Saturday, November 4, 2017

New version: 2.1.11

* Get company names from free sources other than Yahoo delayed quotes download which is now blocked
* This version does not gave a source for yield, so any calculation of average yield of portfolio will require manually entering yield per line in a portfolio.


Friday, November 3, 2017

Continued issues

Yahoo now disabled the quotes API as well, which means that company names aren't available on the fly. Further work is required for this utility and "Free Stocks Ticker" for alternative sources.

I'll be frank, motivation level is trending down...

Monday, September 4, 2017

2.1.10 released

This version lets you right-click to open a context menu on the downloaded company name and yield while editing a portfolio to enter a different value, allowing for better calculation of average yield despite issues with Yahoo's data source.


Saturday, August 5, 2017

2.1.9 released

This version should resolve issues with splits, and non-reinvested simulation.


Note: Generally speaking, the latest changes in the data coming from Yahoo provide only the "adjusted close" column, and dates and values of dividends and splits. The missing data is the actual close/open data per day. What the software does now is try and deduct "actual close value" from the values I just mentioned. Unfortunately, you can't make flour from baked bread... The simulation results are fine for "reinvested" dividends option , but not so much for "withdrawn"

Friday, August 4, 2017

Version 2.1.8 is out

This version resolves a few more issues with data download.