| Version | Change log |
| TakeStock 2.0 Release Nov 18, 2024 |
Bug fixes: Issue #272, Reported 2024.11.12 by Graham Wilson The Div/Shr column shows a blank value Issue #273, Reported 2024.11.12 by TW Page Creating a historical snapshot of a portfolio that only contains a single security that was bought today causes the application to crash. No data loss occurs. Issue #274, Reported 2024.11.14 by several users The application sometimes displays the error “One or more errors occured.” when performing a refresh. No data loss occurs. |
| TakeStock 2.0 Release Nov 11, 2024 |
Enhancements: Improved the performance of stock information retrieval and did away with the Use authentication data provider setting. Added the column First Trade that displays the date a security commenced trading. Bug fixes: Issue #267, Reported 2024.10.27 by Ravi Bhavnani Selecting a portfolio’s inception date when creating a snapshot causes the application to crash if the portfolio contains positions that were purchased before 1 Jan 1980. No data loss occurs. Issue #268, Reported 2024.10.27 by Ravi Bhavnani The application allows a position’s purchase date to be set to before the security commenced trading. Issue #269, Reported 2024.11.04 by Ravi Bhavnani Values displayed in a portfolio’s % Cost Basis column aren’t refreshed when a position in the portfolio is added, deleted or modified. Issue #270, Reported 2024.11.03 by NB The application is unable to retrieve the latest stock information on some Windows 7 systems. Issue #271, Reported 2024.11.03 by NB The application shouldn’t update the Updated timestamp at the top right of the window if it’s unable to retrieve the latest stock information. |
| TakeStock 2.0 Release Oct 27, 2024 |
Enhancements: Issue #265, Reported 2024.10.14 by Mary Murphy Suggestion: Add the menu command command File | Export | Current View As CSV that was supposed to have been built when the Export View (as CSV) feature was released in version R64 on 4 Oct 2021. Bug fixes: Issue #260, Reported 2024.10.07 by Bernard Lefrançois The Dividend Finder tool is unable to retrieve dividends when the computer is set to a language other than English. Issue #266, Reported 2024.10.05 by John T The Price Finder is unable to retrieve historical prices for some Australian securities such as ORI.AX. This also causes some snapshot entries for these securities to display (Unknown). |
| TakeStock 2.0 Release Oct 6, 2024 |
Bug fixes: Bug #251, Reported 2024.06.11 by Ravi Bhavnani The application is unable to retrieve the current market status of some markets. Bug #252, Reported 2024.06.12 by Graham Balin The Symbol Finder tool doesn’t return any results. Bug #253, Reported 2024.08.06 by Bernard Lefrançois Deleting all positions in a portfolio can cause the application to crash when restarted. Bug #254, Reported 2024.08.30 by Shamik Shah Attempting to retrieve historical prices for the MoneyControl symbol MC.DPSCLTD causes the application to crash. Bug #255, Reported 2024.09.14 by Ravi Bhavnani Exporting the root folder as a CSV file causes the application to crash. Bug #256, Reported 2024.09.16 by Ralf Buehler The Dividend Finder tool displays the error “The remote server returned an error: (401) Unauthorized.”. Bug #257, Reported 2024.09.17 by Ravi Bhavnani The Price Finder tool displays the error “The remote server returned an error: (401) Unauthorized.”. |
| TakeStock 2.0 Release Feb 25, 2024 | |
| TakeStock 2.0 Release Jul 29, 2023 |
Enhancements: When modifying a position, don’t require the new buy date to precede the position’s first dividend date. Bug fixes: Bug #232, Some columns (e.g. Symbol) in an exported CSV file contain extra trailing spaces. Bug #234, The “Margin Available” value in the Held Positions summary always displays 0.00. Bug #235, A folder’s Held and Sold positions tabs don’t print the correct list of positions. Bug #236, Selecting the Snapshot | Create Historical Snapshots menu item for a portfolio that doesn’t contain any held or sold positions causes the application to crash. Bug #245, The unauthenticated information provider isn’t able to retrieve current stock prices when the computer’s locale is set to display numeric information in the EU format. Bug #246, The unauthenticated information provider doesn’t retrieve a stock’s Change and % Change values. |
| TakeStock 2.0 Release Jun 11, 2023 | |
| TakeStock 2.0 Release May 9, 2023 |
Bug fixes: The application is unable to retrieve latest stock information. The application is unable to retrieve the current market status. |
| TakeStock 2.0 Release Oct 5, 2021 |
