What's New for Horizon Investment Portfolio Analyst!

Version 6.23

1) Added the ability to clear a *range* of cells or delete a *range* of rows
   (using shift), instead of just one at a time.
2) Added text to the manual explaining the 3 data grid modes: Normal, Highlight,
   and Edit, and how to highlight a range of cells or rows using keyboard or
   mouse.

Version 6.22

1) The Import function was enhanced to accept dates that are spelled out, such
   as '01-Mar-02', etc., for any Windows supported language.

Version 6.21

1) Some records were being flagged on the grid and in printouts as having arithmetic
   errors, that didn't have any errors.  This was fixed.
2) The Import function was enhanced to accept a wider variety of date formats,
   including dates without the '/' or '-' separators, for instance, MMDDYY and
   MMDDYYYY.
3) The bug that prevented being able to print Basis Worksheets to disk file was
   fixed.
4) The sound that previously accompanied message prompts was removed from most of them.
5) More text was added to the Investment Terms page of the user manual, including how
   to utilize the consolidated IRR to determine the aggregate performance of 'simple'
   cash flow' investments, like stocks, bonds, and CD's, by grouping them into one
   portfolio.
6) The description of the IRR algorithm that Horizon Investment Analyst uses, was
   corrected in the manual from saying just 'dollar weighted', to 'dollar and time
   weighted'.

Version 6.20

1) Previously, Horizon Investment Analyst would only save the user's screen state (normal
   or maximized), if the 'Remember data grid column & row sizes' was checked.  Now, the
   screen state is saved each time the user exits the program, and restored when the
   program is next run, regardless of that option setting.
2) If the user's import layout includes a '*Not Used' entry, the program would *not* save
   and restore the layout correctly between sessions.  The entry has now been changed to
   '*Not_Used', and is saved and restored correctly.
3) The program now writes an entry when the program is exited, to the program log file
   (Application.log).

Version 6.19

1) Added a landscape orientation report option, which adds more detail to the investment
   listing report, allows larger fields, more fonts and font sizes, and is easier to read.
   Adds new 'Shares this transaction', 'Record Type', and 'Error' columns.
2) Added another test when displaying or listing the investment.  Previously, a record was
   flagged as incomplete or ambiguous if the date was incorrect, or the program couldn't
   determine its record type.  The new test also verifies whether the arithmetic is correct
   in each record.  For purchases, reinvested dividends, and sales, a record will be flagged
   if the '# of shares bought or sold' multiplied by 'share price' doesn't equal the amount
   entered for the transaction.  Also, these errors are now flagged in listings to the
   printer and disk file.
3) Added the ability for the user to adjust page margins to their preference.
4) Added *.csv to the drop down list of file types for listing the investment and basis
   worksheets to the hard drive.

Version 6.18

1) New Printer/page setup options were added, to specify the # of blank lines to skip
   at the top of each page, and user-specified printer initialization and reset control
   codes.
2) A new product, 'Horizon Price Watch', a near real time price quote and price history
   downloader, was introduced.  Includes tools to manipulate the data prior to importing
   into Horizon Investment Analyst, if the user wishes.  Check the web site for complete
   details.
3) A menu option was added to run Horizon Price Watch from Horizon Investment Analyst's
   main menu.  Also, a preferences item was added to automatically run Horizon Price Watch
   at startup.
4) Added the date format (MDY, YMD, DMY) to the saved import file layout definition.
5) Can now share data files more easily with The Variable Investment Analyst (the original
   1990's MS-DOS incarnation of Horizon Investment Analyst).
6) Added code that automatically updates the screen and grid when the system date changes.
7) Added a dialog to make changing colors on the Print Preview screen easier.

Version 6.17

1) The previous version (see below) introduced, among other things, the new Print Preview
   and Print Options functions which, combined, now give you total control over report layout
   and appearance.  Some enhancements were made to these new functions for this version,
   including the option to limit printer font selection to monospaced (non-proportional),
   if the user chooses.  This is most helpful for those who have printers with limited
   capabilities, or who simply prefer that reports be printed in fixed-width columns.
2) The previous version also introduced the ability to change the colors of the various
   parts of the data grid.  This version expands that to allow the user to customize even
   more colors and attributes *and* now, the user can even select the font, font size, and
   font emphasis used in the data grid.
3) To further customize the data grid, the user can now optionally move the RT (record types)
   column from the far right column to the far left.  If you choose to display the RT column
   on the left, *that* column will become a *fixed* column, so that when you scroll the
   grid horizontally, that column will always be visible, and columns to the right will appear
   to 'slide under' it.  You will also be able to change the data grid's row height, the same
   way you have already been able to customize column widths.
4) An option has been added to allow the user to save imported file layout definitions so
   they can be easily retrieved and re-used between sessions.
5) An option has been added to require the program to ask for confirmation before clearing
   cells and deleting rows.
6) Quite a bit more context-sensitive, popup, and other help text has been added to the user
   manual, and quick access keys were added to the command buttons on all the screens.

Version 6.16:

1) Many, many hours of work went into this version.  The big news are the new 'Print Preview'
   and 'Print options' functions.  'Print preview' lets you see printed reports on your
   screen before sending them to the printer.  The 'Print options' function lets you select
   font, font size, emphasis, orientation, lines per page, and all your printer's properties.
   These 2 new functions now give you total control over report layout and appearance.
2) The fonts listed in the font dialogs are now listed alphabetically.
3) Added a preferences option to customize the colors of the data grid.
4) Improved the ability to customize chart colors with a new, simpler dialog.
5) Added a dialog to the Rebuild function so you can rebuild any data file, not just the
   file that's currently open.
6) Added 'Help' buttons to most dialogs.
7) Added new 'Whats This' popups and context-sensitive help.

