|
Version
Number |
Date
Released |
Major
New Features |
| StockOpter® Pro 3.6 |
4 April 2008 |
Includes the 2008 tax update, updated price indices, enhancements to the migration / roll-over functions, installation improvements and changes that address various calculation issues. (Details) |
| StockOpter® Pro 3.5 |
20 November 2007 |
Supports Office 2007 in compatibility mode (tools and menus visible from “Add-ins” menu). Fixed error in Stock Split function that didn’t adjust correctly in 83b elections on RSAs. Updated price indices table to remove value errors. Dropped Single Case chart due to Office 2007 incompatibility. |
| StockOpter® Pro
3.42 |
6 April 2007 |
Fixed errors found in versions
3.4 and 3.41 in the new Minimum Tax Credit (MTC) carryforward
calculations and in the redesigned RSA grant block. |
| StockOpter® Pro 3.4 |
23 February 2007 |
Includes the 2007 tax update, modifications
for the new AMT refundable credit amount and a slight redesign
of the Restricted Stock Award (RSA) section. (Details) |
| StockOpter® Pro 3.31 |
12 July 2006 |
Increases the AMT exemption amount for 2006 and extends the 15% capital gains and dividends tax rate thru 2010. (Details) |
| StockOpter® Pro 3.3 |
17 Mar. 2006 |
Includes the 2006 tax update, various
bug fixes, price indices updates, and miscellaneous
minor modifications and improvements. (Details) |
| StockOpter® Entry |
17 Mar. 2006 |
Effective with the release of StockOpter® Pro 3.3,
StockOpter® Entry is no longer available. |
StockOpter® Pro 3.2
StockOpter® Entry 3.2 |
31 Jan. 2005 |
Includes the 2005 tax update, various
bug fixes, price indices updates, and miscellaneous
minor modifications and improvements. (Details) |
StockOpter® Pro 3.15
StockOpter® Entry 3.15 |
16 Nov. 2004 |
Updates tax calculations based on the
Working Families Tax Relief Act of 2004. (Details) |
StockOpter® Pro 3.1
StockOpter® Entry 3.1 |
30 Mar. 2004 |
Includes the 2004 tax update, a calculation
bug fix, a new RSP strategy, price indices updates, migration
enhancements, and other user interface improvements. (Details) |
| StockOpter® Pro 3.0 |
13 Oct. 2003 |
StockOpter® Pro is a major upgrade that provides
significant productivity and feature enhancements including:
goal based strategies, support for multiple corporations,
and indexing of the investment account. (Details) |
| StockOpter® Entry 3.0 |
13 Oct. 2003 |
StockOpter® Entry is a new low
cost version for planning assistants and occasional users. (Details) |
| StockOpter® 2.54 |
25 Feb. 2003 |
The ability
to import data from StockOpter® Insight
into StockOpter® 2.54 was added.
Updated Tax
charts to IRS numbers for 2003, as well as an updated Price
Indices. (Details) |
| StockOpter® 2.53 |
20
May 2002 |
A
calculation bug was fixed for self-employment tax for ISO option
holders who received dividends and also had outside self-employment
income (Details) |
| StockOpter® 2.52 |
30
Jan. 2002 |
No new
features were added and no cell formulas were changed. This
is a maintenance release only.
Updated
Tax charts to IRS numbers for 2002, as well as an updated
Price Indices data. (Details) |
| StockOpter® 2.51 |
4
Dec. 2001 |
No major
new features were added. This is a maintenance release only.
Calculations
areas addressed include AMT tax calculations on the Case sheets,
and the "Marginal tax bracket" reported on both
the Assumption and Case sheets. (Details) |
| StockOpter® 2.5 |
20
Aug. 2001 |
Many
new features were added to StockOpter® version 2.5. A complete
list of features is available.
Some of the highlights are:
- Diversification
Illustrator·
- Price
Indexer·
- Additional
Strategies·
- Transaction
override stock price·
- New
tax charts (Details)
|
| StockOpter® 2.02 |
30
May 2001 |
Bug
fix for the data migration tool
Bug fix for StockSplits (Details) |
| StockOpter® 2.01 |
17
May 2001 |
Bug fix for Restricted Stock Plan calculations (Details) |
| StockOpter® 2.0 |
5
April 2001 |
A significant number of new features were added. A complete
list of features, and instructions on their use is available.
(Details) |
| StockOpter® 1.04 |
21
Jan. 2001 |
Updated 2001 tax tables. No other functionality features were
changed. |
| StockOpter® 1.03 |
28
Aug. 2000 |
Enhanced
to allow any combination or sequence of adding grants and adding
stock plans while working in a StockOpter® model. (Details) |
| StockOpter® 1.02qt |
4
Aug. 2000 |
A
"Quick Tour" utility was added to the demo version
downloadable from the Web site. No new functionality or feature
was added to the full version. |
| StockOpter® 1.02 |
27
Mar. 2000 |
- Year
2000 tax tables
- A
greatly expanded set of canned strategies.
- Future
year grants fully supported across all types of stock plans.
- New
"Data Migration" tool allows data import from
existing StockOpter® workbooks (Details)
|
| StockOpter® 1.01 |
30
Dec. 1999 |
Bug
fix for Restricted Stock Plan Calculations (Details) |
| StockOpter® 1.00 |
18
Nov. 1999 |
First
commercial release |
