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Quotes only on open positions

Questions about updating prices or transactions in Fund Manager

Postby sbfree » Thu Feb 01, 2018 9:55 am

Hi:
How do I make sure that I am only retrieving current and historical quotes on open positions. I feel as though FM is retrieving more quotes than I have positions.
Thanks,
scott
sbfree
 
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Joined: Wed Feb 17, 2016 6:51 am

Postby Mark » Thu Feb 01, 2018 10:04 am

Hi scott,

You can use "File / File Operations / Hide Sold Investments...". Set the date range to today - today and leave on all 4 options in there. This will hide your investments that you don't own any shares in as of today, and will also turn off the attribute to retrieve prices for these investments (Investment Properties... / Internet Retrieve / Retrieve Price).
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby sbfree » Thu Feb 01, 2018 10:08 am

Thank you!
sbfree
 
Posts: 60
Joined: Wed Feb 17, 2016 6:51 am


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