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Auto Retrieve

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

Postby 4Profits » Sat Mar 22, 2025 9:58 am

Mark,
Is there a way to automatically retrieve and save transactions for an individual portfolio?
I would like the program to automatically retrieve my transactions daily, and save the investments. If this is not a feature it would be a nice add. You could set it up in the "OPTIONS" as Auto Retrieve Investments.
If you are on a portfolio and select this new Option a form will pop up showing every day of the week. You could then check the day or days you want the retrieve to happen and a time. When it is done then automatically save the investments in the selected portfolio.
You could then have it happen daily, or even just once a week.

Thanks, Jim
4Profits
 
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Postby Mark » Sat Mar 22, 2025 10:20 am

Hi Jim,

Thanks for the feedback. You can do this for prices, but not transactions, using the command line arguments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby 4Profits » Sat Mar 22, 2025 11:46 am

My system automatically retrieves the prices for my investments. But it would be nice to schedule the transactions to happen Daily or weekly per portfolio.

Thanks,
Jim
4Profits
 
Posts: 165
Joined: Sat Feb 09, 2008 1:02 pm


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