Investment Import Data

[Gally]

Is it possible to maintain investment data globally. I have the same investment in many portfolios and when importing transactions have to manually edit the internet retreive properties of multiply retreived price for each investment in each portfolio.

Can 'multiply retreived price by' be an import data item?

[Mark]

Hi Gally,

If you are using the Advisor version, you can make this change globally for all investments with the same symbol. Use "Edit / Symbol List...", select your symbol, and click on the "Edit..." button next to "Internet Retrieve". Any changes you make are applied to all investments with the same symbol. If you are not using the Advisor version you have to make this edit for each investment separately.

This property currently isn't available as an import item, but we can consider adding it to the generic transaction import in a future version.