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FX server

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

Postby sponge » Mon Jan 16, 2017 2:26 pm

It seems my CAD-USD exchange rate historical quote server stopped working since Jul 2016.
What is a viable server to use?
I am using FM version 2014.13.8
thanks
sponge
 
Posts: 42
Joined: Fri Sep 24, 2010 1:55 pm

Postby Mark » Mon Jan 16, 2017 5:13 pm

Hi sponge,

What symbol/server combination were you using?

We have an FAQ on retrieving historical exchange rates here:

https://www.fundmanagersoftware.com/faq ... wnload.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby sponge » Mon Jan 16, 2017 5:22 pm

I had read all that. However, i do not see WSJ or Quandl as one of the server choices in Properties -> Internet retrieve
sponge
 
Posts: 42
Joined: Fri Sep 24, 2010 1:55 pm

Postby Mark » Mon Jan 16, 2017 5:27 pm

Hi sponge,

Yes, those are only available in the current 2016 version. What symbol/server combination were you using before?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby sponge » Mon Jan 16, 2017 6:38 pm

Can't recall the original server as i played with it. Symbols are CADUSD:CUR and USDCAD:CUR
Is there a way to find out where the old prices were retrieved from (may be a log file of some sort)? Whatever server it was, i believe they stopped providing historical quotes for fx.
sponge
 
Posts: 42
Joined: Fri Sep 24, 2010 1:55 pm

Postby Mark » Mon Jan 16, 2017 7:01 pm

Hi sponge,

Sorry, there isn't a record of where a price was retrieved from, unless it is the last price retrieve you did, and then you could find it in the log file. The log file gets overwritten on each retrieve though.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby sponge » Tue Jan 17, 2017 6:30 am

So what are the supported server/symbols for FM version i am using?
sponge
 
Posts: 42
Joined: Fri Sep 24, 2010 1:55 pm

Postby Mark » Tue Jan 17, 2017 7:46 am

Hi sponge,

I'm not sure which servers support historical FX rates in the 2014 version. There may not be any. You can see a list of all the 2014 quote servers by going under "Options / Internet Settings..." from within a 2014 version. You could also download/import historical exchange rates, and then just retrieve current exchange rates going forward. Yahoo offers current exchange rates, but not historical. A couple places you can download historical exchange rates are:

https://www.oanda.com
https://www.quandl.com

To import you would use "File / Import / Prices / Generic...". Press the "Help" button in that dialog for instructions.
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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