Price Updates

 

There are three possible methods to update the prices in Fund Manager investment files: retrieving, importing, or manual. All methods accomplish the same result, updating your prices, but some methods may be easier or quicker than others. Each method is discussed below.

 

1) Internet Retrieve:

Retrieving prices from the internet is the easiest and quickest method to update your prices.

 

2) Importing:

Fund Manager can import prices from a wide variety of files.

 

3) Manual Updates:

Manually update prices using the Update Price menu commands, or from within the Data Register.

Single Price - Single Investment Dialog

Single Price - Multiple Investments Dialog

Multiple Prices - Single Investment Dialog

Multiple Prices - Multiple Investments Dialog

Your recorded pricing data can be viewed in the Data Register with the "Prices" data type.

See Also

Retrieving Prices

Importing Prices

About Transaction Updates

About Investments

 


Fund Manager Home