With the addition of an internal fundamental database for ShareFinder, only the first upgrade you apply from 5E15 onwards will require the upgrade supplement file from the downloads page to populate the fundamental database. It is not necessary to apply another upgrade supplement after the first, although you can use the supplement to refresh your fundamental database if you do.

Download the supplement for your data provider (idata.sfu for InvestorData, sharenet.sfu for Sharenet) into your database update folder (C:\ID or C:\SNET) in order to process it. Further updates will be delivered via our supplemental data service.

Note: Ensure the upgrade supplement file is saved with .sfu at the end of the file name and not .zip, and if a "File Type" is mentioned anywhere as part of the Save window, that it specifies either "All Files" or ".sfu document". ShareFinder will not process the file if it is saved as a zip file.

Known Problems:

• With a new installation, the "Lists" field in the Catalogue might not open, to fix this, right click on the word "Lists" and click "Reset"

10H13 : 13-08-2010

• Added in Base100 Comparison graph indicators
• Added in an option to see top shares in a base100 graph in a sector in the Sector Strengths screen
• Added in the database name when warning about out of date fundamentals
• Added in the default indicator in the graph setup add share box
• Fixed the bug which caused ShareFinder to malfunction when resizing columns or moving the slider in the Portfolio Builder
• Fixed popup hover text on autofit lines
• Added in 15 year Dividend and Earnings Growth to Quality List
• Added in Blue Chip and Rising Stars Averages to Quality List
• Fixed the Trend Line for log scale graphs
• Moved the Portfolio Manager projected growth for the total value to 1 row higher (past 12 months -> next 12 months)
• Fixed share synopsis screen crashing on large comments
• Made custom graphs autofit on load
• Added in a 1yr and 5yr Base 100 portfolio graph to the Portfolio Health graph button
• Added in a portfolio shares Base 100 Graph to the Portfolio Health Button
• Added in a new screen (Long Term Trading)
• Fixed Fundamental List for royals module
• Added a ShareFinder Blue-Chip relative to Rising Stars graph (Market Strength)

9J23 : 23-10-2009

• Fixed a bug with the GetParams function retrieving dates from the SParams file
• Fixed a bug with the Accuracy List screen display
• Fixed shares with less than 5yrs data showing different med outlook messages on graph and alert screen
• Added in 6 new columns (Strength and Momentum for different periods) to the Relative Share Strengths screen
• Added in 2 new columns to the Quality Share List (Relative Share Strength of 3 months and 5 years)
• Fixed the inconsistency with the calculation of all the outlook messages to use individual parameters
• Added in Projection Date to popup box of FFT, Mass and Velocity (On all graphs)
• Fixed the historical data import bug to include DY and EY
• Added in a Comparison Graph to the Relative Sector Screen
• Fixed the display bug in the Portfolio Analyser

9F12 : 12-06-2009

• Fixed the printing of the Quality List
• Removed FFT projection from the Long Term Projection graph (Caused incorrect scaling) (Added it in as an option on the View menu)
• Made a few changes to the Portfolio Builder screens
• Removed the unit trust section from the Portfolio Analyser (Professional Only)
• Fixed a bug in the Portfolio Builder new portfolio name screen
• Added back in the Fundamental List for the Royals component

9D14 : 14-04-2009

• Fixed a bug with the ShareFinder Indices and the DY indicator.

9D01 : 01-04-2009

• Added in the individual share parameters
• Added in a Synopsis Screen to share graphs, it is available by right clicking on empty space on a graph
• Created 2 new menus (Portfolio and Accuracy) to make ShareFinder easier to use
• Added in a new column to the Portfolio Bulder (Price Growth)
• Added in 2 new columns to the Quality List (Accuracy Ratings)
• Fixed a bug with the Update of the Portfolio Manager
• Fixed a bug in the Portfolio Manager Total Return with shares which have little daily data
• Fixed the bug where the Wishlist setting did not save
• Taken out the Fundamental List
• Added in an option in the Portfolio Analyser right click menu to Add an Alert
• Re-Grouped Menus and created a new Portfolio Menu
• Added in a 5yr Trend line for the Projection Graph
• Added in options to choose what type of graph to open in the Find Share Dialog
• Added in an option to edit alerts in the right click menu of the Portfolio Builder
• Added a new screen which displays a list of each shares accuracy and projection days

