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Changes to EVP Office
RELATED LINKS: COMPLETE HISTORYDOWNLOADS & CDS

The following features and fixes have been added to EVP Office, version 8.4.0. It can be downloaded here.

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 commodities, using the ! symbol: !AUAM (London AM gold), !AUPM (London PM gold), !AG (Silver), !PTAM (London AM Platinum), etc.
  • EstateVal, GiftVal, and CostBasis now have the ability to look up foreign currency identifiers, cryptocurrency identifiers, and commodity identifiers, at Tools → Look Up...
  • EstateVal, GiftVal, and CostBasis can now price Small Business Administration asset-backed securities
  • GiftVal and CostBasis now have Evaluation Status Icons, and they can be enabled via Tools → Options... → Standard → Show Evaluation Status
  • GiftVal and CostBasis can now import CUSIP/Shares, Fixed Field, and Delimited Field files, via File → Import...
  • EstateVal, GiftVal, and CostBasis can now print holdings without any evaluation information, either before or after an evaluation, via File → Print...
  • EstateVal, GiftVal, and CostBasis now have keyboard shortcuts for their primary evaluation (Ctrl+E), and foreign currency (Ctrl+U), cryptocurrency (Ctrl+R) and commodity (Ctrl+M) lookups
  • EstateVal now has a keyboard shortcut for an Alternate Date evaluation (Ctrl+A)
  • EstateVal now has a generic adjusted inventory action, "Other," that allows custom text to be entered and used on the reports for the date of the action
  • EstateVal now collects usage statistics (without Personally Identifiable Information, PII) for import and export formats
  • All the EVP Office applications can now have individual options or entire sections set to read-only, to prevent users from arbitrarily changing them when using the programs
Fixes
  • EVP Office applications no longer allow same-day evaluations from timezones east of Greenwich before the New York Stock Exchange closes
  • The input caret is now moved to the space after the right-most character when clicking on partially empty date fields
  • EVP Office applications in Demo Mode no longer request user contact information
  • The list of adjusted inventories for lots has a new look that keeps the columns properly aligned
  • Unidentified securities that have shares now show the shares on the report, and include the note "No shares on valuation date" if the shares are zero