Installation was quick and smooth as always. Opened in PORTFOLIO COST - VALUE-H just like when I last closed it. However, the vertical range was $1000 capped at the correct top number and the horizontal range started in 2003, not 1/1/99 as it should have been. After the initial scare, it was easy to correct. However, when I closed and opened it, it was wrong again but this time $13000 and 2009. So, after fixing I tried a Close Portfolio under File then it was OK when I closed and opened. And, I can makes changes, closed the program and reopen and the changes stay as before. So, somehow I needed on manual Portfolio Close.
I was excited about the first bullet in the list of changes. I opened the report and it had only a header and footer. Took a while to figure out that I will have a lot of work to do to get the expected income. I had hoped that expected would be based on history. The actual version is useful so that's good. One of my few post here was asking for what I thought I was getting - my fault for reading into what your wrote.
Still, as always, one of my favorite programs/tools.