset classes.
  • News feeds (RSS or Atom). Stay up-to-date with the latest news.
  • Lots of other enhancements.

New in Investoscope 1.1.8 (Sep 6, 2010)

  • Fixed a bug in CSV importer that would cause expense transactions to be imported as return-of-capital transactions.
  • Improvements to OFX importer.
  • Transaction dialogs now displays the number of decimal places as set in the preferences.

New in Investoscope 1.1.7 (Mar 27, 2010)

  • Improvements and bug fixes to the CSV importer.
  • Fixed a bug that made it impossible to export instrument lists displaying the currency column.
  • Fixed an issue with the Yahoo! Finance quote feed.
  • Fixed a problem with deleting transactions from nested portfolio folders.
  • Lots of other minor enhancements and stability improvements.

New in Investoscope 1.1.6 (Jan 20, 2010)

  • Added "Exchange Rate" column to holdings view. To display it, right-click on the table header and chose "Exchange Rate."
  • Fixed a bug that made it impossible to export instrument lists showing the sector and/or industry columns.
  • Fixed an issue with the Google Finance quote feed that would sometimes cause the "day's change" to incorrectly be set to 0.
  • Lots of other minor enhancements and stability improvements.

New in Investoscope 1.1.4 (Sep 24, 2009)

  • Added support for account income transactions.
  • Changed the rounding behavior when summing transaction amounts. The individual amounts are now rounded to the number of displayed decimal places before calculating the sum.
  • Fixed some minor stability issues and minor Show Leopard compatibility issues.

New in Investoscope 1.1.3 (Aug 7, 2009)

  • Fixed a bug that under certain circumstances could cause Investoscope to crash when retrieving quotes from Google Finance.
  • OFX importer now correctly determines the price of option contracts.
  • Increased flexibility of the CSV importer, allowing more CSV formats to be imported.

New in Investoscope 1.1.2 (Jun 29, 2009)

  • Added Finder-like colored labels to instruments.
  • Lots of other minor enhancements.

New in Investoscope 1.0 Beta 15 (Apr 15, 2009)

  • The reinvestment transaction sheet would sometimes cause Investoscope to crash. Fixed.
  • Adding a new income category no longer causes a save error.
  • Empty bookmark entries no longer causes problems.

New in Investoscope 1.0 Beta 14 (Apr 6, 2009)

  • Added support for reinvestment transactions.
  • Instrument lists now get exported to CSV with the currently visible columns.
  • Editing a stock split transactions now correctly causes position to be rebuild.

New in Investoscope 1.0 Beta 13 (Mar 31, 2009)

  • Shares now displayed with the correct number of decimal places (according to preference) in all tabs of the portfolio view.
  • The currentl holdings are now correctly updated after entering a transaction on Tiger.
  • Zero quantities are no longer allowed in buy and sell transaction sheets.
  • Creating a new instrument with manual data entry now causes the sidebar to become visible with the name field focused.
  • Added undo/redo support to sheets.

New in Investoscope 1.0 Beta 12 (Feb 17, 2009)

  • Income and return-of-capital transactions can now be entered for stocks that are not currently held in the portfolio.
  • The number of decimal places displayed for share quantities is now configurable.
  • A number of mostly cosmetic bugs fixed.

New in Investoscope 1.0 Beta 10 (Feb 2, 2009)

  • Investoscope can download quotes from both the European and the US versions of Yahoo! Finance. For most symbols it doesn't matter which you choose, some symbols are only available at one of the two.
  • Added 'Exchange' column to instrument list view.
  • Quote feeds are now ordered alphabetically in popup menu.

New in Investoscope 1.0 Beta 9 (Jan 26, 2009)

  • Fixed a regression bug in the CSV importer that would make Investoscope hang under certain circumstances.
  • Improved date format detection in CSV importer.
  • Made a few updates to the online help.
  • Improvements to the bookmarks feature.

New in Investoscope 1.0 Beta 8 (Jan 13, 2009)

  • Implemented duplicate transaction detection in CSV import.
  • CSV importer is now more lenient to extra characters (like currency symbols and spaces).
  • Fixed a bug that would cause Investoscope to crash when attempting to record a sell transaction for an instrument with no currency set.
  • Double clicking instrument now works properly on Tiger.

New in Investoscope 1.0 Beta 7 (Dec 8, 2008)

  • Added support for British Pence.
  • Implemented printing of holdings, realized and transactions tabs in portfolio view.
  • Instruments are now automatically reordered when values change.
  • Added sector and industry columns to stocks.
  • Ordering by quote values now also works on Tiger.
  • Print menu item is now properly disabled when appropriate.
  • The column menu is now properly rebuild after selecting a saved view.
  • Fixed issue with nil values in the Sidebar.
  • On Tiger, Google Finance dates were not correctly parsed. Fixed.
  • Displaying the 'Rating' column for mutual fonds would cause Investoscope to crash. Fixed.

New in Investoscope 1.0 Beta 6 (Nov 20, 2008)

  • Dates in the 'Realized' and 'Transactions' tabs of the portfolio view are now properly localized
  • CSV Import now supports transfer-in and transfer-out transactions.
  • Numbers in exported CSV files are now formatted with the correct number of decimal places (on Tiger).
  • On Tiger the summary values are now properly updated.
  • Changed the font used for reports.

New in Investoscope 1.0 Beta 5 (Nov 10, 2008)

  • Fixed a regression that would cause "Day's Gain" value calculations to be delayed.
  • Fixed a bug in the Google Finance quote support.
  • Keyboard shortcuts for saved views now actually works.

New in Investoscope 1.0 Beta 4 (Oct 29, 2008)

  • Added support for Google Finance quotes.
  • Stability improvements and minor bug fixes.

New in Investoscope 1.0 Beta 3 (Oct 2, 2008)

  • Investoscope now has a new beautiful application icon.
  • The number of decimal places displayed for prices, amounts and percentages is now configurable from the preferences window.
  • Added pages to the online help.

New in Investoscope 1.0 Beta 2 (Sep 15, 2008)

  • Implemented a new sheet for transfer-out transactions
  • The input fields on the various transaction sheets are now properly localized.