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Anyone using FM with Interactive Brokers for foreign stocks?

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

Postby caffellatte » Mon Dec 07, 2020 7:54 pm

Is File | Close Portfolio used only if you want to delete everything in Fund Manager and start all over again?
caffellatte
 
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Postby Mark » Mon Dec 07, 2020 7:57 pm

Yes, pretty much...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby caffellatte » Mon Dec 07, 2020 9:45 pm

I found symbols for the four stocks and the four currencies on Yahoo and set up all eight "investments". Have downloaded real-time and historical prices back to 1/1/20 successfully. When I display the sub-portfolio, toggling between displaying amounts in USD or local currencies shows the correct amounts. Things were looking pretty dismal yesterday, but now everything is working as it should. Glad I didn't give up on FM. Thanks for all your help, Mark.
caffellatte
 
Posts: 13
Joined: Sat Dec 05, 2020 10:49 am

Postby Mark » Tue Dec 08, 2020 9:31 am

Excellent, glad you've made good progress.
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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