Features Fixes
EstateVal 8.1.0 Adds Primary or Composite Pricing Options, Enhanced Dividend Reporting
EVP Office 8.1.0 adds the ability to use primary-exchange pricing, in strict accordance with the IRS Code.
8.1.0
Features Added spiffy logo and program icons Added the ability to select composite, primary or default pricing Added dividend notes, to describe any special status of a dividend, such as non-standard tax rates or capital gains Added a security note, to describe any special status of the entire security Added adjustment for dividends in currencies […]
8.0.6
Fixes In IRS Mode, EstateVal now properly moves to the Return Value column when TAB is pressed in the Shares column In IRS Mode, EstateVal now properly shows per-security principal subtotals on reports
8.0.5
Fixes
8.0.4
Fixes EstateVal, CostBasis and GiftVal now use the pricing currency to determine if a foreign surcharge applies to an evaluation, falling back to the security currency only if no pricing currency is available All the programs will now always start with their main window visible on the screen, no matter what the configuration file says […]