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FolioCalc Publisher's Description:
FolioCalc is an investment portfolio tracker and financial calculator exclusively for Mac OS X. If you use a Mac and do any stock investing (real or virtual), then you should give FolioCalc a try. It's a great way to stay continually updated on your portfolio positions (not just share prices) and your investment health as a whole. If you do your own investment taxes and you normally have to manually calculate cost basis, capital gains, etc. for multiple tax lots, it may even become an indispensable tool! It can even help with tracking other investment types such as interest bearing accounts! Visit the products page of the RhodoSoft website for more information and screenshots.
What's new in this version:
* Moderate GUI makeover.
* Added duplicate transaction detection during import and manual entry (with option to turn off in preferences).
* Added progress indicator for import.
* Import now runs in a separate thread.
* Added import support for Schwab CSV transaction files.
* Added import support for E*TRADE CSV transaction files (what E*TRADE calls Excel format and adds an XLS extension).
* Fixed Scottrade QIF import.
* Import now properly handles files containing carriage-returns (instead of line-feeds) such as in OS 9 text files.
* Fixed crashing bug after undo.
* Enhanced undo and redo to show more detail on their menu items.
* Can now undo entire import.
* Added preferences option to turn off automatic cash transfers.
* Added popup warning when a cash transfer results in a negative balance.
* Added popup to ask the user if they want to continue remaining import after an individual imported transaction was canceled.
* Added QTD, Last Quarter, MTD, Last Month, WTD, Last Week, Today, and Yesterday to date filter.
* Added non-cash option to type filter.
* Now saves investment filter settings to preferences.
* Added "View" menu and menu items for switching between views (same as switching the tabs).
* Added "Hide Toolbar" to View menu and saves setting to preferences.
* Added "Hide Filters" to view menu and saves setting to preferences.
* Added menu items for investment filters to View menu.
* Added "Transactions" menu and items for adding the three transactions types (as alternative to toolbar buttons).
* Moved "Import..." from File menu to Transactions menu.
* Shortened toolbar labels by removing the word "Transaction".
* Renamed word "savings" to "interest-bearing".
* Migrated to Leopard development environment (Xcode 3.0, IB 3.0, etc.), while still maintaining Tiger runtime support.
* Fixed a couple of minor bugs seen in Tiger only.
* Various code improvements.
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