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What happened to the speed of retrievals

Questions about updating prices or transactions in Fund Manager

Postby wizard348 » Mon Feb 17, 2025 3:19 pm

I know someone else ask this and it has to do with Yahoo cutting us off from using Yahoo. Can someone tell me what the work around is and how to speed up the retrieval of prices and Historical Prices. WSAE 12057.

I LOVE this software package. I have used it since before 2012 when I retired.

The Pro model pays for itself in a month in time saved. But I need to speed it back up to pre-Yahoo speed.

PLEASE Help
Gary
wizard348
 
Posts: 52
Joined: Fri Jul 25, 2008 10:39 am
Location: Florida

Postby Mark » Mon Feb 17, 2025 3:39 pm

Hi Gary,

Yahoo recently changed (requiring a premium paid membership to download only pricing data), and for the historical Yahoo servers we had to make some changes to keep it working at all. It is now much slower, and it also appears to be intermittent, especially after making many requests. Some suggestions:

1) Find other solutions than using Yahoo (Historical), like update daily so you don't need to rely on getting historical prices. Yahoo is still very fast, but Yahoo (Historical) is not. You can automate with a command line the daily price retrieval.

2) Use other historical quote servers. See details/options here: https://www.fundmanagersoftware.com/intrtv.html

- Tiingo (Historical) is good, and supports both funds/stocks, but depending on how many quotes you need, you may need to pay for their premium membership
- Stooq (Historical) is very good, but may require you to change some symbols, and doesn't support mutual funds.
- If you need historical fund pricing, check out Financial Times - Funds (1M Historical).

3) If you need to use Yahoo (Historical), make smaller requests. Right mouse click on a selection and use "Retrieve Selected Historical Prices". Retrieve only a smaller number at a time. Turning off the options to retrieve splits/distributions will also help. If you do need to retrieve splits/distributions from Yahoo, make sure you're using 2024.18.5 or later, which is significantly faster than old versions when splits/distributions are involved.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby wizard348 » Sun Feb 23, 2025 1:48 pm

Is there a way that we can pay more for your software and get the speed back ???

I LOVE your software.
wizard348
 
Posts: 52
Joined: Fri Jul 25, 2008 10:39 am
Location: Florida

Postby Mark » Sun Feb 23, 2025 4:15 pm

Hi wizard348,

There isn't an option currently to pay more to fix the speed issue with Yahoo (Historical). However, there are other optional paid quote servers that we support that are very fast/reliable. It is just a matter of seeing if they offer the quotes you need. For example, Tiingo (Historical). You may not even need a premium membership, depending on how many symbols you are tracking. They offer a reasonable free package (they call it "Starter"). They are definitely worth checking out. You can read more about using Tiingo with Fund Manager here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11738
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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