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Locating in one list investements ex updated by WSJ

General questions about using Fund Manager that do not fit into any other forum.

Postby Arrow » Mon Jan 29, 2024 4:58 am

Hello Mark,

I have Fm 2024 18.1 Advisor version.
I do have a very large number of investments and between them I have many
that had price updates with WSJ that is no longer available.
Is there a way to extract a list of all these investments that were updated with WSJ or do I have to check them one by one ?

Thanks for your answer
Arrow
 
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Joined: Wed Apr 29, 2020 3:40 am

Postby Mark » Mon Jan 29, 2024 9:25 am

Hi Arrow,

Create a Custom report listing by investment, and add the field: Quote server

Once you create the report, use "Sort / Quote server" to sort the listing of investments by quote server, so all the investments with the same servers will be grouped together. This way you can easily find all the investments with a WSJ server.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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