Re: Retrieving historical data

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Posted by Mark on July 25, 2007 at 19:32:18:

In Reply to: Re: Retrieving historical data posted by Christofer on July 25, 2007 at 19:11:12:

: : Retrieving is much faster ...
: To do this, set the server to "Yahoo (Historical)" under "Options / Internet Settings..." and then do a retrieve with "Edit / Internet Retrieve / Prices". ... You will be prompted for the date range you want to retrieve, and then FM will go get that historical pricing information for all your investments.

: Hi,

: I did this and was never prompted for dates. It just did something in a pop-up and disappeared.

: All my charts have a straight line going from 10/02 to current date.

: I find it weird that one of the most important parts of the application is so hard to get working. There is no obvious way to refresh all charts and data. I wish there was a BIG BUTTON to do this all in one go.

: Cheers,
: Christofer

Hi Christofer,

Are you sure you picked the "Yahoo (Historical)" server for your default quote server? There is also a regular "Yahoo" server, which is different, and only gets current quotes. There is a button on the toolbar to retrieve prices. Generally when you set up new investments you retrieve historical prices for that new investment, and then just retrieve current quotes from that point forward. For a picture of the button on the toolbar, and some information on using this feature, please read:

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

If you pick "Yahoo (Historical)" for your default quote server, and still do not get prompted for a date range when you retrieve, please check that you aren't overriding the default server for each of your investments. This is pretty unlikely, but you can check under "Investment Properties... / Internet Retrieve" to make sure your investments are set to use the "" which you set under "Options / Internet Settings...".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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