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Release Notes for Toolkit 6

The most current version of Toolkit is 6.4.5.
You may check what version you are on from within the program:

  • Select the HELP pull down menu.
  • Click ABOUT TOOLKIT 6.... Your version will be listed.
To update your software program:
  • Note that the program checks for the latest version when verifying your Internet connection upon startup.
  • If you were not online when the software opened, select the HELP pull down menu.
  • Select Check for Updates.
  • Follow the prompts to download and install the update.

January 2012 - Version 6.4.5 Update:

    Features & Changes:
  • Adjusted behavior when manually editing the Projected High Price. The program now remembers your preference for using a manually-entered high price or the calculated high price after the first time you update the company's data for each stock study completed. To trigger the preference, update a company's data, and then select either the calculated high price or the manually-entered high price, and the program will use that choice going forward.
  • Improved the behavior when setting the "Data Date" in the database by considering the most recent of the last quarter date and the last fiscal year date.
  • Now allows price updates via Yahoo! Finance for non-US companies using the 2-character exchange extension in the ticker symbol (such as .TO for the Toronto Stock Exchange, .MX for Mexico, .PA for Paris, etc.).
  • Resolved issue where program locked up when editing or adding information (particularly the stock exchange) using the Enter key on the Basic Data tab.

December 2011 - Version 6.4.4 Update:

    Features & Changes:
  • Fixed rounding in future high price selections.
  • Enlarged font size on printed Notes.
  • Fixed corrupted import/export of *.ITK files.
  • Corrected popup text for Manual on toolbar.

December 2011 - Version 6.4.3 Update:

    Features & Changes:
    View Archived Webinar "What's New in Toolkit Version 6.4.3"

    Portfolio/Library
  • Offense and Defense screens include subtitles to describe function of those screens.

  • Portfolio Reports
  • Added function to sort by % Yield on Portfolio Review Report.

  • Program
  • Removed option to print forms in color which did not work for many printers.
  • Corrected display of stock split notification dialog box.
  • Corrected determination used to set fiscal year end month from data.
  • Exported *.SSG filenames include preparer name and current date.
  • Exporting a Toolkit Stock Library now works properly.
  • Ticker/company name database updated.
  • Prices can now be retrieved for multiple share class stocks (such as Moog and Berkshire Hathaway) without changing ticker symbol in data screen.
  • Prices can now be retrieved from ICLUBcentral as well as from Yahoo! Finance.
  • ADR flag added to identify stocks which are American Depositary Receipts.

  • Stock Study
  • First Impression: Now displays with Ctrl-Alt-I hotkey combination if automatic display is disabled in Preferences.
  • "Cash Flow" is renamed "Free Cash Flow" to reflect changes in datafile specification.
  • Notes indicator now turns off if notes are deleted and field is blank.
  • Improved logic used to display date of current price date based on price and/or data update functions.
  • Alt-Q now toggles future low EPS values using most recent fiscal year, trailing twelve months, forward twelve months, average of FTM & TTM, and user-set values.
  • 52-week high and low Price/Earnings Ratios are displayed with 52-week high and low prices in Section 3.
  • Future high price can be manually edited.

  • Analysts Estimates
  • User-entered analyst estimate data can now be locked to prevent being overridden during data update.

February 2011 - Version 6.4.2 Update:

    Features Added:

    Portfolio Report Card
  • Homepage grid is no longer cut off if more than three portfolios exist.

  • Portfolio/Library
  • Selected portfolio is sticky (Roster of Quality is not always first on the list).

  • Portfolio Reports
  • Sorting fixed on new Portfolio Rreports.
  • Focus on portfolio reports is now on report itself, not sort dropdown.
  • Security length name lengthened on Sectory/Industry Diversification Portfolio Report.
  • Can now print new Portfolio Reports.
  • Breakdown text added to Company Size labels on associated Portfolio Report.
  • Header labels fixed in Company Size Diversisifcaiton Report ("% OF PORT" and "SIZE BY REVENUES").
  • Projected RV on Portfolio Report Card & Portfolio Review now match Portfolio Summary Report.
  • PERT "Edit EPS" help button now works.

  • Program
  • Preferences now always open defaulted to datafeed tab.
  • add "Posted to StockCentral.com by Toolkit 6" to messages for studies posted to StockCentral.
  • Selecting "don't show again" for download alert now changes setting in preferences.
  • When opening Notes, stock study is no longer unmaximized.
  • High price column in Update Prices always says "NONE".
  • RTE 13 fixed (crash when inputting letters into Analysts Estimate).
  • RTE 11 fixed (crash for some portfolio with average PE=0).
  • SSG file format now writes out/reads in Analysts estimates for EPS & Sales.

