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Best Practices once a year or daily update

Questions about updating prices or transactions in Fund Manager

Postby kosmicmisfit » Mon Aug 23, 2021 10:02 am

Hello
I have accounts at IB & Schwab.

I only use FundManager once a year to create capital gains report. There is a seperate post on the queries I have.

My trading activity involves selling covered calls. There are about 30 to 50 trades a month.

If you could share what are the best practices.

Thanks!
kosmicmisfit
 
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Postby Mark » Mon Aug 23, 2021 4:20 pm

Hello,

There isn’t probably one best answer, but I prefer to update more frequently, and reconcile as you go. It makes it easier to find and fix any issues when you’re taking small steps.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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