ShareVista Investment Software




ShareVista Release Notes

Latest version: 2.5.3.20
Release date: December 2017


Version 2.5.3.20

Release date: December 2017

  1. Improved data download.

Version 2.5.2.20

Release date: August 2015

  1. More data formats can now be read, e.g. data from http://www.eoddata.com.
  2. Portfolio Manager improvements.

Version 2.5.1.20

Release date: 11/03/2014

  1. Watch list modify fix.

Version 2.5.0.20

Release date: 27/02/2014

  1. Japanese candlesticks charts (requires OCHL data).
  2. Japanese candlesticks charts option on Default Chart Layout preferences.
  3. Main chart type (bar, candlesticks or line) on preferences toolbar.
  4. New Date Added column included in watch list dialog.

Version 2.4.0.20

Release date: 20/02/2014

  1. Bar charts (requires OCHL data).
  2. Bar charts option on Default Chart Layout preferences (if not checked line charts are drawn).
  3. Citifeed+ easy update facility.

Version 2.3.1.20

Release date: 04/02/2014

  1. Delete from working list as well as database option.
  2. Cycle back through charts toolbar button.
  3. Remove unused files that remain in the update folders.
  4. Golden Cross Report column number bug fixed.
  5. Cancel button unresponsive in some processes fixed.
  6. Dividends total listed in Portfolio Manager.
  7. Fixed faulty modify dividend record dialog.
  8. Include dividends in portfolio charts option.

Version 2.3.0.20

Release date: 19/12/2013

  1. Command line data directory (folder) parameter.
  2. All database average curve.
  3. Portfolio Manager transaction list filter.
  4. QIF (Quicken Interchange Format) portfolio import (import Microsoft Money accounts etc.)
  5. Portfolio Manager menu options save to spreadsheet for transactions and holdings.

Version 2.1.0.20

Release date: 21/11/2013

  1. In the Portfolio Manager, if a price is not known on the valuation date it uses a price from a previous date (if available) and indicates that it has used that instead.
  2. Portfolios Manager - lists all portfolios and allows totals on all or a on a selection etc.
  3. In the Portfolio Manager, if a price is used that is not on the valuation date (because it is unavailable) the holding line text is drawn in grey rather than normal black.
  4. Price factors for securities in a portfolio (used for different currencies for example or to convert pounds to pence).
  5. Download selection (or just one) from edit working list dialog.
  6. Press 'u' key in a view to get latest data for that security.
  7. Test Download of a Security in share list editor (before adding it to the list so you know it will work).
  8. New column in Golden Cross Report: MA1 End Gradient.
  9. New column in Golden Cross Report: MA1 Gradient at Latest Buy Signal.
  10. New column in Golden Cross Report: MA1 Gradient at Latest Sell Signal.
  11. New column in Golden Cross Report: latest price and change indicator.
  12. New sortable column in detailed list: volume.
  13. New sortable column in detailed list: volume change.
  14. New sortable in detailed list: MA1 Gradient (Moving Average 1 gradient at selected date).
  15. New sortable column in detailed list: MA2 Gradient (Moving Average 2 gradient at selected date).
  16. Display Curve Data now lists the data with most recent data at the top of the list.
  17. Help button and menu option on Portfolio Manager.
  18. Help button on edit working list dialog.
  19. Portfolio Spreadsheet default name now includes portfolio name.
  20. Portfolio text file output default name now includes portfolio name.
  21. Date added to watch list report dialog.
  22. Cancel button added to some operations that have a progress meter.
  23. Double click on Golden Cross Report line and it now opens relevant chart.
  24. Double click on Stop Loss Warnings report line and it now opens relevant chart.
  25. Double click on Alerts report line and it now opens relevant chart.
  26. Date added to Watch List dialog lines.

Version 2.0.2.20

Release date: 13/08/2013

  1. Citifeed data update change so that the latest data on the day can be obtained after 18.30.
  2. Sort both Golden Cross report dates columns (click on column heading).

Version 2.0.1.20

Release date: 14/05/2013

  1. Detects North American (USA) installation and sets up appropriate defaults.
  2. New update portfolio on program start up preferences setting.
  3. New edit database facility.
  4. New chart default start date preferences setting.
  5. Portfolio chart zoom auto scale fixed.
  6. Date format preference added.
  7. Update portfolio from the Portfolio Manager now fills in any data gaps.

Version 2.0.0.20

Release date: 24/12/2012

  1. Volume indicator added.
  2. Schedule a regular automatic data update via SVDD (Data preferences tab).
  3. Schedule a regular automatic data update via a Citifeed account (Data preferences tab).
  4. Compact database files.
  5. Add Golden Cross using current settings toolbar option.
  6. Add Golden Cross and specify settings toolbar option.
  7. Golden Cross 'hide price curve' setting.
  8. Add volume to default chart setting.

Version 1.3.0.10

Release date: 09/05/2012

  1. Data analysis menu/toolbar including Golden Cross report function.
  2. Golden Cross charts.
  3. Changes to the external data downloader SVDD.

