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finra historicals don't allow for a date range

Questions about updating prices or transactions in Fund Manager

Postby fez » Sun Dec 20, 2009 5:56 pm

I'm trying to update historical bond prices using Finra ... when in the portfolio editor view, if I try to update the historical price for a single bond, I'm not given the option of selecting a date range. I really would like to be able to select a date range rather than going out to the finra site manually as I am now doing to pull in the prices closest to the dates that I'm looking for ... often there are no prices for the exact dates due to thin trades in munis. thank you ....
fez
 
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Postby Mark » Mon Dec 21, 2009 8:43 am

Hi fez,

Finra only updates the current quote in Fund Manager. It is not a "historical" server. You can read about the details of any server on our quote server page. Here are the details for Finra:

http://www.fundmanagersoftware.com/intr ... FinraBonds
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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