8E28 : 28-05-2008

• Fixed the Autorun stopping
• Fixed the Short Term Recommendations Projection
• Fixed the Outlook Messages Calculation

8E09 : 09-05-2008

• Changed the default values of the long term projection in the projection graph
• Changed sorting procedure and text of the Portfolio Analyser (Professional and Mobile Only)
• Fixed renaming limitations of portfolios in the Portfolio Manager
• Fixed the printing of transaction memo and summary list notepad in the Portfolio Manager
• Added in a notice if your holidays file is out of date.
• Updated the Help Section
• Added in a new screen: Relative Share Strengths
• Changed the Short Term Recommendation mininum days calculation (To 60)
• Fixed the Portfolio Analyser Unit Trust Display (Professional and Mobile Only)
• Changed the calculation for Projected Growth Past 12 months Dividend (Now uses current DY)
• Fixed the autorun missing shares in list
• Added in a new field for the Portfolio Manager average
• Fixed the wording error of the Portfolio Analyser (Professional and Mobile Only)
• Fixed the calculation of F.Und/Ov in the fundamental list
• Fixed the Index calculation in the Fundamental and Quality Shares List to exclude Int Earnings Growth (Professional Only)
• Fixed the colouring of the printing of the Quality Shares List and Fundamental List (Professional Only)

7J19 : 19-10-2007

• Added in the Capital Investment field in the Portfolio Builder
• Fixed the printing of the Portfolio Manager Summary List

7I21 : 21-09-2007

• Fixed the bug where the values on the Builder dialog were corrupt after saving a new portfolio in the Builder

7I19 : 19-09-2007

• Changed the format of the help file, now also works on Windows Vista
• Fixed the Fundamental List for the Royals Module
• Fixed the columns for Alerts and Analyser screens
• In the Catalogue, "View outlook messages for this list" will now be greyed out when "show alerts with outlook messages" is unticked

7I07 : 07-09-2007

• Fixed the bug where the "Save List" was appearing multiple times in the menu when u switch to the Fundamental List
• Fixed the bug where the Todays Markets View skipped stopping on the first step
• Changed the Grade calculation so it never goes below zero (Professional and Mobile Only)
• Added in Save List to the Fundamental List, saves to a csv file
• Created a new function to generate a recommended portfolio based on a few choices, found in the Portfolio Builder (Professional Only)
• Added in a new column to the Portfolio Manager and Builder (Dividend Growth) (Professional Only)
• Added in a printing option for the Portfolio Analyser (Professional and Mobile Only)
• Added in a printing option for the Unit Trust Analyser (Professional Only)
• Added in a Wishlist to the Portfolio Builder (Professional Only)
• Fixed the UK database downloader
• Changed the Portfolio Builder "New Portfolio" wording (Professional and Mobile Only)
• Added in the Underperforming Shares from the Quality Shares List to the Portfolio Analyser (Professional and Mobile Only)
• Changed the Fundamental List to not use the fund file as its only for the Quality Shares List
• Fixed the Fundamental List, for Royals module
• Fixed the POW:Overflow Error in the Portfolio Analyser (Professional and Mobile Only)
• Fixed the Autorun Share Price History List crash
• Added in the Short Codes for shares (SA databases only), can be found under Share Properties
• Fixed the problem when printing the Quality Shares List (the last few column headings were garbled) (Professional and Mobile Only)
• Changed the colouring of the Portfolio Analyser 5yr price growth to colour according to Quality List average (Professional and Mobile Only)
• Fixes the crash with the Sharenet database on the Portfolio Analyser autorun (Professional and Mobile Only)
• Added in a risk column to the Unit Trust Analyser (Professional Only)
• Changed the Portfolio Analyser to save and read all non portfolio data to and from the file (Professional and Mobile Only)
• Improved the file handling in the Quality Shares List (Professional and Mobile Only)
• Added in Top Unit Trusts to the Portfolio Analyser (Professional and Mobile Only)
• Renamed the Portfolio Analyser to Todays Markets View (Professional and Mobile Only)
• Renamed the Portfolio Analysis to Portfolio Analyser (Professional and Mobile Only)
• Change the Re-Calculate menu, moved it to a popup in the File menu

