EstateVal, CostBasis and CapWatch Features
- Name Change: The applications are now called EstateVal XP, CostBasis XP and CapWatch XP, to show that they are compatible with Microsoft’s new version of Windows. They remain compatible with Windows 95, 98, ME, NT 4.0 and 2000.
- Easier Installation: When downloaded, EVP Office now begins its installation procedure simply by double-clicking on an icon. After the installation, the temporary files are removed.
- Sorted Billing Months: When selecting a month of billing to examine, the order of the dates is now chronological.
- Export Billing: A month of billing records can now be exported in comma-separated values format, for use with spreadsheets.
- User-Selectable Billing Record Prices: The applications now allow users to select if they want billing records printed with their own information, or with the price that EVP will bill at.
- System User: When someone logs into an enterprise-enabled installation, the applications try to default to the user name of the last person to run them. If this information isn’t available, they’ll now use the name of the person currently logged into the computer.
- New Pricing: Each application will now correct switch to the new billing schedule on November 1, 2001.
- No Login for Demo Mode: If the programs are started in demo mode, they are automatically set to single-user mode, even if the enterprise features have been enabled.
- Expired Key Referral: When an expired Account Information Key is entered, the programs now give the phone number to get a new one.
- Network Address Translation Proxy: The applications can now include “Network Address Translation” (NAT) as a proxy option, allowing for NAT’d clients to change their direct-connect IP address without having to muck with the .INI file.
- Account Information Key Entry Default: Entering an Account Information Key, instead of an Account Information Disk, is now the default.
EstateVal and CostBasis Features
- New Headlines: EstateVal and CostBasis now have more headline choices to select from, when you use the Internet to evaluate portfolios: Entertainment, Science, Technology, Politics and Health.
- Sample Portfolio in Demo Mode: Both programs now automatically load the sample portfolio if the program is started in demo mode.
- Internet Default Communication Method: The default method of communicating with the Data Center has been changed to “Internet,” for all new installations. Current installations keep their settings.
- Re-Valuation During Market Closures: The unexpected market closures caused by the terrorist attacks on the World Trade Center caused EstateVal to deliver correct prices with an incorrect date (the program claimed to have gotten the price during the closures). Re-valuing portfolios that have these prices — noted with the text “* Prices are based on nearest trading days.” — will correct the dates, without charge.
- New Zane Interface: EstateVal can now import from and export to the Windows versions of Zane software. It can also act as an automatic pricing for those programs.
EstateVal, CostBasis and CapWatch Fixes
- Copyright Date: Each program now shows the correct copyright date. This was wrong in 6.3.3.
- Printing Without a Printer: The software now warns users if a printer is not available and a print or a print preview is requested.
- Task Bar Label for Splash Screen: When each application starts, the button that appears on the Task Bar now has a label, instead of being blank.
- System File Installation: The installation of EVP Office will now install MFC42.DLL, MSVCRT.DLL and COMCTL32.DLL if they’re needed. This was broken in the previous version.
- HTTP Tunneling Proxy now HTTP/1.1: When used with an HTTP Tunneling proxy, the applications now declare themselves to be HTTP/1.1 clients instead of HTTP/1.0. The HTTP 1.0 spec does not recognize HTTP Tunneling commands, so, by default, all HTTP Tunneling clients must be 1.1.
- UIT Distribution Mean Adjustments: In the rare circumstance where a the ex-date for a UIT distribution fell after the last available price but before the valuation date, EstateVal would incorrectly adjust the price for the supposedly excluded principal. This has been fixed.