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Asset type & sector retieval

Questions about updating prices or transactions in Fund Manager

Postby bloveless » Fri Mar 13, 2015 7:29 am

FYI, just discovered that the investment properties "type" must be correct for internet retrieval of asset types and sectors. For example: I download transactions from Interactive brokers and it assigns ETFs "type" as a stock - in the past this was not a problem, but now you must go to properties and change type to "Exchange Traded Fund" or the retrievals will end up as "uncategorized". Hope this will save others a little time and frustration. Thanks for all your excellent work!! Bill
Bill
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Postby Mark » Fri Mar 13, 2015 9:11 am

Hi Bill,

Good tip, thanks for sharing.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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