7C12 : 12-03-2007

• Added in a new screen, Portolio Analyser, which analyses your chose portfolio and outputs weak shares and replacements (Professional Only)
• Quality Shares List, Fundamental List, Portfolio Graph and the Portfolio Analyser now stores data in a file instead of recalculating
• Fixed the title of the Portfolio Graph window, now displays the portfolio name as the title
• Added in an option to generate a List in the catalogue from the groups in the Quality Shares List
• Fixed the Unit Trust Decimal place bug (again). This time the "Set Decimal Function" place should work
• Updated more of ShareFinder Help
• Grouped columns in the Fundamental and Quality Shares List and coloured accordingly
• Changed the default order of the columns in the Fundamental and Quality Shares List
• Fixed a bug in the Alert screen where the outlook message columns weren't being displayed
• Fixed the colouring of the Quality Shares List and Fundamental list
• Added in 2 new columns to the Quality Shares List and Fundamental List (Average Return on Cap Employed and Average Return on Shareholders Equity (Max 5 years))
• Added in a new transaction in the transaction editor (Broker's Fees)
• Changed the Portfolio Health Graph portfolio selector to search for portfolio's instead of lists. If a list for the
• Portfolio does not exist, one will be created
• Fixed Portfolio Health Graph showing incorrect daily values (Fault with pending shares)
• Fixed the projections calculation in the Portfolio builder, now shows accurate projections
• Now allows deleting of list items of a portfolio (Will not delete the share from the portfolio and if portfolio is renamed, the share will reappear in the list)
• Fixed the Portfolio average DY, Risk and Return calculations in the Portfolio Manager

6K06 : 06-11-2006

• Fixed a bug in the Portfolio Builder when adding in shares
• Added in a "Calculate Cash" button to the transaction editor, to find out how much cash was injected and withdrawn
• Fixed the bug where ShareFinder crashes when closing the portfolio builder twice. Only on Windows XP with Service Pack 2
• Fixed a bug in the "Portfolio Graph" which displayed incorrectly when opening twice
• Added in status messages to the "Portfolio Graph" while it is loading

6J19 : 19-10-2006

• Fixed the Quality Shares List for UK version
• Fixed the downloader for the UK version

