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YAHOO ADJUSTED HISTORICAL

Questions about updating prices or transactions in Fund Manager

Postby robert1 » Sat Sep 07, 2024 2:16 am

Mark,
Yahoo does not appear to be retrieving quotes....
robert1
 
Posts: 30
Joined: Fri Jul 24, 2009 1:22 pm

Postby Mark » Sat Sep 07, 2024 8:54 am

Thank you. I see the same problem here. We'll investigate, and update the online status when we know more. See "Help / FM on the Web / Check for Updates..." to see the latest status.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Mark » Mon Sep 09, 2024 6:56 pm

The quote module has been updated to address this problem. Version 607 is available by selecting "Help / Fund Manager on the Web / Check for Updates..." from within Fund Manager 2024.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11567
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby robert1 » Tue Sep 17, 2024 4:47 am

Mark,
If I wanted a faster quote retrieval option that Yahoo Historical, which FastTrack plan would be best for Fund Manager Advisor version?
robert1
 
Posts: 30
Joined: Fri Jul 24, 2009 1:22 pm

Postby Mark » Tue Sep 17, 2024 8:21 am

Hi robert1,

To use FastTrack with Fund Manager they charge by the tickers you access in a month. It is the Market Data API you're interested in, and can read about it on their site here. If you need "adjusted" historical data, this is a good option. You might want to email them, and ask for a quote for your situation/needs.

If you only need actual closing prices, there are other servers you can use for free.

I believe many advisors end up getting pricing data through their broker when importing institutional transactions. Pricing data is included.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11567
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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