Fix to immediately show the updated Total when setting the cash balance.Fix for dragging in the folders view to show the drop locations.Fix for an issue with MSN mutual funds quotes and charts.Fix the external chart window’s search field.Improvements to the historical quotes import and use as current quotes for non-quoted symbols.Order of the Allocation report views is now the order shown in the “Displayed Views” field in the toolbar.Can be changed on the portfolio’s Properties -> Portfolio screen. Changed “Default Commissions” for new portfolios to zero.Added the name of the Watchlist/Portfolio to title on the Properties screen.Added a “Help with this report…” link in More dropdown menu in Reports.Added support for editing the FwdDiv value of holdings in a Portfolio.Added support for editing the “Strike Price” column.Added new columns: BuyExp and BuyExp Ccy in the Prices view for showing a holding’s expenses (commissions, fees, taxes).Added new columns: CB/Share Ccy, SCB/Share Ccy, ACB/Share Ccy for showing the per share cost basis values in the currency of the portfolio.If you want more compact columns when auto-sizing, uncheck this preference. Add preference, “Autosizing columns also considers the header name width in addition to the visible data widths” in Preferences -> Interface.The dropdown can be closed by clicking on the up arrow on the right of the field, or by clicking outside of the dropdown. This facilitates selecting multiple items quickly. Report filters that allow multiple selection (such as Transaction Types, Symbols, etc) will continue to show the dropdown of items to select after a selection has been made.If the time must also be selected in the dropdown, the Apply button is shown and must be clicked before the dropdown will close. When selecting a date in a dropdown calendar, the dropdown will close immediately when the date has been selected.In Watchlists/Portfolios, when returning from Alerts, Properties, etc, select and show the previously selected items.Improve Schwab CSV parsing to handle short/cover and option transactions. Enhanced support for Schwab advisor-exported CSV files import.
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