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Importing Alerts

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

Postby hipped1 » Sat Nov 02, 2019 4:57 am

I'm looking for a way to import alerts to minimize data entry for a portfolio of stocks. On a monthly basis, I update the price below and/or price above for a basket of stocks based values from a database. I have the data in Excel and would like to process a file and create new alerts in an upload process.

I see Fund Manager has the ability to import transactions but am not sure how/if that functionality can also import alerts.

Thanks
Mark
hipped1
 
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Postby Mark » Sat Nov 02, 2019 6:50 am

Hi Mark,

Sorry, but this is not currently a supported feature. You can't import alerts from a file... You can only manually enter them into the program. This is an area we'd like to try and improve.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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