  • Stock Study
  • Section 2: ROE Graph now plots correctly.
  • Section 3: Blank table cell now populated with avg ttm + ftm eps.
  • Section 3: displays original Average PE, RV & Proj RV as well as adjusted when high and low PE ratios are removed as outliers.
  • Section 5: displays components of calculations for average yield used in CAR & PAR.

  • Analysts Estimates
  • Revenue based EPS estimate windows cosmetic cleanup.
  • Analysts' Estimates now displayed with two decimal places.
  • Fixed allowable length of "Source" of analysts estimates (previously caused crash).

June 8th 2010 - Version 6.3.0 Update:

View an archived video webinar reviewing the features in version 6.3.
    Features Added:

    Stock Study:
  • A Buy/Sell/Hold indicator appears next to the Current Price on the Stock Study graph.
  • View the values of the fiscal year sales and EPS estimates when you move the mouse over the points on the graph.
  • R2 values on front of Stock Study and in Historical Growth screen are now re-calculated when outliers are removed. At the bottom of the graph, the original R2 values are crossed out if outliers are removed and the resulting R2 value is different.
  • Users can turn off the growth rate reference lines (10%, 15%, 20%, etc.) from the graph display in Preferences.
  • Analysts' future fiscal year sale estimates can now be added to the Stock Study graph.
  • The Analysts' estimates dialog box has been reformatted, and now allows you to review, edit, or enter Sales estimates and analysts' consensus estimate growth rate. A link to your Web Links allows you to go to the Internet for retrieval of estimates information and data.
  • The graphing functions have been improved, with easier dragging and dropping, better auto-scaling of items, and saving of custom-set graph positions to the database. Companies that previously initially displayed with historical data "off the graph" are now handled better.
  • New graphs of Return on Equity and Debt-to-Equity are provided in Section 2.

    Portfolios:
  • Two new reports have been added to show the Diversification by Company Size and by Sector/Industry.
  • From the Portfolio Alerts page, the "Check Trends" button goes to the Quarterly Trend Graph, instead of to the Quarterly Trend Report.
  • On the Portfolio Review Report, the "5 Yr Ave P/E Ratio" column displays the user-selected future High and Low P/E Ratios in Section 4 (and the resulting average). However, the "Projected RV" on the Portfolio Review Report was using the "Average P/E Ratio" from Section 3 of the Stock Study, so the Projected Relative Value figure displayed on the Report would not be the same as the value a user could manually calculate from the P/E Ratios on the Report. As such, the "5 Yr Ave P/E Ratio" column has been renamed "Proj 5 Yr P/E Ratios" (since these are the user-selected future High and Low P/E Ratios in Section 4 are are forward-looking figure). The Projected Relative Value figure is now calculated by dividing the Current P/E Ratio by the Projected Average P/E Ratio (both as shown on the Portfolio Review Report).

    Preferences:
  • The preference options have been standardized to make it easier to understand and set desired behavior. Some preferences have been reorganized and now appear on different tabs.
  • A new preference allows you to turn off the Smart Data Updater when starting up the program.

    Data:
  • The function to use a data source on a hard drive or local media (such as the AAII datafiles or Value Line CD) has been restored.
  • BetterInvesting data subscribers now can view the First Impression screen when loading a company for the first time.
  • The alert message when switching away from the StockCentral datafeed has been removed. The text now appears on the Preferences > Data Feed tab.
  • Links have been added in Preferences > Data Feed to help users reset or recover their data subscription passwords.
  • StockCentral functions have been enabled for any user with a current user name and password even if StockCentral is not the currently active data subscription.
    Bugs Fixed:
  • Error messages revised for failed data requests
  • Printing errors revised for 64-bit users
  • Revenue EPS Est overrides no longer behave inconsistently
  • Duplicate open files warning no longer occurs
  • Ticker retrieval option moved to Data Feed section of Preferences
  • Graphing of extra items scaling / display problem
  • Custom low price editing on Section 4B fixed
  • SSG: click between "Data" text and "Adjust Graph" icon no longer opens link
  • Symbol & Exchange no longer overlap if NASDAQ
  • Low price default judgment always works now
  • Sec3 %Payout now always changes Sec5B
  • Compare Stocks header behavior is now consistent
  • Debt/Equity sometimes now shows zero for first year (instead of NMF)
  • Buy Price text adjusted for First Impression
  • Help button fixed on EPS Estimates screen
  • Avg Low P/E changed to Selected Low P/E
  • File menu: Compares Stocks never says New Comparison
  • First Impression uses SSG value when possible
  • "% to Tot. Cap." in header is reworded
  • Zacks links fixed in Internet section
  • New company now saved properly to a new library
  • Analyst estimates no longer writes zero to .SSG and ,ITK file
  • Printing Summary report no longer results in header columns misaligned
  • Proxy settings no longer won't disable after you enable them
  • Certain companies no longer show no graph lines w/BI datafeed
  • Comparison Guide: Line 8 is no longer mislabelled
  • Visual Analysis graphh lines no longer behave inconsistently
  • Links added to reset datafeed passwords
  • Reimporting .CSV exported from TK6 no longer crashes
  • Numerous "Complete Roster" labels changed to "Roster of Quality"
  • Wording options in preferences made consitent
  • Importing an .ITK will no longer result in blank "EPS Estimates" line
  • Visual Analysis long term debt line can now be moved around
  • Company locator database and sample comapnies updated
  • REC column in Portfolio Summary adjusted
  • Historical Growth no longer crashes if there are less than six years of sales data
  • Footer copyright year and phone updated
  • Exporting SSG now correctly writes out line 271
  • Line 21 of Compare form changed to "Reward/Risk Ratio"
  • Comparison no longer crashes if you open a company when maximized
  • New graph items in visual analysis now save plot positions
  • StockCentral features enabled if user has both datafeeds
  • Options added to enable/disable automatic data and roster updates
  • 2B Graph no longer crashes for ticker CMG
  • Ctrl-click and drag for LTDT for co. with no debt no longer crashes

