Release Notes
v0.9.0
New Features
- Network connection options including proxy support. Proxy support is limited to unauthenticating and basic authentication. For NTLM authentication, we suggest using the NTPMaps.
- Historical view of portfolio activity. Allows you to automatically keep a list buy/sells/cash/etc in a portfolio.
- Modify a stock's symbol. Accessible from the "Stock" menu.
- Debian/Ubuntu .deb installation file (Thanks to Fede!).
- Windows installer and executable (not yet released, but will be once I can make it work on Vista).
See the ChangeLog for complete details.
v0.8.2
Changes
- Upgrade the internal yahoofinance ruby module to v1.2.2. Yahoo! Finance has changed the host name from which the live quotes are downloaded. The new module uses this new host name.
- The new yahoofinance ruby module also supports proxies via the use of environment variables (http_proxy).
See the ChangeLog for complete details.
v0.8.1
Changes
- Upgrade the internal yahoofinance ruby module to v1.2.1. Yahoo! Finance change their historical data format (slightly) which made the charting feature no longer work. This upgrade uses the yahoofinance ruby module that has been updated for the new format.
Bug Fixes
- Fixed bug when creating charts for stock symbols that start with a number. This was brought to my attention by a user trying to view charts from HK and China.
- Fixed crash when editing columns in a watchlist.
See the ChangeLog for complete details.
v0.8.0
New Features
- Portfolio: Advanced Options (accessible via the Properties dialog).
- Maintain a cash balance for the portfolio (not enabled by default). Enabling this option will add a "Cash" line to the portfolio and enable the "Cash management" button on the toolbar. When enabled, all transactions on the portfolio add or subtract from the cash value (i.e. buying a stock subtracts the cost of the transaction from the cash; selling a stock adds the cost of the transaction to the cash).
- Set a default transaction cost for the portfolio. The default value is set to 10.
- Portfolio: support shorting a stock.
- Portfolio: display today's value gain/loss. If the stock was added that same day, the gain/loss is calculated based on the original price rather than the previous close.
- Portfolio: transactions (buy/sell/cash management) are logged in a special internal table. Future versions may make this table accessible.
Changes
- Portfolio: Re-work the portfolio dialog to display short/long types.
- Portfolio: Portfolio dialog now displays when removing a stock from a portfolio in order to allow various functionality like:
- Selling only a portion of a postion.
- Set a selling price.
- Set the transaction costs.
- Log the transaction.
- Portfolio: Allow a fractional number of shares.
- Folders: Make the selection in the folders list (tree view on left) sensible.
- Watchlist: check for duplicate and invalid stocks before adding them to a watchlist.
- About dialog image.
- Internal: migrate storage of watchlists/portfolios from CSV files to a mongoose database for performance and expandablity reasons. The migration is handled automatically the first time the user runs v0.8.
- Internal: Beaucoup de refactoring, namely on (but not limited to) watchlist/portfolio stores, widgets and dialogs. Code is cleaner now and should be easier to understand and extend.
Bug Fixes
- YahooFinance: catch the proper exception when the query timed out. Should help prevent hanging progress bar and other nasty stuff.
- Properties Dialog: allow an empty description field.
See the ChangeLog for complete details.
v0.7.1
Changes
- Yahoo is only able to provide 200 historical price data points per HTTP request for stocks that trade on some "international" markets. The previous implementation did not take this into account when downloading historical quote data for use in the price charts. The code has now been updated to download *all* of the data available from Yahoo, making multiple requests if the 200 data point limit is detected. (Note that this fix does not guarantee that Yahoo's data is correct and up-to-date.)
NOTE: If you use Grism to monitor and view price charts of stocks from "international" markets, you should delete their cached data files from the ~/.grism/data directory (or on Windows something like C:\Documents and Settings\UserName\GRISM\data). Here are the steps:
- Exit Grism.
- Go to the data cache directory:
- On Linux: ~/.grism/data
- On Windows: C:\Documents and Settings\UserName\GRISM\data
- Delete any files in this directory that correspond to the given stock. The files here are only cached data, so you are not damaging anything or losing data by deleting them. The next time you view the price chart for one of these stocks, the data will be re-cached from YahooFinance.
- Restart Grism.
- Select one of these stocks in your watchlists or portfolios and view the price chart. The full data will be downloaded and you will be able to see the complete chart.
If you have questions about this, don't hesitate to ask.
Bug Fixes
- Compute the PE value in the watchlist when editing the price of an individual stock.
See the ChangeLog for complete details.
v0.7.0
New Features
- Save GUI "state" (window size, folders tree width, expansion and selection) between runs.
- Split a stock.
- Move/copy stocks between watchlists or portfolios.
- Search on the stock symbols within a watchlist. Make sure the focus is on the watchlist, then just start typing.
- Double-clicking on a folder in the folders tree brings up the properties dialog for that folder.
Changes
- New menus: "Folder" has been split into "Folder" and "Stock".
- Some internal refactoring.
Bug Fixes
- Allow multi-line descriptions in folder properties.
- Get the current quote for new portfolio entries.
See the ChangeLog for complete details.
v0.6.0
New Features
- Windows installation script (install.bat) has been improved, notably to change the executable file to grism.rbw (rather than grism.rb). The ".rbw" ending means a DOS window will not be opened when you run Grism.
- Portfolios now allow a comment field for each entry. The portfolio details dialog was reworked to include the comment field.
- Watchlists now have a "Mark as Important" column (first column, star). Useful if you have lots of stocks in a list and want to pay special attention to some of them.
- Startup should be slightly faster as there were several internal improvements.
Changes
- The calculation of daily (today) totals of a portfolio has been changed. Rather than using a straigh average of the daily percent changes of each stock, today's total now represents the percent change of the portfolio.
- Renamed the "Dividend Yield" column in the watchlist ratio view to simply "Yield" to save space.
Bug Fixes
- Double-clicking in the ratio view of a watchlist also brings up the details dialog for the given stock.
- Fixed a bug that crashed Grism if there was no price data available for a chart.
See the ChangeLog for complete details.