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Knowledge Base

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In order to be sure that your software is the latest version, you have only to click on the “TK Update” button on the Main Toolbar and it will automatically access Inve$tWare’s Web site, comparing the latest version with yours. If it is later, it will automatically download a “patch” file which it will apply, upgrading your Toolkit to the latest version.

Update History

• Fixed the screen print for the back page of the ssg.
  
• Provide ability to reset Avg % Payout value (Section 5 - 3G7)

• Resolved end of Fiscal Year Issues
  

• Resolved a firewall data download issue
  

Version 4.0.15

• Changed the method used to access the OPS data. Using the method preferred by NAIC.
  
• Restored the functionality of the NAIC shared Data file library, Undervalued Stocks and Stocks to study.
  
• Fixed a RTE 5 when trying to print the notes in the ASCII analysis report.
  
• Fixed issues when importing OPS data that has Zero Shares
  
• Fixed problem when testing for a Data Discrepancy and the OPS data for companies with no shares or no earnings.
  
• Changed toolkit to open programs from the web.
  

Version 4.0.14

• Changed the program to work if the user has spaces in their NAIC data files password
  
• Fixed the program so you no longer need to pull a company from the NAIC data files before you can update.
  
• Fixed the screen you get when you do not have a valid account for the Inve$tWare data files. Previously you would get the message file not found, now it will tell you that you have and invalid email address or password.
  
• Fixed a runtime error 3021 when updating a company that did not have any annual information, of if they had no information in the most recent year.
  
• Fixed a runtime error 380 if you make the toolkit screen to small while the pert-a form (not graph) is open.
  

Version 4.0.13

• Added the ability to import the online NAIC data file directly into the investors toolkit by setting it up as your subscribed data
  
• Added the ability to update your companies from the online NAIC data file by setting it up as your subscribed data
  

Version 4.0.12

• Fixed the ability to update prices for stocks ending in .TO
  
• Fixed the RTE 11 when you eliminate all years except the last 2 and then click on the Hist. Growth
  

Version 4.0.11

• Fixed the RTE 13 when a percent sign was entered into the Percentage of inside ownership
  
• Fixed the years on the PERTA quarterly form.
  

Version 4.0.10

• This Patch restores the functionality of being able to import files from the NAIC web site.

Version 4.0.10

• This Patch restores the functionality of being able to import files from the NAIC web site.

Version 4.0.9

• Fixed problem of updating a company with Inve$tWare data if it contains a period in the ticker symbol.
  
• Fixed updating the price of a single company with a period in the ticker symbol. There is still a problem updating multiple company prices when periods are involved.
  
• Pink and Yellow highlight areas will now print on the PERT.
  
• You can now save and update the price of a company that does not have a price entered.
  
• Fixed the RTE 91 when you open PERT the choose File | Exit from the menu.
  
• Fixed RTE 6 when you open the Trend Report with a portfolio in which no companies have shares.
  
• Fixed RTE 94 when you click the PERT icon, then click the “X” in the upper right-hand corner of the “PERT Portfolio Selection” window.
  
• When a company that is in a portfolio or portfolios is imported and saved. That company is no longer removed from the portfolio or portfolios.
  
• You no longer get a runtime error if you do not have a default printer setup. This error was occurring when trying to print all forms except the pert, and if you tried to go into File | Printer setup.
  
• Changed the way the Inve$tWare data subscriptions are handled in the Preferences screen.
  

Version 4.0.8

• Removed Invest-O-Rama button from the Search for companies via Internet button.

Version 4.0.7

• Fixed the Pert trend number of shares to not be zeroed out after the user brings up the company’s SSG and makes changes.
  
• Changed the logic so that the pert will respond to adding shares to a company, adding a new company or deleting a company while the pert is open.
  
• Changed the procedures for saving a new company imported into a SCL. Previously, the user would not be asked if they wanted to save a company when they exited the SCL. Also, the save button was not graying out when the user saved.
  
• Added and ALT | Click feature to the Visual Analysis screen to Snap the lines to the closest decade.
  

Version 4.0.6

• Integrated the Inve$tWare data into the toolkit. The user can use the Inve$tWare data just as they would the NAIC datafiles to open a new company or update their existing companies. The user chooses to setup their subscription from the preferences screen.
  
• Fixed the price and company update functions to allow more than 200 companies to be updated at one time.
  
• Fixed problem in the Split detection routine when the shares information is zero
  
• Fixed Problem in the type ahead function in the open company routine.
  
• Fixed problem caused by user having a foreign symbol such as “#” in the ticker symbol.
  

Version 4.0.5

• Fixed the SCG to print data on the form where the circled data is shown
  
• Fixed the printing problem in SCL where the “Conversion Table” and the header are shown on the front of the SCL form and the headers in the table in section 3 on the back of the SCL form
  
• Added the double right click to the portfolio holding section of the stock library to open a company
  
• Fixed the problem of the letters not printing inside the circled on the PERT-A Graph.
  

Version 4.0.4:

• Changed the toolbars to remember their positions
  
• Fixed the Runtime Error 91 that occurred if the user closed the Toolkit from File | Exit function with an SSG open.
  
• Addressed minor bugs and platform issues relating to:
  
  • Backup
    
  • Restore
    
  • File finder
    
  • Auto Update
    
• Fixed the problem retrieving Invest-O-Rama data
  
• Fixed the problems when the user was importing a delimited price file.

Version 4.0.3:

• Added the Alt-G function to popup the Visual analysis screen.
  
• Fixed some problems in the backup and restore functionality.