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module 521 v2016 could not update investments

Questions about updating prices or transactions in Fund Manager

Postby saulwong » Wed Nov 01, 2017 1:23 pm

Hello,

I'm getting the error below when I try to update the investment prices. I have Personal Version: 2016.14.15.100 quote module 521 and transaction mudle 230. I appreciate any help. Thank you.

Retrieve Starting
Quote Module Version = 521
Retrieving from server: (YAHOO)
Requesting: "AUTO", "VIO.BR", "POG.l", "CICHY", ..."
WARNING: Server used but did not update any prices: (YAHOO)
Retrieving from server: (YAHOO-UK/IR)
Requesting: "HYDR.IL", "ELSA.IL"
WARNING: Server used but did not update any prices: (YAHOO-UK/IR)
Retrieving from server: (YAHOO-MEXICO)
Requesting: "M10TRACISHRS.MX"
Could not update any investments
saulwong
 
Posts: 2
Joined: Wed Nov 01, 2017 1:18 pm

Postby Mark » Wed Nov 01, 2017 2:04 pm

Hi saulwong,

There seems to be an issue with Yahoo servers currently. I see the same problem here. The server is returning a message implying it is a temporary problem. We will update the online status for this server. Check under "Help / Fund Manager on the Web / Check for Updates...".

You can either wait to see if Yahoo resolves this, or you can switch to "Yahoo (Alternate)". It is a much slower server, but it is still working currently.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11577
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Cole » Wed Nov 01, 2017 4:18 pm

Hi Mark,

I'm receiving this error when trying to retrieve prices.

Retrieve Starting
Quote Module Version = 521
Retrieving from server: (YAHOO)
Requesting: "FED12Q45Q", "VMFXX", "VB", "VSS", "VWSTX", "VEU", "MGC"
Could not update any investments
WARNING: Server used but did not update any prices: (YAHOO)

Any help would much appreciated.

Thank you
Cole
 
Posts: 30
Joined: Wed Nov 27, 2013 1:44 pm

Postby Mark » Wed Nov 01, 2017 4:22 pm

Hi Cole,

See my earlier reply, right above your post. Yahoo is currently not working...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11577
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Wed Nov 01, 2017 5:02 pm

We have posted more detailed information on this issue here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11577
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby saulwong » Fri Nov 03, 2017 3:48 pm

Hi Mark,

For my portfolio updating with the new module using Yahoo takes a very long time. I'm trying to switch to WSJ instead of using Yahoo. Do you know how to format the symbols for stocks that trade in London and Frankfurt? In Yahoo it was easy because the symbol was in the URL, but the URL in the WSJ website looks something like:

http://quotes.wsj.com/UK/XLON/LKOH
http://quotes.wsj.com/UK/XLON/SSA

Also, the same thing for currency exchanges. The URL would look something like:

http://quotes.wsj.com/fx/USDEUR

What is the right symbol for example in those cases to have in Fund Manager to retrieve those quotes?

For historical prices are you also recommending switching to WSJ instead of Yahoo or is the historical retrieve not affected by those issues?

Thank you,

Saul
saulwong
 
Posts: 2
Joined: Wed Nov 01, 2017 1:18 pm

Postby Mark » Fri Nov 03, 2017 4:20 pm

Hi Saul,

Please see the documentation on the WSJ servers here:

https://www.fundmanagersoftware.com/intrtv.html#WSJ

Basically, the symbol is everything after the domain name and slash. For example, the first one you mentioned would use:

UK/XLON/LKOH

If you change your symbols, it might be best to change your historical server from Yahoo to WSJ also. In FM 2016 you would have to do this, but in FM 2018 you can have separate symbols for primary/historical servers. Yahoo (Historical) however has not been affected by the recent changes, and continues to work as it did before.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11577
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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