Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Retrieve prices only on active investments

Questions about updating prices or transactions in Fund Manager

Postby plhfish » Tue Jan 22, 2019 7:06 pm

I've not been able to find a setup that allows me to update current prices only on investments that have a non zero balance on End Value. Is there such a thing? Updating current prices on a daily basis goes through all symbols I've had in the past as well... I may be missing something...
plhfish
 
Posts: 5
Joined: Fri Oct 30, 2015 6:43 pm

Postby Mark » Tue Jan 22, 2019 7:10 pm

Hi plhfish,

You can use "File / File Operations / Hide Sold Investments..." to hide and turn off price retrieve for investments you no longer own. When prompted for a date range in that dialog, if you use today to today, anything you own zero shares in as of today will be hidden and have its price retrieve option (Investment Properties... / Internet Retrieve / Retrieve Price) turned off. See this tutorial on Hiding Sold Investments as it goes over using this Hide Sold Investments... dialog.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11581
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby plhfish » Sat Jan 26, 2019 6:28 pm

I've been doing this since day one, but did not have the checkbox "Turn off price retrieve for sold investments" - sigh... My bad. I checked it now, all works!
Thanks for your help,
Peter
plhfish
 
Posts: 5
Joined: Fri Oct 30, 2015 6:43 pm


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 27 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.