Version 1.2.0.11

Release date: 23/02/2012

  1. Changes to ShareVista data download.
  2. Changes to the external data downloader SVDD.

Version 1.2.0.10

Release date: 16/08/2011

  1. Code (symbol) maximum size increased from 5 to 28 characters.
  2. Data preferences panel.
  3. Data preference setting 'Download and update database when program starts'.
  4. Data preferences setting 'Download and update securities in a portfolio when portfolio is opened'.
  5. Code (symbol) lookup facility (find the code (symbol) for a security given its name) on ShareVista 'tool' menu.
  6. Code (symbol) lookup facility (find the code (symbol) for a security given its name) on the download list editor.
  7. 'Further information' view menu option (or press 'i' on active chart) give additional information about the security such as P/E.
  8. Built in data downloader.
  9. Direct read of downloaded files rather than reformatting to another format.
  10. Latest price indicated on charts including its time (for a intraday price) or if it is a close price.
  11. Hide cash transactions option for portfolio manager transactions window.
  12. Get latest data for chart (view) option (new option on view menu).
  13. 'Update with latest data' button on Portfolio Manager gets the latest data available for the current portfolio.

Version 1.1.1.10

Release date: 08/03/2011

  1. Version informer.
  2. Potential future date problem fixed.

Version 1.1.0.10

Release date: 18/01/2011

  1. Stop-loss and alerts emails (emails sent to 1 or more email addresses when stop-loss and/or alert conditions are met). *
  2. New preferences panel: 'Stop-loss/Alerts and Email Alerts'
  3. No longer have to run the software 'As administrator' in Windows Vista and Windows 7 (although it should be installed 'As administrator'). **
  4. The software by default now stores data under the users writable folder in Windows Vista and Windows 7 (e.g. %systemdrive%\Users\%username%\AppData\Local\ShareVista\data) rather than for example C:\program files\ShareVista\data which is where the data folder is located by default in previous versions.
  5. Additional data formats can now be read: ***
    • Code(symbol), Date, Open, High, Low, Close, Volume
    • Date, Open, High, Low, Close, Volume, AdjClose (file name must be code(symbol))
    • Date, Open, High, Low, Close, Volume (file name must be code(symbol))
  6. SVDD (ShareVista Data Downloader) included in the install (SVDD version 2.1.0.0).
  7. Portfolio manager 'Chart Value' was slow under some circumstances; this has been improved.
  8. Portfolio manager numeric field lengths increased (could end up blank if using large values).
  9. User configurable currency symbol (,$ etc.).
  10. Standard colour schemes added to colour preferences.
  11. New alert option for indicating latest price (for use with alerts emails).
  12. Alternate shading of list lines.
  13. The program makes it easier to obtain some data for first time users.
  14. Comma separate values (100000.00, output as 100,000.00) option in preferences, default is now to output with commas.
  15. Chart view positions preserved between program runs.
  16. Database start date can be extended backwards after it has been created (start date was fixed when database was first created in previous versions).

  17. * Requires SVDD to be configured appropriately and running continuously.

    ** The software will use a data folder in Windows Vista and Windows 7 that is user writable such as "C:\Users\username\AppData\Local\ShareVista\data". Previous versions had the data folder by default under "Program Files\ShareVista\data". Existing users that are upgrading will have the option to keep things as they are (but will still need to run 'As administrator' if data folder is kept under 'Program Files'). The 'data' folder location for the program is configurable in the preferences.

    *** Should be used in conjunction with a code-name mapping file in this format: code(symbol), name Files go in '...\ShareVista\data\update\pt', code-name mapping file(s) go in '...\ShareVista\data\update\nt'

    This version of ShareVista (1.1.0.10) should be used with SVDD version 2.1.0.0 (or higher).


Version 1.0.4.10

Release date: 25/02/2010

  1. Portfolio Manager enhancements.

Version 1.0.3.10

Release date: 21/04/2009

  1. Changes required to be compatible with the data downloader (SVDD 1.0.0.0).

Version 1.0.2.10

Release date: 15/09/2008

  1. Now reads unzipped Citifeed data as well as zipped data.

Version 1.0.1.10

Release date: 30/04/2008

  1. The location of the data folder (or data directory, the folder where the program's data is stored) can now be specified in the preferences. In the previous version the data folder was in a fixed location under where the program was installed.
  2. Dynamic moving average now has its own options (colour, type and centred) rather than inheriting them from the primary moving average.

Version 1.0.0.10

Release date: 31/03/2008
First version.




SVDD (ShareVista Data Downloader) Release Notes


SVDD Version 2.1.0.3

Release date: 10/03/2011

  1. Enhancement for Windows 7 64bit.

SVDD Version 2.1.0.1

Release date: 08/03/2011

  1. Potential future dates problem fixed.

SVDD Version 2.1.0.0

Release date: 18/01/2011

  1. Now included in ShareVista Installer.

SVDD Version 2.0.3.0

Release date: 04/05/2010

  1. Graphical user interface (GUI) list editor is now used instead of notepad to define the download list.

SVDD Version 2.0.2.0

Release date: 14/01/2010

  1. Improvements to the "Download End of Day Data" function.

SVDD Version 2.0.1.0

Release date: 13/10/2009

  1. Improved the way 'Download Latest Price' function obtains the current day closing price.

SVDD Version 2.0.0.0

Release date: 15/09/2009

  1. Get latest price (intraday - data within the day) data facility. This has the following features:
    • Get continuously at specified intervals.
    • Automatically update the ShareVista database on completion of obtaining the latest data.
    • The data obtained will have an approximate 20 minute delay (the real time price 20 minutes ago).
  2. This version will attempt to get the current day closing price if run after market close. The previous version (1.0.0.0) could only get data up to the previous day closing price.
  3. Schedule a regular data download

SVDD Version 1.0.0.0

Release date: 21/04/2009
First version.






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