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Tracking Wealthfront and similar

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

Postby TudorP » Mon Nov 04, 2019 12:56 pm

Hi - I'm wondering how it would make the most sense to track an investment that does not have a ticker (a robo intevestor, for example, like Wealthfront, or Betterment).

Any thoughts on how best to implement in FM?

Thanks.
TudorP
 
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Postby Mark » Mon Nov 04, 2019 1:09 pm

Hi TudorP,

You can either leave the symbol blank, or enter something meaningful to you. If it isn't something you can retrieve a price for, just turn off "Investment Properties... / Internet Retrieve / Retrieve Price" so that when you retrieve prices for your other investments, this is not retrieved. You'd have to manually enter a price, or import it from a file you may have.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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