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Questions about updating prices or transactions in Fund Manager

Postby robert1 » Thu Sep 26, 2024 6:21 pm

Since the Yahoo Adj. Historical is now so slow, I signed up for a trial of FastTrack. I entered all the info including the token, reset the internet options,etc. but it still is using Yahoo Adj. Hist. What am I doing wrong. Please help
robert1
 
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Joined: Fri Jul 24, 2009 1:22 pm

Postby Mark » Fri Sep 27, 2024 7:46 am

Hi robert1,

1) Did you change the default historical quote server under "Options / Internet Settings..."?

2) If you look at the "Properties..." of your investments on the "Internet Retrieve" tab, which historical quote server are they assigned to? You can also turn on "Quote Server" or "Historical Quote Server" in the Portfolio Editor with "View / List Columns..." to see how each investment is assigned.

Basically, there is a "default", and then each investment can either be assigned to use that default or it can be assigned to a specific server instead.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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