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Price Retrieve Module 449

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Postby Mark » Tue Sep 17, 2013 1:43 pm

The internet price retrieve module has been updated. Version 449 is available by selecting "Help / Fund Manager on the Web / Check for Updates..." from within Fund Manager. This update was required for the Finra - Bonds server.

The Finra - Bonds server now requires you use the "ticker" as reported by this server for your symbol in Fund Manager in order to update your bond quotes. Previously this server required using the CUSIP, but that is no longer an option with this server. If you were previously using Finra - Bonds you will need to change your investment's symbols from CUSIP to their "ticker" value in order to retrieve prices with this server. For details on this, see:

http://www.fundmanagersoftware.com/intr ... FinraBonds

(If you prefer, you may also get bond quotes from your broker when retrieving transactions. Retrieving transactions from your broker updates all your investment's prices as well, and does not require you to enter any value for the investment's symbol.)
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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