Internet Quotes Assistant - Release Notes ------------------------------------------------------------------- * Release v4.77 (February 2023) - Updated server settings: 'DE-Deka' * Release v4.76 (November 2022) - Updated server settings: 'Yahoo Currencies' * Release v4.75 (July 2021) - Maintenance release * Release v4.74 (April 2021) - Updated server settings: 'Yahoo Currencies' (subsitute for 'Bloomberg Currencies') * Release v4.73 (March 2021) - Updated server settings * Release v4.72 (July 2020) - Updated server settings: add support for 'Bloomberg Currencies' (substitute for 'Yahoo Currencies'). * Release v4.71 (March 2020) - Added support for quotation using blank as thousands separator. - Updated server settings: Updated/enhanced server settings for 'DE-Tradegate'. * Release v4.70 (February 2019) - Updated server settings: added 'DE-Tradegate' and 'DE-Ariva' as a substitute configurations for 'DE-Börse Stuttgart' (quotations for fonds ETFs & Co.) * Release v4.69 (March 2018) - Updated installation / registration * Release v4.68 (November 2017) - Updated server settings: '*-Yahoo', 'Yahoo Currencies', 'AT-Wiener Börse' * Release v4.67 (July 2017) - Updated links * Release v4.66 (October 2016) - Updated server settings: 'DE-Maxblue' - Removed invalid server settings (you can switch to 'DE-Börse Stuttgart' as an alternative): 'DE-Fidelity', 'DE-DWS (Rücknahme)', 'LU-DWS' * Release v4.65 (March 2016) - Added server settings: 'DE-Börse Stuttgart' * Release v4.64 (April 2015) - Fixed file associations issue - Updated server settings: 'DE-Deka', 'BR-Tesouro Direto' * Release v4.63 (December 2014) - Minor improvements - Extended test limit - Updated server settings: 'FR-Yahoo' * Release v4.62 (February 2014) - Updated server settings: 'BR-Yahoo', 'DE-Yahoo', 'ES-Yahoo', 'FR-Yahoo', 'IT-Yahoo', 'Yahoo Currencies' * Release v4.61 (January 2014) - Updated server settings: 'ES-Yahoo', 'IT-Yahoo' * Release v4.60 (July 2013) - Updated server settings: 'ES-Yahoo' * Release v4.59 (December 2012) - Updated server settings: 'BR-Tesouro Direto', 'DE-Börse Stuttgart' * Release v4.58 (September 2012) - Added server settings: 'PT-Yahoo' * Release v4.57 (August 2011) - Updated server settings: 'DE-Fidelity' * Release v4.56 (January 2011) - Updated server settings: 'BR-Tesouro Direto', 'DE-Maxblue' * Release v4.55 (November 2010) - Updated server settings: 'DE-Yahoo','ES-Yahoo','FR-Yahoo','UK-Yahoo' * Release v4.54 (August 2010) - Removed subsitution of special characters in item's symbol in quotation export fuction. * Release v4.53 (July 2010) - Added quotations export to csv format, incl. command line export option. IQAssist.exe /e -> portfolio quotations will be exported to a file named . - Updated server settings: 'CH-SWX', 'DE-DWS (Rücknahme)' * Release v4.52 (April 2010) - Fixed auto-selection of server configuration template depending on the current location - Updated server settings: 'BR-Yahoo' * Release v4.51 (August 2009) - Bug-fix "Recalculate investment history" (fixed calculation issue under very specific conditions) * Release v4.50 (May 2009) - Automatically retry downloading quotations whenever server responds with "internal server error" (error code 5XX). - Enhanced handling of quotation math formula (auto adjust transactions' values for reverse-split) - Updated server settings: 'DE-Börse Stuttgart', 'PT-BVL' * Release v4.46 (January 2009) - Updated sample portfolio file 'Brazil.iqa' (new quote symbol prefix) - Updated server settings: 'CH-SWX' * Release v4.46 (August 2008) - Updated server settings: 'DE-Yahoo Finanzen', 'ES-Yahoo Finanzas', 'FR-Yahoo Finance' - Updated hist. quotations import server settings: 'Oanda Currencies' - Solved minor Windows Vista compability issues * Release v4.45 (June 2008) - Improved testing of advanced quotation extranction rules (regular expressions) - Improved handling of damaged portfolio files - Updated server settings: 'DE-Deka', 'DE-Maxblue', 'DE-Yahoo Finanzen Fonds (Rücknahme)' - Removed support for server that is not available anymore: 'DE-DWS (Rücknahme)' * Release v4.44 (May 2008) - Added configurable decimal cases to column '# Units Invested' - Improved download of quotations specifying zero negociated volume - Updated FAQ documentation - Updated server settings: 'DE-Yahoo Finanzen', 'ES-Yahoo Finanzas', 'FR-Yahoo Finance' * Release v4.43 (April 2008) - Improved download of historical quotations for a single item - Bug fix: configuration wizard * Release v4.42 (April 2008) - Improved traceability - Updated FAQ documentation - Updated server settings: 'DE-Yahoo Finanzen' * Release v4.41 (March 2008) - Improved view refresh during quotation download (investment history) - Fixed issue in user-defined formula 'Annualized quotation variation in current year' - Updated server settings: 'Yahoo International Indices' * Release v4.40 (March 2008) - Added download progress bar to application status bar - Improved