Product Release Notes
RELEASED - November 2015
FUNDWATCH™ 14.0
New in this release:
- NOTE: Yahoo! has made changes to their website are that not
compatible with previous versions of Fundwatch. These changes are beyond
our control and were made after the release of version 14. Normally, we can
make adjustments to data files in cases like this that fix all previous versions, however Yahoo!'s most recent changes have made it impossible for us to fix previous versions. It
is therefore necessary that you upgrade to version 14 in order to continue to
get full historical data downloads. We apologize for this
situation and remind you that we cannot guarantee third-party services.
- Changeable Tracking Intervals - The tracking interval for any data file can now be changed between weekly or daily
any time you update your data. For instance, you can quickly convert a weekly data file to daily tracking for short-term analysis,
and then convert it back to weekly for faster updating. Fundwatch also now automatically prompts you for data updates whenever they're needed.
- Cash Equivalent Holdings - You can add Cash Equivalent accounts to your
portfolio so you can accurately represent your entire net worth and asset
allocation.
- Tax Type Designations - You can designate each holding in your portfolio
with a Tax Type (e.g. IRA, 401k, Roth IRA, etc.) so you can see your
allocation among different types of tax shelters.
- Faster Security Adding - You only need to enter a symbol to add a
new security, Fundwatch will automatically fill in the name and select the
style category.
- Password Protection - You can now password protect your data
files.
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