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Controlling "Update Price When Retrieving Transactions"

Questions about updating prices or transactions in Fund Manager

Postby DukeWeston » Thu Apr 11, 2024 6:42 am

[FM 2024.18.2.100]

I would like to modify (turn off) this setting on my existing investments but I suspect it is going to be tedious.

The global setting dialog "New Investment Price Retrieve Defaults" has a button for "Apply settings to existing investments" but unfortunately it lacks the checkbox for "Update Price When Retrieving Transactions".

Am I missing some other easy way to do this? And if I'm not, maybe this could be implemented in a future update.

I would add that the button "Apply settings to existing investments" seems out of place on a dialog entitled "New Investments ..." and I was quite surprised when I found it lurking there. Perhaps the dialog title could be changed to encompass existing investments, or the button relocated somewhere more intuitive.
DukeWeston
 
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Postby Mark » Thu Apr 11, 2024 1:26 pm

Hi DukeWeston,

I don't think you're missing anything unfortunately. You would have to do this one investment at a time, unless you're using the Advisor version, which would allow you to do it one symbol at a time with "Edit / Symbol List...".

Understood your points, thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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