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Asset Retrieve and Sector Retrieve

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

Postby B2B_Investing » Wed Dec 20, 2023 4:56 pm

Hi Mark,

Are there any other providers to retrieve the Asset and Sector information from other than Yahoo? (I.e Morningstar, WSJ, etc). I seem to recall Morningstar was previously an option. Yahoo only retrieves the information for Stocks but I have this information populated for mutual funds in the past. I find this feature to be very useful for analyzing a portfolio / sub-portfolio of mutual funds.

Thanks,

Jason
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Postby Mark » Wed Dec 20, 2023 5:55 pm

Hi Jason,

Yes, we used to be able to get this data from Morningstar, but no longer... Unfortunately, Yahoo is the only source left available in the program.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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