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Fund manager software vs stockmarketeye update#
Fund manager software vs stockmarketeye full#

Then select your IAM generated CSV file with the Browse button. Just change the “CSV Columns Format” dropdown on the StockMarketEye import screen and choose “Investment Account Manager (IAM) – Portfolio Data – Transactions”. StockMarketEye 5.5.3 can import from CSV transaction files exported by IAM. If you’re a current user of IAM and would like to try out StockMarketEye, this version is for you. This release provides a number of small fixes and optimizations, as well as adding support for importing from CSV files generated by the Investment Account Manager (IAM) software. We are proud to announce the release of StockMarketEye 5.5.3 for Windows, MacOS and Linux.

Fund manager software vs stockmarketeye update#

Alternatively, you may also update by downloading and installing the most recent version from our website. If you are running StockMarketEye 5 and have an active license, please update at your earliest convenience through the auto-update feature.

Improve the 1D chart so that %-change starts start at previous close, rather than open price.

Show “$” rather than “US$” in some circumstances.

Fix for auto-calculation of shares or share price in transaction entry when specifying the commissions, fees and net total in the portfolio’s currency.

Better handling of Schwab bond holdings in advanced brokerage import.

Market value chart caches values for faster performance.

Advanced brokerage update sets the Last price of non-quoted symbols from the price downloaded from the brokerage, just like direct-connect updates does.

Added support for connecting an advanced brokerage account to an existing portfolio.

Support for multiple selection in watchlist and portfolios.

Fund manager software vs stockmarketeye full#

You’ll find the full list of additions and improvements in this version of StockMarketEye below. It is also now possible to connect an existing portfolio to an advanced brokerage account with just a few clicks. We’ve also added some import improvements and performance enhancements for the Market Value chart. This release contains a number of usability improvements which make it faster to manage your Watchlists and Portfolios.īy popular demand, we’ve added support for selecting and moving multiple items at the same time within a Watchlist or Portfolio. We are proud to announce the release of StockMarketEye 5.5.4 for Windows, MacOS and Linux.