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7.1.0

EstateVal and CostBasis Features

  • Rich Text Write Location: The default output directory for Rich Text is the same as for the portfolio file, instead of the desktop.
  • CUSIP Sorting: The order of the symbols in the grid can be sorted by CUSIP, by Name and by Type, as well as the Symbol itself.
  • Exchange Rate Format: Canadian exchange rates are printed with additional accuracy to match the internal calculations.

EstateVal Features

  • Accrual Only Report: EstateVal, Version 7.1.0 offers a new Accrual-Only report in a PDF format.
  • Adjusted Inventory Re-Ordering: Adjusted inventory items can now be re-ordered manually, using up and down buttons.
  • Additional Adjusted Inventory Actions: New adjusted inventory items are available. In addition to the old Held, Sold and Distributed, the program now includes: Held via Spin-Off, Held via Merger, Held via Name Change, Held via Transfer In, Held via Exchange, Redeemed, Called, Matured, Liquidated, and Transferred Out.
  • Actual/365 Accruals: Users can manually change the accrual method from 30/360 to Actual/365, to accommodate certain Certificates of Deposit.
  • New Import/Export Options: The following new import and/or export options are now available.
  • CMO Delayed Payments: New information is available to account for delayed payments on CMOs.

Posted on April 24, 2008 •

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Things You Should Know

  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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