Helpful Tips
- Read a list of
frequently asked questions and answers.
- Retrieve your prices from the
internet. It is a very quick and easy method to update
prices. For more information and
tips on using this feature click here.
- Use the Yahoo
(Historical) or
MSN (Historical) quote servers to easily retrieve historical
prices for your investments. Historical exchange rate quotes
can be downloaded and imported from
OANDA (save using the CSV format and import with the format
string MM/DD/YY,NAV).
- Use sub-portfolios to organize your accounts. See the
Portfolio Editor tutorial.
- Retrieve
transactions directly from your broker or fund company.
- To retrieve historical prices on
only selected investments (like when you've just added a new
investment to your portfolio), right mouse click on the selected
investments and choose Retrieve Selected Prices from the
popup menu. This makes your price retrieve go quicker, as
you're only retrieving for the selected investments.
- Use the 1, 4, or 9
keys to quickly change the number of graphs
displayed. See Keyboard
Shortcuts for other time saving tips.
- Left drag the cursor
to zoom in on a region of a graph. Use the 'u'
key to undo the zoom. See Mouse
Commands for other time saving tips with the mouse.
- Read about transferring Fund Manager
to a new computer.
- Read about how to
handle short positions in Fund Manager.
- Read about how to
handle options in Fund Manager.
- Create a portfolio
containing all your investments to utilize when
importing or retrieving prices and transactions, so you only have
to do it once.
- Fund Manager can
import transaction history from Quicken's QIF files. Quicken, Microsoft Money, and many other sources will export QIF files. When
exporting QIF from Microsoft Money specify "strict
QIF". See QIF
Importing in the documentation.
- Instructions are available for importing from
Captools for Windows.
- You can track multiple currency
portfolios in Fund Manager. You can track investments in up to
8 different currencies. Set up an "exchange rate" type
investment to track the exchange rate for each currency. A
useful link to get the symbols for these investments is:
http://finance.yahoo.com/currency. Once you set up the
exchange rate investments, assign them under the
Currency Settings Dialog.
See the multiple currency tutorial
for step by step instructions.
- For Canadian stock
and mutual funds use the Canada Stockwatch quote server to retrieve
prices. The Advice For
Investors server also has Canadian mutual fund quotes. The
Canada Stockwatch (3M
Historical) server can be used to get historical prices on your
Canadian stocks and funds.
- Canadian investors
may wish to check out
Canada Stockwatch. This is a fee based
service which offers historical prices on
Canadian stocks as well as mutual funds. The
generic import command in Fund Manager can import
this data. Download the "ASCII2"
format, and use the format string: SYMB,MM/DD/YY,XX,HH,LL,NAV,VV.
- United Kingdom -
London Stock Exchange prices can be obtained from
the CBS MarketWatch quote server. Edit the LSE stock
symbols in Fund Manager to have the suffix -LS
and then perform the internet retrieve. UK quotes are also
available using the Yahoo - UK & Ireland quote server. Click here for more details.
- Export data from
Fasttrack and import it into Fund Manager with
the generic import command and the format string "SYMB","MM/DD/YY",XX,NAV,XX
- Get ASX historical
quotes at www.stideas.com.
- See the instructions for downloading
and importing historical French prices.
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