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Transaction Retrieve for Australia

Comments, critical feedback, praise, or suggestions for new features.

Postby daviedave » Tue Mar 14, 2017 3:27 am

Hi,
Can we get auto transaction retrieve for some Australian brokerages? Commsec, Ebroking, Interactive Brokers?
daviedave
 
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Postby Mark » Tue Mar 14, 2017 8:08 am

Hi daviedave,

We will add support for any broker that makes available the required "Open Financial Exchange" (OFX) server. This is a special server that communicates in the OFX language, and allows Fund Manager, and similar programs, to read your account transactions/positions. You might want to ask your broker if they have an OFX server, or plan to make one available. If they do, we'll add support for them. You can direct your broker to this FAQ, which may help explain:

https://www.fundmanagersoftware.com/faq ... upport.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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