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

Postby oyz79 » Wed Dec 20, 2017 8:43 pm

Any plans to add Thrivent Financial online price retrieval in the Portfolio Wizard?
oyz79
 
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Joined: Fri Dec 30, 2011 9:47 pm

Postby Mark » Thu Dec 21, 2017 8:10 am

Hi oyz79,

Are you asking about adding them to the list for transaction/position retrieval, or price retrieve? I assume transaction/position. I don't believe they offer the required Open Financial eXchange (OFX) server needed for Fund Manager to communicate with them. See:

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

Postby oyz79 » Mon Jan 08, 2018 9:06 pm

I have been able to link / import into Schwab (they have a 3rd party portfolio import function). This leads to believe it could be possible with Fund Manager?
oyz79
 
Posts: 47
Joined: Fri Dec 30, 2011 9:47 pm

Postby Mark » Tue Jan 09, 2018 8:46 am

Hi oyz79,

I'm not aware of Thrivent offering an OFX server, and they aren't listed in Quicken either. I'm not sure how Schwab is linking with them. If you go to Thrivent, and look up instructions for importing into Quicken that might give some insight.
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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