Product Release Notes

RELEASED - January 2011


New in this release:

  1. Portfolio Analyzer now supports the new IRS cost basis reporting methods effective Jan 1, 2011. When recording the selling/closing of a partial holding, either directly or as the result of options being exercised, the following accounting methods are now available:
        FIFO (first in, first out)
        LIFO (last in, first out)
        Specific identification of shares
        High Cost - highest basis per share regardless of holding period
        Low Cost - lowest basis per share regardless of holding period
        Average Cost - for mutual funds

  2. Security data (name, symbol, type, CUSIP, currency, price, etc.) for one or more securities can now be imported from a text file by using a user-defined description of the file.

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