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Morningstar France, Belgium ?

Questions about updating prices or transactions in Fund Manager

Postby Mercator » Thu Jul 14, 2016 9:11 am

Hi,
Would it be possible to add morningstar.fr or morningstar.be to the quote servers ? Some of my funds can only be found on those sites, not on morningstar.com (or it doesn't seem to work).
For instance the fund ISIN LU0034463017, when searched on morningstar.com gives an error (webpage temporarily available, but it is like that since yesterday).
Before I used Bloomberg, but now I am stuck like many others :?
Hint for others : many european funds can be found on the server "Boerse Berlin - Bonds". But not this one :roll:
Best regards.
Mercator
 
Posts: 4
Joined: Fri Jul 18, 2014 12:23 am

Postby Mark » Thu Jul 14, 2016 9:16 am

Hi Mercator,

Yes, we can look into adding these. In the mean time, have you tried "Morningstar UK - Unit Trusts"? See:

https://www.fundmanagersoftware.com/int ... ingstar-UK

for instructions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mercator » Thu Jul 14, 2016 9:18 am

Yes I tried that one as well, without success (fund unknown).
Mercator
 
Posts: 4
Joined: Fri Jul 18, 2014 12:23 am

Postby Mark » Thu Jul 14, 2016 9:21 am

Hi Mercator,

Okay, thanks for the information. We'll see about adding these. We're planning to add a couple other Morningstar servers too, as they seem to all offer regional fund quotes separately.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mark » Thu Jul 14, 2016 6:00 pm

Hi Mercator,

Quote module 497 has been released and adds support for Morningstar FR - Funds. See:

https://www.fundmanagersoftware.com/int ... ingstar-FR
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mercator » Fri Jul 15, 2016 12:49 am

Just tried it, it works. THANK YOU.
Now please don't neglect morningstar.be either. I have one fund (BE0949074265) which is on morningstar.be but not on morningstar.fr :wink: 8)
Mercator
 
Posts: 4
Joined: Fri Jul 18, 2014 12:23 am

Postby Mark » Fri Jul 15, 2016 7:42 am

Hi Mercator,

Okay, thanks, we'll see about getting the Belgium site into the next release.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Mercator » Sun Jul 17, 2016 11:14 pm

I see we have it now. Thanks very much, I really appreciate your support. :D
Mercator
 
Posts: 4
Joined: Fri Jul 18, 2014 12:23 am


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