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8.4.0

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

Posted on October 25, 2019 •

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Things You Should Know

  • 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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Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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