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Currencies not updating

General questions about using Fund Manager that do not fit into any other forum.

Postby alpappy » Thu Jul 14, 2016 3:28 pm

HI Since recent module I cannot get the currency quotes to update Have tried yahoo and Qndl No luck

Also what is the default server now?

Thanks\alan
alpappy
 
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Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Thu Jul 14, 2016 3:31 pm

Hi Alan,

You control the default server under "Options / Internet Settings...". What exact quote server and symbol combination are you using that won't update?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby alpappy » Thu Jul 14, 2016 3:34 pm

Hi All the internet retrieve in the currency files are now blank Not sure what one I was using proabably bloomberg eg nzdaud:cur

Not sure what to use now Do I need to go over eah position that was using bloomberg and change one at a time?
thanks
alan
alpappy
 
Posts: 366
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Thu Jul 14, 2016 3:42 pm

Hi Alan,

You can get exchange rates from either Quandl or Yahoo. Whichever one you choose you will need to use their symbol. Visit that server's site with your browser, and look up the symbol. We will be updating our FAQ soon for this. If you just need current exchange rates, try Yahoo. If you want to get historical exchange rates, use Quandl.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11583
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby alpappy » Thu Jul 14, 2016 3:49 pm

Is yahoo working Also would you advise setting the default to yahoo from now on?

Quite a lot of work Pity about bloomberg

Is it worth then upgradint to higher version to get live quotes from yahoo?

thanks
alan
alpappy
 
Posts: 366
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Thu Jul 14, 2016 3:55 pm

Hi Alan,

Yahoo (Historical) is not working at the moment, but Yahoo is. We are working on fixing this. See: viewtopic.php?f=6&t=3926

If you want current exchange rates, use Yahoo. If you want historical exchange rates, use Quandl (Historical).
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11583
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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