Release Notes for Toolkit 6

The most current version of Toolkit is 6.2.0
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

• 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
• Click CHECK FOR UPDATES.

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.

• 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.

• 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.

• 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.

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