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Questions about updating prices or transactions in Fund Manager

Postby fundsankore » Tue Jun 13, 2017 6:09 am

Hi Mark,

Thank you for your response.

However, we will like to do an upload of research data
Firstly, can we populate data directly from Fund Manage re.g. S&P 500 historical prices, MSCI prices e.t.c

Secondly, if i cannot populate directly from Fund Manager, can i upload my data such that i can have my historical numbers stored into the software.

thanks
fundsankore
 
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Joined: Wed Jun 07, 2017 1:01 am

Postby Mark » Tue Jun 13, 2017 9:25 am

Hi fundsankore,

For pricing data you can either have Fund Manager retrieve the prices from quote servers automatically, or you can import data. Here is a tutorial on retrieving prices.

To import data, see "File / Import / Prices" for the different supported formats. There is also a "Generic" price import, which is similar to the generic transaction import, but for price data.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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