6J18 : 18-10-2006

• Added in a new feature: Portfolio Health Graph, which graphs the daily values of a chosen portfolio throughout its history (Professional Only)
• Added in a Find function to the Portfolio Manager Transaction List
• Changed the way the "Add Panel" works in the graph screen, it now adds all panels to below the panel selected
• Fixed the bug in the alerts section where the text was displayed on top of each other
• Added in an option to either stop the autorun after each step to continue loading the next screen (Professional Only)
• Changed the way the Bias column gets sorted
• Added in the "Memo" column in the printing of the transaction list of a portfolio
• Changed the colouring of the Long Term Dividend Growth Rate to compare to the group average (Quality Shares and Fundamental List)
• Added in a "Save List" function to the Share Price List and the Transaction List, which allows for export of the list to a csv file which can then be opened with a spreadsheet program like Microsoft Excel
• Added in an auto download feature to download database updates (.sfu) from our website. It doesnt download a complete supplemental update, users still have to subscribe to that
• Added in an Autostart function to allow for most screens to automatically be displayed when ShareFinder starts, which includes automatic updating without the need for user intervention (Created by Tim Holroyd)
• Changed the cash value of adjusting cash in the Portfolio Builder to rands and not cents (Professional Only)
• Increased unit trusts default decimal place by 1, which now displays correct amounts
• Made changes to the F.Und/Ov calculation in Quality Shares List and Fundamental List
• Changed GltRel% formatting and calculation in Fundamental List to match the Quality Shares List
• Added in a toggle to the view menu of ShareFinder, to view long names instead of share codes in the Quality Shares and Fundamental list. Toggle is located in the "View" menu of the entire program. It is called "Use Long Share Names"
• Changed the way price outlook and growth outlook is coloured, now colours according to the value in the field and is not dependant on other values (for eg. cheap will be green and very cheap will be dark green)
• Changed the way the 15yr and 5 yr growth trend is coloured (5yr growth is now compared to 15yr growth and 15yr growth is now compared to the overall average of all shares in the list)
• Fixed the portfolio manager delete option. Now if user deletes the portfolio from the portfolio manager ShareFinder deletes the portfolio from the alerts list also, and removes it from the Lists under the catalogue
• Removed the "Alerts section outlook" in the right click context menu of an item in a portfolio list in the catalogue screen
• Changed wording for "Use Custom Portfolios" to "Display only selected lists in the alerts screen" in the right click menu of the "Lists" section in the catalogue
• Grayed out the "Use Custom Portfolios" option in the context menu of the List section if the "Show Alerts with Outlook Messages" option is not ticked
• Changed the small picture for the portfolio under Lists to reflect the status: Green means that the list will be displayed in the alerts screen, blue means it won't
• Fixed a bug in alerts section when no portfolios are selected to be displayed and "Display only selected lists in alerts screen" is checked
• Fixed a bug in the alerts when user deletes a list which is specified in the alerts
• Updated more of the help section

6H03 : 03-08-2006

• ShareFinder no longer crashes when minimising a graph or minimizing ShareFinder with an open graph
• Added an import and export function to ShareFinder to export registry settings to a file, if moving your SF to a new pc. The file can then be copied across to new pc and imported via SF. Becareful if changing databases
• Alerts can now display Outlook Messages (Short and Medium term) for all or selected portfolio's
• Portfolio builder and Portfolio Manager now takes in to account pending transactions in the calculations and display
• Added in outlook messages to the alert section
• Fix to portfolio builder displaying negative return shares, now formats those shares return to --- and doesnt include them in the total return calculation
• Updated certain (Portfolio Builder, Alerts, Fundamental graphing) portions of ShareFinder help
• Fixed Fundamental list growth outlook displaying incorrect values
• In the portfolio builder dialog under the 'More' option, users can now click on risk composition fields
• Fixed certain columns in Fundamental and Quality Shares Lists not being formatted from 0 to ---
• Added a message box to save changes as pending when closing the portfolio builder window
• Adjusting cash value in portfolio builder now works
• Upgrade and install file now compatible with 64bit processors
• Changed database out of date message to 4 days to allow for long weekends of 3 days

6E23 : 23-05-2006

• Fixed bugs reported from upgrade 6E22. Including specific issues with Windows XP (Home and Professional) service pack 2.

6E22 : 22-05-2006

• Fixed several bugs reported from upgrade 6E19

6E19 : 19-05-2006

Some Help files have not been updated at this point.
• Added 4 new columns to the fundamental-based lists. (Professional only)
• Added a Fallen from Grace category to the Quality Shares List. Data for this category will be introduced through subsequent supplemental data files. (Professional only)
• Added a Portfolio Builder as an extra feature to the Quality Shares List. The Portfolio Builder will allow you to test changes to existing portfolio or create a new one completely, and offers a guide for selecting the level of risk most applicable to you, as well as projecting the expected value and dividend payout from your portfolio 10 years into the future. The changes you make to your portfolio can the be committed to it as pending transactions. (Professional only)
• The Quality Shares List can now be saved as a Comma Seperated Value (.csv) file (through ShareFinder's File menu). This file can then opened directly using Microsoft Excel. (Professional only)

