N
E
W
F
E
A
T
U
R
E
S
|
The
following new features have been added to Portfolio Logic™
to improve
your ability to manage your investments. Call 1.800.461.4767 to upgrade. |
Page 1 of 3
next>>
Version 05.07.19.01 July 19, 2001
- Added new version for Access 2002 users only (all other users can use previous version).
Version 05.04.02.01 April 2, 2001
- Added Windows ME compatibility.
Version 05.01.29.01 January 29, 2001
- Corrected calculation for Buying Power on Margin report.
- Initialize new days now initializes Portfolio Summary form.
- Corrected 'overflow'
problem when running a backup to a very large harddisk.
Version 04.04.21.00 April 20, 2000
- The outside limits on return on investment have been increased from 300% to 1,000 percent.
- The menus have
been reorganized to permit the addition of new reports in the future.
- A new "Preview
sales" tool has been added to help with the planning of sales of holdings.
- Useful features
have been added to the selection criteria in the "adjust pervious trades"
screen. You can not select particular accounts only. Also, the individual
transactions are presented in sequence by descending date.
- A new cash position
report has been added. This report is called "cash position after open
order executions". This report displays what your cash positions would
be if all limit orders were executed.
- A new "hide symbol" function has been added. You can now prevent old symbols from appearing on your "pick from list" screens.
Version 04.02.01.9 February 2, 2000
- Adjust the report layouts to accommodate larger dollar amounts.
- Suppress lines on the income statement report when the amount on the line is zero.
- There is a new screen and report, the portfolio summary, to enable the user to see on one screen the results of all portfolios. See the daily tab on the lower left.
- Two new fields, maturity date and coupon have been added to the holding creation screen for bonds. The yield field can also be used for dividend paying stocks.
- A yield report has been added to display yield in percent and dollars for bonds and stocks that pay dividends.
- Realized gains have been added to the totals by account screen and report.
- The ability to delete old transactions has been added so that the database can be reduced in size for prior years.
- The new release includes a custom reporting feature. Customers can, for a fee, request that specialized reports be created by Business Logic Inc. staff to meet their specific needs.
Page
1 of 3 next>>