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Questions about updating prices or transactions in Fund Manager

Postby adennis » Tue Jan 12, 2021 8:02 am

as a returner to using FM after a few years I find the price servers rather different.

The search facility does not like the use of UK so thought i would ask what has probably been asked and sorted by others

Which are the price servers I should be using?
Are there any nuances with regard to fund codes i should be aware of?

Has FM considered II (institutioanl Investor) or Hargreves or even Fidelity UK for brokerage links?

thanks in anticipation!
adennis
 
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Joined: Mon Sep 14, 2009 9:07 am

Postby Mark » Tue Jan 12, 2021 3:40 pm

Hello adennis,

Yahoo is a good server. You can use your web browser and go to their website to look up what symbols they use for whatever you want to track. If they don't have the quotes, you can use any of our other supported quote servers.

For the transaction retrieve feature we'll support any broker that makes an OFX server available, but so far that seems to only be US based brokers.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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