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Change Investment Type to Download Prices

Questions about updating prices or transactions in Fund Manager

Postby jnewton » Mon Jan 22, 2024 8:14 am

I set up a new portfolio a few months ago and transferred stocks from another portfolio. Unfortunately, many of the investments in the new portfolio were accidently designated as cash and not stock and not automatically download prices. Dividends and other transactions do record properly. I've changed the type to stock, but the prices still will not download automatically. How do I get these stocks to download prices? Thanks
jnewton
 
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Joined: Mon Oct 26, 2009 12:48 pm

Postby Mark » Mon Jan 22, 2024 10:12 am

Hi jnewton,

For each of these investments check the "Investment Properties... / Internet Retrieve / Retrieve Price" option to make sure it is on. This is turned off for cash type investments by default, so you probably need to turn this on.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby jnewton » Mon Jan 22, 2024 12:16 pm

That did it Thanks
jnewton
 
Posts: 83
Joined: Mon Oct 26, 2009 12:48 pm


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