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Auto updating of changes in a security

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Postby rftanner » Tue May 17, 2016 7:30 am

I have eight accounts on FM. The same security may show up in several of these accounts. When I update a price manually it should update for that security in all accounts. Also, if any other data common to all accounts holding the same security, like the income data or security description, changes, it should be populated to all accounts holding that security.
rftanner
 
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Postby Mark » Tue May 17, 2016 8:39 am

Hi rftanner,

This is a feature in the Advisor version, where it is common to have the same security across many accounts. The menu command "Edit / Symbol List..." lets you edit properties/prices for all investments with a common symbol.

In all versions, if you retrieve or import prices all investments with the same symbol will be updated. If you need to manually update a price, you might consider creating a simple .CSV file, where you update the price once in there, and then import that file using "File / Import / Prices / Generic...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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