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Stock Analyst Updates
The most current version of Stock Analyst is 3.2.5
You may check what version you are using from within the program:
Note: If you are running version 3.0 or 3.0.1, you you must download and install a full copy of version 3.2 (20 mb). You should backup your database from the OPTIONS menu prior to installing the update, and then restore your database if necessary after installing the new version. You do not typically need to uninstall version 3.0 or 3.0.1 before installing the update.
June 2008 – Version 3.2.5 Update
Changes Made
- Added StockCentral as an automatic data feed option.
- Updated sample company database.
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March 2008 – Version 3.2.4 Update
Changes Made
- Updated Stock Analyst to reflect changes to the price data service.
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September 2006 – Version 3.2.2 Updates
Change Made
- Edited the Help > About page to show version number to third value.
September 2006 – Version 3.2.1 Updates
Bugs Fixed
- "Save As" feature now saves a new copy of the data in your library
- User yearly data does no longer shifts when updating from OPS
Changes Made
- Revised and updated manual
- New sample database with current data
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August 2005 – Version 3.2.0 Updates
Bugs Fixed
- Subscript out of range error no longer occurs when tiling windows & opening SSG Analysis
- Enhanced auto-updater tweaks
- Import and export of SSGs no longer wipes judgment for future Sales/EPS ratio
- Program now indicate 200 company limit on price updates
- Right-clicking on PERT Report & refreshing data now updates accordingly
- PMG no longer mulitiplies buys & sells multiply when manipulation of SSG data
- PERT: column V/W column no longer incorrectly uses current instead of lead PE
- Numeric version scheme is now sane
- Issue share splits no longer saves improperly
- Quaterly data revenue field extended to fit for 100s of millions
- Full name no longer missing from registration
- PMG Graph no longer incorrectly shifts FY Year
- Runtime error 440 no longer occurs when inputting quaterly data manually after adding new year and data
- Purchase price in portfolio diversification is no longer incorrect
- SSG judgement compatibility between Stock Analyst & Toolkit
- Book value now downloads from OPS
- Letter T is no longer displayed wrong after importing SDF files
Features Added
- New .SDF format for trading back & forth with Toolkit 5.1
- New 'Save As' process to warn user against overwriting
- New call allows Portfolio Record Keeper to load SSGs
- List panel now contains an add new item
Changes Made
- Edit company data window now contains less confusing text at the top
- New splash screen
- New ABOUT screen
- Removal of NAIC references and some replacements with BetterInvesting
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June 2004 – Version 3.1.0 Updates
General
Items
1)
New auto-updater added to the program. To check for new
patches and updates select Help > Check for Updates from the top menu.
Previously this took users to a website to download and install patches manually.
Now the update is automatically downloaded and installed in seconds with a
click of the mouse.
2)
Corrected issue where closing Stock Analyst using the
‘X’ button will close even if you are prompted to save data and choose to
cancel. If you are prompted to save data when closing and select Cancel Stock
Analyst will remain open.
3)
Modifications to the way Stock Analyst downloads OPS
data to correct reports of Error 430 on some computers.
4)
New Global Preference on Display Tab to set the color
of background report shading. Default is a light gray backshading.
This affects Balance Sheet Report, PERTA, PERTB, and PMG Report. Changes made
in the preferences area will update any open windows and become the default
color for companies opened after that point.
5)
Minor corrections and link fixes on the About > NAIC
Stock Analyst window.
6)
Revised the Quick Start Guide (PDF file) on Page 2 in
Software Specifications section where it incorrectly indicated Stock Prospector
instead of Stock Analyst.
7)
Removed S&P Financial Rating from sort report as it
is not tracked by S&P. . S&P Quality Rating
remains and lists proper S&P ratings from ‘A+’ down to ‘D’. Additionally
there is S&P Rating column that reflects the numeric equivalent of the
S&P Quality values and allows proper sorting of the S&P Quality values
in report.
8)
“Sorted By” label on Sort Report properly updates when
sort changes made to the list.
9)
Importing an older Stock Analyst 2.5 type database
using the Options > Restore menu left the cursor in an hourglass state after
completing even though the program was ready.
10)
Some users reported that installing Stock Analyst
sometimes caused NAIC Toolkit to stop working. Re-installing Toolkit fixed the
problem however Stock Analyst now checks for this potential problem and prevents
it from happening as it is installed.
11)
Resolved concern where some users reported they open a
company, make changes, close it and choose not to save the changes, then reopen
and the changes are listed. Re-starting the program and loading company shows
that the changes did not save as intended. Corrected so this situation does not
occur.
12)
Corrected error where program would not open if user
did not have any printer set up on the computer. Program now loads fine and any
attempt to print prompts you to install or set up a printer first when no
printers are present.
13)
Behavior of Financial calculator updated so that it
opens on the top right corner of the screen instead of dead center so it is
minimally blocking the NSA program. Help for calculator opens directly to the
left of the calculator with no overlap.
