EstateVal and CostBasis Features Rich Text Write Location: The default output directory for Rich Text is the same as for the portfolio file, instead of the desktop. CUSIP Sorting: The order of the symbols in the grid can be sorted by CUSIP, by Name and by Type, as well as the Symbol itself. Exchange Rate Format: Canadian exchange […]
7.0.4
EstateVal and CostBasis Fixes Reagan Funeral: The applications now treat the day of former President Ronald Reagan’s funeral as a non-trading day. This affects inversely weighted means around June 11th. EVP Office Features New Holidays: Beginning with version 7.04, EstateVal will be automatically informed of new non-trading days. Preview Write Uses More Descriptive Filename: Selecting […]
7.0.3
EstateVal and CostBasis Fixes Duplicate Lot Bug Fixed: Under unusual circumstances, multiple lots could be set to the same number, causing problems with the portfolio. This has been fixed. Dividend Scientific Notation Removed: Dividends will no longer every display in scientific (exponent) notation. Report Font Weight: If you set a font weight for the report […]
7.0.2
EVP Office Fixes Print-Preview Characters No Longer Clipped: Previously, the bottoms of characters would be clipped off in certain print-preview modes. This has been fixed, making the previews easier to read. Print-Preview Tearing Fixed: On certain zoom levels in previous version, the print preview page would “tear” when the page was scrolled. This has been […]
7.0.1
EVP Office Features New Installer: EVP Office now uses a new set-up program that follows the “modern” interface guidelines. EstateVal and CostBasis Features Windows 2000/XP File Dialogs: When running under the latest versions of Windows, EstateVal and CostBasis now use the new File Dialogs, with the “Places” bar along the side. EstateVal and CostBasis Fixes […]
7.0.0
EstateVal Features Research Reports: EstateVal now offers Research Reports, a fast and convenient way to gather all the significant capital changes for every security in a portfolio for six months prior to the Date of Death or the Alternate Date. EstateVal and CostBasis Features XML Storage Files: EVP Portfolio files now use a well-formed, non-validating […]