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Questions about updating prices or transactions in Fund Manager

Postby akahrim » Sat Jul 06, 2019 1:42 pm

Hi Mark...Fund Library does not seem to be updating. It stopped somewhere around 24 May 2019. A sample symbol is rbf1006. I checked the Fund Library site and it is up to date.

Please advise.
Thanks
AK
akahrim
 
Posts: 20
Joined: Sun Oct 28, 2007 12:18 pm

Postby Mark » Sat Jul 06, 2019 2:00 pm

Hi AK,

We came out with an update recently for this server. Unfortunately, it requires you to change the symbols, as their site drastically changed. See these instructions, and if you still have troubles, please let me know.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 8801
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby akahrim » Mon Jul 08, 2019 1:15 pm

Mark...I checked the site and used the symbols there but still no joy. An example is RBF1006 for RBC Monthly Income Fund Series D. Symbol is now RBF1006(NL). I also tried some other symbols but Fund Manager does not update.
My symbols have not changed much except for the (NL) at the end.

Please advise.
Thanks
AK
akahrim
 
Posts: 20
Joined: Sun Oct 28, 2007 12:18 pm

Postby akahrim » Mon Jul 08, 2019 1:47 pm

Mark...follow up, ignore previous message. I was not copying the symbol from the URL. Got it working now.

One symbol is too long to fit in the symbol field, any suggestions here?

Thanks
AK
akahrim
 
Posts: 20
Joined: Sun Oct 28, 2007 12:18 pm

Postby Mark » Mon Jul 08, 2019 2:52 pm

Hi AK,

Unfortunately you will have to get that quote from a different server. In a future update to the main FM program we plan to enable a feature so that you can enter longer symbols, but it is currently limited to 49 characters.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 8801
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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