Re: Download transactions from fin institutions
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Posted by M Dawson on November 29, 2004 at 22:42:27:
In Reply to: Download transactions from fin institutions posted by Ash Aragam on November 22, 2004 at 20:54:12:
: Is it possible to download transactions from brokerages? To setup a portfolio, this would be the easiest if you have more than a handful of investments.
: Thanks in advance
I am a former user. I don't remember why I stopped using your product, but I think that it might have been related to not being able to download transactions from brokerages. Well, I am looking again for tool - Quicken doesn't handle easily some of the items that are now important to me such as multiple currencies and options. I don't think either will be a problem with your tool. I looked at your list of brokerages support and Interactive Broker was not listed. It is my primary broker. Quicken doesn't handle direct access to IB either, but you can download from their web site into a Quicken format that Quicken reads. What are your plans to handle IB?
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