Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

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
 
Posts: 19
Joined: Tue Dec 14, 2010 6:27 am

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
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 13 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron