Investment Properties - Internet Retrieve Dialog

 

This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties... from the popup menu.  It is also available by right mouse clicking on any investment in the Graph or a Report window, and choosing Investment Properties... from the popup menu.

 

Prices:

 

Retrieve Price

Controls whether the quote for this investment will be requested when you perform an internet price retrieval. (Useful for preventing cash, money market, or other investments with a constant share price, from requesting price updates.)

Quote Server

Choose which server to use when updating prices () for this investment. By choosing <Default Server> the global preference you have specified under the Internet Settings Dialog will be used. Otherwise, choose a specific server to always use that server for this investment.

Historical Quote Server

Choose which server to use when updating historical prices () for this investment.  By choosing <Default Server> the global preference you have specified under the Internet Settings Dialog will be used. Otherwise, choose a specific server to always use that server for this investment.  The historical quote server can be assigned to any quote server, it does not have to be a 'historical' one.

Invert Retrieved Price

When a price is retrieved for this investment, record the inverse (1/retrieved price). This feature may be useful for exchange rate investments where the source of exchange rates is opposite to the manner required under the Currency Settings Dialog.

Multiply Retrieved Price By

When a price is retrieved for this investment, multiply the retrieved price by this scaling factor before updating the investment.  This feature may be helpful for converting prices quotes in pence to pounds.  In this case you would set the scale factor to 0.01.

See Also

About Investments

Investment Properties Dialog

Investment Properties - General Dialog

Investment Properties - Password Dialog

Investment Properties - Investment Goal Dialog

Investment Properties - Asset Type Dialog

Investment Properties - Statistics Dialog

Investment Properties - Other Dialog

 


Fund Manager Home