Product Release Notes

RELEASED - September 2013


New in this release:

  1. Portfolio Status Reports can now be produced for past historical dates with actual valuations from the exact date.*

  2. Portfolio Rate of Return Reports can now be produced for any period in history, as portfolio balance records can be generated with actual valuations for any past date.*

*The ability to automatically obtain historical status is limited to securities available on Yahoo! and does not include bonds or CD's; however, generation of these reports allows prices for these and other instruments to be entered manually before the report is displayed.

Home   |   Products   |   Downloads   |  Upgrade News   |   Contact Us   |   Support   |   FAQ   |   Terms of Use    
2014 Hamilton Software, Inc., All rights reserved    Telephone: 303.847.8092   303.795.5572     Legal notices