view refresh during quotation download - Improved quotation extraction speed (multiple quotation updates based on a single downloaded file) - Updated FAQ documentation - Updated server settings: 'DE-Yahoo Finanzen Fonds (Rücknahme)' * Release v4.35 (February 2008) - Added integrated application update download & install - Added total file size info to download status dialog - Added variable to user-defined formula 'Annualized quotation variation in current year' - Minor enhancements - Improved robustness * Release v4.30 (January 2008) - Extended quotation date range (allows importing historical quotations before 1970) - Improved selection of default server configuration - Enhanced quotation download test - Updated server settings: 'AT-Wiener Boerse' -> New IQA file format: please back-up your portfolios before opening them with this IQA version! * Release v4.25 (November 2007) - Added support for importing historical currency exchange rates - Added import server settings for historical currency exchange rates: 'Oanda Currencies' * Release v4.22 (October 2007) - Fixed sporadic bug in new item insertion - Updated server settings: 'DE-Börse Stuttgart' * Release v4.21 (October 2007) - Improved export into Excel format: added investment history transaction list; auto-create multiple files if portfolio is too big for a single Excel sheet; sort items by name - Updated server settings: 'BR-Tesouro Direto' * Release v4.20 (July/August/September 2007) - Added program option: 'Disable storage of intraday quotations (auto-overwrite previous intraday quotation)' - Improved chart's context menu - Added main menu option 'File - Import quotations for all items' - Fixed IQA version up-to-date check - Updated documentation - Updated server settings: 'CH-SWX', 'BR-Yahoo' * Release v4.11 (May/June 2007) - Added math expression evaluation to transaction dialog - UI Enhancements - Fixed cash account debit/credit taxes - Fixed issue related to auto-quotation update while new item is inserted - Updated documentation - Added server settings: 'BR-Tesouro Direto' - Updated server settings (06/2007): 'DE/ES/FR/IT/UK-Yahoo' * Release v4.01 (April 2007) - Improved stability - Updated server settings: 'DE-Yahoo', 'DE-DWS Rücknahme', 'LU-DWS Invest SICAV' * Release v4.00 (April 2007) - Added program option: auto-save portfolio after quotation download/update - Added colors to item's quotations: green/red -> up/down - Added sort icon to column headers, made columns "+- Time Frame" and "User-defined Value" sortable - Added clickable status bar (download status) - Added detailed quotation info to Excel export: open, close, high, low, volume - Improved time frame selection on chart - Updated documentation - Updated server settings: 'Yahoo Historical', 'PT-BVL' * Release v3.95 (March 2007) - Updated documentation - Updated server settings (PT-BVL) - Bug fixes: - locale decimal separator in user-defined column formula - import of historical quotations using regular expressions containing IQA variables such as [&symbol] - sorting of "+- Last Day" column - time frame selection in chart view * Release v3.90 (February 2007) - Improvement of regular expressions support - Updated compiler settings - Updated server settings (AT-Wiener Boerse) * Release v3.80 (January 2007) - Added item category property: Share, Fund, Currency, Bond, etc. - Added new quotation formats: 9'999.99 and 9'999,99 - Fixed investment sum recalculation trigger: trigger is also set when latest quotation of an item is deleted - Updated server settings (CH-SWX, LU-DWS Invest SICAV) - Minor improvements -> New IQA file format: please back-up your portfolios before opening them with the new IQA version! * Release v3.70 (December 2006) - Added support for importing historical quotations for multiple items (multiple selection in list view) - Added exception logging - Removed currency conversion tab from 'cash account' and 'Investment History' item property dialog - Minor improvements * Release v3.60 (November 2006) - Added feature 'automatic currency conversion upon quotation update / import' - Extended feature 'multiply quotations' to quotation details (low, high and open) - Improved copy/paste of items containing user-defined column properties - Enhanced auto-creation of recurring transactions (date-check) - Enhanced up-to-date check info - Updated Help/FAQ - Updated server settings (DE-DWS Ruecknahme, Yahoo Currencies) -> New IQA file format: please back-up your portfolios before opening them with the new IQA version! * Release v3.50 (October 2006) - Added quotation details: open, close, high, low, volume - Updated server configurations: added support to quotation open, close, high, low, volume. - Improved historical quotation import: added support to importing quotation open, close, high, low, volume. - Added export of quotation details: open, close, high, low, volume - Improved advanced quotation extraction