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Sector updating

Questions about updating prices or transactions in Fund Manager

Postby spock » Mon Apr 29, 2024 2:14 pm

I recently imported a number of transactions and I'm not able to get the sector update to work for any of the stocks. For example, Pfizer (PFE) is not getting categorized. This is on the latest version and quote module.

The log just reports "FAILED":

Sector Retrieve Log
04/29/2024 at 17:11 using version 2024.18.2 with module 602.
...
PFE (3):FAILED:
spock
 
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Postby Mark » Mon Apr 29, 2024 5:44 pm

Hi spock,

Thanks, I see this too, for both Sector and Asset retrieval. We'll have to investigate...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby abafamrda » Fri May 10, 2024 6:33 pm

I'm seeing this inabiltiy to update Sector as well. Any update on a resolution?
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Postby Mark » Fri May 10, 2024 6:37 pm

Unfortunately, we still aren't able to retrieve the asset/sector information. It may not be something we can resolve. Given that Yahoo was the last server offering this information, we may need to remove the feature of retrieving asset/sector information in the next version.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Mark » Sat May 11, 2024 6:53 pm

Update: It looks like this will be fixable, but will require an update to the main program. We hope to have this available soon, and will post back here when it is available.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Mark » Sun May 12, 2024 10:25 am

Version 2024.18.3 is available now on the download page, and resolves the issue of retrieving asset type and sector information from Yahoo. Please let me know if you have any more troubles.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11371
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby abafamrda » Sun May 12, 2024 3:32 pm

Confirming the upated has resolvled the issue. Here's to Yahoo keeping that field available for all,
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