HI Mark I am getting zeros on all holdings in the vlaue change and % change columns is this a change in the default server? was the same yesterday too
alan
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change and% change not updating
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Hi Alan,
Do you have pricing data recorded for the 2 dates in question? For example, if you're looking in the Portfolio Editor, do you have prices for today and yesterday? Use the Data Register, and look under the "Prices" data type to see your recorded data.
Hi Alan,
The Data Register is a very important tool, and fundamental to working with your data. Please see this Data Register Tutorial.
Hi Alan,
Where are you looking at the change in value? If it is the Portfolio Editor, make sure you have a price for today.
It depends on the data source, and what market you're retrieving prices from.
Hi alpappy,
The values in high/low wouldn't affect the "value change" field. The value change is the change in close from the prior day to the date being calculated. Also, you shouldn't see just "0000" in a field. Maybe you have the column too narrow, and it isn't showing the whole field? Maybe you can post some screenshots, showing the problem?
Hi alpappy,
Thanks for the feedback/idea. You might also consider creating a Custom report, and adding the fields you want. With a Custom report you can set the end date to whatever date you want, so if you don't have price for your current date yet, set the ending Custom report date to yesterday, where you do have pricing data. You can use any of the quote servers. FM generally updates prices for the date as specified by the server.
12 posts
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