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Unable to update Historical Price

Questions about updating prices or transactions in Fund Manager

Postby tslee0000 » Thu Jul 14, 2016 5:39 pm

Mark,

I'm having problems updating investments' old prices today. I tried using Yohoo (historical), Google (historical), and Quandl (historical) tserver o update old prices but I got the same error message ' could not update any investment. I'm using:

Main Program: 2016.14.7
Quote Module: 496
Transaction Module: 218

Updating today's price using Yahoo quote server appears to be working fine. Would you please look into this problem? Thanks in advance.

Tom Lee
tslee0000
 
Posts: 29
Joined: Fri May 10, 2013 6:33 pm

Postby tslee0000 » Thu Jul 14, 2016 5:50 pm

Mark,

One correction. Google (historical) server is working. The other two Yohoo (historical) and Quandl (historical) are not. I just need to use the right Gooogle quote server, Google (historical) and Google (historical mutual fund) for the right investments. Would you please look into the problem for Yohoo (historical) and Quandl (historical)? Thanks.

Tom Lee
tslee0000
 
Posts: 29
Joined: Fri May 10, 2013 6:33 pm

Postby Mark » Thu Jul 14, 2016 5:57 pm

Hi Tom Lee,

Yahoo (Historical) is working as of today, but you need Fund Manager 2016.14.8 with quote module 497. You can get that on our download page now.

Quandl (Historical) requires you to change the symbol to use Quandl codes. They are not the same as Yahoo/Google symbols. Instructions are here:

https://www.fundmanagersoftware.com/intrtv.html#Quandl
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby tslee0000 » Thu Jul 14, 2016 6:23 pm

Mark,

I updated the main module as you suggested and the historical price update is working once again. Thanks.

Tom
tslee0000
 
Posts: 29
Joined: Fri May 10, 2013 6:33 pm


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