|
|
Asset type & sector retieval
2 posts
• Page 1 of 1
FYI, just discovered that the investment properties "type" must be correct for internet retrieval of asset types and sectors. For example: I download transactions from Interactive brokers and it assigns ETFs "type" as a stock - in the past this was not a problem, but now you must go to properties and change type to "Exchange Traded Fund" or the retrievals will end up as "uncategorized". Hope this will save others a little time and frustration. Thanks for all your excellent work!! Bill
Bill
Hi Bill,
Good tip, thanks for sharing.
2 posts
• Page 1 of 1
Return to Prices and Transactions Who is onlineUsers browsing this forum: No registered users and 17 guests |
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved. |