StockPiler Version 5

StockPiler Updates and Releases

Version 6.0, (Release date 03/31/04) supersedes
Version 5.3.1 Additions include:
Ability to create .TXF files of Schedule D data
for import by Turbo Tax and TaxCut software.

Version 5.3.1, (Release date 03/18/03) supersedes
Version 5.3. Changes include:
Report Manager allows even more choices for printing.

Version 5.3, (Release date 11/26/02) supersedes
Version 5.2. Changes include:
a. Expanded Date Search and other search features
b. Profit/Loss search features added
c. More table scans for user inputted data accuracy/checks

Version 5.2, (Release date 11/08/02) supersedes
Version 5.1. Changes include:
a. More split choices for Day 1 trades are available
b. User's Database of Good Til Cancel Orders (GTC trades)

Version 5.1, (Release date 09/29/02) supersedes
Version 5.05. Changes include:
a. The exact trade list order of user's spreadsheets-imported
    files is now considered in the sort and match process
b. View IRS Schedule D-1 forms before printing
c. Scroll monitor-output reports
d. 'Wash Sales' scanning routine

Version 5.05, (Release date 08/06/02) supersedes
Version 5.04. Additions include:
File sub-menu item added to sort out and match
(pair-up) open individually entered stocks or options
trades.

Version 5.04, (Release date 07/26/02) supersedes
Version 5.03. Changes/additions included:
a. Generic broker portfolio spreadsheet files require
    less set-up for importing into StockPiler's tables
b. Report Manager now allows printing by Trade Date range
    in seven of its twenty pre-formatted report outputs.

Version 5.03, (Release date 05/10/02) supersedes
Version 5.02. Changes include:
a. Exercised or Assigned options were added to the search
    feature
b. The capability of conducting 'Wash Sales" scans on
    stock/index search query results.

Version 5.02, (Release date 02/22/02) supersedes
Version 5.01. Changes include:
a. The Z-order (tabbing) was slightly changed in the main
    forms for easier inputting of data.
b. Schedule D-1 Forms presentations were slightly
    changed. All data on a given trade is now presented
    on one line on the Forms. Previously adjustments
    such as 'Wash Sales' and Options expiry information
    would occupy a second line beneath each trade.

Version 5.01, (Release date 02/12/02) superseded
Version 5.0. Features added included:
'Wash Sales' scans now incorporate archived trades
into current view for full database queries. No longer
do users need to conduct two separate table scans.

Version 5.0, (Release date 1/30/02) superseded
Version 4.4. Changes Included:
- More versatility in the import portfolio feature:
a. A wider variety of spreadsheet data formats is
    made available for importing into StockPiler.
b. Importing now splits unbalanced trades.
    e.g. Buy 500 shares then Sell 300, this Buy
    trade becomes (Buy 300, Buy 200)
c. a. and b. make it easier to automatically produce
    IRS Schedule D-1 forms from non-StockPiler (imported)
    spreadsheet files.
d. The process of exercising, or having an option assigned
    is made simpler. Users now need only to click on an OK button.
e. Live view of 'paper profits/losses' for entire portfolio, of for
    selected stocks or options, selected dates, ...
f. Live view of real profits for entire portfolio

Version 4.4, released 9/16/01, superseded Version 4.3.1. Changes
Included:
- Ability to manage multiple trading accounts.

Version 4.3.1 superseded Version 4.3. Changes included:
1. Elimination of the "Fractions" menu item in accordance
    with American exchanges complete conversion of stocks
    and options prices from fractions to decimals.

2. The Borland database engine (BDE) components were no longer
    installed in the "c:\program files\common files.." folder,
    but placed in a subfolder "\BDE" in the "StockPiler" folder.

3. The demo version of the program is converted to the fully
    functional version by the simple insertion of a code obtained
    after software purchase.