Topshare version history

Topshare has three levels of update:
Major releases are identified by the primary version number. The current major release is Version 2.
Minor releases within a major version bring significant improvements in functionality. They are identified by the decimal number in the Version (e.g. Version 1.9, 1.10).
Maintenance updates, with an alphabetic suffix (eg 1.10a, 1.10b) introduce largely cosmetic improvements or fix program errors. These aren't detailed in this log, but are usually summarised in the "Topshare announcements" thread on the Forum.

Version / Date	Changes
Version 2.0 22/12/09 Current maintenance release: 2.0f, 29 Jan 2010	Major new release. Full compatibility with Vista and Win7 Replaced obsolete BDE database system New, more flexible reporting system - allowing sorting, filtering, column customisation before printing More ease-of-use features from main form Three new reports - Dividends, Trading Summary and Stock Summary Unified Dividends and Other Income from V1
Version 1.13 19/12/07	New-look main form, with 3 tabs: - "Portfolios" tab showing current portfolio holdings; drill-down for increasing detail level. - "Actions" tab - a history of recent actions. - "Alerts" tab with information about database alerts. This includes any problems detected by "Check Database", and also information about stocks that have triggered Trendline Alerts New subscription data facility. The new system offers the following advantages over the Yahoo system: - historical data available (at least 5 years) - seamless operation - just start Topshare, it will automatically get any data that's available since last time you started up. You won't "lose" data if you forget to download. - stocks available that can't be got from Yahoo, eg Options, warrants, etc. The original Yahoo-based system remains unchanged. "Check database" now runs in the background - you don't have to wait for it on startup. If there are no problems, you don't see anything. Any problems are displayed in the Alerts tab (see above). Customisable tool buttons. By default, Topshare still has the five buttons for frequently-used actions: Prices database, Buy, Sell, Dividend and Transactions. But now you can add new buttons to give instant access to any action in the menu system. You can also delete existing buttons. Access this through Tools | Customise Toolbuttons. Merger/Demerger/Takeover to record complex corporate actions Revised charts New report layout. All reports use the same system. This includes user-selectable columns for printing, user-selectable column width, ability to print on portrait or landscape, all reports can copy to clipboard. Associated with this, many reports now can have new data included. New "Maintain portfolios" option. Delete/Archive portfolios, restore from archive, combine multiple owners. This will allow greatly improved performance for those who've imported decades-long transaction histories from other portfolio management systems.
Version 1.12 21/12/05 Last maintenance release: 1.12k, 25 June 2007	Restriction on day-trading removed - now you're able to enter unlimited transactions on the same day for any stock Support for multi-user network operation - intended for up to 3 or so users, primarily the situation where one or two people have responsibility for data entry while another does analysis New facilities for managing trading accounts New performance / benchmarking report and chart Improvements for Topshare's handling of ASX name change, conversion of options / instalments, and splits / consolidations. Allow purchase of fractional units New, easier facilities for editing existing data Easy backup/restore Easy change the location of your transaction database (from the default in My Documents\Topshare Data) Faster operation Numerous other enhancements
Version 1.11 22/12/04	New auto-update system. On startup, Topshare now checks to see if an update is available. Can be enabled / disabled by user; also has a semi-automatic option where the user can manually check for an update Chart enhancements (user-defined background colour; now ensure contrast between background and all lines/chart elements) Edit Database improvements (new ASX filter; protect against input errors; honours Preferences decimal setting for Capital Return amounts) Minor enhancements to Import, Export and Prices forms On first installation, the messages about registration / evaluation are now clearer Brief Transaction Report: ensured totals don't get truncated due to lack of space Dividends Form: allow input of dividend in cents per share as well as dollars Advanced Database Use form: various improvements
Version 1.10 9/8/04	Added Return of Capital feature Added Other Income feature New 1-stock detailed transactions report Improved Sell form, now offers choice of methods for parcel allocation for sale: Automatically maximise CG liability Automatically minimise CG liability Allocate sold parcels manually Fixed program display when using high-resolution screens with large fonts Improved "Advanced database use" form Copy to clipboard in Edit Database, Advanced Database Use Fixed occasional glitch in Yahoo price download Numerous minor improvements
