1. In the Quotes Display, the program now displays a ‘P’ in the leftmost column, near the symbol, for every asset in which you have an option position (in any account). If your option position is in the currently active account, the ‘P’ is displayed boldly. Otherwise it is displayed faintly. Click on the ‘P’ and the program displays the names of the account(s) in which you have a position. Select one of the accounts and the program instantly makes that the active account.

2. Also in the Quotes Display, a new column parameter is available entitled “News”. This column displays a “News” link for every stock in your Quotes Display. Clicking this link opens a browser and takes you directly to the news headlines on that particular company. By default the program uses Yahoo Finance as its news site. However, you may change this to your favorite news service in File | Preferences, under the Misc tab. Just click the News Site button. You may then enter the URL of your preferred news site. Be sure to insert ‘<symbol>’ in the position where the individual stock symbol is supposed to go.

3. Many traders focus on earnings announcements and like to consider taking positions prior to or just after such announcements. For their sake we developed a new search function called Earnings Search. This gathers a list of stocks which are supposed to announce earnings after the close today or before market open tomorrow. The program gathers this information from a web site called earnings.com. Please know that we do not have an agreement with earnings.com, and we cannot guarantee the information to be correct. Also, if earnings.com changes anything about their web site, it could cause OptionVue to be unable to pick up information.

A good way to use this new feature is to first click on a row in the Quotes Display where you would like to insert new symbols. Then open the Earnings Search form by clicking on the new red “E” in the upper right area. (An alternate way to open the form is to select View | Earnings Search from the main menu.) Click the Go button to start the process of gathering names. You will see that the form has columns for displaying Symbol, Name, and Date. The date field includes either “AMC” – which means “after market close”, or BMO – which means “before market open”. You’ll see that all the AMC’s come first, followed by all the BMO’s. Once the list is filled in and you see the words “Search Complete” at the top of the form, you can select one or more stocks by clicking on them -- using the traditional Ctrl and Shift key selection methods to select and deselect multiple stocks. With one or more stocks selected, the Insert button appears and you can click it to copy symbols over into the Quotes Display. Note that you can tell which stocks have options by referring to the DVO field. If there is a DVO number, the stock has options.

Another way to select certain stocks from the list is to use the checkboxes at the bottom of the form. These rely on data in two more helpful columns – stock price and DVO – which the OptionVue program fills in automatically for you with data from its own BDB. Since stock price is from the BDB it could be a little stale, but that’s ok because the aim is to have a general idea of the stock price for filtering purposes. One of the check boxes allows for filtering out stocks below a given price level. It is also possible to filter out stocks below a given level of DVO (dollar volume of options trading). Again, once you have selected the stocks you are most interested in, just click the Insert button and the program copies their symbols over into the Quotes Display. We hope you enjoy using the new Earning Search feature.

4. We added a new icon in the upper right area for the Yates Break Search. It looks like a little green “Y” with a “b” after it.

5. A new selection in the Edit menu allows you to insert a new row or a new column into the Quotes Display, in case your Insert key is not working.

6. The program now remembers the state of the new Daily Volty Lines within the Price Charts – whether they are displayed or not displayed. In addition, there is a new checkbox in the Preferences dialog that governs whether the Daily Volty Lines are on by default when you first start the OptionVue program.

7. In the Transaction Log, when you enter a price to a greater than normal number of decimal points, the program automatically picks up the implied smallest tick associated with that transaction. This should make it so you seldom ever have to right click and manually change the Smallest Tick.

8. A new small black dot displays in the Graphic Analysis to indicate where the current position is valued – a Mark to the Market, if you will. We are affectionately calling this the Graham dot, after our Product Manager who thought of it. A new checkbox in File | Preferences allows you to turn this feature on/off. This dot (if enabled) always appears above the current price of the underlying.

9. In Price Charts, the color of today’s volume bar has been changed to blue. It used to be red – the same as today’s price bar – but this was a problem on rare occasions when the price bar and volume bar would touch. In that case you couldn’t tell where the price bar stopped and the volume bar started. By the way, we made it so the price bar takes precedence, so that if today’s price bar and volume bar are touching you can be sure that the lower extent of the red bar represents today’s low price for the day.

10. When a Matrix is opened, or when a Matrix’s option cell format is changed, the program automatically makes sure the overall width of the Matrix is sufficient to display two month’s worth of options.

11. In Portfolio Manager’s Performance Graph, the program has always displayed a line representing a history of the value of your account. Now there are two new optional lines that you display: One representing cumulative total (realized and unrealized) profit/loss and the other representing just realized profits/losses.

12. In the Quotes Display, if you right click on a group header within the “Price Off Extreme” column, the program sorts differently now. It puts the smallest negative number first, and then proceeds into more negative numbers. Once all of the negative numbers have been listed, it jumps to the largest positive number. From there, it lists positive numbers in descending order. This way, the program brings issues that are pushing the envelope to the upside to the top of the list, while putting issues that are pushing the envelope to the downside at the bottom of the list.

13. Steps were taken to make the OptionVue program perform better when receiving live prices from eSignal.

14. In Graphic Analysis, the Legend can alternately show dates instead of T+n. Indicate your preference in File | Preferences | Misc.

15. For the agricultural side of OptionVue, we added several new features:

• It is possible to set a profit goal for each product defined in the crop estimate form. This is in dollar terms. From this, a horizontal line is drawn in Graphic Analysis as a reference.
• In Graphic Analysis, two new choices are available in the Vertical Axis drop-down list: Profit Per Unit and Profit Per Acre. Also, there is an additional Step Thru choice, allowing users to step through Yields. Because of space considerations, the Ag version of OptionVue uses a drop-down list now in place of the two checkboxes that were shown previously.
• The T.Log accommodates a new type of cash transaction representing income payments such as crop insurance, variance payments, and USDA payments. These are tied to a specific crop and are included as realized gains for that commodity. To code this type of transaction, enter “Inc” in the T.Log.
• In Portfolio Manager, the Performance Graph can optionally show two new lines: Total Gains/Losses (realized + unrealized) and Realized Gains/Losses. Note that the original lines showing Account Value and Account Value plus Deposits and Withdrawals, are still available, but can be switched off. When displaying Account Value the vertical axis on the right hand side pertains to that parameter and is not correct for the new lines.