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Historical Exchange Rates

Questions about updating prices or transactions in Fund Manager

Postby realbg » Tue Aug 17, 2010 6:55 pm

Hello,

The last time I asked this question, I was told that Yahoo cannot import historical exchange rate and I have to import it manually from websites like Oanda.com in CSV format.

Is this still the case? Any luck with say Bloomberg or other public sources?

Thank you.
realbg
 
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Postby Mark » Tue Aug 17, 2010 7:04 pm

Hi realbg,

Yes, this is still the case. When setting up a new exchange rate, you can get historical rates from Oanda, and then going forward you can update the daily exchange rate using Yahoo. See:

http://www.fundmanagersoftware.com/faq_ ... wnload.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Postby CeSinge » Sun Oct 17, 2010 10:51 am

Mark (site admin),

Why not indicate this clearly in your help file? I may be new to the program, but spent close to 3 hours trying to figure out why updating currencies did not work (while all other updates do). Very frustrating experience, sorry to say this.

CeSinge>
CeSinge
 
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Joined: Sun Oct 17, 2010 10:32 am

Postby Mark » Sun Oct 17, 2010 11:20 am

Hi CeSinge,

Sorry about the frustration. This is documented in our FAQ section, here:

http://www.fundmanagersoftware.com/faq.html

See #17.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11708
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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