14)
Added links to open the Stock Analyst Manual and Quick
Start Guide from the main help menu.
15)
Stock Analyst now allows printing of multiple copies of
any/all reports.
16)
Sort Report - S&P Quality (Rank) was mislabeled as
S&P Safety. Properly renamed column heading.
SSG
Graph
1)
Revised the SSG Graph popup judgment to modify or reset
EST Rev and EST EPS projection % values by combining these two items into one
window. In this way a person can modify or reset one value or both without the
need to open two separate popup windows.
2)
Corrected SSG Graph so that Mid-Point calculation
method now works. Previously only calculated Least Squares growth.
3)
SSG Graph popup quarterly data will appear for all
quarterly data circles on the chart. Previously only the first 3 quarters after
the last FY would show popup data if you positioned the mouse over the circle.
4)
Double clicking on the SSG Graph will immediately
display the popup Options window for that report.
SSG
Analysis
1)
Removed the Stockwiz from the
right-click pop-up menu on the SSG Analysis report. This is not a function of
Stock Analyst program.
2)
Corrected a default option on SSG Analysis Section 3
extras that used ACE Forecasted EPS as default instead of EPS Growth from the
Graph. The initial default when installing Stock Analyst is now EPS Growth from
the Graph. Existing users can change the setting manually in the program
preferences > SSG Analysis tab.
3)
Revised the SSG Analysis popup judgment to modify or
reset Avg. High or Avg. Low PE ratios by combining these two items into one
window. In this way a person can modify or reset one value or both without the
need to open two separate popup windows.
4)
Revised SSG Analysis such that a left (normal) click on
the Avg. High PE, Avg. Low PE, or EST.Low Price boxes
will immediately display the list of calculated selections. Right clicking will
display the popup enter / reset judgment box. (See previous item)
5)
Removed the Stockwiz from the
right-click pop-up menu on the SSG Analysis report. This is not a function of
Stock Analyst program.
6)
Double clicking on SSG Analysis will immediately
display the popup Options window for that report.
Data
Entry and Data Items
1)
New Update Quarterly Data option on company data entry
window. By selecting the Quarterly Data tab a person may click the “Update Q
Data Only” button. This will update the complete list of Quarterly data and all
the historical monthly prices but will not alter any yearly or current or
Annual Report data.
2)
Added Short Term Debt latest 4quarters -Short Term Debt
(4Q). This is displayed on the Balance Sheet Report in Capital Structure
section.
3)
Doing data update properly updates 52-week high and
52-week low prices in company. It should look at the price date, compare to
price date in SSG datafile and update high and low
prices if the current price is updated.
4)
Importing old Stock Analyst Data to New Stock Analyst
–Corrected issue where inside ownership comes in with the wrong decimal place
(100x larger) and in some cases institutional shares was no longer converting
or listing in thousands (000) in Stock Analyst when previously was in billions
or millions in old Stock Analyst.
5)
Quarterly Data Window - If you change the option to Tax
Rate (or Pre tax Income) then go back to the Quarterly tab the data in the Tax
Rate (or Pre tax Income) column is not correct. This appears to be a screen
refresh problem. The data itself is always correct, just the display was
incorrect. This has been fixed.
6)
Company data - S&P Quality rating - This is a
letter rating like a+, B, etc but the field lists as a number when in fact the
proper rating is already tracked in the S&P Financial rating. Removed
S&P Financial leaving a dropdown option list of S&P Ratings from ‘A+’
down to ‘D’ to properly represent the S&P ratings.
7)
S&P Financial is not used by OPS or S&P Data so
this has been removed from the Balance Sheet Report. S&P Quality Rating
remains and lists proper S&P ratings from ‘A+’ down to ‘D’. Also removed S&P
Financial item from Company Data Report as it is not used.[
8)
Company Data popup window > Update Data button: If
company in Database is too old or data is inconsistent between existing and new
update then a warning with no message (blank popup)
appears. Corrected to display the full text of the message in these cases when
updating.
9)
Data Entry Add /Delete Year process properly shifts the
following columns of data. Cash Flow, Long Term Debt, User1, User2, User3. Also
prevent the Add or Remove year to proceed giving user
an alert message if the data is locked.
10)
Corrected issue in Data Entry on Company Info tab where
invalid date can be entered into the Date of Last FY box. Message "Date of
LQ is in conflict w/ Date of LFY. Click OK to go to Quarterly data tab or
Cancel to stay on remain in current tab." Works
now so that Cancel stays on current tab instead of incorrectly going to yearly
data tab. Likewise the Date of LastFY
box will not allow an invalid date to be entered at all. The date reverts to
previous value if invalid data is entered as date.
11) Add
data entry location to edit and view Total Assets on the Company Data tab. This
information is used on the Balance Sheet report Capital Structure Section –
Assets/Equity ratio. Relocated Insider and Industry items to top of right
column of data so that like data items remain grouped together logically.
