EstateVal, CostBasis and CapWatch Features
- Exporting to Rich Text: Each application can now write rich text files from their Print Preview screens, for easier importing into word processors. Plain text exporting is still supported.
- Export to Clipboard: Each application can now copy a text copy of the report to the clipboard from their Print Preview Screens.
- Printer Default for Bills: For new installations, billing records are sent to the printer by default, to allow customers to track their usage better. Existing installations are unchanged.
- Demo Mode Good-Bye: The programs, when run in Demo Mode, will offer the user a chance to sign-up for an account on EVP Systems’ Web site before exiting.
EstateVal and CostBasis Features
- Edit-and-Print Mode: The programs can now be put into Edit-and-Print mode, which allows portfolio files to be edited and printed, but not evaluated. It is designed for Outsourcing clients who have portfolios e-mailed to them.
- Long-Term CD Pricing: EstateVal and CostBasis can now provide prices for long-term certificates of deposit.
- Note Text Shortcuts: EstateVal now has the ability to define up to eight short notes that can be automatically added to the Notes field. If a shortcut contains an underscore (“_”), it will be highlighted when the note is added, so that it can be easily replaced with custom information.
- Report Title: CapWatch now allows a report title to be set, to be used on both printed information and billing records. This can help identify what client a CapWatch report was run for.
- Ampersand Allowed in Searches: Previously, the ampersand (“&”) couldn’t be used in name searches. This has been added, to allow querying for “AT&T,” for example.
EstateVal and CostBasis Fixes
- DOS-Era Data Directory Preserved: If a new version of either program is installed in the directory C:\ESTATES, that will be used as the data directory, to allow long-time users to easily find their previously evaluated estates. This feature broke in 6.4.0 and is now fixed.
- Lessened Print Preview CPU Usage: Previously, EstateVal and CostBasis would use all available CPU resources during Print Preview. Now, the programs use only the fractional percentage they need for scrolling.
- Billing Records Always Portrait: If you printed a Billing Record while either application was set to print a landscape-oriented report, the Record also printed as landscape. This has been fixed.
- Crash on Portfolio Double-Click: The applications no longer crash when you double-click on a portfolio file.
- Cut, Copy, Paste in Notes: Cut, Copy, Paste and Undo now work both via the menu and accelerator keys when the focus is in the Notes field.
- MBS Factor Printing: The programs used to display scientific notation (“1.0e-005”, for example) for very small mortgage-backed factors. This has been fixed.
- Mean Weight Cannot Be Zero: Though the Bond Market Association advises that bond markets should be closed on Martin Luther King Day, Columbus Day and Veteran’s Day, our data source provides information for each. This previously caused means for evaluations involving those dates — starting with version 6.4.0 — to be weighted incorrectly, with one day’s prices evaluating to zero, effectively removing it from the mean. The problem has been fixed.
- Zane Windows Interface Extension: The extension “.VAL” is now always added to Zane Windows export files. Previously, if an extension was present, “.VAL” was not added, but this conflicted with file names that included periods.
- EPScom and Zane On-Line Pricing Billing: If EstateVal was used to price securities from EPScom or Zane, they would be billed every time they were sent, even if they had been previously valued. This has been fixed, so that only the first pricing is billed.
- Liquidating UITs Priced Correctly: Under certain circumstances, a liquidating UIT distribution wouldn’t remove the price from the security value, leaving the item’s value doubled. This has been fixed.
- Additional Dates No Longer has “Help” Button: The “Additional Dates” Dialog — brought up with the “Edit Dates” button — no longer has a help button. All help in EstateVal is provided through the help menu.
- Correct IRS-Mode Sums: In rare circumstances — an adjusted inventory on an Alternate Date report split across two pages — EstateVal would incorrectly sum values entered on tax returns when the program was in IRS mode. This has been fixed.
- CUSIPs Uppercased on Import: Previously, lowercase CUSIPs could be imported into EstateVal, causing internal confusion between the uppercase and lowercase versions. Now, all CUSIPs are uppercased upon import.
- Limited Partnership Disclaimer Removed: As EstateVal no longer prices limited partnerships, the disclaimer has been removed.
- Appraisal Report Value Vertical Alignment: On Appraisal Reports, the security value is now on the same line as the closing price. This is visually consistent with the security value aligning with the mean on the other reports.
- Split-Pricing Post-Ex Date of Death Last-Price Adjustment: Under very rare circumstances, a date of death will fall after the last available price, after an ex-date and before the next price. In this case, EstateVal was not adjusting the last price down to account for the dividend that is shown on the report. This has been corrected.
- Proper Text for CapWatch on the Web: The Status Bar and Tooltip text for the “CapWatch on the Web” menu item was incorrect, listing CostBasis instead. This has been fixed.