Version 6.15:

1) Added some more whistles and bells to the help engine, including some new navigation tools,
   and a way for the user to make and store notes.  Also, my email link was corrected.
2) Changed the main screen so that it will display in 'Normal' size when first run, and added
   a 'Maximize' button so the user can maximize the screen to their monitor size.  When the
   user exits the program, the size and placement of the screen is saved so that when they
   run the program again, it will be sized and placed the same way it was the last time the
   program was run.
3) Changed the way the Microsoft help engine is checked and/or updated, for Windows 2000
   systems.
4) Added a 'Registration Payment' page to the website, and a link to it from the User manual.

Version 6.14:

1) Modified the help engine to display topic-sensitive help, depending on where your cursor is
   when you press F1.  Also added a 'What's this' help button on some screens, so you can click
   that, then click on certain fields to get context-sensitive popup help.

Version 6.13:

1) The old 'User Manual.doc' file was replaced with a slick, new, completely customizable,
   hypertext linked, 3-pane help engine.  It is really nice, and includes 'Contents', 'Index',
   'Full text Search', and 'Favorites' tabs, the latter allowing you to bookmark specific topics
   so you can easily jump to them any time you want, not only during the 'current' session, but
   every time you run the program.  It is completely customizable by the user.
2) Added a 'Record Type' column when listing an investment to disk file.

Version 6.12:

1) Modified the Import routine, so it will provide a default description in most output
   records, if the input record doesn't already include one.
2) Added the ability to select the Pie chart weighting basis.  The choices are 'None',
  'By area', and 'By diameter'.
3) Modified the X-Y charting routine, when charting share price history, to include records
   where the share price = 0.
4) Imported all the Dow Jones 30 and S&P 500 monthly closing prices from 1981 thru 2001,
   giving 20 years of price history for both indices.

Version 6.11:

1) For the Yearly charts, added 'Previous' and 'Next' buttons, which, when clicked, cause the
   program to automatically re-plot the data using the next sequential chart type of the 11
   possible types.
   This saves having to close the chart window, and then clicking the Chart options each time
   you want to see how your data looks using a different chart type.  Also a label was
   added to the screen and footnote, to identify which type of chart is being shown.
2) Added a chart option to display data in 'stacked bar' format.
3) Added a chart option to display the datapoints as values or percentages.
4) Added a chart option to display an additional statistical line on 2D Line charts, to show
   minimum, maximum, mean, standard deviation, or regression trend.
5) Modified the charting routine for the *category* charts, so that if you plot multiple series,
   and one series includes a year that wasn't included in a prior series, it will insert the
   new column into the appropriate spot in the existing columns, rather than appending it to
   the right side of the chart.
6) Added many more Y-scale scaling options to the charts.  Scaling options now include linear,
   % of chart, series, or column maximum or sum, and even logarithmic.
7) Fixed a bug that prevented loading an investment where the purchases and dividends were
   exactly equal.

Version 6.10:

1) Added convenient right-click popup context menus to the data grid and chart screen.
2) Fixed a problem with the Delete key not working in the Share Price text box.
3) Clarified the instructions concerning changing chart component colors.

Version 6.09:

1) All dates, numbers, and currencies now display and print using the format defined under the
   Regional settings in your Control Panel.
2) More flexibility has been added to the Import option, to import dates in different formats.
3) An option has been added to the 'Preferences' tab, to show negative amounts on the data
   grid in red color.
4) Horizon Investment Analyst's icon was redesigned.

Version 6.08: 

1) Fixed a problem, where, after viewing a large file, then opening a very small file, some
   records in the small file weren't shown on the data grid.

Version 6.07:

1) Just some minor cosmetic enhancements.

Version 6.06:

1) Many more chart options have been added, including 2 and 3 dimensional bar, line, area,
   and pie charts.
2) You can now interact with the charts.  For instance, using your mouse, you can drag the
   3D charts to change their perspective (rotation and elevation).  You can also change the
   colors of the series and other components of any of the charts, by double clicking on the
   component you want to change.

Version 6.05:

1) The installation routine has been reworked and made much slimmer, to avoid the problems
   a few users reportedly experienced with installing the previous version.
2) The program will now size itself to fill the entire screen, using the user's default
   resolution settings, instead of only displaying in an 800X600 frame, as it did before.
3) Both the Data Grid and Chart calculate and display faster than before.
4) An option has been added to toggle the display of the Grid Control frame on or off.  If you
   toggle it off, the visible part of the data grid will expand, giving you more space to
   work.  This is especially helpful for people using lower resolution settings on their
   monitors.
5) You can now save your preferred data grid column widths so that the program will remember and
   use them every time you run the program.  To take advantage of this, first resize the columns
   to the widths you prefer, by placing the mouse cursor on the borders in the column headings,
   and then dragging them left or right.  Then click 'Options', 'Defaults', and select 'Remember
   data grid column width settings'.
6) New Y scaling options, 'Linear', and 'Percentage of maximum', have been added to the chart
   options.  The latter is especially useful when plotting multiple investments on one chart,
   and allows you to compare them much more easily.
7) New options have been added for printing the Chart to a printer.  You can now specify
   your preferred orientation (portrait or landscape).  Also, you can specify whether you
   want to copy the chart to the printer as is (unmodified), or to stretch or shrink the
   chart to better fit the paper size in your printer.



Thank you!