5K16 : 16-11-2005

• Added the new fundamental-based Quality Shares List. This list uses the same settings as the fundamental list, but uses a different classification for the shares. (Professional only)
• The overall averages in both lists exclude the shares listed in the "No Dividend" and "Maverick Market Leaders" sections respectively. This will keep the overall averages the same between the two lists.
• In the fundamental list, where colours were based on the group average, they are now based on the overall average. Consequently, there should be no change the colour of each entry between the lists. (Professional only)
• Added 6 new columns to the fundamental-based lists. (Professional only)
• Columns are now shaded grey if they have no effect on the grade value, or pale yellow if the affect the grade by (value ÷ 10). (Professional only)
• Added Risk, and Return columns to the Portfolio Manager. (Professional only)
• Added a Projected Growth feature to the right-click options for the Portfolio Manager. (Professional only)
• Removed the Portfolio Controller Process. The alerts section has been merged with the user-defined lists section of the Catalog window. This joint feature has also been greatly enhanced through right-click options. (Note: Using the default option of displaying outlook messages with alerts may cause ShareFinder to temporarily stop responding, but is otherwise working perfectly.)

5E15 : 15-06-2005

• Introduced the facility to accommodate an internal fundamental database. The initial data to populate this database is contained in the upgrade supplement. Future updates will be send via our supplemental data service.
• Fundamental data for any particular share can be seen on the 'Declarations' tab of the share's properties. Share properties can be accessed through right-click menus from most of ShareFinder's functions (eg: graphs, recommedation lists).
• Added a fundamental graph, only accessable for shares with fundamental data (Professional only)
• Added a search function for the Unit Trust Analyser. (Professional only)
• Added 3 new columns to the fundamental list. Colour dependancies have changed in some cases. Default order has also changed (Professional only)

5C07 : 07-03-2005

• Changed the right-click menu option for panels which previously changed the widths of only lines on that panel to change for all lines on all panels instead.
• Added the ability to set a line's thickness as the default to use for all standard graphs to the right-click menu for lines. (Professional only)
• Changed the parameters for the standard Projection graph to use the default long term as they were previously using the short term's. (Professional only)
• Trading Bands: updated the recognision or erroneous upper bands to trigger more effectively. (Professional only)
• Removed the colour dependancy of "Index of Value" on "Under/Overpriced". Both now contribute towards the Grade value. (Professional only)
• Portfolio Manager: Added "Broker's Interest" to transactions list.
• A few other minor changes and bug fixes made.

4K04 : 04-11-2004

ShareFinder now has the ability to store longer names for the shares. This facility was introduced primary for the new unit trust analyser.

PLEASE NOTE: This information will be sent out by the data providers in the following manner:
InvestorData - weekly updates with the regular daily data.
Sharenet - updates in their "Extended DN" format.
(Enable through the 'Files' button in their download utility.)

• Added a Unit Trust Analyser. (Professional only)
• Added a new Long-term Recommendations list. (Professional only) The old recommendations list is now known as Medium-term Recommendations.
• Added a new trading band standard graph, which makes use of the new TBAND indicator, to supplement the new Long-term Recommendations. (Professional only)
• Each share's properties window is now accessable from the context (right click) menu of a graph.
• All lines per graph panel can quickly have all their thicknesses changed through the graph context menu.
• User-defined lists (Lists section in the catalogue window) can now have saved graphs bound to them through their context menus. Graphs then display using same parameters as the original saved graph. (Professional only)
• Fixed a grade calulation error concerning the Dividend Yield (DY) value.
• Fixed a saved graph reloading error.

4G02 : 02-07-2004

• Fundamental list now prints in colour.
• The highest and lowest colour categories in the fundamental list are now drawn in bold for easier indentification. Consequently, the mid-range dark red and dark green will be replaced with their brighter equivalents as of the next issue of Supplemental data.
• A few minor bug fixes made.

