Stator Portfolio Management Software  
Innovative Portfolio Management Software
for Successful Traders, Investors
Business & Educators

 
 
   





 

 

REGISTERED STATOR USERS
 
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Welcome!

 

This page has been specifically designed to inform registered users of recent news and views regarding Stator, more importantly, from this page you have easy access to latest release files, tutorials and help files to make sure you operate Stator with ease.

From this page you can make sure you always work with the latest available version. So please check this page regularly as notification of minor releases are not emailed to all users.

Registered Users
Please select one of the options below or scroll down to read more:
1. Have you changed your details?
2. Upgrading to version 2.##
3. Latest available versions
4. Stator Tutorials
5. Stator Update/Development Log
   
Cog

Have you changed your details?

 

Your purchase information is always stored in case we ever need to contact you. In most circumstances we only bother you when we make a major version release.

In order to keep in touch, please let us know of any changes to your email address since your purchase, this way, you can ensure you receive notification of any major events or releases as soon as they occur.

You can send an email with updated contact information to our support email address as shown on our support page [Click Here].

   
Cog

Upgrading to version 2.## (v2.0 released 22nd April 2007)

 

Upgrading to version 2.## is an easy process for eligible users.

The following tutorial provides you with all the required information to upgrade to version 2.##.

Click here to learn how to upgrade to Stator Version 2.##

   
Cog

Latest available versions (last post 24th July 2008)

 
   

 

Stator (Professional):
Stator - AFM (2.1 Build 184)
Data Layer (2.1.210 - 4 June 2008)

Stator (Standard):
Stator - AFM (2.1 Build 184)
Data Layer (2.1.210 - 4 June 2008)

Stator (Lite):
Stator - AFM (2.1 Build 184)
Data Layer (2.1.210 - 4 June 2008)

     

Note:
A Stator license will only unlock the version which it belongs to, for example the Standard license will not unlock the Professional or Lite versions. Please make sure you download only the version which you are licensed to use.

Help Files
Help files are distributed with each version of Stator and updates can be obtained through the use of the auto-update function.

     
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Stator-AFM (Lite, Standard & Professional)

 
   

 

Stator Standard

Stator Standard

Stator Standard

Obtaining Updates

Registered users can use the auto-update function which is built into Stator to update all of the Stator Standard components.

Stator (Lite, Standard & Professional) files are not available for download from this page, please use the auto-updater which is included with Stator.

Latest Auto-Update Version Group: 2.1.13
Last Auto-Update Release: 24th July 2008

   
Cog

Major/Minor Release Details (Update LOG)

 
   

 


P = PROFESSIONAL
S = STANDARD
L = LITE


24th July 2008
Auto-Update Version Group: 2.1.13
Stator - AFM (2.1 Build 184)
Data Layer (2.1.210 - 4 June 2008)

Resolutions / Fixes:
- Maintenance release. PSL
- Closed Trade Summary, finance costs total added. (PS)


12th July 2008
Auto-Update Version Group: 2.1.9
Stator - AFM (2.1 Build 171)
Data Layer (2.1.210 - 4 June 2008)

Resolutions / Fixes:
- Maintenance release. PSL
- Stator - Deleting inactive Systems, issue with trade memo notes resolved. PS
- Stator - Trade import, closed loophole which introduced InstrumentID issues. PS
- Stator - New maintenance task added to allow users to self-resolve parcel consolidation issues. PSL
- Stator - Qty precision for some Instruments not saving, resolved. PSL


25th June 2008
Auto-Update Version Group: 2.1.8
Stator - AFM (2.1 Build 168)
Data Layer (2.1.210 - 4 June 2008)

Resolutions / Fixes:
- Maintenance release. PSL
- Stator - Account Transaction Summary, filter for selected Account. PSL
- Stator - Updated currencies through currency review screen. PS
- Stator - Symbol description and global code change sometimes causing double entry. PSL


16th June 2008
Auto-Update Version Group: 2.1.7
Stator - AFM (2.1 Build 164)
Data Layer (2.1.210 - 4 June 2008)

Resolutions / Fixes:
- Maintenance release. PSL
- modCHC - Charting HQ, display tree node when directory empty. PS


4th June 2008
Auto-Update Version Group: 2.1.6
Stator - AFM (2.1 Build 160)
Data Layer (2.1.210 - 4 June 2008)

