What’s new in version 24.1? MTM Cumulative report A new report group, including a new report called Market‑To‑Market (MTM) Cumulative, has been added. MTM reports are based on historical data and show the daily gain or loss compared to the previous trading period (daily by default). The MTM Cumulative report shows the market to market […]
What’s new in version 23.1? PnL Calendar PnL Calendar report shows the Profit, Loss and Cash Transactions in a calendar view. You can read more about PnL Calendar report in the calendar controls web help Interactive Brokers import module improvements Borrow Fee and Stock Grant Activities handling added.
What’s new in version 22.1? Tag distribution report However the tag distribution by PnL can be accessed with filters and filter report a new tag specific report has been added. The X axis shows the name of tag and the Y axis shows the Pnl or Net PnL. The Net PnL and Stacked Bars specific […]
What’s new in version 20.2? Dividend Matrix A new dividend report has been added which plots the dividends and withholding taxes on a pivot grid. The rows are the tickers, the columns are the dates and the summary field is the dividend (withholding tax) value. The Dividend Matrix has the same functionality as the Pivot […]
Some of the interesting new features: Monthly/weekly/quarterly tracker, Moving average option to Equity history chart, Editable spread type column in position views, Tag based custom position assignment.
What’s new in version 3.2? New features A vertical view of the instruments panel has been added called Charts view Fancy new splash screen 🙂 Import modules Degiro importer Westpac importer Light Speed importer Interactive Brokers importer update due to cash transaction format change Bug fixes Fixed Gantt chart save issue Fixed layout restore problems […]
What’s new in version 3.1? New features Last step of full High DPI support. This means that the software runs on 4K screens without scaling issues. The docking model has changed. There is new and more user friendly windows handling. More than 40 new skins have been added Layout save and restore. It is possible […]
What’s new in version 3.0? New features: Intraday support. The software supports intraday charts and calculates with intraday data as well MAE and MFE calculation and two new MAE MFE related charts has been added. Redesigned historical data handling. The charts update much faster than previously. The software has moved to 64 bit and .net […]
What’s new in version 2.5? New features New tax module. Support wash sales, superficial loss rule, downloads exchange rates for various central banks for more accurate tax calculation for non-base currency trades. Read more. Position sizer control. Read more. Improved filter support. Bulk tag adding Payoff diagram in positions views Running PnL in position views […]
What’s new in version 2.4? New import modules: OANDA OAuth based importer Questrade importer FXCM historical data importer Portfolio support with virtual accounts You can create as many portfolio as you wish. Positions can be assigned to different portfolios. Please read more about it on our web help. New options strategies are supported Covered call […]