Questions about updating prices or transactions in Fund Manager
by Mark » Wed Nov 30, 2016 9:59 pm
Hi El Wealtho,
Are you using Fund Manager 2016? Do you have the latest quote module (509)?
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by El Wealtho » Thu Dec 01, 2016 8:18 pm
When you said that Quandl is supported by all versions of Fund Manager: https://www.fundmanagersoftware.com/intrtv.html#QuandlI took it to mean that all versions of Fund Manager supported Quandl, and set up an account with them. I am using FM 2014. No good? Let me guess: 2014 is an edition, not a version. On (at least) the two pages linked above you might want to state explicitly that only 2016 supports some of the quote servers. Save your customers some grief.
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by Mark » Thu Dec 01, 2016 9:13 pm
Hi El Wealtho, Sorry for the confusion. Yeah, the table at the top of this page: https://www.fundmanagersoftware.com/intrtv.htmlhas 3 columns, the 3rd one labelled "FM version" and each row either has "All" or "Professional/Advisor" in it. Is this where you were looking? This does mean the version type, as in Personal, Professional, or Advisor. That list is updated for the most recent major release, which is FM 2016.
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by rbarrett » Tue Dec 13, 2016 12:43 am
I have a similar question. I'm looking at this page for historical exchange rates: https://www.fundmanagersoftware.com/faq ... wnload.phpNone of these servers are listed for me. And I've just noticed that the Bloomberg server I believe I was using for years stopped working in July, so my exchange rate was not changing. I can get a current daily exchange rate using Yahoo or whatnot, but nothing I've tried supports historical to fill in the gaps. The quote server page on your website is confusing since it says these servers are supported by all editions of FM. I also have FM 2014. I'm assuming I'm out of luck for historical exchange rates until I update to FM 2016? Thanks, Ray.
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by Mark » Tue Dec 13, 2016 7:35 am
Hi Ray, We had to remove Bloomberg as a quote server due to their Terms of Service. Are you referring to this page: https://www.fundmanagersoftware.com/intrtv.htmlbeing confusing? Maybe we need to change the wording from "FM version" to something else, like "FM Level".
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by rbarrett » Tue Dec 13, 2016 11:43 am
Yes, that's the page. It's confusing that you can update the "quote module", but then the servers still don't work because it requires new parent application, too.
Any idea why the servers that say they support "Historical", don't actually update the historical exchange rates? Is it that history is supported but just not for that quote type? For example, Google (Historical) or Yahoo (Historical).
Thanks.
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by Mark » Tue Dec 13, 2016 12:20 pm
Hi rbarrett,
The quote module is updated for the existing quote servers for the older versions. Older versions don't get new quote servers though. For example, when Yahoo broke, the 2014 versions got an update to fix this existing server.
Correct, historical servers don't necessarily have history on all types of quotes, particularly exchange rates.
We did update that page, to try and make it a bit more clear that those listed quote servers are for the current version of Fund Manager.
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