Resolutions / Fixes:
- Removed requirement for Communications Layer file (mod_BaseMain.prp). PSL
- Database communication/query moved entirely to code, database flexibility improved. PSL
- Business logic migrated entirely to code. PSL
- All code refactored for future extensibility. PSL
- Watchlist functionality created. PS
- Charting HQ functionality created. PS
- Stator console allows user to monitor watchlists/charts by launching a separate window. PS
- Charting HQ allows the user to display open/closed trades on stock (price) chart. PS
- New FX pairs added to program. P
- GST rate added to Position Overlays. PS
- Global Option added to hide trade entry/exit messages. PSL
- Summary totals added to Reports. PSL
- Ability to export account transaction data to spreadsheet. PSL
- Ability to automatically cycle through charts in Charting HQ. PS
- Holding adjustment improved to cater for more rounding options.
- Online price update URL now stored in file, can be updated by auto-updates or the user.
- Rollback for multiple parcels issue resolved.
- DataSource Template assignment for many CODE/CURRENCY/EXCHANGE resolved.
- Decimal Precision, Data Layer table columns for storage of currency amounts.
- Data exporting from listviews issue resolved.
- Currency online price updates when default currency not enabled, fixed.
- Price updates from textfile, screen freezing issue resolved.


27/28th April 2008
Auto-Update Version Group: 2.0.25/26
Stator - AFM (2.0 Build 261/262)
Communications Layer (2.0.206 - 06 Sep 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- Maintenance Release. (PSL)
- modDSMan - Assignment of DataSources when large # of symbols in Data Layer resolved. (PS)
- ctlExport - Resolved program locking issue on some computers when exporting data to excel. (PSL)


26th April 2008
Auto-Update Version Group: 2.0.24
Stator - AFM (2.0 Build 253)
Communications Layer (2.0.206 - 06 Sep 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- modOPU - Yahoo!Finance online price updates server issue resolved. (PSL)


26th September 2007
Auto-Update Version Group: 2.0.23
Stator - AFM (2.0 Build 253)
Communications Layer (2.0.206 - 06 Sep 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- Stator - Owner Search screen resizable. (PS)
- Stator - Main screen "Search for Owner" button amended. (PS)
- Stator - Open Trade Statistics for any retrospective date. (PS)
- Stator - Popup menus added for System/Account - Sub & Closed Trade Statistics. (PS)
- Stator - Dividends, allow Rate per Share to be calculated when total provided. (PSL)
- modDSMan - Refactored/improved text data screen. (PSL)


14th September 2007
Auto-Update Version Group: 2.0.22
Stator - AFM (2.0 Build 245)
Communications Layer (2.0.206 - 06 Sep 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- Stator - Added ability to assign exchange rate to multiple Pending transactions at same time. (PSL)
- Stator - Added ability to reassign multiple account transactions to different account. (PSL)
- Stator - Added ability to reassign an Account to different Owner (Specific functionality). (PSL)
- Stator - "No Model" selected by default when Position Sizing screen loaded. (PS)
- Stator - Added popup menu system for Stator User Defined Fields (modUDF). (PSL)
- ctlExport - Fixed population of export options. (PSL)


7th September 2007
Auto-Update Version Group: 2.0.21
Stator - AFM (2.0 Build 241)
Communications Layer (2.0.206 - 06 Sep 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- Stator - Set min/max size for parcel sale screen. (PSL)
- Stator - Irish Stock Exchange added. (PSL)
- Stator - Updated exchange list to reconcile with Yahoo!Finance exchanges. (PSL)
- Stator - Trade Cost Management by Closed Trade with instrument filter, resolved SQL issue. (PSL)
- Stator - Position Sizing screen shown by default when main treeview "Enter a Trade" selected. (PS)
- Stator - Online suggestion for multiple code descriptions added. (PSL)
- Stator - System - Account link, System combo population when editing link. (PS)


2nd September 2007
Auto-Update Version Group: 2.0.20
Stator - AFM (2.0 Build 236)
Communications Layer (2.0.205 - 31 Aug 2007)
Data Layer (2.0.205 - 31 Aug 2007)