Version 1.9 28/3/04	New treatment for bonus shares (see here for more details about why this was done and what happens during the upgrade from version 1.8) New Holdings Report (aggregate owner portfolios in any combination, graphic display, Excel export via clipboard) Online prices from Yahoo Bug fixes and minor enhancements Taxation report can now report on quarters (for BAS report) as well as FYs Taxation Report includes separate totals of positive and negative Capital Gains Added Preferences option for format of currency fields throughout (now the user can specify how many decimals are displayed) Added a check for null key fields in Check Database. Improved appearance. Copy to clipboard and Print now available for graphs. Improved layout of Share Performance (user can now resize the two graph panels) Improved layout in Buy wizard Removed inconsistency to do with Record Date and Ex-Div Date. You still record the Record Date in the Divs form, but now when Holdings are evaluated for dividend payment (for display in the Divs wizard, and in the Taxation Report) the critical date is Ex-Div date (= Record date - 4 business days) In Divs wizard, Payment Date now defaults to 3 weeks after Record Date. This makes it easier when entering historical data, by lessening the need to scroll the Payment Date control back by, perhaps, several years / months. Added Tools | Update Companies from ASX. This downloads the latest list of ASX companies and codes, and inserts new entries into the Topshare Companies database.
Version 1.8 6/7/03	Major speed improvement for 'Synchronising Tables'. This was typically only an issue for investors who have imported a substantial, long-term portfolio. In a test situation (with an artificially complex portfolio) the time used by 'Synchronising Tables' dropped from over an hour to about 7 seconds. Several other minor improvements including: repositoned 'Synchronising Tables' progress bar so other messages are visible; a cents-per-share calculator in Buy and Sell forms; and improved default settings for date printout in reports; and fixed a glitch in Buy, Sell, and other forms which would close prematurely if 'Enter' was keyed after typing in a data value.
Version 1.7 26/5/03	A 'cost of holding' line is displayed on the Share Performance graph, so you can now easily compare the value of your holding with its cumulative cost over time Many other minor improvements in appearance and usability of the Share Performance graphs Added a new option for price input in Prices Form via clipboard copy/paste, to suit users who receive email notification of a watchlist. Numerous other minor improvements in Prices form.
Version 1.6 17/4/03	Reduced delays due to 'Synchronising tables'. This function is now called far less frequently Zero amount per share now allowed in Buy and Sell forms Transaction Report now displays a (possibly truncated) User Name (eg "John S", instead of the lookup code (eg "JOHN1") Improved Help information for errors detected by Check Database Increased no of companies displayed in drop-down lists New look for main form (background graphic)
Version 1.5 15/3/03	New password feature New alerts / trendlines feature Holdings Report can now report just nominated Owner Transactions Report can now report just nominated Stock Minor changes: display 6 decimal places for prices; improve initial grid display in View Backup form, when more than 8 backup directories exist;
Version 1.4 23/1/03	Evaluation period now extended from 30 to 60 days. Now you have a full two months to try TopShare before deciding whether to buy it. Fixed problem to do with error reporting in 'Synchronising tables'.
Version 1.3 3/12/02	New feature: new column in Holdings Report displaying Effective Dividend Rate. This shows the dividends paid over the previous 12 months, as a percentage of the share price. You can choose to use the share price at the date of the report or the share price at the date of dividend declaration. If Special Dividends are included, the entry is flagged.
Version 1.2 10/10/02	Fixes a range of problems caused when an 'empty' portfolio is created by selling all previous open positions. Problems fixed include incorrect Holdings Report, and anomalous behaviour in Dividends and other forms. Other minor enhancements: Tax report now remembers last FY used; added fractional cents in Tax report, CG details, price on sale (omitted from previous update)
Version 1.1 8/10/02	Now properly displays ASX codes up to 6 characters in length (eg for warrants) Support for fractional cents in prices Fixed problem where could not enter a '% franked' value less than 1%
Version 1.0 11/8/02	First general release.