TakeStock 2.0 Release 74 freeware

... orders, and generating insightful reports. The software's robust features, including real-time updates and customizable alerts, empower users to make informed decisions and reduce excess stock. Ideal for retailers and wholesalers alike, TakeStock enhances ef ... ...

Author Ravi Bhavnani
Released 2024-11-18
Filesize 10.80 MB
Downloads 2126
OS Windows 11, Windows 10 64 bit, Windows 8 64 bit, Windows 7 64 bit
Installation Instal And Uninstall
Keywords TakeStock, portfolio manager, investment manager, stock trader, investment, portfolio, stock, equity
Users' rating
(24 rating)
TakeStockOtherWindows 11, Windows 10 64 bit, Windows 8 64 bit, Windows 7 64 bit
TakeStock - advanced feature Freeware Download Notice

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TakeStock freeware - The Latest User Reviews
TakeStock freeware - The Latest Versions History
2.0 Release Nov 18, 2024 New Release Bug fixes:
Issue #272, Reported 2024.11.12 by Graham Wilson
The Div/Shr column shows a blank value
Issue #273, Reported 2024.11.12 by TW Page
Creating a historical snapshot of a portfolio that only contains a single security that was bought today causes the application to crash. No data loss occurs.
Issue #274, Reported 2024.11.14 by several users
The application sometimes displays the error “One or more errors occured.” when performing a refresh. No data loss occurs.
2.0 Release Nov 11, 2024 New Release Enhancements:
Improved the performance of stock information retrieval and did away with the Use authentication data provider setting.
Added the column First Trade that displays the date a security commenced trading.
Bug fixes:
Issue #267, Reported 2024.10.27 by Ravi Bhavnani
Selecting a portfolio’s inception date when creating a snapshot causes the application to crash if the portfolio contains positions that were purchased before 1 Jan 1980. No data loss occurs.
Issue #268, Reported 2024.10.27 by Ravi Bhavnani
The application allows a position’s purchase date to be set to before the security commenced trading.
Issue #269, Reported 2024.11.04 by Ravi Bhavnani
Values displayed in a portfolio’s % Cost Basis column aren’t refreshed when a position in the portfolio is added, deleted or modified.
Issue #270, Reported 2024.11.03 by NB
The application is unable to retrieve the latest stock information on some Windows 7 systems.
Issue #271, Reported 2024.11.03 by NB
The application shouldn’t update the Updated timestamp at the top right of the window if it’s unable to retrieve the latest stock information.
2.0 Release Oct 27, 2024 New Release Enhancements:
Issue #265, Reported 2024.10.14 by Mary Murphy
Suggestion: Add the menu command command File | Export | Current View As CSV that was supposed to have been built when the Export View (as CSV) feature was released in version R64 on 4 Oct 2021.
Bug fixes:
Issue #260, Reported 2024.10.07 by Bernard Lefrançois
The Dividend Finder tool is unable to retrieve dividends when the computer is set to a language other than English.
Issue #266, Reported 2024.10.05 by John T
The Price Finder is unable to retrieve historical prices for some Australian securities such as ORI.AX. This also causes some snapshot entries for these securities to display (Unknown).

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