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 that include the status of each lot, not just the visible ones
- Paste-from-Excel now allows for Shares/Par values with commas in them to be copied properly: 25,000 becomes 25000
- Pasting to the grid now allows double-quotes to be used as an escape character for CSV-style pasting: IBM, “1,000” becomes IBM, 1000
- For NASDAQ mutual funds evaluated on the next day but with prices from before then, re-evaluating will update the portfolio with the price for the valuation date; there is no extra charge
- CostBasis and GiftVal no longer display a dialog that says “The parameter is invalid” when exiting
- Text field focusing and selection is improved
- Date fields are now limited to 01/01/1900 through 12/31/2099, to prevent wildly out-of-range dates from being accidentally entered
- Exporting a GEMS file will no longer fail if the GEMS.INF file cannot be written to the EstateVal installation directory because of permissions