Historical Basis

[fiscalis]

Hi Mark,

Is there an 'easy' way to get historical tax lot information into Fund Manager without having to do it manually? If so, what are the various options available?

THANKS!

Bill

[Mark]

Hi Bill,

The easiest way is to retrieve from your broker. If that isn't an option, you can import, if you have the data in an electronic format. If you don't have it in any electronic format, then you'll have to manually enter it. Each of these 3 methods is discussed/demonstrated in our "Getting Started" tutorial:

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