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update price when retrieving transactions

Questions about updating prices or transactions in Fund Manager

Postby JeanneMarie » Wed Dec 25, 2024 10:06 am

Is there a way to display this property in the Portfolio Editor? Among the choices for columns in the Portfolio Editor, I see "retrieve price" (prices from the quote server identified?), but not this updating price during transaction retrieval (prices from my broker?).

Thanks.
JeanneMarie
 
Posts: 79
Joined: Thu Oct 23, 2014 9:52 am

Postby Mark » Thu Dec 26, 2024 9:28 am

Hi JeanneMarie,

Sorry, no, it isn't available for the Portfolio Editor. You can see it in a Custom report with that field, but not in the Portfolio Editor. Would be good to add there too...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby JeanneMarie » Thu Dec 26, 2024 12:27 pm

Oh thanks for pointing to a custom report. For my purposes, that will do fine. Anything is better than clicking thru investment properties again and again.
JeanneMarie
 
Posts: 79
Joined: Thu Oct 23, 2014 9:52 am


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