All clients can be migrated at one time when upgrading or reinstalling the program.

Updated report templates have been created with file names ending in (Feb05). When an Insight 1.0/1.02 User upgrades to Insight 1.5, the updated templates will be added to the “Reports” tab within Insight, and the “Report Templates” and “Monitor Templates” folders. Any existing templates will be retained.

A "Sort" button was added to the 'Client' tab of main console. This allows the user to sort the clients from A – Z based on the first letter in the Client Name field.

StockOpter Insight© subscription can be easily extended using the "Extend" link on the Intro tab.

The Key Ratio table has been revised to include the In-The-Money values for each option grant.

A new tag called Forfeit Value® has been added to the Personal Option Profile© report. In the Insight support section of this site you can find a complete list of the tags available for use with StockOpter Insight©. (click here )

The titles were removed from the Freedom Fund Chart and the Asset Allocation table to make them more flexible for use in customized report templates.

For each client, the user can no longer add a grant with the same ID as an existing grant.

The program will now correctly compute the cash-out value column of the leverage table when vesting lots whose vesting date has already occurred exist for a client.

Insight 1.5 introduces the Insight Ratio® and VaR Ratio terminology for the TV/BSV and TV/VaR ratios, respectively.

The help file has been update to clarify data input.

The Sally Sample data has been updated.

StockOpter Insight© now limits the characters that are allowed in the client name to letters, numbers, spaces, commas and periods.