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Asset allocation and sector types

General questions about using Fund Manager that do not fit into any other forum.

Postby Alexanderfrood » Sun Jul 17, 2016 7:38 am

Is it possible to download this information from Morningstar UK, or is it just Morningstar.com?
Alexanderfrood
 
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Joined: Tue Apr 12, 2016 12:48 am

Postby Mark » Sun Jul 17, 2016 8:18 am

Hi Alexanderfrood,

Sorry, no, we don't support Morningstar UK for asset/sector data currently. Only:

Morningstar.com
Yahoo.com
Morningstar.ca
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Alexanderfrood » Sun Jul 17, 2016 2:12 pm

Thanks for the prompt reply. Will it be added at some time, bearing in mind Morningstar.com and Morningstar.ca are already on the list?

Also, will you be including a geographic analysis function to FM at some point?
Alexanderfrood
 
Posts: 17
Joined: Tue Apr 12, 2016 12:48 am

Postby Mark » Mon Jul 18, 2016 8:00 am

Hi Alexanderfrood,

I agree it would be good to add, and we can consider adding support for this in a future update. Automated geographical support is possible too. You could do this manually yourself now using one of the category sets.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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