Asset type retrieve

[gbfabiani]

Hi Mark

I am using Asset type and investment goal in my portfolio. I understood that a third "view" Sector type is now available, and it is possible to have these infos being obtained by internet retrieving.

My question is if each of the 3 views will be updated or the User can choose which one ( In my situation I would like to leave the 2 original ones in manual mode and the new one in internet mode) . Will it be possible ?

thanks
giovanni

[Mark]

Hi giovanni,

Yes, you can do this. You are not required to use internet retrieve on any of the categories. You can choose to either retrieve asset type or sector, or both. It only retrieves when you tell it to by choosing one of the menu commands:

Edit / Internet Retrieve / Asset Type...
Edit / Internet Retrieve / Sector...