Price Update Options:

Default Quote Server

The default server from which Fund Manager will request pricing information.  There is also a button "Retrieve Server Status Now", which will retrieve the current status of all quote servers. This will retrieve a document from the Fund Manager web site, which is updated by Beiley Software to document the current status of each supported quote server. If a quote server stops working for any reason, this will be documented here, with a status on the situation. The default quote server preference is memorized in portfolios. The default quote server can be overridden on an investment basis.  See the Investment Property - Internet Retrieve Dialog.  The toolbar button to use this quote server is: .

Default Historical Quote Server

The default server when using the "Historical" price retrieve commands.  This server works the same as the primary default quote server, but it is often useful to have a 2nd default quote server defined and available.  This server is titled the 'historical' quote server, but it can be assigned to any quote server you want, and works identically to the primary default quote server.  The toolbar button to use this quote server is: .

Disconnect DUN After Retrieve

Turn this option on to disconnect your dial-up networking connection after the retrieve is complete. Leave this option off if you do not use dial-up networking to connect to the internet. This option is memorized in portfolios.

Persistent Request n Times

When this option is turned on Fund Manager will repeat its request for prices from the server upon any server error. The number of times to repeat the request can be adjusted here also. This option is memorized in portfolios.

Automatic Retrieve

When this option is turned on Fund Manager will automatically retrieve prices as specified under the Frequency... options. Fund Manager needs to be left open and running for the retrieve to occur. Retrieve related informational or error notifications requiring user interaction are suppressed for automatically initiated retrieves. This option is memorized in portfolios. (Fund Manager utilizes free quote servers on the internet for retrieving prices. To be considerate of these server's bandwidth please do not set this value lower than necessary. This will help ensure these servers remain available and free.) For other options to automate price retrieval see command line options.

Proxy Server:

Use Windows Settings

Fund Manager will use the proxy settings as set in Windows.

Connect Through Proxy Server

When this option is turned on Fund Manager uses the specified proxy server and port to access the Internet. When this option is selected the proxy name and port must be filled in to their correct values.

Proxy Server Name or IP Address

Name of the proxy server (e.g. gateway.company.com) or the IP address of the proxy server (e.g.: 143.12.128.125)

Port

Port number

Use Authorization

Specify the username and password required to access your proxy server.