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

Postby reddragon » Sat Apr 06, 2019 11:52 am

Can Fund Manager pool data from Interactive Brokers?
reddragon
 
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Postby Mark » Sat Apr 06, 2019 3:53 pm

Hello,

Interactive Brokers does not support the transaction retrieve feature (OFX). You can however download an OFX formatted file from their website and then import it. They call this the Quicken or Money format. They also offer Portfolio Center files if you are an Advisor with them. You can import any of these with Fund Manager. You could also manually enter data.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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