Web Clipper Chrome Extension and Custom Classifications: RMS 87

Bipsync’s Research Management Software has been updated to release 87, with a number of fixes and a couple of new features:

  • Web Clipper Chrome Extension. The Bipsync web clipper bookmarklet is a popular add-on for saving web articles directly into Bipsync. If you use the Google Chrome browser, you can now upgrade to the Web Clipper Chrome Extension from your Settings > Apps & Add-ons panel. The extension has a couple of major benefits over the bookmarklet:
    • It can work on many more sites, as it isn’t subject to the same browser security restrictions.
    • It can clip PDF files from the browser, assuming you’re using the default built-in Chrome PDF viewer.

Chrome-App-Store-Large-Blog-Image

  • Custom Classifications. Bipsync now supports custom classification schemes for tags, so that you can add new panels to the left column for Stock Baskets, Bonds, Indexes, Commodities, Investment Themes, etc.

Custom Classifications in the Research Management System

  • Edit Tickers. Bipsync automatically recognizes global tickers for most public companies. If the security/ticker for a particular company doesn’t match the one you want to use, you can now quickly and easily edit the ticker for that company.
  • Full Note Content in Share Notifications. Bipsync will now email the full note content to the recipient when you choose to notify someone that you’ve shared a note with them.

As usual, please get in touch with your feedback, suggestions or questions.