| Feature |
Status |
Version |
|
 Ready
 Not yet available
|
|
|
| General |
| Edit user preferences |
|
2.0 A 1 |
| Keep TakeStock on top of all windows |
|
2.0 A 5 |
| Automatically backup database when modified |
|
2.0 A 5 |
| On-demand database backup and restore |
|
2.0 A 45 |
| Check for new version of application |
|
2.0 A 5 |
| Online help |
|
|
| Run as a portable application |
|
2.0 A 27 |
|
|
| Main window |
| TakeStock explorer |
|
2.0 A 1 |
| Home screen |
|
|
|
|
| Quote bar |
| Select data provider |
|
2.0 A 1 |
| Find symbol |
|
2.0 A 1 |
| Display chart |
|
2.0 A 3 |
| Get security information |
|
2.0 A 1 |
| Get historical prices |
|
2.0 A 1 |
| Customize displayed information |
|
|
|
|
| Folder operations |
| Create folder |
|
2.0 A 1 |
| Rename folder |
|
2.0 A 1 |
| Delete folder |
|
2.0 A 1 |
| Move folder |
|
2.0 A 1 |
| Print folder |
|
2.0 A 8 |
|
|
| Portfolio operations |
| Create portfolio |
|
2.0 A 1 |
| Edit portfolio |
|
2.0 A 1 |
| Delete portfolio |
|
2.0 A 1 |
| Move portfolio to another folder |
|
2.0 A 1 |
| Copy portfolio |
|
2.0 A 31 |
| Print portfolio |
|
2.0 A 8 |
| Stress portfolio |
|
2.0 R 64 |
| Get latest stock quotes |
|
2.0 A 1 |
| Automatically refresh view with latest quotes |
|
2.0 A 11 |
| View held positions |
|
2.0 A 1 |
| View sold positions |
|
2.0 A 1 |
| Group similar positions |
|
2.0 A 9 |
| Select displayed columns |
|
2.0 A 1 |
| Select display precision |
|
2.0 A 9 |
| Deposit cash |
|
2.0 A 3 |
| Withdraw cash |
|
2.0 A 3 |
| Transfer cash |
|
2.0 R 60 |
| Track earned interest |
|
2.0 A 7 |
| Track running cash balance |
|
2.0 A 36 |
| Track margin loans |
|
2.0 A 36 |
| View transaction history |
|
2.0 A 3 |
| Print transaction history |
|
2.0 A 8 |
| Portfolio performance snapshots |
|
2.0 A 45 |
|
|
| Portfolio summary |
| Show summary |
|
2.0 A 1 |
| For selected positions only |
|
2.0 A 3 |
| Show cash balance |
|
2.0 A 3 |
|
|
| Positions |
| Buy position |
|
2.0 A 1 |
| Watch position |
|
2.0 A 1 |
| Edit position |
|
2.0 A 1 |
| Sell position |
|
2.0 A 1 |
| Undo sell position |
|
2.0 A 1 |
| Write off position |
|
2.0 A 7 |
| Delete position |
|
2.0 A 1 |
| Copy position |
|
2.0 A 30 |
| Move position |
|
2.0 A 16 |
| Find positions |
|
2.0 R 64 |
| Support symbol changes |
|
2.0 A 5 |
| Support stock splits |
|
|
| Track mutual fund capital gains cash distributions |
|
2.0 A 7 |
| Track dividend payments |
|
2.0 A 3 |
| Automatically discover dividend distributions |
|
2.0 A 9 |
| Support fractional quantities |
|
2.0 A 1 |
| Support prices to 4 decimal places |
|
2.0 A 1 |
| Apply multiplier to quotes of specific securities |
|
2.0 A 24 |
| Change a security's name |
|
2.0 A 24 |
| Recognize Indian mutual funds |
|
2.0 A 1 |
| Recognize Canadian mutual funds |
|
2.0 A 32 |
| Allow a position’s currency to be specified |
|
|
| Allow a position’s current trade value to be manually specified |
|
|
|
|
| Tools |
| Display charts |
|
2.0 A 3 |
| Get security information |
|
2.0 A 1 |
| Get business news |
|
|
| Get historical prices |
|
2.0 A 1 |
| Find symbols |
|
2.0 A 1 |
| Create and manage custom views |
|
2.0 A 1 |
|
|
| Import / Export |
| Import a TakeStock 2 portfolio |
|
2.0 A 19 |
| Import positions into a portfolio from a CSV file |
|
|
| Export a TakeStock 2 portfolio |
|
2.0 A 19 |
| Export a portfolio to a CSV file |
|
2.0 A 39 |
| Export a portfolio’s transactions to a CSV file |
|
2.0 R 64 |
|
| Import dividend payments from a CSV file |
|
2.0 A 45 |
