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Re: Quicken import

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Posted by Mark on November 28, 2004 at 21:38:00:

In Reply to: Quicken import posted by Chris Blanton on November 28, 2004 at 21:29:46:

: Hi. My question has more to do with Quicken than FM but it has some relation. To download prices for listed options within FM or Quicken, what fields should I populate and how should I format them so Yahoo! can determine which option it is?

: If I format them properly, presumably I can import my securities into FM and obtain historical pricing info.

: Thanks,
: Chris

Hi Chris,

When retrieving quotes the "Symbol" field is the one you need to make sure
matches the symbol on the quote server. For links to all the quote servers
see:

http://www.fundmanagersoftware.com/intrtv.html

You can visit the servers with your browser to figure out the right symbol.

To edit the symbol in Fund Manager, just right mouse click on an
investment, and choose "Investment Properties..." from the popup menu.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003




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