TakeStock 2

Copyright © Ravi Bhavnani
All Rights Reserved

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  • To report a bug, please post a comment at the TakeStock2 Google Group or send me an email.  Please try and include as much information as possible in your bug report.
  • Important
    If TakeStock 2 displays an “Internal Error” message, please email me the TakeStock 2 error file that was saved to your desktop.  Thank you!

 Open issues Closed issues 

 Issue #  Reported  Version  Description
 307  2026.08.26  2.0 R 77 The AMFI (Association of Mutual Funds in India) symbol finder no longer works and the application is unable to retrieve current values of AMFI securities.


Reported by Vijay Idnani

 306  2026.08.18  2.0 R 77 The Held tab of the Find Positions window includes sold positions, and the Sold tab is always empty.


Reported by NB

 305  2026.08.17  2.0 R 77 Suggestion:
It should be possible to print the search results displayed in the Find Positions window.


Suggested by NB

 304  2026.08.14  2.0 R 77 On some computers, the application is unable to open its help file via the Help | Help Topics or Help | How Do I...? commands.


Reported by Gerhard

 303  2026.07.16  2.0 R 77 The CAGR value displayed for positions that have been held for less than a year is inaccurate. (This is a display related problem only. Internally, data is correctly stored.)


Reported by Bernard Lefrançois

 302  2026.07.06  2.0 R 77 Historical prices for the symbol SPHIX cannot be retrieved.


Reported by Maxwell Moon

 301  2026.06.25  2.0 R 77 Suggestion:
Allow the user to easily navigate to favorite portfolios and folders.


Suggested by NB

 300  2026.06.25  2.0 R 77 Suggestion:
Allow percentages to be shown as whole numbers.


Suggested by NB

 299  2026.06.10  2.0 R 77 Clicking the Find button in the Find Positions window displays the message “The porfolio does not exist.” after presenting the search results.


Reported by Ravi Bhavnani

 298  2026.05.15  2.0 R 76 Suggestion:
The application should support a small number of user defined columns.


Suggested by NB

 297  2026.05.15  2.0 R 76 Suggestion:
Allow values in the Cost Basis, Curr Value, Curr Value (+ Div), Gain, Gain (+ Div), Net Proceeds, Post-Sale Gain, Realized Gain, Realized Gain (+ Div) and Value Chg columns to be displayed to the nearest 100 when possible. For example, a value of “1,234.56” would be displayed as “1.2 K” and a value of “123.45” would be displayed as “0.1 K”.


Suggested by NB

 294  2026.01.09  2.0 R 76 The application is unable to display charts.


Reported by Rod R

 293  2025.10.01  2.0 R 76 Suggestion:
Provide the ability to display the currency in columns that contain cash values (e.g. Buy Price, Cost Basis, Curr Value, etc.) in a portfolio’s Held, Sold and Snapshots views and a folder’s Current Value, Performance, Held and Sold views. Also display the currency in these views’ summary panels, when possible.


Suggested by Ravi Bhavnani

 291  2025.09.28  2.0 R 76 Suggestion:
Folder views should have a For selected items only checkbox similar to portfolio views.


Suggested by Ravi Bhavnani

 289  2025.08.12  2.0 R 76 Suggestion:
The Find Positions window should allow search results to be displayed using any view.


Suggested by NB

 288  2025.08.12  2.0 R 76 Suggestion:
The Find Positions window should allow the search to be limited to a specific portfolio or folder.


Suggested by NB

 285  2025.05.06  2.0 R 76 The application is unable to get latest and historical prices.
This no longer happens.


Reported by several users

 278  2025.02.23  2.0 R 74 The CAGR and CAGR (+Div) columns display incorrect values if a multiplier has been applied to a security’s trade and dividend values.


Reported by Ralf Buehler

 276  2024.11.30  2.0 R 74 Suggestion:
Provide the ability to edit the comment of any transaction.


Suggested by TW Page

 262  2024.10.12  2.0 R 70 Suggestion:
When adding dividends either manually via the Dividend Finder or automatically by using the Auto Add Dividends feature, provide the ability to add only a fraction of the paid out dividend because some jurisdictions tax dividend payments at source.


Suggested by Brendon Doherty

 250  2024.03.08  2.0 R 69 Suggestion:
The application should allow me to reuse a position buy date so that I can add positions to a portfolio without having to reselect the buy date each time.


Suggested by Champa U

 238  2022.06.02  2.0 R 64 Suggestion:
A portfolio’s post-gain sale (in the summary pane of a portfolio’s Sold tab) should also be displayed as a percentage amount.


Suggested by Justin Perry

 237  2022.01.18  2.0 R 64 Suggestion:
Allow a custom time interval to be chosen when displaying a chart.


Suggested by Mark K

 233  2021.12.12  2.0 R 64 Suggestion:
Allow multiple positions to be edited at the same time.


Suggested by Champa U

 229  2021.09.25  2.0 R 63 Suggestion:
A folder’s Held and Sold tabs should offer a Custom view.


Suggested by Ravi Bhavnani

 209  2020.09.04  2.0 R 61 Suggestion:
Increase the size of a position’s comment field.


Suggested by Elango Sam

 174  2017.11.29  2.0 R 51 The Print command ignores a view’s “Show summary” setting.  The summary is always printed.


Reported by Ravi Bhavnani

 173  2017.11.19  2.0 R 51 Suggestion:
The Chart window shouldn’t limit the selection of moving averages to standard values.  Instead, I should be able to select an arbitrary period and choose to show 1, 2 (short and long-term) or 3 (short, medium and long-term) moving average lines.


Suggested by Vijay Idnani

 171  2017.07.23  2.0 R 50 Suggestion:
Provide an option to add a position representing bonus shares (i.e. shares obtained from a company for no consideration).


Suggested by Jogy George

 125  2015.03.11  2.0 A 39 Suggestion:
Provide an option to not resize a portfolio’s column widths when the portfolio is refreshed.


Suggested by Frederico Viotti, NB

 30  2012.05.07  2.0 A 8 When the application displays a portfolio on startup, there is extra (useless) space after the right-most column.


Reported by Bassam A

 1  2011.08.1  2.0 A 39 Some features aren’t yet implemented.


Reported by Ravi Bhavnani

 


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