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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
To update your software:
- 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.
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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