4E28 : 28-05-2004

• Colouring on the fundamental list has been improved. A new "Grade" column has also been added.
• The standard Professional graphs now include a subset to ease backdating of the graphs (listed 2nd in the graph setup). Note: this currently does not alter the date or outlook message of the graph.
• Fixed the printing of the fundamental list. The list can now be printed either Landscape or Portrait, and prints as many columns is visible. (33 currently for Professional, 18 for non-Professional.)

4C19 : 19-03-2004

• Radical changes made to the fundamental list, including the addition of 10 new columns (Professional only). Default column ordering has changed. Colour has been added. Values for shares in columns which do not apply have been "disabled", such as dividend growth projections for the 'No Dividend' group.
  (Note: this is still under beta testing and requires the latest edition of Supplemental Data)
• Graph price values now display using decimals, allowing for prices to be displayed in Rands rather than cents.
• Most recent close price is now displayed in the top right corner of the standard share graph.
• Graphs now default to auto-fit visible.
• Printing of graphs enabled for Professional only (beta version). Currently only functions properly for certain printers.
• Minor changes made for visual aesthetics.
• A few other minor changes and bug fixes made.

3L24 : 24-12-2003

• Corrected problems with REL (relative) indicator.
• Added SUBSET indicator.
• Improved "Quick Projection" facility.
• Renamed "Simple Index" column in the fundamental list to "Opportunity Index".
• Portfolio Manager can attach memo notes to individual shares.

3J15 : 15-10-2003

• Corrects a problem that caused some valid licence codes not to be accepted.

3I08 : 8-09-2003

• New installation accepts a Royals or Trader component licence code in place of a Starter licence code.

3I01 : 1-09-2003

• The free version of ShareFinder is now withdrawn; ShareFinder Starter now requires a licence code. Existing customers (only) can obtain a Starter license code by emailing us.
• Some minor bugs fixed.

3F13 : 13-06-2003

• Removed Portfolio Controller startup alert option, which has been causing problems during database updates.

3D25 : 25-04-2003

• Graph drawing performance improved a little. Corrected problem with text-box positioning.
• Disabled phantom print button which was erroneously enabled on the graph window.
• Corrected (again!) overprinting problem when printing fundamental lists.

3D22 : 22-04-2003

• Corrected problem with long- and short-term recommendations sometimes failing to display.

3D11 : 11-04-2003

• Added right-click option to Portfolio Manager for opening share graphs and history lists.
• Enabled Portfolio Manager printing option.
• Portfolio summary list sorted alphabetically.

3D04 : 4-04-2003

• Fix crash if ShareFinder is closed while a portfolio is still open.
• Suppressed an unnecessary warning with "Interest/Dividend Received" portfolio transactions.
• Corrected overprinting problem when printing fundamental lists.

3D01 : 1-04-2003

• Completely redesigned and greatly improved Portfolio Manager, including support for Gilt valuations.
• Repositionable toolbars.
• Added Ctrl+P shortcut for printing and Ctrl+Shift+P for Page Setup.
• Added ability to set the decimal position individually for each share. Default is two decimal places, but this will need to be set to three for gilts and probably a few others.
• Corrected some problems with the "relative to" (REL) and RSI indicators.
• Added logarithmic scaling to graphs (right-click the vertical axis to get it).
• Added Ctrl+F shortcut for "fit graph scale" option.
• Added keypad +, -, and * shortcuts for zooming graphs.
• Added F2 shortcut for showing the graph setup panel.
• Added option to copy a graph image to the Windows clipboard, for pasting into another document such as MS Word.
• Trend line displays the compound annual growth rate on the status bar while being dragged, instead of the simple growth rate.
• Relative Sector Strengths display includes sector index long names.
• Corrected calculation of short term recommendations for shares with not enough historical data to do a proper calculation.
• Added group and overall averages to fundamental list.
• Added Interim Earnings Growth column to fundamental list.
• Corrected some problems in the Portfolio Controller when using the Sharenet database.
• Corrected "missing dates" problem, in which some database update files were reported missing when in fact they weren't.