Resolutions / Fixes:
- Stator - Owner password amend screen, "Apply Change" button display. (PSL)
- Stator - Brokerage calculation for trade disposal, uses disposal quantity. (PSL)
- Stator - Trade disposal screen, now resizable. (PSL)
- Stator - Trade disposal, fixed brokerage allocation discrepancy for multiple parcels. (PSL)
- Stator - Account transaction screen, to Account automatically selected in combo dropdown. (PSL)
- Stator - Dividend ReInvestment (DRP) functionality added. (PSL)
- Stator - Trust Distribution ReInvestment (TRP) functionality added. (PSL)
- Stator - Ability to "Roll forward 1 year" dividend items added. (PSL)
- Stator - Ability to "Roll forward 1 year" trust distributions added. (PSL)
- Stator - Ability to cycle through dividend totals on screen with mouse-click. (PSL)
- Stator - Ability to cycle through trust distribution totals on screen with mouse-click. (PSL)
- Stator - Trade notes date defaults to current date. (PSL)
- Stator - Owner add screen resized for more screen real estate. (PSL)
- Stator - Fixed retrospective finance cost update, writing FC parcel history. (PS)
- Stator - Stator Restore screen now resizable. (PSL)
- Stator - Stop Management, "Open Risk % TE", "Trade Heat % TE" columns added. (PSL)
- Stator - Added the ability to edit/add/delete Sell Reason (UDF). (PSL)
- Stator - Added the ability to edit/add/delete Account Transaction Item Tye (UDF). (PSL)
- Stator - Resolved multiple-parcel logic for historical parcel/portfolio generation. (PSL)
- Stator - Trade/Memo Notes entry screen now resizable. (PSL)
- modCHC - System level performance chart, added Open/Closed Profit/Loss. (PS)
- modReport - Closed Trade report, added totals for profit/loss. (PSL)
- modReport - Taxation report, Sell Date column width increased. (PSL)


17th July 2007
Auto-Update Version Group: 2.0.19
Stator - AFM (2.0 Build 223)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.204 - 15 Jul 2007)

Resolutions / Fixes:
- Maintenance Release. (PSL)


15th July 2007
Auto-Update Version Group: 2.0.18
Stator - AFM (2.0 Build 221)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.204 - 15 Jul 2007)

Resolutions / Fixes:
- Stator - Parcel edit - Fixed Cost per Contract Amount saving correctly. (PS)
- Stator - Target $ calculation error resolved. (PSL)
- Stator - "per Contract Move" decimals, allow trade closure. (P)
- Stator - Closed Trade Detail screen, trade text display correction. (PSL)
- Stator - Tax Detail screen for closed trade, trade text display correction. (PSL)
- modCHC - Portfolio P/L %, Chart 3 Title fixed. (PS)
- modCHC - Performance by Open Trade for multiple (>3) "like" parcels. (PS)


9th July 2007
Auto-Update Version Group: 2.0.17
Stator - AFM (2.0 Build 216)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.203 - 04 Jul 2007)

Resolutions / Fixes:
- Stator - Auto Updates enabled on Demo/Trial. (PSL)
- Stator - Decimal places permitted for "per Contract Move" field. (P)
- Stator - Startup "Type Mismatch" for non-english regional settings. (PSL)
- Stator - Qty display for Dividends and Trust Distributions. (PSL)
- Stator - Closed Trade Rollback, small code bug (Adjustment) fixed. (PSL)
- modCHC - Performance by Closed Trade for multiple (>3) "like" parcels. (PS)
- modCHC - Performance by Symbol, display of last code/symbol in list. (PS)
- modDSMan - MetaStock DataSource Templates, Suffix & Prefix save (PS)
- modDSMan - MetaStock DataSource Assignment, multiple codes with suffix & prefix. (PS)


31st May 2007
Auto-Update Version Group: 2.0.16
Stator - AFM (2.0 Build 200)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

Resolutions / Fixes:
- Stator - Maintenance Release. (PSL)
- modOPU - Yahoo!Finance Currency XRate Server Address change. (P)
- modPUc - Yahoo!Finance Currency XRate Server Address change. (P)


25th May 2007
Auto-Update Version Group: 2.0.15
Stator - AFM (2.0 Build 199)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

Resolutions / Fixes:
- Stator - Account-System link, System dropdown limited to non-linked Systems. (PS)
- modBAL - Trading Pool display and calculation for zero equity Systems. (PS)


3rd May 2007
Auto-Update Version Group: 2.0.14
Stator - AFM (2.0 Build 198)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

Resolutions / Fixes:
- modBAL - Closed trade "Floating" status for non-leveraged long trades, P/L resolved. (P)


2nd May 2007
Auto-Update Version Group: 2.0.13
Stator - AFM (2.0 Build 198)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

Resolutions / Fixes:
- modBAL - Historical portfolio, partial disposals sold before "for date", now display. (PSL)
- modCHC - Open/Closed Equity, resolved display issue related to above. (PS)


27th April 2007
Auto-Update Version Group: 2.0.11
Stator - AFM (2.0 Build 198)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

Resolutions / Fixes:
- Stator - Trade Import screen now resizable. (PS)
- Stator - Fixed bug with auto-account transaction for short leveraged trades. (PSL)
- modCHC - Fixed P/L% Histogram Bucket assignments. (PS)


22nd April 2007
Auto-Update Version Group: 2.0.10
Stator - AFM (2.0 Build 195)
Communications Layer (2.0.203 - 30 Mar 2007)
Data Layer (2.0.202 - 10 Mar 2007)

- Major release of Stator version 2. (PSL)

 

     
     
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