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Stock Doctor update v. - 05/10/2017

This release includes performance enhancements, improvements and bug fixes, including:

  • Portfolio Manager
    • Added 'Notes' column to Cash and Term Deposits > Income Report.
    • Improved 'Estimated Yield' logic for hybrid securities to use 12 month prior dividends as an estimate of future dividends.
    • Added logic to adjust cost base for Capital Returns.
    • Time Weighted Return in the Portfolio header, Performance table (Since Inception) and Security Summary page will not be annualised if held under 1 year.
    • Added 'Total Received' column in the Income Report.
  • Portfolio Optimiser
    • Fixed display issue in Microsoft Edge.
  • 9 Golden Rules Screen
    • Added company code in browser header, to easily identify company's when using multiple tabs.
  • Mobile Site
    • Fixed issue with clicking on next page of results on iPad.
  • Enhancements to speed and performance