1. When including previously realized gains/losses, the Portfolio Manager was adjusting the open position’s original price and original cost. This was preferable for some users but not for others. So we added a new checkbox in the Account Info window, right beneath the “G/L to include previously realized G/L’s” checkbox, allowing users to indicate their preference.

2. When attempting to open a Matrix for a non-BDB asset, the program has always said “Asset not found in the Background Data Base”. Now it also asks “Would you like to create an asset file for this item?” If you reply by clicking Yes, the program opens a virgin Matrix, ready for you to define the underlying, etc.

3. The Position Summary box in Graphic Analysis makes better use of extra space now. For example, when you stretch the window horizontally, the next time you click Analyze the program uses the extra space now available in the Position Summary box to display the description of your position.

4. For Australian users, the program now expect to find options definitions in a file named Options_code_list.csv instead of the old Optlist.csv.