Features Searching on international currencies now supports synonyms; for instance, searching “pound sterling” or “British pound” now returns “United Kingdom pound” Fixes Using EstateVal to price directly from ONESOURCE no longer causes a crash EVP Office now has better error reporting for SOCKS5 proxies “Write” from the holdings print preview now works The previous release […]
Release
8.4.0
Features EstateVal, GiftVal, and CostBasis can now price foreign currency, using the $ symbol and the ISO currency code in the Identifier column: $AUD is Australian dollars, $JPY is Japanese yen, etc; the amount of foreign currency held goes into the Shares/Par column, and the report will show its worth in United States dollars EstateVal, GiftVal, and CostBasis can now price […]
8.3.1
Features Fixes
8.3.0
Features EVP Office now supports pricing cryptocurrencies Individual values can now be pasted into any field in the grid, while multiple values will paste into the Identifier then Shares/Par field The lot number will light up with a warning yellow if a fixed-income security has been entered using shares instead of par Alert pop-ups now […]
8.2.2
Features Fixes
8.2.1
Features EstateVal inventories can now be adjusted with the “Transferred Out (within Estate)” action, to show shares removed from a portfolio (but not the estate) without pricing them “Find…” now offers more searching options Fixes Grid performance is greatly improved The evaluation status icons on the right side of the grid now display summary icons […]