Comparisons
1)
Corrected display of Implied
growth lines on Stock Comparison Graph. Was inverted order and did not take the
SSG Section 2B ROE calculation option into account. (Previous Year Equity
options)
2)
Stock Comparison Guide Row 25 (Potential Dilution) no
longer relevant considering OPS and all data providers report all earnings on a
diluted basis. Result is None showing in this row. Row
25 still will remain in the report until NAIC decides to make change to the SCG
and either remove or modify this row.
3)
Corrected Comparison Guide graph PTI on Sales item to
display correct PTI on Sales ratio data.
4) In
certain situations on the Stock Comparison Graph an unintended dark gray shadow
would appear behind the Graph legend box. This has been corrected.
Trend
Graph
1)
Corrected issue where Trend Graph lines get reset or
erased after loading SSG Analysis Section 2 Graphics chart then returning to
Trend Graph.
2)
Additional correction to ensure that data does not
reset or erase when loading multiple companies and viewing multiple Trend
Graphs.
3)
Added mouse over popup feature to Trend Graph so
plotted data can be seen.
4)
Trend Graph - Implied Growth formula corrected. Was
inverted order and did not take the SSG Section 2B ROE calculation option into
account. (Previous Year Equity options)
5) Scale
Changes stick if they are altered then you switch to another report and then
come back to Trend Graph. Previously they did not.
PMG
& PERT
1)
Made adjustment to PERT-A report to correctly line up
the quarterly data with the Fiscal Year (bold) indicator lines. Previously the
bold lines were off by one quarter.
2)
PERTA, PERTB, PERT Report, Balance Sheet Report, PMG
Report – Display NMF (no meaningful value) in previous year % growth
calculations where previous year value is negative.[
3)
Fixed issue where the LastQ
Date is not in synch with the Fiscal Year end date, that
is the Last Q Month is not matching on a quarterly basis with the Last FY
month. NSA no longer (occasionally) freezes when loading the PMG Report, PMG
Graph, PERTA or PERT Graphics.
4)
PERTA, PERTB, PERT Report, and PMG Report – Added
alternating back shading to reports for easier reading. New global preference
to turn PERT and PMG Report back shading on or off added to Preferences >
PMG and PERT area. Changes made in the preferences area will update any open
windows and become the default on/off setting for companies opened after that
point.
5)
Added right click ability on PERTA, PERTB, PERT Report,
and PMG Report to toggle background shading on or off. PERT Report added
Show/Hide Header option to match functionality of other reports.
6)
PERT Report Column
E and Z remain blank until judgment is complete on company SSG. Previously they
would show irrelevant figures such as ACE 4Q EPS or 100% Total Return.
Balance
Sheet Report and Analysis
1)
Corrected calculation of Implied Return on the Balance
Sheet Report. Implied Return = Implied Growth + Avg. Dividend Yield (SSG part
5B). Implied Growth = Avg. ROE x (1-Avg. Dividend Payout)
2)
Balance Sheet Report. Payback calculation corrected to
match old Stock Analyst payback method of calculation.
3)
Balance Sheet Report Capital Structure section - Short
Term Debt references proper SSG field 156 for short term debt latest 4
quarters. No longer calculating from other values.
4)
Balance Sheet report would not load in some cases when
invalid or missing data was present for Inventories or Inventory Turnover Ratio
data. Corrected.
5)
Entering in total interest paid on debt in the annual
report data of a company would cause a % value to show on the bottom right
corner of the Capital Structure section of the Balance Sheet report. This has
been corrected to indicate Interest Paid on Debt due and also show the latest
years data for this item in addition to the % change.
6)
Minor spelling and text adjustments to the alerts in
the Balance Sheet Analysis (report)
7)
Removed leading $ in front of Px
to Sales ratio on Balance Sheet Analysis so it matches the same data as
displayed on the Balance Sheet Report.
8)
Corrected the alert on the Compare Net Income line on
the Balance Sheet Analysis. Appeared to be a problem displaying proper color
alert when losses occurred.
1)
Balance Sheet Analysis – Corrected a condition whereby Cashflow is increasing at or better than Sales. yet the comment is Cashflow is NOT
increasing at or better than Sales.
2)
Balance Sheet Report - Corrected problem in the
calculation of 10Yr Averages in the Historical Valuation section. (Previously
the 10 Yr averages appeared to be dividing by 9 years instead of 10.
Portfolio
Items
1)
Portfolio menu items work properly in all cases now.
Previous issue where they did not function when portfolio loaded is resolved.
Added new menu item Portfolio > Retirement Planner .
2)
Corrected issues on Portfolio diversification (list and
chart) where previously the Capitalization, revenues and other data was not
loading properly causing errors in sorting and the Diversification Chart.
3)
Rounding problem on Diversification report corrected so
figures sum exactly as seen on diversification list.
4)
Resolved issue where saving portfolio data with
apostrophe (‘) in any fields causes error.
5)
Portfolio sort order updates accordingly when changes
to the data are detected. (Previously the sort would reset in some cases
incorrectly.)
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