June 23rd 2009 - Version 6.2.0 Update:

    Features Added:
  • A brand new header on page 1 of the Stock Study now displays the company's Sector, Quality, and the Date of the last Price Update.
  • The Data Entry screen now allows for entering the company's Sector, Quality, and Target Return.
  • At the bottom of Stock Study, the R-squared values for historical EPS and Sales are displayed.
  • The graph colors of additional items can be edited.
  • The EPS Growth estimates dialog box displays the Implied EPS Growth Rate, as well as the Take Stock Projected EPS Growth Rate (for StockCentral subscribers).
  • A new preference is available to use Average Equity in addition to Beginning of Year and End of Year Equity in Section 2B.
  • Debt/Equity is no longer affected by the Start of Year/End of Year Equity preference, and is now always properly calculated using Year-End Equity.
  • Relative Value and Projected Relative Value have been moved to Section 3.
  • The Price Variance Quotient option for Low Price selection is now calculated properly.
  • Web links for non-ticker-specific addresses are now properly displayed in the dropdown list of sites.
  • Column headers in the Portfolio Review Report have been re-aligned to make them more meaningful.
    Bugs Fixed:
  • Web links are now imported from Toolkit 5 or from manual .ITB import.
  • Portfolio Review report: columns aligned to contents in headers.
  • Improved error handling for invalid StockCentral and BetterInvesting logins.
  • Various typos fixes.
  • Relative values moved to bottom of section 3.
  • All reports: yellow rows changed to light grey.
  • All reports: grid lines changed from black to grey.
  • Low Price Average no longer calculated with 5 years when 10-year option is selected under Preferences.
  • Section 4 PEG Ratio now rounds to one decimal place.
  • Challenge Alert box now fits all text.
  • Labels corrected in program to differentiate between SSG file's Quality and DataFeed Sources.

December 10th 2008 - Version 6.1.1 Update:

  • Company lookup list updated.
  • Program no longer crashes when hitting ESCAPE from Annual Data.
  • Database no longer stores zero instead of no data, for blank data in Shares Outstanding & Long-Term Debt.
  • "Select Ranges Default" changed in Preferences.
  • Portfolio Summary Report now correctly labels Rwd/Rsk column.
  • Change EPS Estimates "Source" text changed to "EPS Estimates Source".
  • EPS Estimates' "Source" text no longer covered up.
  • Company links now save properly.

November 19th 2008 - Version 6.1.0 Update:

  • Cash flow per share option now added to visual analysis graph.
  • Re-arrangement of items to cleanup Stock Study Back.
  • "www.iclub.com" is no longer cut off at bottom of forms.
  • User can now force an update to the Roster of Quality.
  • Visual analyis colors no longer change from black to green when removing outlier years.
  • Date Roster of Quality was updated now shown in Library.
  • Removed "print forms using black" since all forms black now.
  • Trend lines now appear correctly after changing and saving for companies with negative earnings.
  • Section 5B yellow box strikeout now displays in correct place.
  • Section 5D now correctly only displays when selected under preferences.
  • Preference setting for "Use Earlier Year instead of Current Year" text changed to "Use Previous Year Equity instead of Current Year Equity".
  • Institutional and insider ownership figures are now updated with data refresh.
  • SALES and CHG header labels swapped on Pre-tax Profit column for Portfolio Review.

October 15th 2008 - Version 6.0.2 Update:

  • Low price no longer incorrectly appears with a strikeout going through it.
  • A temporary database location is no longer created when using multiple databases.
  • EPS Estimates now save properly after forcing a data refresh.
  • Newly selected graph items no longer appear off screen on visual analysis window.

September 23rd 2008 - Version 6.0.1 Update:

  • EPS estimates now properly save after closing a company and reopening.
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