rules - Changed high/low columns (main window) to display current quotation high/low - Changed installation directories for providing Windows Vista compatibility (sample portfolios are now stored under "My Documents") - Updated documentation * Release v3.40 (September 2006) - Added configurable time frame to quotation variation column (30 days, 60 days, 90 days, 180 days, 1 year, ...) - Minor improvements * Release v3.30 (August 2006) - Added user-defined formula column (formula defined in item's advanced property page ) - Added option "enable/disable item's quotation download" - Improved server configuration management - Fixed cash account balance update whenever a new recurring transaction is automatically created - Minor bug fixes * Release v3.20 (July 2006) - Added portfolio transaction list to item "investment history" - Added note field to transaction - Added toolbar icon "new transaction" - Improved handling of transactions/quotations that occur in the future - Added currencies portfolio: USD, EUR, GBP, JPY, BRL - Minor bug fixes (e.g. status bar info) * Release v3.10 (June 2006) - Added standard cash account item, incl. auto-update for buy, sell and dividends transactions - Added compressed portfolio file format (program options) - Updated Help/FAQ * Release v3.00 (May 2006) - Added storage of historical quotation server settings - Added format conversion option (semi-html, text) to historical quotations server settings - Enhanced regular expression support (added regular expression test dialog to quotation server configuration) - Added recurring transactions (e.g. for periodical interest payments / bonds) - Added feature "one-click deletion of multiple quotations within a time frame" (daily/monthly basis) - Enhanced import data format conversion HTML->Text includes special HTML characters, such as " ", "<", etc. - Updated server settings (DE-DWS, DE-Finanztreff, BR-Yahoo) - Minor improvements (e.g. speed of historical quotation import) * Release v2.95 (April 2006) - Added feature "apply math expression to quotations" - Added automatic application up-to-date check - Improved UI - Updated download server settings - Minor improvements * Release v2.90 (March 2006) - Added true-color toolbar with larger icons - General UI improvements - Improved printing - Fixed bug in new item insertion * Release v2.82 (February 2006) - Added support for secure connections (HTTPS) - Updated download server ticker info - Minor improvements * Release v2.81 (December 2005) - Fixed import for case-sensitive URLs - Updated server settings for: AU-Yahoo, ES-Yahoo, IT-Yahoo and PT-BVL - Minor improvements * Release v2.80 (November 2005) - Updated server settings (symbol info and symbol search URL) - Added finish button to historical quotation import dialog (one-step import) - Added column show/hide option - Added more info to investment transactions dialog - Changed calculation of investment +- - Updated FAQ documentation - New IQA file format: please back-up your portfolios before opening them with the new IQA version! - GUI improvements * Release v2.70 (October 2005) - Added quotation server symbol format info (e.g. ticker, WKN, etc.) - Added server-specific symbol search URL - Added auto-select preferred quotation server when new item is added - Added investment result column to investment dialog - Improved server configuration wizard - Set right alignment for colums "Investment" and "+- Investment" - Updated URL for importing historical quotes from Yahoo's server - Fixed auto-store format for importing historical quotations - Fixed import of historical quotes (single digit date bug) * Release v2.63 (May 2005) - Extended Help/FAQ documentation (server configuration wizard, etc.) - Corrected initial column width for 'Investment +-' - Improved chart plot - Added server configuration for 'DE-Yahoo Finanzen Fonds (Rücknahme)' - Updated server configuration for 'DE-Yahoo Finanzen', 'PT-BVL' * Release v2.62 (April 2005) - Improved server configuration wizard (support for csv files, etc.) - Extended Help/FAQ documentation (incl. import of historical quotations, etc.) - Added server configuration for "LU-DWS Invest SICAV (Rücknahme)" - Updated server configuration for PT-BVL - Minor bug fixes - improved application stability * Release v2.61 (March 2005) - Added tool tips to item's properties - Separated Investment volume column into columns: "Investment" and "+- Investment" - Minor bug fixes * Release v2.60 (February 2005) - Added vertical grid lines to chart (begin of year) - Improved selected interval status text - Fixed yearly performance extrapolation in chart status text (composite interests) - Updated server configuration for DE-Yahoo * Release v2.52 (December 2004) - Added current selection's investment volume calculation to status bar - Added buy/sell transaction marks to chart when price beyond chart limits - Updated server configurations for several countries - Minor bug fix * Release v2.51 (October 2004) - Updated server configuration for DE-Börse Stuttgart * Release v2.50 (July 2004) - Added performance calculation for selected chart interval (click-and-drag mouse cursor on chart to select interval) - Added chart zoom for selected chart interval - Added stock ISIN/WKN/symbol search button to item properties dialog - Added link to windows calculator to toolbar - Added current item investment volume to investment transaction list - Optimized performance of historical quotation import - Fixed recalculation of portfolio's investment volume history - Improved import of historical quotations with date values not containing separators, e.g. 20040701 instead of 2004-07-01 - General GUI enhancements * Release v2.41 (June 2004) - Improved responsiveness of server configuration wizard GUI - Improved import of historical quotations from internet (multiple chunks) - Added average investment price (break-even) to investment transaction list - Added server configuration for DE-Boerse Stuttgart - Updated documentation on server settings (regular expressions, etc.) - Fixed preliminary investment result calculation in investment transaction list - Updated server configuration for BR-Yahoo - General GUI enhancements (menus, etc.) * Release v2.40 (May 2004) - New IQA file format: please back-up your portfolios before opening them with the new IQA version! - Updated FAQ documentation - Added thousands separator formatting to list view (values displayed as e.g. 12.345,00) - Added configuration option for number of decimal cases displayed in list view - Added separate options for displaying investment infos on graphic (average buy price and buy/sell/dividends transactions) - Fixed "+-Last Day" column values - Fixed import quotations interval suggested in import dialog - Fixed export of large files to Excel: limit number of columns to a maximum of 256 - General GUI enhancements * Release v2.31 (April 2004) - Added function to recompute portfolio's investment volume history based on investment transaction list - Added # units invested column to list view - Added delete quotations in interval button to item quotations dialog - Added import quotations interval selection dialog - Added server configuration for DE-DWS (Rücknahme) - Fixed bug in list view drag-and-drop column reordering - Enhanced GUI - Minor enhancements * Release v2.30 (March 2004) - Added investment transaction tracking/history (new IQA file format) - Added graphical representation of investment transactions on chart (buy, sell, dividends/interests) - new chart option - Enhanced server configuration wizard - Minor enhancements * Release v2.20 (February 2004) - Added support for user-defined proxy - Added support for importing multiple quotation files (Yahoo Finance limitation: max 200 quotations per download) - Added import format list to quotation import dialog - Changed menus to Windows XP style - Added overwrite server configuration template warning - Updated server configuration for PT-BVL, added server configuration for DE-Fidelity - Fixed quotation mark redraw upon graphic redraw - Minor enhancements * Release v2.10 (January 2004) - Added portfolio investment volume tracking/chart (new IQA file format) - Added item quotation multiplication feature (e.g. for currency convertion) - Added column Drag & Drop Reordering functionality to item's list view - Added URL Drag & Drop functionality to IQA Server Configuration Wizard Dialog (URL can be draged from Internet Explorer to the IQA Server Configuration Wizard Dialog) - Added update quotation on specified date/time feature (requires specific download server configuration) - Added chart option 'draw square mark' on quotation update point - Added break-even line to chart - Fixed bug in quotation import from local file (file path might now contain spaces) - Fixed item selection status after inserting/deleting an item - Small modifications in the user interface - Minor bug fixes * Release v2.01 (December 2003) - Added support for exporting quotations into MS Excel 2.1 format - Improved support for importing historical quotations directly from the internet - Improved configuration wizard engine - New install/uninstall pogram - Fixed accelerator keys pressed when mouse is over chart view - Minor bug fixes * Release v2.00 (November 2003) - Added server configuration wizard - Added historical quotation import feature - Added support for regular expressions in the definition of quotation extraction rules - Updated server configurations and sample portfolios - Minor graphical user interface adaptations Bug reporting: -------------------------- You may suggest new features or report bugs to the author by sending an e-mail to the following address: Marcos Rocha Please provide the following information in your report: IQA Version, Operating System and Internet Browser used. http://www.marcos-rocha.com/soft.html