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Download of Historical Currency

Questions about updating prices or transactions in Fund Manager

Postby joesmo » Wed Feb 29, 2012 3:20 pm

Hello,
I am trying to set up the software in multiple currencies to track capital gains. I have followed the directions and tutorials on the the topic. However I am unable to download the historical exchange rates from the Yahoo server, I only can get the current days from the regular Yahoo Server, which should suggest my symbols are correct. When I try to use the Yahoo (Historical) or (Adjusted Historical) it times out and says unable to retrieve any data from server. The status of the server is working.
joesmo
 
Posts: 17
Joined: Wed Feb 29, 2012 2:56 pm

Postby Mark » Wed Feb 29, 2012 3:54 pm

Hi joesmo,

Yahoo doesn't have historical exchange rates, only current. There are other options for getting historical exchange rates. Please read:

http://www.fundmanagersoftware.com/faq_ ... wnload.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby joesmo » Thu Mar 01, 2012 10:26 am

Hi Mark,
Thanks I got this part working with Bloomberg historical.
A bit of feed back on the currency tutorial, it would be helpful if it covered the server selection. The tutorial does not mention server selection and also uses the Yahoo symbols to get historical currency data which is were I got off track. I am guess Yahoo used to provide historical currency data when the tutorial was made?
joesmo
 
Posts: 17
Joined: Wed Feb 29, 2012 2:56 pm

Postby Mark » Thu Mar 01, 2012 10:31 am

Hi joesmo,

Good point, that would make better sense. We'll see about improving this tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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