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Interactive Broker quotes useing Yahoo(Options)

Questions about updating prices or transactions in Fund Manager

Postby Bompa » Wed May 29, 2013 12:28 pm

I understand that Interactive Brokers does not support online updates. So I use there QFX file downloads to keep my account current. In order to update Option prices using Yahoo(Options) server I have to delete the spaces after the ticker in the Option symbol, then the prices update.

Am I doing something wrong or is there a different quote server that I should be using? It's an aggravation to have to edit every new Option symbol so the price will update.
Bompa
 
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Postby Mark » Wed May 29, 2013 4:44 pm

Hi Bompa,

For updating quotes through Yahoo (Options) you are doing it right. It sounds like IB and Yahoo just use different symbols for options. The other choice you have is to get your pricing from IB. If you download their QFX file and import it, it will also update pricing if present in the file.
Thanks,
Mark
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Postby Bompa » Thu May 30, 2013 8:52 am

I was hoping for a better solution. IB is not the only brokerage that puts spaces in the option symbol. Scottrade does the same thing. I'm just tired of editing the spaces out of every symbol. Wish the import process would do it for me.

Thanks,
Bompa
 
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Joined: Wed Nov 09, 2011 10:31 am

Postby Mark » Thu May 30, 2013 8:54 am

The only change you have to make is removing empty space at the end of the symbol?
Thanks,
Mark
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Postby Bompa » Tue Jun 04, 2013 5:44 pm

No the spaces are between the ticker & the option expiry, strike.
Example: DMND 130622P00015000 has to be edited to DMND130622P00015000.
T 130720P00035000 has to be edited to T130720P00035000.
Bompa
 
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Joined: Wed Nov 09, 2011 10:31 am

Postby Mark » Tue Jun 04, 2013 7:37 pm

Hi Bompa,

I see... thanks for the example. That is unfortunate they don't use the same symbol, without spaces.
Thanks,
Mark
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Postby Bompa » Mon Apr 14, 2014 4:40 pm

Mark:
Does Fund Manager 2014 Release address the Option symbol problem that we discussed in this thread last year? I did not see it specifically addressed in the release notes.

Thanks,
Dennis Kent
Bompa
 
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Postby Mark » Mon Apr 14, 2014 8:15 pm

Hi Dennis,

We hadn't done anything here, but just did now. Please use "Help / FM on the Web / Check for Updates..." to download quote module 465. With this module, any space characters in your symbols are removed as part of making the request from Yahoo (Options). This will enable you to leave your spaces in the symbols, and successfully retrieve from this server.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11252
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Postby Bompa » Mon Apr 14, 2014 9:52 pm

Great news, Thank you!
Bompa
 
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Joined: Wed Nov 09, 2011 10:31 am


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